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Cree Inc.
An SI Board Since April 1996
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9873 404 0 CREE
Emcee:  robert b furman Type:  Unmoderated
"Cree" is a small company that makes chips out of silicon carbide.
In addition to being one of the hardest materials known to man, this
stuff can withstand much higher temperatures and power levels than
silicon. Also, when made into diodes, it gives off blue light, a
rarity. The problem with this compound is imperfections in the crystals
and difficulty in working with it.
Does anyone out there know whether this technology has a profit-
generating potential in the near future?
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9873 Good summary - tariffs are a concern.....toddler in chief is a buffoon. Looks Bungalow Bill-Wednesday
9872 Random thoughts on earnings. - If the upcoming quarter was a 13 week quarter,slacker7111Wednesday
9871Cree earnings transcript. seekingalpha.com With respect to the tariffs that wslacker711-Wednesday
9870Cree earnings tonight. They already affirmed guidance for Q3 at the beginning oslacker711-Tuesday
9869 II-IV is a competitor in the Silicon Carbide wafer market. They had $321m in rslacker711-August 8
9868 CPS Technologies seekingalpha.com Unidentified Analyst Okay. Let me ask you slacker711-August 8
9867Chart looks solid. A break of 50.20 could move it up to 58.63. [graphic]Alejandroo Green-August 8
9866No worries Slacker - you're doing a great job enlightening all of us :-)Bungalow Bill-August 7
9865 Tweets from a breakfast interview with Gregg Lowe. twitter.comslacker711-August 7
9864Economics are continually changing - not sure when this paper was written? That slacker7111August 7
9863Economics are continually changing - not sure when this paper was written? ThatBungalow Bill1August 5
9862 Correct, they do offer power modules but they're in 20 - 30yr old housing tBungalow Bill1August 5
9861 Two Cree engineers looked at the performance and economics of using a SiC MOSFslacker711-August 5
9860 Note the slide that states "Modules will be preferred form factor in SiC mslacker711-August 3
9859 Cree initiated with a $61 price target by Canaccord Genuity. Slackerslacker711-August 3
9858 Thanks for the slides. Infineon know the power semi market better than anyone.Bungalow Bill-August 1
9857 Infineon held an analyst day in June that had a large amount of focus on SiC. slacker711-August 1
9856 Infineon is very bullish on SiC over the long-term but it appears that they areslacker711-August 1
9855 New Wolfspeed Silicon Carbide Semiconductors First to Meet Automotive AEC-Q101 slacker7111August 1
9854Wasn't aware that Tesla were using SiC for their drive train. That's greslacker711-July 31
9853 Wasn't aware that Tesla were using SiC for their drive train. That's gBungalow Bill-July 31
9852We are on the cusp of the breakout of the first major adopter of SiC device techslacker711-July 31
9851 ON Semi expects SiC automobile revenues to ramp starting in the 2nd half of 201slacker711-July 30
9850 Gregg's the right guy at the right time. Best move this company made in thBungalow Bill-July 29
9849 Hi Slacker - Power Int took a large bath on their investment in a company calleBungalow Bill1July 29
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