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To: pompsander who wrote (2207)	2/20/2000 5:29:00 AM
From: unclewest	Respond to of 10714

Capacity will increase sixfold by the end of this calendar year. Then, as the iceing on the cake, the wafer size will go from a current two inch, to a three inch hi pomp, you are right capacity is going to ramp in a huge way with the two new facilities under construction. more short term, cree is or should be ramping production right now. a 40,000 sf addition was completed in oct or nov. the conversion from 2" to 3" crystals is underway. i expect the next two quarterlies to reflect that additional capacity. thereafter the growth should continue to accelerate with the two facilities. after both of the new plants are paid for cree should still have over $200 million and 80 acres left for even more expansion. unclewest

To: pompsander who wrote (2207)	2/20/2000 6:05:00 AM
From: unclewest	Read Replies (3) \| Respond to of 10714

Sequential quarterly growth near 30%. YOY earnings will exceed 100% handily. And, they may be able to duplicate the feat in their calendr year 2001 pomp, if you don't mind i am going to post the exact numbers...the promise of future growth got me into cree...the on-going growth acceleration got me in deep. vs a year ago, current #'s are: revenues +70% net +103% margins increased from 47 to 53% sequentially total revenues are up 19%. that is annualized 76% growth... with the current order backlog(over a year), the fact that customers are on allocation(unfilled demand), new design wins (more demand), the new production capacity recently completed and 2 new ones still under construction, and the funds and land for additional expansion, not to mention the accelerating demand for LEDs, cree seems perfectly poised to expand at a rate far greater that the current 76%. i have maintained that the cree the tornado has begun..some agree, some do not. here is the little sleeper...that some waiting for the tornado (+100% growth) to begin, may have missed. cree's most profitable product right now is hi-brite LEDs. hi-brite sales increased 60% sequentially last quarter. that is 240% annual growth. high brites are now some 70% of total LED sales. all of this info can be verified in the jan 3 press release. unclewest i have not mentioned new products...quite apart from LEDs...we all know they are coming.