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Technology Stocks : Wolf speed

WOLF 26.32

+0.6%

Oct 31 9:30 AM EST

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To: EvanG who wrote (10535)	8/18/2022 9:19:59 AM
From: Lou Weed	Read Replies (1) of 10712

Their D-IN metric is misleading IMO. That number doesn't represent an annual revenue - I believe it's the estimated lifetime revenue of each D-IN. Plus, does a D-IN mean a D-WIN?? I've been in the biz long enough to see D-INs vaporize due to priority/cost cutting etc. Aaaaand - if it does become a D-WIN there will likely be second and third sources taking a % of that number.

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