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An SI Board Since April 1996
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Emcee:  robert b furman Type:  Unmoderated
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10436Revenue from STM barely grew in FY '21 ($89.3m to $94.6m) STM signed a deal EvanG19/1/2021
10435I second that! Thx for all the time you put into this. Much appreciated slackeLou Weed-8/31/2021
10434Hi S, Re: summaries of calls................... Thanks for composing all of theOldAIMGuy-8/31/2021
10433One more comment that I thought was important. Sixteen months ago (April 29th 20slacker711-8/31/2021
10432Cree Q4 2021 Earnings Revs of $146m Power saw strong growth constrained by COVslacker71118/31/2021
10431Cree Q3 2021 Earnings call Revs were $137m RF “improving trends” Strong demanslacker711-8/31/2021
10430Cree Q2 2021 Earnings 1/27/21 - Starting MVF at 200mm - Capex from $400m to $55slacker711-8/31/2021
10429Cree Q1 2021 Earnings October 2020 Wolfspeed $116m in revs Driven by “continuedslacker711-8/31/2021
10428Cree Q4 July 2020 Wolfspeed $108m revenue RF “some improved performance” Early slacker711-8/31/2021
10427Transcripts are great, but I finally did something I should have done a while agslacker71118/31/2021
10426A partial answer to your question about revenues from the 10k. Revenue from STMslacker71118/28/2021
10425Yep Evan - good call. Probably 60% + at this point. Thx for the update......Lou Weed-8/27/2021
10424Best guesstimates would be 45/30/25 split Materials/RF/Power? From the 4Q21 calEvanG-8/27/2021
10423I've always seen this as problematic also. You can get some numbers from YoLou Weed-8/27/2021
10422My theory has been that RF revs fell off a cliff but they rarely talk about RF aslacker71118/27/2021
10421They didn't break out how much of the >$100m in unfulfilled demand for thEvanG-8/27/2021
10420With most of growth in 2nd half, was expecting Cree guidance to be stronger becaslacker71118/26/2021
10419onsemi buying GTAT for $415 million. I think they needed to accelerate their inslacker71118/26/2021
10418STMicroelectronics was guiding to $450-$500 million for 2021 in their 4Q20 call.EvanG-8/25/2021
10417An "Ask the expert" session covering ST's SiC portfolio and plans.slacker71118/25/2021
10416Reynolds straight out says that the $1.5 billion revenue guide is now low. 2021EvanG-8/21/2021
10415Also, this from the 10k. Capex is much larger than they are indicating. sec.slacker71118/19/2021
10414The two parts of the earnings call that I found most interesting. unhedged.com slacker71128/19/2021
10413Great move selling into that strength. I did also but a little sooner than you Lou Weed18/18/2021
10412Hi S, Re: Price Targets......................... Those new guide prices are somOldAIMGuy-8/18/2021
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