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Technology Stocks : Wolf speed
WOLF 22.87+3.5%3:59 PM EST

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To: Grantcw who wrote (3138)7/6/2000 3:26:44 PM
From: unclewest  Read Replies (1) of 10714
 
chilly,
the 2 new buildings are not in service yet to my knowledge.

i believe this quarter's advances will be from unexpected increased sales to cthr and from yield increases.
several recent advances affect yield:
improvements in 2" growth to near perfect.
transition to 3" growers and improvements there as well.

also this new new led...
biz.yahoo.com

i believe the reason it uses less power is that it is smaller....that increases yield as well.
since cree has customers on allocation, i am assuming ready markets exist for all of this extra yield.
unclewest
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