Cree, Inc. (NASDAQ:CREE)

Projects in the pipeline

Their (LED-)technology knowledge is not reflected anymore in the stockprice. TRhe market will be growing enormously over the nexy ten years. My concern is a hostile take-over.

i've seen the light

I believe in LEDs as the future. Even though Cree already has quite a high market cap, I believe in the growth story.

Big move into town

Nice operating margins, good revenue growth with a product line that will benefit from ever increasing energy consciousness.

OLEDs are the way of the future, there's no doubt about that. It's just a matter of how long it will take to get there. I think over the next 5 years we're going to see the OLED market grow significantly but there may be some ups and downs right now at the start of it. Whenever the boom hits, CREE will be at the top of it.

Incredible products. The day of the white LED is fast approaching, but not here yet.

The technology is strong, their global distribution continues to expand. I believe the Board will enhance management to take the company to the next level.

Cree is a leading manufacturer of high-performance light-emitting diode (LED) chips. Nearly ubiquitous in mobile handset keypads and displays, LEDs are nearing the cusp of penetrating applications in larger-size displays such as laptop monitors. LEDs offer long operating lives, low power consumption, and superior color replication compared to their fluorescent counterparts.

In the near-term, pricing pressure in the commoditized, blue LED market will lower Cree’s volumes because the company has ceded market share to protect profitability. To offset the decline in the low-end market, the company is investing heavily in new equipment and retooling to improve wafer yields and lower the cost of manufacturing.

The market has priced in most, if not all of the recent disappointments. The stock is trading at the low end of its historical price/book and price/sales valuation ranges. In addition, the company has a clean balance sheet with over $4.50 per share in cash and investments.

Cree Inc develops and manufactures semiconductor equipments like Light Emitting Diodes (LED), radio frequency and power switching products. These materials are used in a wide array of electronic appliances ranging from computer, cellular phones and digital audio players and also in lighting solutions like florescent lighting. The company used to have two revenue reporting segments namely Cree and Cree Microwave, but the later was discontinued effective from December 2005. The market for semiconductor equipment was approximately $41 billion in 2006 and is led by Applied Materials.

LED products have been contributing close to 80% of total revenues for the last three years and it is expected to continue. The revenue dipped a bit because of the shift in sales from LED chip based products to high-brightness LED package products. The former used to dominate the product portfolio of the company, which is making way to high-brightness LED packaged products whose demand is going to increase in the near future.

The semiconductor equipment market is expected to grow in higher single digits in 2007 aided by an expected 11% growth in Japanese markets, which continue to be the largest and increasing demand from developing Asian economies. The company recently acquired INTRINSIC, and research and development firm specializing in LED research, which will further strengthen the LED product portfolio of the company. The sector is in the upswing now with the growth expected to continue for a couple of years. These factors place Cree stock in a position to take advantage of the upward swing of the present business cycle.

leader in solid state lighting that will transform the home; company currently struggling with low pricing in commodity LEDs but with stock at a low it is worth a buy

Excellent product with major contracts being executed.

LED lighting vs Conventional lighting is going to make a massive diference in global energy usage.

sector turnaround
revenue guidance will improve

White LEDs are poised to move into the commercial and retail lighting markets

seems to keep shooting itself in the foot

i've owned this stock for years. since 2002 the up-and-down chart tells a story of higher lows and higher highs. assuming this latest swoon is an aberation, i wouldn't be surprised to see this stock at $40 in the next coupla years.

Horrible valuation measures and short numbers. This company's goals and vision have promise, but not in the near future unless they discover something vital to the standard of living.