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To: Triffin who wrote (30478)	8/25/2000 12:43:11 PM
From: StockHawk	Respond to of 54805

Jim, good article. Hope you spend more time here. StockHawk

To: Triffin who wrote (30478)	8/25/2000 11:50:22 PM
From: tekboy	Read Replies (1) \| Respond to of 54805

CREE .. Must read MIT Technology Review Sept/Oct 2000 issue on LEDs techreview.com Agreed. CREEtins will love it, and the uninitiated will find it a good introduction to one of CREE's major markets. I'll also add that it's just really neat. :0) tekboy/Ares@keen,too.com

To: Triffin who wrote (30478)	8/26/2000 11:10:01 AM
From: BDR	Read Replies (1) \| Respond to of 54805

I thought one of the markets for CREE's LEDs was the current incandescent light market. When I followed CREE more closely white LEDs were being discussed as a low power yet bright light source (disruptive technology) that would replace the incandescent bulb in the home. Is that still being discussed? This doesn't sound too promising: Whichever methods are chosen to make white light, the LEDs involved have to put out more light and become more energy efficient if they’re to replace Edison’s bulbs. White LEDs produce about 10 lumens of illumination per watt of electricity consumed, which is comparable to the performance of incandescent bulbs (a lumen is a measure of how brightly the eye perceives light). Roughly 10 percent of the electricity that they consume gets turned into light—marginally better than the 7 to 8 percent figure for incandescent bulbs. But LEDs are still too expensive to challenge your average GE Soft White. On sale at the local discount store, 100-watt incandescent light bulbs run about a dollar for a package of four and deliver 1,500 lumens of illumination apiece. “I cannot make an LED that gives you 1,500 lumens for 25 cents,” says Roland Haitz, research and development manager of the semiconductor product group at Agilent. He predicts that in “a few years,” his group will be able to make a 1,500-lumen LED that could sell for $150. He doubts the average homeowner will be rushing out to buy such a product. techreview.com I held Cree for a while but sold several months ago.