Wolf speed Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Wolf speed

WOLF 18.56

-6.5%

Dec 12 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: LLCF who wrote (1501)	1/10/2000 12:44:00 AM
From: pompsander	of 10714

It would appear that CREE is in the most enviable of positions. While it is regularly enfused with cash from the government and private partners to pursue possible uses of SiC, it simultaniously holds the only feasible means of producing the product in volume. As it is PAID by others to determine if new products are feasible in a variety of remarkably different venues (LEDs, Power Transmission, Gemstones, etc.) which will build demand, it then stimulates such demand further by enhancing the technological advantages (producing ever brighter LEDs for example )and by managing retail costs (recent reduction in price charged for 2inch wafers). After evidencing the advantages of its product, and establishing it is cost efficient, it allocates product to keep customers "hooked" while it has time to triple production capacity. Customers are assured more output of ever higher quality product at reasonable cost...none of which harms CREE margins. Meanwhile, competition is five years behind. Nice business.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next