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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
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