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 17.82

+0.3%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: w2j2 who wrote (6247)	8/3/2002 11:33:52 AM
From: J Fieb	Read Replies (1) of 10714

wj, Thanks for the link. Very interesting brightness race going on. I listened to the EMKR cc and am glad I did but it brought up one question I could use some help with. EMKR does not directly complete with the LED players rather they sell them fabrication systems, and for EMKR the Large Area GAN sales are helping to keep them alive as they are taking the "lions share" of this market. Their sole entry into the LED race is their partnership in Gelcore. In the cc is was stated that Gelcore has a " program for one major North American Auto producer for ALL models for years 04-08". Can anyone help put some $$ on what these type of contracts could be worth/yr? Is it likely to be a single source deal? Thanks in advance for any help on this. And the thought question. GE has their stake in Gelcore, and they own 2.5 million CREE shares. They are helping to stabilize the market by being among the first to sign their financial statement and says they will grow via acquisition. If they have a big three auto win and they need a lot of capacity will they build their own or buy it from CREE? Any thoughts out there?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next