Message Font: Serif | Sans-Serif
 
UnThreaded | Threaded | Whole Thread (2) | Ignore Thread Prev | Next
Author: anthonyms Big red star, 1000 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 41474  
Subject: Re: Cree posts 28% y/y increase Date: 1/22/2013 8:10 PM
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Recommendations: 2
Very interesting. Also for the first time I am seeing a divisional break out of profit contribution and gross margin. Looks like the power RF area has super high marging at 50%+ GM. Lighting is 32% GM which is higher than I expected for a manufacturing/assembling operation. LED margins actually improved to 40%+, seems as though CREE is surviving the pricing pressure well. Would hope to see net margins for this breakdown but interesting nonetheless.

Big growth in lighting and power, single digit growth in LEDs delivered the results and guidance is up. Looking forward to reading the transcript to hear about the geo breakdown and the China situation.

A
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (2) | Ignore Thread Prev | Next

Announcements

Foolanthropy 2014!
By working with young, first-time moms, Nurse-Family Partnership is able to truly change lives – for generations to come.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Post of the Day:
Macro Economics

Looking at Currency Ratios
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and "#1 Media Company to Work For" (BusinessInsider 2011)! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.
Advertisement