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

To: Mike Buckley who wrote (41214)	3/30/2001 3:38:33 PM
From: ratan lal	Read Replies (3) \| Respond to of 54805

Mike You might be interested in this interview of Ravi Suria who brought AMZN down with his analysis of AMZN financials. Ravi explains very clearly why he thinks it will take 3-4 years for this economy to recover. I dont think any of us spend the time to analyze the markets to the level he has. I would be interested in your (and others) comments. ratan ps - my nephew just called from Ford. They just handed pink slips to many employees and wlaked them out the door. Its Friday 4:30 p.m out there in Detroit.

To: Mike Buckley who wrote (41214)	4/2/2001 7:38:24 AM
From: unclewest	Read Replies (1) \| Respond to of 54805

the only you thing you need to know about CREE is that it "grows" SiC in commercial quantities and qualities and is the only company with a technology currently able to do so. You might think that's great (and it certainly is!), but Tinker explains why it's not the awesome stuff of Gorilla Gaming. MB, i would like to point out that a substantial portion of cree's 90+ patent portfolio covers not only SiC production but also covers most...maybe all known commercial uses for monocrystalline SiC and the epitaxial process. imo that is the stuff of gorillas. it is just not readily apparent yet. since cree produces at least 95% of the world's low defect, monocrystalline SiC (some material scientists i know think cree understates...and it is over 99%) and virtually 100% of the commercial SiC chips and devices, licenses and royalties are not an issue yet. to merely hypothesize that competition will come can apply to any company in any business at any time. polycrystalline SiC is actually quite easy to produce and i see occasional news releases from companies in that business...they use it to make sandpaper and other abrasives...it is the low defect, high quality, monocrystalline SiC, with fantastic electrical qualities, that cree has locks on. regardless, the ceo of cree assured me if anyone ever gets close enough to represent a competitive threat, they will defend their patents on SiC production as well as SiC commercial devices. that has not happened. any competition will have to develop workarounds for cree's SiC production patent portfolio, cree's epitaxy patent portfolio and then develop uses for SiC that cree has not already patented. that imo is one helluva formidable task since nearly all of the world's SiC research scientists work for cree. unclewest