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Technology Stocks : Wolf speed
WOLF 18.39-1.3%Jan 12 3:59 PM EST
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To: Toby who wrote (836)4/30/1998 5:13:00 PM
From: w2j2  Read Replies (1) of 10714
 
Toby, judging from the stock action, the market is skeptical also. I think they have a plan, and are executing according to their plan. I think brighter, cheaper-to-make diodes, both green and blue, are part of it. Larger wafers will make cheaper diodes. C3 moisonite sales, wafers for power and microwave devices, and a laser are all part of the long term plan. Having only one major customer for diodes is a big weakness. They have been shopping their laser technology for a long time, with no takers. I have always appreciated your relatively balanced skepticism. <g> wj
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