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Technology Stocks : Wolf speed

WOLF 19.43

-0.3%

1:04 PM EST

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To: unclewest who wrote (5154)	3/8/2001 10:20:44 AM
From: slacker711	Read Replies (3) of 10714

cree is in the third Q of 2001....the numbers so far are 37 million 42 million now predicting 45 million for this quarter and 15% less or 38 million for 4th quarter. this totals 162 million for 2001 vs 108 million last year or about +50%. earnings last year were $0.42 vs forecasted $0.68 this year or +60%. Unfortunately, the latter half of '01 is going to include sales from UltraRF. If you back out the approximately $17m they had predicted for UltraRF during the last two quarters you are left with the following sequential revenue growth. 37 42 36.5 29.5 Wow...I hadnt realized how bad the numbers would look until I put them on paper. Am I missing something? As far as I know the UltraRF deal closed during January and so should have been part of any estimates going forward. Of course, UltraRF revenues will likely be hurt also...but they didnt say anything specific in the press release. Slacker

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