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Technology Stocks : Wolf speed
WOLF 17.34+1.3%11:41 AM EST

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To: unclewest who wrote (2316)3/3/2000 2:45:00 PM
From: Matrix_Man  Read Replies (1) of 10714
 
i was thinking that cree might make more money from cell phones than qcom.

uncle, I like your thinking!

Just how much does QCOM make on each cell phone anyway? For CREE, 16 LEDs at $.25 is $4 revenue times margin of say 50% is $2 profit per phone. Only caveat is that Cree's LEDs are not in every cell phone - OTOH not every cell phone is CDMA either. We need market penetration numbers and forecasts.
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