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Technology Stocks : Wolf speed

WOLF 18.68

+3.8%

9:32 AM EST

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To: Walter High who wrote (753)	3/24/1998 4:54:00 AM
From: Toby	Read Replies (1) of 10714

I wouldn't be concerned about the price cut. The new LED produces many more die per wafer, and the price cut reflects that while certainly increasing Cree's margins, providing that their yields on the new chip are comparable to the old technology. Therein lies the risk of any new technology. This product transition is a big deal for Cree because they are relegated to being the low cost producer since their LEDs are inferior to market leader Nichia's in brightness, efficiency and color quality. Next big announcement will be a partnership with a big player to develop Cree's blue laser technology. Expect a stock price boost when that comes out. On the down side, this is the year that everybody and their sister introduces a GaN LED, including 900 pound gorilla HP.

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