Wolf speed Message Board

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Technology Stocks : Wolf speed

WOLF 17.20

-0.8%

Nov 21 9:30 AM EST

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To: 993racer who wrote (4464)	12/5/2000 6:40:33 PM
From: unclewest	Read Replies (2) of 10713

a coupla more points. hunter's brother is no longer with cthr. approx 18 months ago cthr accounted for a full 20% of cree's revenues...that has diminished to almost nothing and cree's forward guidance is for zero sales to cthr. seems pretty awesome to me that cree could lose a 20% customer and never skip a beat on growth progress. btw herb used the exact same arguments a year ago. following that, cree rose to 200 on the back of his short position. i knew he had it wrong then...i am convinced he has it wrong again. in this rapidly declining market herb could have thrown a dart and been right...i would not be too quick in allowing him an ounce of credit for a good call. LOL

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