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To: alanrs who wrote (6542)12/17/2002 11:04:03 PM
From: Cary Salsberg  Read Replies (1) | Respond to of 10713
 
RE: "Is $10 a fair price? $20? $30?"

A "fair price" should be based on estimates of future market growth, CREE'S future competitiveness, and future pricing in the market.

Can anyone describe a "sustainable competitive advantage" that CREE has? What are the "barriers to entry" to its markets?