Wolf speed Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Wolf speed

WOLF 18.56

-6.5%

Dec 12 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: slacker711 who wrote (5426)	6/21/2001 3:38:01 PM
From: Jdaasoc	Read Replies (1) of 10714

Slacker: What is your impression on the amount of aditional pain CREE may have to pay for UltraRF purchase. I base it on recent accelarated writeoffs by NT, LU CSCO of their recent purchases and JDSU current stock price (price to book of 0.22) which reflects the book value of JDSU of $24B of which $20 B being intangibles. Do you have any idea of UltraRF carring value in intangibles on CREE's books. My feeling based upon information derived by piecing together several press releases that intangibles are 80-90% of $110 M purchase price. I revisit this issue since it appears that UltraRF is primarily acting as a distrubutor/remarketer of power IC from other manufacturers. john

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next