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Technology Stocks : Semi Equipment-Sell when they're singing in the streets -- Ignore unavailable to you. Want to Upgrade?

To: KevRupert who wrote (151)	5/29/2000 6:51:00 PM
From: Pink Minion	Respond to of 276

They have less than 100 million in sales and a market cap of 3.4 billion. PSR of 34 is very, very expensive. I'll agree they have a great future. Gobs of cash and big backlog.

To: KevRupert who wrote (151)	5/31/2000 10:54:00 AM
From: Katherine Derbyshire	Read Replies (2) \| Respond to of 276

>>Hey again ex-Dilbert. I disagree with the valuation of Cree. It's expected to earn about $2 per share (year ending 6/2001). It's growing at about 60-120%, with new facilities being opened in the near future. Dominant growth rate, and proprietary technology (blue LED's & wafer markets).<< Cree is not the only blue LED supplier, by a long shot. The technology was invented and first brought to manufacturing in Japan. Yes, they have a strong position in their niche of the wafer market. I question how long they will be able to sustain their current phenomenal growth rates, though. Their niche simply isn't that big, and eventually it will constrain their growth. Katherine