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WHAT YA NEED TA KNOW PART 1............
by: wontbefooledagin 10/14/00 1:28 pm
Msg: 38768 of 38903

THE FOLLOWIN IS A SAUCEY REPEAT "QUOTE"

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 TAKING ON NEW CUSTOMERS... THEY SAY THEY HAVE ROOM...I.E. ADDITIONAL/OVER CAPACITY...

AND WE ALL KNOW THE RAMPING UP ALL THE COMPETITION IS DOING CONCURRENTLY.....
RIGHT??? RIGHT!!!!!!!!!!!!!!!!!!!

SO.... HOW DO YOU MAINTAIN 55% MARGINS GOING FORWARD.... EVEN THOUGH CREE HAS PUBLISHED THE FOLLOWING..................

During the first nine months of fiscal 2000, revenues derived from sales of high brightness LEDs were greater than 70% of the total LED sales mix. Historically, we have experienced low margins with many new product introductions, including the high brightness products. .....

aREN'T THEY INTRODUCING A NEW HIGH-BRIGHTNESS PRODUCT???? hISTORICALLY THEY HAVE EXPERIENCE LOW MARGINS WITH MANY NEW PRODUCTS????

HMMMMM........ IS THIS NOT THE CASE??????
I HAVEN'T HEARD ABOUT ANY CHANGES TO HISTORICAL BACKGROUNDS... HAVE YOU????

HMMMMMMMMMMMMMMMM......

saucey_sez_it.....
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