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Technology Stocks : Wolf speed
WOLF 22.87+3.5%3:59 PM EST
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To: unclewest who wrote (3134)7/6/2000 2:25:28 PM
From: Grantcw  Read Replies (1) of 10714
 
Hey uw,

increased sales to cthr. cthr said this week, they are getting jewel quality from cree's 3" crystals and they had a record quarter.
completion of admin building.
expansion of production into old admin area.
progress on new mfr building, completion due this fall.
cell phone progress....cree wants to go from < 1% to approx 5% of cell phones.
progress on cree lighting with nitres folks.
rf/microwave update and/or orders.
laser.

Do you think that that the overall expansion plans affected the capacity/revenues that were booked in the quarter just finished? If so, what kind of magnitude would you think the effect was?

Thanks,

cw
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