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To: unclewest who wrote (16872)4/28/2000 6:00:00 PM
From: Ritch  Respond to of 35685
 
Hi uw!

and cree has the cash to pay for all of it.

Just another reason I love this company!

Ritch



To: unclewest who wrote (16872)4/28/2000 6:48:00 PM
From: mtnlady  Read Replies (1) | Respond to of 35685
 
Sounds good UW (i.e. concerning CREE). NTAP, SEBL, CREE and JDSU are my major focus areas. Two monday ago's 'wipe out' forced me to focus almost all my energies into one perhaps two directions which I did. Choosing NTAP and SEBL. No doubt about it though.. CREE and JDSU are major players and I will be back in as soon as NTAP hits my goal and I diversify a bit. SEBL I'm in for the extreme long haul. JDSU I only made a short play in via ETEK this week. But back out again now. I may even.. Lord forbid (Lol!) pull out some of my margin and invest in CREE now if it looks like they are on a break out. I will take a hard look at the numbers premarket Monday and make the call. Market conditions (not company conditions for I know CREE is solid) will determine if I buy CREE Monday/Tuesday or not. If I buy it will be for the long haul.



To: unclewest who wrote (16872)4/28/2000 7:16:00 PM
From: mtnlady  Read Replies (1) | Respond to of 35685
 
UW I had heard Siemens could become a competitor of CREE. True? This is the first I've heard that they've licensed technology. I had heard that they or a subsidiary of theirs was purchasing SiC from CREE. Can you clarify what exactly is going on with these folks? Thanks! I know you are very, very.. 'up' on what is going on with CREE.