SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks
Cree Inc.
An SI Board Since April 1996
Posts SubjectMarks Bans Symbol
10450 406 0 CREE
Emcee:  robert b furman Type:  Unmoderated
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
ReplyMessage PreviewFromRecsPosted
10450Cree downgrade...... seekingalpha.comLou Weed-yesterday
10449Cree | Wolfspeed To Transfer to the New York Stock Exchange and Trade Under New slacker7113Thursday
10448Cree had a fab tour for analysts yesterday. They said today that they will scheslacker7112Wednesday
10447It is well worth registering at the site. They have transcripts for almost everslacker7111Wednesday
10446Thx slacker - can you post the full transcript or do we need to register?Lou Weed-Wednesday
10445Cree says that they will be using thicker 200mm wafers as well. unhedged.com Wslacker7111Wednesday
10444Maybe an opportunity here if IIVI has any success with their fabless model. X-FEvanG-Sunday
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
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):