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To: slacker711 who wrote (5411)	6/11/2001 10:57:40 AM
From: Jack Hartmann	Read Replies (1) \| Respond to of 10714

Herb on Cree Oh, such a deal: Spectrian (SPCT:Nasdaq - news - boards), no stranger to my column, waited until after the market closed on Friday to report that its revs will be far short of analyst expectations, and its loss will be much wider. Spectrian, you'll recall, is the company that sold its UltraRF semiconductor division to Cree. As part of the deal, Spectrian is required to buy $58 million worth of UltraRF chips from Cree. Great, a company that says it has "poor" visibility is now on the hook for $58 million in chips from Cree. Such a deal! As I noted back in March, a few months after the deal was struck, you can only hope Spectrian paid close attention to a similar deal Cree managed to strike with Charles & Colvard (CTHR:Nasdaq - news - boards), the fake-diamond company that got stuffed with four year's worth of Cree inventory. *********** Note: Herb has a friend that was heavily short CREE so take it that in consideration. Jack

To: slacker711 who wrote (5411)	6/13/2001 1:32:22 AM
From: RobertSheldon	Read Replies (2) \| Respond to of 10714

CREE at CIBC: cibc.talkpoint.com Scroll down to the 2:05PM slot (under the Tuesday tab) and click on CREE. There are some useful tidbits and charts that many on the thread may be interested in.

To: slacker711 who wrote (5411)	6/14/2001 12:35:48 AM
From: slacker711	Read Replies (3) \| Respond to of 10714

Not sure if this is good news or bad news....it sounds like it could open the door to more competition. However, this has to damage Nichia's chances in a suit against Cree. nni.nikkei.co.jp Wednesday, June 13, 2001 Nichia Loses 1st Court Battle Over Blue LED Patent TOKYO (Nikkei)--The Tokyo District Court ruled on Wednesday that a patent related to a blue light-emitting diode held by Nichia Corp. is invalid, accepting the claim of plaintiff Toyoda Gosei Co. (7282). The ruling is the first to strike down one of hundred or so blue-LED patents held by Nichia. The disputed patent relates to the basic structure of a blue LED, which Toyoda Gosei argued is in the public domain because old patents relating to it have expired. In April 1999, Toyoda Gosei demanded the Patent Office revoke the patent, but the request was refused, prompting the firm to sue in June 2000. Toyoda Gosei and Nichia have been suing and countersuing each other over several blue LED patents. Nine lawsuits relating to patent infringements have so far been filed in the Tokyo District Court, with Toyoda Gosei losing two cases last year. (The Nihon Keizai Shimbun Thursday morning edition)