Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Robert Jacobs who wrote (14758)	1/10/2000 10:25:00 AM
From: 100cfm	Read Replies (1) \| Respond to of 54805

<cree is sold out for 18 months. When 12x current capacity comes on line in that time frame,> Robert, based on the above statement cree is now at 150% of capacity. With a 1200% capacity increase coming online by Oct. and the very real possibility of losing C3's volume,they will eat thru the 18 month backlog in a month or two, how and with what will cree build the backlog back up. They will need to show big backlogs to maintain confidence of a tornado market. PS I also find this discussion not only helpful in further understanding cree but in also considering the finer points off the GG. 100