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   Technology StocksCree Inc.


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To: slacker711 who wrote (9960)3/18/2019 8:58:17 AM
From: slacker711
1 Recommendation   of 10224
 
Very little detail in the call about future plans except that they are doing everything they can to bring in the timeline of doubling capacity within 24 months and the money in this deal is more about the next step beyond that.

Probably the best news in the call is that they plan to have an analyst day after the deal closes in Q4 and it sounds like they will update their plans then.

Overall, this deal increases the focus on Wolfspeed which is an obvious positive, but I really would like to hear more details about an acceleration of their buildout.

Slacker

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From: slacker7113/20/2019 7:49:30 AM
   of 10224
 
JMP Securities Upgrades Cree (CREE) to Market Outperform
March 20, 2019 2:08 AM EDT Send to a Friend
JMP Securities analyst Joseph Osha upgraded Cree (NASDAQ: CREE) from Market Perform to Market Outperform with a price target of $74.00

streetinsider.com

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To: slacker711 who wrote (9962)3/20/2019 8:37:14 AM
From: slacker711
   of 10224
 
Cree +3% after upgrade on "dominant" position
Mar. 20, 2019 8:26 AM ET|About: Cree, Inc. (CREE)|By: Brandy Betz, SA News Editor
JMP Securities upgrades Cree (NASDAQ:CREE) from Market Perform to Market Outperform with a $74 PT citing the recent sale of the lighting business and its "dominant" position as a silicon carbide material supplier.

Cree shares are up 2.7% pre-market to $58.85.

seekingalpha.com

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From: slacker7114/9/2019 5:29:17 PM
2 Recommendations   of 10224
 

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To: slacker711 who wrote (9964)4/12/2019 8:52:54 AM
From: Lou Weed
1 Recommendation   of 10224
 
EV is going to be the platform to really validate the SiC MOSFET as a viable high volume option. This should drive costs down over the coming years to open the door to applications that are just not quite there yet with the value add this technology brings.....UPS, motor drives for example. The future looks good....

BB

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From: slacker7114/12/2019 10:11:13 AM
1 Recommendation   of 10224
 
This entire article is a must read. It highlights the long-term opportunity but also some of the dangers from their own customers. On Semi has also talked about their drive towards vertical integration of their SiC supply chain.

eetimes.com


ST Bets Future on Silicon Carbide
By Nitin Dahad, 04.01.19


snip...



Speaking at the heart of its SiC plant in Catania last week, Marco Monti, president of ST’s automotive and discrete group, said he believed 50% of the power semiconductors market in 30 years will be based on SiC. While the company currently outsources the supply of ingots and substrates (with the epitaxy and wafer processing carried out in Catania) he said ST wants to have more control of the supply chain and bring it internal.


Monti said while ST already has plans to further integrate Norstel into its supply chain, the company isn’t ready to disclose them, saying it may reveal more at its capital markets day in May. He said the alliance with Cree is important, and the ambition is to be more vertically integrated. While its SiC is currently on 6-inch wafers, it intends to use its Norstel and local research links to push to 8-inch slices, probably by 2025.



snip...........

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From: slacker7114/12/2019 2:27:12 PM
3 Recommendations   of 10224
 
The crossover point — when electric vehicles become cheaper than their combustion-engine equivalents — will be a crucial moment for the EV market. All things being equal, upfront price parity makes a buyer’s decision to buy an EV a matter of taste, style or preference — but not, for much longer, a matter of cost.


Every year, that crossover point gets closer. In 2017, a BloombergNEF analysis forecast that the crossover point was in 2026, nine years out. In 2018, the crossover point was in 2024 — six years (or, as I described it then, two lease cycles) out.


The crossover point, per the latest analysis, is now 2022 for large vehicles in the European Union. For that, we can thank the incredible shrinking electric vehicle battery, which isn’t so much shrinking in size as it is shrinking — dramatically — in cost.


bloomberg.com

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From: Lou Weed4/15/2019 9:16:06 AM
   of 10224
 
Oy vay!

finance.yahoo.com

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To: slacker711 who wrote (9859)4/16/2019 7:33:18 AM
From: slacker711
   of 10224
 
From yesterday.

streetinsider.com

Cree (CREE) PT Raised to 'Street High' $81 at Canaccord Genuity
April 15, 2019 7:48 AM EDT Send to a Friend
Canaccord Genuity analyst Jed Dorsheimer raised the price target on Cree (NASDAQ: CREE) to $81.00 (from $60.00) while maintaining a ...

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To: slacker711 who wrote (9969)4/16/2019 8:05:24 AM
From: OldAIMGuy
   of 10224
 
Hi S, Re: $81/share Price Target.................

That's an acceptable target.
:-)

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