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Technology Stocks : Wolf speed

WOLF 18.42

+0.4%

Dec 24 12:59 PM EST

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To: slacker711 who wrote (5276)	4/8/2001 1:09:27 PM
From: gingersreisse	Read Replies (1) of 10714

From the same piece, thanks... Cree's new ultra-bright LEDs range from a 5.5 mW deep blue chip (460 nm) through to a 3.0 mW green chip (525 nm), and are two times brighter than the company's high-brightness devices [see CS 6(8), p.11]. Although only introduced in October of last year, the new ultra-high-brightness LEDs generated 8% of Cree's LED revenues during the December quarter. Because they offer a much lower cost per lumen, Cree expects the ultra-bright LEDs to replace demand for some of the company's older products. They may also allow Cree to gain greater penetration into the outdoor display and traffic signal market. The company predicts that the ultra-bright LEDs may account for up to 25% of LED sales in the March 2001 quarter. If this will have a significant change on margins (which have been going up nicely), they should make sure the analysts understand the change. Different observation: back when the stock was $80, rumors of GE, Philips, Siemens taking over CREE were heard. If it was a target at $80, why not at $13? GSR

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