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Technology Stocks : Wolf speed

WOLF 26.32

+0.6%

Oct 31 9:30 AM EDT

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To: EvanG who wrote (10603)	1/27/2023 8:18:34 AM
From: slacker711	of 10712

If longer boules cause lower yield then they shouldn't have transitioned. Yields improved but it took longer to get back end processing to normal levels. Throughput dropped versus what was expected going into the quarter. If Durham Power improved in the quarter then Materials miss was massive. Power was better than expected not improved over the September quarter. My rough estimate has Power down $8m sequentially and materials down $2m. but those are guesses, and they shouldn't be. A few years ago the CFO said that they might give segment information in the future and they still haven't. There is zero reason to be combining materials and devices into one category. We'll get a demand pullback eventually but I still dont see it right now.

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