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To: John Finley who wrote (448)	10/18/2001 8:30:04 PM
From: kinkblot	Respond to of 565

From St. Petersburg to Gaithersburg. ru.com [page last modified: November 25, 1998] So, first they had Russian funding, and when that dried up, hello Uncle Sam. A long, strange trip indeed!

To: John Finley who wrote (448)	10/18/2001 10:18:37 PM
From: sbaker23	Read Replies (2) \| Respond to of 565

One could probably assume that "Volodya" and Cree no longer get along, as he left them to start his own company. He might be under the impression that Cree didn't compensate him sufficiently for developing its key SiC IP: patft.uspto.gov patft.uspto.gov Even offered sufficient money by Cree, he may not want to share the limelight with Shuji, Denbaars, et al. I vote for MOT, GE, or TXN...

To: John Finley who wrote (448)	10/20/2001 11:28:41 AM
From: kinkblot	Read Replies (1) \| Respond to of 565

Availability of cheap GaN substrates will benefit the merchant epi guys. Three that come to mind are ATMI, EMCORE and Kopin. Once you eliminate the buffer layers, transition layers, etc. and build on the same material, you've got a materials system that's similar to what they're doing now on GaAs (HBT, for example). So this could become a big new market a couple of years out for anyone who's ready with GaN epi capability. However, I doubt that any of the above want to be in the substrates business. For the buyout pool: AXT or Litton Airtron.