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Technology Stocks : Wolf speed -- Ignore unavailable to you. Want to Upgrade?


To: EvanG who wrote (10421)8/27/2021 12:43:45 PM
From: slacker7111 Recommendation

Recommended By
Lou Weed

  Read Replies (1) | Respond to of 10662
 
My theory has been that RF revs fell off a cliff but they rarely talk about RF anymore (including the LDMOS revs) so it is impossible to say if this was the case.

The underlying problem is that Cree still doesn't break out the revenues within Wolfspeed. It is absurd that they have a single division and give total group revenues without giving the split between materials and devices.