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

To: FLSTF97 who wrote (33138)10/14/2000 1:39:23 PM
From: mtnlady  Read Replies (1) | Respond to of 54805
 
"Uniroyal also has bought its own SiC supply"

Who did they buy from? CREE or ? I agree with your statements about CREE's supply constraints. I REALLY wish CREE would license out some of their patent technology and pick up royalties for every scrap of SiC made using their less expensive methods. In the mean time we will have to be patient as more mfg. facilities and the 3" wafers come on line.



To: FLSTF97 who wrote (33138)10/15/2000 10:19:28 PM
From: Robert Jacobs  Read Replies (1) | Respond to of 54805
 
Fatboy: You say that "As far as ramp speed CREE and Uniroyal seem to be neck and neck" is ludicrous. Uniroyal is still nine months away from volume commercial quantities of blue sapphire LED's and has never produced SiC in quantity or quality suitable for LED's. Did you listen to the last conf call...?! It is like saying that the Ugandian hockey team is going to beat the Russians in the next olympics.


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