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Technology Stocks
Cree Inc.
An SI Board Since April 1996
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Emcee:  robert b furman Type:  Unmoderated
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10450Cree downgrade...... seekingalpha.comLou Weed-September 17
10449Cree | Wolfspeed To Transfer to the New York Stock Exchange and Trade Under New slacker7113September 16
10448Cree had a fab tour for analysts yesterday. They said today that they will scheslacker7112September 15
10447It is well worth registering at the site. They have transcripts for almost everslacker7111September 15
10446Thx slacker - can you post the full transcript or do we need to register?Lou Weed-September 15
10445Cree says that they will be using thicker 200mm wafers as well. Wslacker7111September 15
10444Maybe an opportunity here if IIVI has any success with their fabless model. X-FEvanG-September 12
10443Also, the die shrink noted by X-fab with their Gen 3 device reminds me that we aslacker7111September 10
10442I think it's the first time I also have heard them mention using a foundry fslacker7111September 10
10441II-VI said in a webcast today that they are working with an outsource wafer fab EvanG-September 9
10440seekingalpha.comLou Weed2September 6
10439Revenue from STM barely grew in FY '21 ($89.3m to $94.6m) STM signed a deal EvanG1September 1
10438I second that! Thx for all the time you put into this. Much appreciated slackeLou Weed-August 31
10437Hi S, Re: summaries of calls................... Thanks for composing all of theOldAIMGuy-August 31
10436One more comment that I thought was important. Sixteen months ago (April 29th 20slacker711-August 31
10435Cree Q4 2021 Earnings Revs of $146m Power saw strong growth constrained by COVslacker7111August 31
10434Cree Q3 2021 Earnings call Revs were $137m RF “improving trends” Strong demanslacker711-August 31
10433Cree Q2 2021 Earnings 1/27/21 - Starting MVF at 200mm - Capex from $400m to $55slacker711-August 31
10432Cree Q1 2021 Earnings October 2020 Wolfspeed $116m in revs Driven by “continuedslacker711-August 31
10431Cree Q4 July 2020 Wolfspeed $108m revenue RF “some improved performance” Early slacker711-August 31
10430Transcripts are great, but I finally did something I should have done a while agslacker7111August 31
10429A partial answer to your question about revenues from the 10k. Revenue from STMslacker7111August 28
10428Yep Evan - good call. Probably 60% + at this point. Thx for the update......Lou Weed-August 27
10427Best guesstimates would be 45/30/25 split Materials/RF/Power? From the 4Q21 calEvanG-August 27
10426I've always seen this as problematic also. You can get some numbers from YoLou Weed-August 27
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