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Technology Stocks : Wolf speed

WOLF 18.63

-6.0%

3:59 PM EST

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To: slacker711 who wrote (6173)	6/19/2002 10:45:30 AM
From: Jim Oravetz	Read Replies (3) of 10714

Thanks for the info, but a word of caution on your explosion in revenues from headsets. Growth in this market has slowed big time from just a year ago. Sony is now joined with Ericsson via a joint venture for headsets. NOK is also reporting a slowdown, more than they would like to admit. Additionally, the high end headsets that will be using more CREE LED's have been really slow getting to markets - not many applications are available since the mobile phone infastructure has not been rolled out to entice developers to make stuff. The replacement phone market has shrunk and high end phones are $$$. It's a big mess in telecom right now. Some growth will happen, but not in the near term (6 mo.)timeframe. Just my 2 cents. Jim

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