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Technology Stocks
Cree Inc.
An SI Board Since April 1996
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10461 407 0 CREE
Emcee:  robert b furman Type:  Unmoderated
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10425My theory has been that RF revs fell off a cliff but they rarely talk about RF aslacker7111August 27
10424They didn't break out how much of the >$100m in unfulfilled demand for thEvanG-August 27
10423With most of growth in 2nd half, was expecting Cree guidance to be stronger becaslacker7111August 26
10422onsemi buying GTAT for $415 million. I think they needed to accelerate their inslacker7111August 26
10421STMicroelectronics was guiding to $450-$500 million for 2021 in their 4Q20 call.EvanG-August 25
10420An "Ask the expert" session covering ST's SiC portfolio and plans.slacker7111August 25
10419Reynolds straight out says that the $1.5 billion revenue guide is now low. 2021EvanG-August 21
10418Also, this from the 10k. Capex is much larger than they are indicating. sec.slacker7111August 19
10417The two parts of the earnings call that I found most interesting. unhedged.com slacker7112August 19
10416Great move selling into that strength. I did also but a little sooner than you Lou Weed1August 18
10415Hi S, Re: Price Targets......................... Those new guide prices are somOldAIMGuy-August 18
10414Yeah, - I'm guessing there's a suitor waiting in the wings for a more suLou Weed1August 18
10413[graphic]slacker7111August 18
10412I wonder if design in = design win? You can be designed in but not necessarily wslacker711-August 18
10411I wonder if design in = design win? You can be designed in but not necessarily Lou Weed-August 17
10410Another earnings report. Margins still suck. Demand continues to inflect higheslacker7111August 17
10409From yesterday. I tend to like contrarian positions but your mileage may vary. slacker711-August 17
10408IIVI plans on investing $1 billion into SiC over the next ten years. That coversEvanG2August 12
10407Apparently it is 15,000 wafers/month capable. Not 30,000 wafers/month and they cslacker711-August 11
10406A Mega Fab with a monthly output of 30,000 6-inch silicon carbide wafers is now EvanG-August 10
10405IIVI plans on investing $1 billion into SiC over the next ten years. That coverslacker711-August 10
10404STM says that they will be sourcing 200mm wafers from Cree with diode productionEvanG-July 30
10403STM says that they will be sourcing 200mm wafers from Cree with diode productionslacker7112July 29
10402STM manufactures their first 200mm wafer. They seem to imply that they will havslacker7111July 27
10401STM has guided for $1 billion in SiC revenue in 2025 which will be substantiallyEvanG-July 13
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