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Technology Stocks : Wolf speed

WOLF 18.60

-8.0%

3:39 PM EST

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To: EvanG who wrote (10357)	5/10/2021 12:09:01 PM
From: slacker711	of 10712

Cree seems to be betting the company on an unproven process without any pressure to do so. Precisely. There was no pressure from either investors or competitors to move to 200mm. They could have installed the 150mm equipment and ramped capacity while waiting on 200mm for a few years. and yet they chose to go ahead with 200mm. We don't know what kind of yields they are seeing at their pilot line so it is nearly impossible to judge the decision except with hindsight. There is significant execution risk here but the prize is enormous. None of their competitors will have 200m for quite a while. I don't have a great handle on Gregg Lowe but he seems to garner a huge amount of respect from investors who have met him and followed him over the years. We'll see whether he deserves it over the next few years.

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