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Technology Stocks : Wolf speed

WOLF 17.82

+0.3%

Dec 16 3:59 PM EST

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To: unclewest who wrote (5507)	7/27/2001 11:55:39 AM
From: pompsander	Read Replies (1) of 10714

In evaluating a fine company like Cree, (or EMC, INTC or others) we all need to recognize our particular investment horizons. I appreciate Unclewest's clarification and his decision makes perfect sense. My cree shares are held in a retirement account (ten years away from liquidation, at least -ugh!) and my fifteen year old daughter's college fund. I am comfortable that both accounts will have excellent appreciation when the time comes to sell. The next two years for me are not critical. Unclewest's points, however, are sobering for the near term. I am pleased to see the R and D spending continue and the technology improvements in all product lines move forward. Declining ASPs are only a negative when investment has dried up AND the producer does not have a technological/pricing advantage. I think CREE should come out of this downturn looking just fine. BWDIK

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