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MONYMAN3

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MONYMAN3

Re: fisherman post# 98436

Wednesday, 04/16/2003 3:49:14 PM

Wednesday, April 16, 2003 3:49:14 PM

Post# of 704041
Re:CREE...as of their CC last Jan. they had already booked 80% of this qtr. Think a miss is unlikely. Also 100 million contract with Sumitomo was base on the fact that Sumitomo wanted to make sure of a supply of the LEDs, and the fact that the Japan market was very hot. It's my bet that CREE beats.
LOng common and options FWIW. Rob
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