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To: unclewest who wrote (2316)3/3/2000 2:29:00 PM
From: stockman_scott  Read Replies (3) | Respond to of 10714
 
<<i was thinking that cree might make more money from cell phones than qcom.>>

unclewest: That's a pretty powerful statement....CREE has been one of my best investments this year (at the moment it's my #2 holding). IMO, it has MUCH more upside than QCOM. Compare the market caps and projected growth rates. On the other hand there clearly may be more risk with CREE. Yet, I am willing to accept that.

When do predict that CREE may announce a split?

Best Regards,

Scott



To: unclewest who wrote (2316)3/3/2000 2:45:00 PM
From: Matrix_Man  Read Replies (1) | Respond to of 10714
 
i was thinking that cree might make more money from cell phones than qcom.

uncle, I like your thinking!

Just how much does QCOM make on each cell phone anyway? For CREE, 16 LEDs at $.25 is $4 revenue times margin of say 50% is $2 profit per phone. Only caveat is that Cree's LEDs are not in every cell phone - OTOH not every cell phone is CDMA either. We need market penetration numbers and forecasts.


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