Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

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

To: glen who wrote (866)	7/28/1998 6:04:00 PM
From: Eugene M O'Donnell	Read Replies (1) \| Respond to of 10714

Glen, It was good, but not a blow-out quarter. Several positives are to be seen in that product revenue is up substantially. Contract revenue as a percentage of income became much less significant. This is a good sign as it moves us more into the product revenue category, which is volume driven. Any word from the Conference call? It would be good to hear some positives on gemstone revenue forecasts. This has a potential to help the revenue picture. I am a bit skeptical still, since C3 has only contracted for around $7M thru '00. This would not be much of a top-line growth opp. I would also like to hear more about new products, since this is where the revenue will come. How much of the product revenue came from LED's and how much from other areas? A one-legged stool is not very stable. Will we go up tomorrow? GENE