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


To: Bosco who wrote (5881)10/5/2000 3:47:14 PM
From: Logain Ablar  Read Replies (1) | Respond to of 30051
 
Bosco:

On QLGC be careful. The chart looks like s*** and remember the ANCR acquisition is dilutive. This will have an impact on revenue / earning comparisons.

It can turn & long term is a great company but I don't think we've see the lows.

Tim



To: Bosco who wrote (5881)10/5/2000 5:33:14 PM
From: Zeev Hed  Respond to of 30051
 
Yes, right now mostly in the automotive sector, blue LED and blue laser diodes also may use SiC technology, but CREE has a pretty good handle on that.

Zeev