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To: Mike Buckley who wrote (38064)	1/16/2001 9:34:29 PM
From: Rick	Respond to of 54805

The February 2001 edition of the Scientific American, page 63 has an article on LEDs. In Pursuit of the Ultimate Lamp. by M. George Craford, Nick Holonyak Jr, and Frederick A. Kish, Jr. Full-Spectrum light-emitting diodes, or LEDs, are becoming wide-spread - and the race is on to develop white-light versions to replace Edison's century - old incandescent bulb. "In 1995 one of us (Holonyak) has honored to accept the Japan Prize for pioneering work in semiconductors light emitters and lasers. Asked to say a few works about tomorrow's technology, he simply pointed to the ceiling lights and said, "All of this is going." A revolution is taking place, literally in front of our eyes, thanks to semiconductor devices known as light-emitting diodes, or LEDs. Most familiar as the little glowing red or green indicator lights on electric equipment, LEDs are beginning to replace incandescent bulbs in many applications. The reason? LEDs convert electricity to color light more efficiently than their incandescent cousins - for red light, their efficiency is 10 times greater. They are rugged and compact; some types last a phenomenal 100,000 hours, or about a decade of regular use. In contrast, the average incandescent bulbs last about 1,000 hours. Moreover, the intensity and colors of LED light have improved so much that the diodes are now suitable for large displays - perhaps the most impressive example being the eight-story-tall Nasdaq billboard in New York City's Time Square." A brief scan of the article doesn't find any mention of CREE etc. Athough Craford worked at Monsanto and HP and became the chief technology officer at Lumileds Lighting of CA. a firm created by Philips and Agilent technology. Kish is R and D and manufacturing department manager at Agilent Technologies. "There he was one of the primary insigators of a new family of high-brightness red-prange-yellow LEDs, which were the first LEDs to exceed the efficiency of unfiltered incandescent bulbs and are now the dominant technology for traffic signals and exterior lights on automobiles." - Fred

To: Mike Buckley who wrote (38064)	1/17/2001 2:50:08 AM
From: DownSouth	Read Replies (2) \| Respond to of 54805

That's exactly why Softie's .Net initiative is their next try at a discontinuous innovation. If a sufficiently strong value chain rallies around their .Net platform, they've got a slam dunk. It's a big "if" but a wildly successful one if it works. Harrumph. You think ORCL is sitting around waiting for .NET to come true? Not hardly. Oracle is working on some great tools for the ASP marketplace that MSFT hasn't even discussed. ORCL is working on some caching technologies for large databases (very large) with high hit rates that truly use network resources in amazing ways. ORCL's new Web Portal tools (replaced "WebDB") give developers very imaginative new technologies for deployment of apps over the web. Their ain't no slam dunk for MSFT. MSFT does not have a slam dunk.