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Technology Stocks : Vitesse Semiconductor
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To: Bill Hardison who wrote (3460)4/19/2000 2:55:00 AM
From: wildhart  Read Replies (1) of 4710
 
I own both so I am happy! I believe that Cree's near term, ie two year, growth rate may approach 100% or more. And that could continue for longer and be higher. Sequential growth is about 20%. Cree does seem to have higher revenue growth rates though lower gross and net. Cree's net margin from operations (sans interest income) was only 25%. I know more about Cree then about VTSS. Cree is in nice position of being able to sell all the LEDs they produce. They seem extremely well managed and have a great product pipeline including, RF/Microwave, blue laser and solid state lighting ie incandescent and flourescent light bulb substitute. That would be a classic discontinuous technology with continuous application to consumer. They are a near monopoly in high end SiC production, produce the best product and are 5 years ahead of the competition. This will be a 100B market cap company within 6 years. RP-------R -
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