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To: unclewest who wrote (3907)	9/22/2000 3:00:43 PM
From: Don Green	Respond to of 10714

Cree takes stake in Xemod; inks deal to develop RF devices By Semiconductor Business News Sep 22, 2000 (11:49 AM) URL: semibiznews.com DURHAM, N.C. -- Cree Inc. has taken an equity stake and formed a product development alliance with Xemod Inc., a supplier of RF power amplifier components for the wireless and networking industries. As part of the plan, Cree-a supplier of semiconductor materials and devices based on silicon carbide (SiC), gallium nitride (GaN), and related compounds-has made an $11.3 million equity investment in Xemod The companies also plan to co-develop SiC-based RF devices for use in power amplifiers and other applications. Future products will combine Xemod's module technology and Cree's SiC-based RF power devices, which will reduce the complexity and costs for linear power amplifiers, the companies said. “We believe SiC-based devices offer the power amplifier market significant advantages over competing materials, including a smaller chip design and the ability to operate at frequencies above 2-GHz," said Neal Hunter, chairman and chief executive of Durham, N.C.-based Cree. "The equity investment from Cree will allow us to continue to develop and expand our existing product lines, [which are] focused on silicon-based components for the wireless network market," added Joe Johnson, president of Santa Clara, Calif.-based Xemod. "The relationship with Cree will enable Xemod to begin early development on a new generation of products based on SiC."

To: unclewest who wrote (3907)	9/24/2000 12:32:54 PM
From: patricksullivan1	Read Replies (1) \| Respond to of 10714

Unclewest I see the Cree suit against Nichia as one more stepping stone to the announcement of the blue laser. This product has the potential for a few billion $ in sales/year. Hunter has said that he won't announce it until it can be produced in high volume and be sold for $15. The new plant coming on line in a few months could solve the capacity issue. I believe the real purpose of the lawsuit is to convince the blue laser customers that Cree really has clear IP ownership of the technology. Since, it will probably take a few months for the legal situation to be resolved I doubt the laser will be announced soon. Hunter projected that the blue laser will be sold in FY02 and this suit is probably setting the legal groundwork. Pat