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To: Jdaasoc who wrote (5496)	7/25/2001 11:54:45 AM
From: Jim Oravetz	Read Replies (1) \| Respond to of 10714

Re:"In addition, I posted an eetimes link about 2-3 months ago that indicated that UltraRF sales team was primarily acting as distributors of other component manufacturers power devices since market for power devices in general is in the tanks." John, this "issue" is a non issue. UltraRF is NOT a distributor of other's parts! Message 5408 Message 15885634 I saw the eetimes article and just couldn't decide on what to make of it at first read. Does anyone know what UltraRF book of business is about. Are they primarily a distributor of other manufacturers semiconductor devices or is their sales mostly home-grown UltraRF devices My response was: UltraRF makes home grown power transistors that have performance specifications that match up with parts from other manf. Many end users like to have multiple sources or "equivelent" parts, rather than risk not being able to obtain production quantities if a problem develops at one vendor. Message 5430 Message 15977503 I revisit this issue since it appears that UltraRF is primarily acting as a distrubutor/remarketer of power IC from other manufacturers Message 5391 Message 15836015 ...UltraRF designs, manufactures and markets a complete line of high-quality, customizable and cost-effective radio frequency (RF) power semiconductors, the critical component utilized in building wireless power amplifiers for cellular infrastructure systems. Jim

To: Jdaasoc who wrote (5496)	7/26/2001 4:10:02 AM
From: unclewest	Read Replies (3) \| Respond to of 10714

hi John, cree revenues... 53,365,000 last report 44,726,000 this report 40-45,000,000 projected for current quarter. the old school says to sell a stock with 2 quarters of declining growth. cree revenues last year 177,227,000 with net margin of 27%...for earnings of 48,283,000 or .64 per share. projected revenues for this year are 200-220,000,000 at 20% net margins for 40-44,000,000 net or .55-.61 per share. the order backlog is impressive especially considering that the current osram contract is near the end. current projected PE for this year will be 35-39 based on yesterday's closing price. that is pretty high (too high imo) for the declining margins. the shorts were right about the margins. the new products still have to cross the chasm...the most difficult time...i will consider buying when the products are in the bowling alley and start knocking down some big pins. the blue laser may be cree's most important product but it is no where close to the chasm yet. for the first time, i consider cree quite vulnerable. unclewest