Denverdude123

Boards Post

Denverdude123 replied to the Cree Inc. board. 5:24 PM

Re: Smart LED

Phillips is introducing a Gee Whiz product that is IMO, unlikely to sell in high volumes. There is a link to GE in the piece that describes a GE product that is higher priced and less efficient than the Cree bulbs. Maybe Phillips wants to believe [more]

Boards Post

Denverdude123 replied to the Cree Inc. board. 5:24 PM

Re: Yole: SiC rescues the power device market

I have been getting internet ads directed to me from Soraa advertizing their halogen replacements. They don't explicitly define the power requirements and I don't know how to compare them with Cree offerings. .

Boards Post

Denverdude123 posted to the Cree Inc. board. 9:13 PM

Jim Cramer discusses Cree at length

Wonderful free advertisement for Cree and its products.

http://video.cnbc.com/gallery/?video=3000168582&__source...

Boards Post

Denverdude123 replied to the Cree Inc. board. 11:37 PM

Re: The 41st Annual J.P. Morgan Global Technology, M

The questioner, the questions and Swoboda's answers were IMO, superb.
I think Chuck described the reason for the company focus on producing LEDs with the highest efficiency possible. GaN on SiC seems to be optimal. There is not much fear of [more]

Boards Post

Denverdude123 replied to the Cree Inc. board. 12:50 PM

Re: MARKET TALK: Cree Down Amid Dueling Analyst

"I wonder if Philips' ultimatum is pushing HD to keep Cree products OFF of the light bulb shelves...."

It might be. I think the Cree displays are quite visible. Cree wins on price and quality and that might be more evident if they [more]

Boards Post

Denverdude123 posted to the Cree Inc. board. 10:21 AM

Cree's new power module

http://finance.yahoo.com/news/cree-power-module-enables-high...

I find it interesting that at the same time Stern Agee downgrades Cree, there are two [more]

Boards Post

Denverdude123 replied to the Cree Inc. board. 10:37 PM

Re: Today's visit to HD

There was no one other than me around it, but several people watched my actions. This was at about 11:30 AM on Friday and the store was not very busy other than outside in the garden and lawn area. We have had a week of unusual rain delaying the [more]

Boards Post

Denverdude123 posted to the Cree Inc. board. 4:42 PM

Today's visit to HD

I returned to the store with the socket display. It is right at the main entrance. There were 4 bulbs in the 6 sockets...2 40W and 2 60W warm. There were no White 60W in sockets or in visible inventory. Inventory was full and neatly [more]

Boards Post

Denverdude123 replied to the Cree Inc. board. 4:32 PM

Re: Urgency in the race to the socket

Cree seems to be working with local Chinese companies to quote on large infrastructure projects where the bid is almost certain to go to a Chinese company with the ability to produce a high efficiency, high reliability product. Chinese LEDs won't cut [more]

Boards Post

Denverdude123 replied to the Cree Inc. board. 9:51 AM

Re: Parts cost of LED bulbs

Some further comments on Margery Conner's article...

1. Obviously further cost reduction is needed and some may have occurred.
2. This product is so attractive for customer traffic that HD might be paying Cree something like the full [more]