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Technology Stocks : Wolf speed

WOLF 19.49

+6.0%

Jan 13 3:59 PM EST

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To: slacker711 who wrote (5157)	3/9/2001 10:09:03 AM
From: slacker711	Read Replies (1) of 10714

A TMF poster (phatsack420) wrote to Fran....here is her response. We have stated that we believe we supply 90-95% of the world's demand for SiC. The press released focused on slowing economy for LED chips not RF and microwave. We do not provide customer lists. Fran Barsky Hmmm...the bit about the slowing economy is really sort of a tired excuse. Cree doesnt have enough marketshare in it's target markets to be really hit by the slowing economy. Just some speculation...but I think they may have been hoping for some design wins and not received them. The mobile phone industry will be introducing their new models during March (CeBIT and the CTIA shows). It is highly likely that many of these models will include color displays. It is going to be very disappointing if Cree doesnt get some of these designs. Afterall, which industry is more concerned about per unit cost and size than handsets? If Cree cant make headway in an industry which focuses on the strengths of their LED's....how will they make it in industries in which brightness is the primary objective? Slacker

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