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To: mtnlady who wrote (33082)	10/12/2000 6:50:08 PM
From: slacker711	Respond to of 54805

And the affect Nakamaura may have on any case with Nichia? It is hard to believe that Nakamura would have joined Cree if he thought that Cree was violating Nichia's patents. This is a nice confidence booster when it comes to the patent battle. With the added brightness LED's they've now effectively put saphire out of business. Does anybody know the power consumption of Cree's LED's vs. Sapphire based LED's? This is the last area that I can think of in which Sapphire might have an advantage....it seems like Cree has caught them in brightness, are smaller and are cheaper. I'm not sure what other considerations there would be for a designer trying to pick an LED. Slacker

To: mtnlady who wrote (33082)	10/12/2000 8:33:45 PM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

mtnlady wrote: Nortel and JNPR starting to shake Cisco's cage 'big time'. Nortel? Big time? Cisco demands a certain amount of respect. Even Juniper's CEO was full of respect for Cisco in the CC tonight. Here are my notes from the Juniper CC: Message 14571029 BB

To: mtnlady who wrote (33082)	10/14/2000 4:07:26 AM
From: FLSTF97	Read Replies (2) \| Respond to of 54805

CREE sapphire out of business Mtnlady, as long as SiC based devices can't fill the demand, buyers will use the Sapphire devices to fill the gap. From what I can see the sapphire boys seem to be growing just as fast as CREE. Certainly their capital equipment demands are similarly strong. To really put the sapphire guys out of business, Cree needs to ramp supply faster. As far as ramp speed CREE and Uniroyal seem to be neck and neck. Uniroyal also has bought its own SiC supply, which probably makes them a stronger competitor long term. Still my money is on CREE. Fatboy

To: mtnlady who wrote (33082)	10/14/2000 11:34:35 PM
From: Brandon	Read Replies (2) \| Respond to of 54805

One of the things O'neil states is that for a new bull market to start you need new leaders. The gaurd will always change as the leaders of the last market become more mature and cant grow as fast. Brandon