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Technology Stocks
Cree Inc.
An SI Board Since April 1996
Posts SubjectMarks Bans Symbol
10092 399 0 CREE
Emcee:  robert b furman Type:  Unmoderated
CREE 48.74+2.7%Nov 15 4:00 PM EST
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10092II-VI transcript. They did $81.6m in SiC revs in their last fiscal year. Theslacker711-last Friday
10091This is interesting. Macom has been pushing GaN on Silicon as their solution foslacker711-last Friday
10090In addition to Cree's investor day next week, there are a bunch of new EVslacker711-last Friday
10089Infineon presentation. [graphic]slacker7111last Wednesday
10088Infineon is seeing more SiC design wins in industrial than automotive right now.slacker711-last Wednesday
10087Another design win from their potential $9 billion pipeline. slacker711-November 5
10086Qorvo is seeing very different trends for their 5G GaN solutions. Part of thatslacker711-November 1
10085Random thoughts on earnings. - First real issues with execution. It sounds likslacker7111October 31
10084Cree transcript. seekingalpha.comslacker711-October 31
10083$CREE JP Morgan Downgrades to Underweight : PT $40.00slacker711-October 31
10082Cree (CREE) PT Lowered to $57 at Canaccord Genuity streetinsider.comslacker711-October 31
10081Cree Reports Financial Results for the First Quarter of Fiscal Year 2020 View prslacker7111October 30
10080Production capacity isnt shipments but this would represent a $300-$500m TAM forslacker7111October 29
10079Presentation that Palmour gave in April 2019. I wonder if thislacker7111October 26
10078Trench vs. Planar and 150mm comments from Palmour. But Volkswagslacker711-October 26
10077- $100m last year to $200m this year. The goal is $1 billion by 2025 out of a toslacker711-October 24
10076STM reported continued strong growth in their electrification segment. STM'slacker711-October 24
10075A long article that does a good job of giving the pros and cons of SiC and GaN pslacker7111October 23
10074VW is already claiming that they will hit the $100 per kWh price point next yearslacker711-October 21
10073Lithium-ion batteries are following a pretty common price curve. Yes, raw materslacker711-October 21
10072Hi Slacker, That is the problem. It is not out there. All of the headlines sayrobert b furman-October 21
10071 there will also be a internal combustion alternative model that will be cheaperslacker711-October 21
10070Hi Slacker, OEM's play word marketing games and it goes over the heads of trobert b furman-October 21
10069[tweet]slacker711-October 21
10068There is a major split between the mediocre near-term EV sales and the longer teslacker711-October 21
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