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

To: RocketMan who wrote (2474)	3/20/2000 9:29:00 PM
From: MARK BARGER	Read Replies (1) \| Respond to of 10714

Rocket, I picked up more today also. I feel the rumblings getting stronger over here in Chapel Hill. This quarter should include a lot of the new capacity that came on board recently. I am looking for some really nice numbers in next months quarterly report. As we all know, their revenue numbers have been constrained by production limitations. If I'm not mistaken they have basically doubled the production capabilities during this last quarter for LED production with their recent addition, so I'm thinking the LED revenue numbers will really jump. No word on the RF/microwave or power devices. So, the big Cree eruption may be a couple of months away... but I do still feel the rumbling. MB