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Technology Stocks : Wolf speed
WOLF 18.56-6.5%Dec 12 9:30 AM EST
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To: FLSTF97 who wrote (1504)1/10/2000 12:34:00 PM
From: Pete Mimmack  Read Replies (1) of 10714
 
FB - "high margin demand will divert the available SiC capacity ..."

Perhaps, but if the current expansion (tripling capacity) requires $50-60 million, and they are raising over $200 million, they may be very clear on how much capacity the various markets can handle and are making BIG plans.

Which leads me to wonder if current mgmt has what it takes to grow a company 100-fold. That is a difficult job for anyone, so I'm not questioning them personally. But it may be a critical factor over the next 10 ten years. Anyone with insight? unclewest?

Pete

PS If they're selling 2.6 mil shares and looking for $210-240 million, they're expecting the shares to go at $80-92 (assuming I've done my math right this time ;-). That may create the next base for the stock price.
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