Semi Equipment-Sell when they're singing in the streets Message Board

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Technology Stocks : Semi Equipment-Sell when they're singing in the streets

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To: Pink Minion who wrote ()	5/29/2000 11:37:00 AM
From: KevRupert	Read Replies (2) of 276

Anybody follow Cree Research? I would like to hear anybody's thoughts on a future semi-slowdown effecting Cree. Assuming there is a semi-slowdown (historically effecting stocks like amat & intc), would this effect Cree in the same manner? Cree is strong in the blue LED & wafer markets (i.e., for research & universities), which is a separate segment than the traditional semi company (i.e., pmcs). Am I correct in assuming that Cree is protected from any semi-slowdown due to its current monopolistic product lines? There isn't a semi slow down right now, but I would like to hear views on how this could impact Cree in the future. The book-to-bill ratio is 1.42 (semiconductoronline.com). for the semis, so I don't see any slowdown for the next 18 months at least. My own opinion is that Cree is a unique company, in that it offers blue LED's to many manufacturers - and this revenue base should only increase in time due to the proliferation of PDA's and electronics in general. Thanks for any feedback. advalorem

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