Replies to post #98436 on Zeev's Turnips Patch-No Politics (ZEEV)

[MONYMAN3]

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