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.
Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (3941)8/2/2000 12:28:07 AM
From: mishedlo  Read Replies (1) | Respond to of 30051
 
Zeev,

One more question.
Why is CREE not a value play?
I realize it may be "broken" as some erroneously procalimed on RMBS
but huge growth - lowere PE and PEG than either BRCM or PMCS yet it tanked for the second time.

Unfortunate timing on earnings in midst of big downturn?
Or is there more to it.
CREE seems worth way more than 104 to me.
BUT My opinion is obviously irrelevant.



To: Zeev Hed who wrote (3941)8/2/2000 9:01:02 PM
From: gancho  Read Replies (1) | Respond to of 30051
 
Zeev, I'll fax your list to the Valence CFO and report back. Thanks for the questions.

Why didn't you present those questions yourself? I noticed you were posting here during the call.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News