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Technology Stocks : Wolf speed -- Ignore unavailable to you. Want to Upgrade?

To: slacker711 who wrote (6173)	6/18/2002 8:54:30 PM
From: Ron	Respond to of 10714

Semiconductor Book to Bill rises to 1.26 semi.org

To: slacker711 who wrote (6173)	6/19/2002 12:41:46 AM
From: straight life	Read Replies (1) \| Respond to of 10714

No, you can't register; they want a password and only a password, otherwise get lost. (unless you have another URL for registration purposes...). Or if you have the wrong password: Authorization Required This server could not verify that you are authorized to access the document requested. Either you supplied the wrong credentials (e.g., bad password), or your browser doesn't understand how to supply the credentials required. -------------------------------------------------------------------------------- Apache/1.3.19 Server at bmur.com Port 80

To: slacker711 who wrote (6173)	6/19/2002 9:15:29 AM
From: straight life	Respond to of 10714

Q&A w/Brean Murray analyst: Q: In your recent CREE report, on the first page, where you wrote "...we believe Cree is experiencing a rebound in several of its end markets, due to design in activity and the emergence of a recession in several segments" , you probably meant to write emergence from a recession, no? Otherwise why a buy, if there's an emerging recession, eh? -s. Maybe a printing error? A: Yes, you have identified a printing error.

To: slacker711 who wrote (6173)	6/19/2002 10:45:30 AM
From: Jim Oravetz	Read Replies (3) \| Respond to of 10714

Thanks for the info, but a word of caution on your explosion in revenues from headsets. Growth in this market has slowed big time from just a year ago. Sony is now joined with Ericsson via a joint venture for headsets. NOK is also reporting a slowdown, more than they would like to admit. Additionally, the high end headsets that will be using more CREE LED's have been really slow getting to markets - not many applications are available since the mobile phone infastructure has not been rolled out to entice developers to make stuff. The replacement phone market has shrunk and high end phones are $$$. It's a big mess in telecom right now. Some growth will happen, but not in the near term (6 mo.)timeframe. Just my 2 cents. Jim