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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: BDR who wrote (30534)	8/26/2000 11:38:29 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> 100-watt incandescent light bulbs run about a dollar for a package of four and deliver 1,500 lumens of illumination apiece... 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. When I think of Cree, my fascination is with blue lasers that will allow 4X the amount of information to be stored on CDs or DVDs, not replacement lights for the lamp in garage. Of course, there are some lights that are so costly, or nearly impossible, to replace that a solid state bulb replacement would be a value even at today's costs. As far as I'm concerned, cree is still pre-Chasm, but their future looks more appealing every day. I don't own any cree either, but I'm guessing I will down the line. uf