SI
SI
discoversearch

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.
Technology Stocks : Wolf speed -- Ignore unavailable to you. Want to Upgrade?

To: unclewest who wrote (2211)2/20/2000 9:00:00 AM
From: Sunny  Respond to of 10714
 
Unclewest, I think you are great! In the midst of all the noise you continue to focus us on why we invested in this company.

Thanks,

Sunny



To: unclewest who wrote (2211)2/20/2000 12:32:00 PM
From: pann1128  Read Replies (1) | Respond to of 10714
 
Unc,

Great info. If I may quibble with a your number crunching abilities <GG>. A 19% sequential growth implies an annualized growth of ~100%, not 76%. You ignored the compounding effect in each quarter. Similarly, a 60% sequential growth in hi-brite LEDs implies annualized growth of 555% not 240%. So there! I outdid your extremely bullish forecast<G>.

Thanks for the analysis that you have been kind enough to share with us.

Cheers,

Piyush



To: unclewest who wrote (2211)2/20/2000 1:40:00 PM
From: pompsander  Respond to of 10714
 
unclewest...thanks for the exact numbers. they make a far better story than my 'off the top of the head answer'. i am stunned by the sequential number on hi-brite leds. cree has worked har to build this market and has worked to make pricing affordable by cutting its prices when it wa not necessary to do so. while building demand and getting design wins, their margins improved while they cut prices. wow.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News