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To: harvest-1934 who wrote (820)4/22/1998 4:36:00 PM
From: Marie Meyer  Read Replies (1) | Respond to of 10714
 
Harvest, are you comparing apples to apples? Or do you mean $0.20 for a Cree chip vs. $0.90 for a Nichia (or other manufacturer's) packaged LED? Also, doesn't it remain to be seen whether Cree's blue chip really is acceptable for displays (other than automotive).



To: harvest-1934 who wrote (820)4/23/1998 9:40:00 AM
From: Toby  Read Replies (1) | Respond to of 10714
 
Yes, Harvester. Nichia's LEDs sell for $.90. That's called pricing power, and they sell all they can make. The reason: performance.

That's what I call a price/performance market. Cree sells a low end blue LED at much lower profit margins. How can you continue to deny this?

Whether it's still a good business, I'm not saying. It looks like it probably is until HP and others go after it too.


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