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To: jchawk who wrote (4566)	12/16/2000 7:43:55 PM
From: Steve 667	Read Replies (2) \| Respond to of 10714

Joe, Thanks for the articles, most interesting. Neither article has a date. Do you know when they were written. I found it interesting that neither article mentioned that he worked for CREE. Any idea why? Do you mind me asking what search engine(s) you used. I am always looking for better ones. In particular a seach engine that turns up current news articles like the ones you found. Thanks. Steve 667

To: jchawk who wrote (4566)	12/17/2000 12:47:46 PM
From: JH	Read Replies (1) \| Respond to of 10714

jchawk - thanks for the links on LEDs ! I spent about an hour browsing through ledmuseum.home.att.net , a cornucopia of test results of hundreds (if not thousands) of LEDs. This site is amazing! Unfortunately, CREE's representation is a bare whimper compared to Nichia's almost total dominance in the marketplace. There seems to be a huge disparity (at least in my mind, based on preliminary surfs through the website) between CREE's assertion (and our assumption) that SiC-based LEDs are competitive with Sapphire-based LEDs. The VAST majority of LEDs tested on the website are sapphire-based. Those that are SiC-based appear to inferior in terms of performance and ubiquity. Would it be safe to assume that the fundamental guts of all SiC LEDs originate from CREE, and that there are tons of OEM SiC LEDs out there in this wide world? If so, where are those LEDs? Of the few that have been tested on the website, why are they all inferior to the Sapphire LEDs? CREE is mentioned as one of the manufacturers on the "Where 2 Buy" URL, but is shown on the VERY BOTTOM of the long list, together with a mention that the author had "failed in an attempt to contact them regarding where I can find LEDs using their new chips". Though the website alone can hardly be characterized as a complete sampling of all modern, high-performance LEDs in today's marketplace, CREE's market penetration seems to be disappointing. I wonder whether there is a good way for us investors to gauge the success of SiC LEDs in displacing Sapphire LEDS. Ideas, anyone? Perhaps CREE is currently choosing not to compete in the type of LEDs used for the automobile/flashlight/traffic signal segment, and have chosen to attack a very specific niche such as telephone display backlighting, which requires very compact surface-mounted devices, which Nichia currently does not address?