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To: Jim DuBois who wrote (1458)1/4/2000 6:35:00 PM
From: Labrador  Respond to of 10713
 
>>What am I missing? 12% upside surprise, 100% year over year growth, fake diamonds as a percentage of sales is decreasing, margins increasing, production expansion on a boom, and it gets clipped 10%? Are they announcing doom and gloom in the conference call? I guess I will have to listen to the conference call tonight. Something is amiss somewhere. Hope it is just the market.<<

Imagine if they didn't have a blow-out quarter!

Let me hear how the conference call went.

Obviously, the drop was across the board, not confined to CREE by any means.

Keep the faith.



To: Jim DuBois who wrote (1458)1/4/2000 6:47:00 PM
From: Pete Mimmack  Read Replies (1) | Respond to of 10713
 
Market sell-off, "buy on rumour, sell on news", and one of their best run-ups ever without a strong correction. Personally, I'm looking for even lower prices so I can buy some more.

Just tried the Conf Call, and unfortunately, the # that unclewest posted is just the live number, and it's after-hours, so we can't call Fran at IR to get the other number. Hopefully, someone else can post notes this evening.

Pete