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9868Cree earnings transcript. seekingalpha.com With respect to the tariffs that weslacker711-8/15/2018
9867Cree earnings tonight. They already affirmed guidance for Q3 at the beginning oslacker711-8/14/2018
9866II-IV is a competitor in the Silicon Carbide wafer market. They had $321m in reslacker711-8/8/2018
9865CPS Technologies seekingalpha.com Unidentified Analyst Okay. Let me ask you oslacker711-8/8/2018
9864No worries Slacker - you're doing a great job enlightening all of us :-)Lou Weed-8/7/2018
9863Tweets from a breakfast interview with Gregg Lowe. twitter.comslacker711-8/7/2018
9862Economics are continually changing - not sure when this paper was written? That slacker71118/7/2018
9861Economics are continually changing - not sure when this paper was written? ThatLou Weed18/5/2018
9860Correct, they do offer power modules but they're in 20 - 30yr old housing teLou Weed18/5/2018
9859Two Cree engineers looked at the performance and economics of using a SiC MOSFETslacker711-8/5/2018
9858 Note the slide that states "Modules will be preferred form factor in SiC mslacker711-8/3/2018
9857Cree initiated with a $61 price target by Canaccord Genuity. Slackerslacker711-8/3/2018
9856Thanks for the slides. Infineon know the power semi market better than anyone. Lou Weed-8/1/2018
9855Infineon held an analyst day in June that had a large amount of focus on SiC. Tslacker711-8/1/2018
9854Infineon is very bullish on SiC over the long-term but it appears that they are slacker711-8/1/2018
9853New Wolfspeed Silicon Carbide Semiconductors First to Meet Automotive AEC-Q101 Sslacker71118/1/2018
9852Wasn't aware that Tesla were using SiC for their drive train. That's greslacker711-7/31/2018
9851Wasn't aware that Tesla were using SiC for their drive train. That's grLou Weed-7/31/2018
9850We are on the cusp of the breakout of the first major adopter of SiC device techslacker711-7/31/2018
9849ON Semi expects SiC automobile revenues to ramp starting in the 2nd half of 2018slacker711-7/30/2018
9848Gregg's the right guy at the right time. Best move this company made in theLou Weed-7/29/2018
9847Hi Slacker - Power Int took a large bath on their investment in a company calledLou Weed17/29/2018
9846 A long interview with the CEO of Cree (Lowe)....from the end of June. elektrslacker711-7/28/2018
9845OTOH, STM is betting on GaN on Si for the RF space. eetimes.com STMicro, Macomslacker711-7/27/2018
9844I know nothing about Power Integrations but they think that SiC is "rapidlyslacker711-7/27/2018
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