|Previous management certainly makes Lowe look good. I never was a fan but trying to sell Wolfspeed to concentrate on lighting has to be among the dumbest corporate decisions I have seen in a very long time.|
One thing I would like is to hear more from Lowe. Cree doesnt seem to go to investor conferences so there hasnt been a ton of communication from management outside of earnings calls.
I'm a little worried about the impact of the China slowdown on lighting/LED sales, but at this point, I still downturns in Cree's stock as an opportunity to pick up shares for the long-term promise of SiC.