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 20.28

-1.1%

Nov 28 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: w2j2 who wrote ()	2/5/2000 8:21:00 AM
From: FLSTF97	Read Replies (1) of 10713

I've made this post on the G&K thread which list some of the competitors of CREE: Message 12785409 Also I'd like to second Guy Gordon's statement that CREE needs to execute and that they don't have a lock on SiC devices. Their patent portfolio will offer them some leverage, but not nearly as much as rapidly outgrowing the competition. If they can achieve that then they can afford to either out spend competitors in legal battles or buy out them out. The rapid stock rise in the last week, while welcome, is not concluding evidence that they have won the battle so to speak. IMO CREE is 18-24 months away (at least) from bridging the chasm since I don't consider Blue LEDs as the chasm defining events. FATBOY

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next