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MUST READ analysis of C.C.........
by: wontbefooledagin 10/13/00 3:14 pm
Msg: 38481 of 38904

..,.,.,.,.,.,
IF YOU THINK THEIR STORY WAS COMPELLIN OR GOOD... YOU WERE JUST PRAYIN...........

ITS ALL IN THE FUTURE...... RIGHT NOW... THEY GOT BIG PROBLEMS WITH THIS VALUATION GOING FORWARD.............

NO 2ND QUARTER FORECAST OF STRENGTH GOING FORWARD.....

CAPACITY EXCEEDS DEMAND..........
MORE PRODUCT THAN TAKERS...

"WHAT ABOUT BACKLOG"

40% comes from autos/EUROpe.... Slowndown is hapenning big-time.......

INTEREST INCOME ACCOUNT FOR 5-6 CENTS OF EARNINGS......

INVESTMENTS ARE WAY DOWN THEY REPORT FROM SEPTEMBER...NOT GOOD.....

THEY DID NOT ADDRESS ABB/SIEMANS/BENZ-VISHAY...
COMPETITION FOR RF.....

ALSO... THEY CANNOT PRODUCE RF/POWER DEVICES PROFITABLY AT THIS POINT.......

NO ONE IS BEATIN THEIR DOOR DOWN FOR RF-DEVICES....

3INCH WAFER STILL NOT ON LINE THEY ARE STILL"OPTIMISTIC".............

ASP'S DROPPIN 25% YET THEY SAY THEY CAN MAINTAIN MARGINS WHILE THEY AND OTHERS HAVE OVER-CAPACITY??????????

WHAT PLANET ARE THEY LIVING ON?????????

CREE IS DEFINITELY A COMMODITY LED PLAYER...EVERYTHING ELSE IS YEARS AWAY......
THESE GUYS ARE GONNA BE SCROUNGING FOR NICKELS........

HB-LED'S NOT UNTIL 2ND HALF 2001.....

HAVE NOT YET REACHED 2001 BOOKING TARGETS STARTING 2ND QTR ALREADY... DEFINITE GROWTH SLOWDOWN.....

CASH FLOW DOWN TO 5MILLION THIS QUARTE...TERRIBLE....RECEIVABLES INCREASING TERRIBLE.. INVENTORIES INCREASIN TERRIBLE...

LEGAL COSTS STARTING TO IMPACT(SG&A) EARNINGS...EXPECT MUCH HIGHER EXPENSES GOING FORWARD.....

STILL DEPENDENT ON 2 MAJOR CUSTOMER FOR 80%...

ITS ALL OVER KIDS... WE HIT 60;... MAYBE LOWER..

SAUCEYsEZit............
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