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Technology Stocks : Cree Inc.
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To: slacker711 who wrote (10396)7/12/2021 9:17:11 PM
From: Lou Weed   of 10616
 
Cree/Wolfspeed's disadvantage is that they are truly a one-trick pony now. With LED gone, they are completely relying on Materials, Power and RF components for revenue. Their advantage in Materials (that accounts for more than 80% of their revenues in 2020) is being slowly eroded by II-VI and a plethora of Chinese players are on the horizon. I believe Greg Lowe is prettying them up to be acquired but the only problem is their valuation is so prohibitive right now.......
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