w2j2’s Activity

Tue Jul 1

NL

Boards Post

w2j2 replied to the Cree Inc. board. 6:41 AM

Re: Philips announces plans to spin off LED business

I suspect Philips is getting rid of Lumileds because its profit margins are poor in a world of increasing competition and commoditization of LEDs. Notice: Philips is keeping its lighting division.
Cree faces the same pressures... that is why [more]

Fri Jun 13

NL

Boards Post

w2j2 replied to the Cree Inc. board. 1:38 PM

Re: Cree higher following M&A rumors

Those same old M&A rumors...We have seen this many times before...

I think if there was to be M&A, Cree would be buying someone else.

Tue Apr 29

NL

Boards Post

w2j2 replied to the Cree Inc. board. 3:58 PM

Re: anthonyms

Yes. One of his stories is how he was launched "short". No catapult in those days, he had a full fuel & bomb load on his "Beast". He was placed in the front of the line to take off...
When he reached the end of the deck, [more]

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w2j2 replied to the Cree Inc. board. 11:11 AM

Re: anthonyms

FWIW:

My father-in-law, age 92 and in great shape, flew SB2C Helldiver dive bombers off aircraft carriers in WW2.

wj

Mon Apr 28

NL

Boards Post

w2j2 replied to the Cree Inc. board. 8:47 PM

Re: anthonyms

The B25 and B47 aircraft were classics!

Sun Apr 27

NL

Boards Post

w2j2 posted to the Cree Inc. board. 9:12 AM

Philips: Energy Star & Home Depot

ENERGY STAR Certified Philips SlimStyle LED Bulb $1.97 after Energy Efficiency Program Rebates
Philips SlimStyle flat light bulb is the second Philips 60-W EQ LED to break the $5 price point, accelerating adoption of quality LEDs for the home [more]

NL

Boards Post

w2j2 replied to the Cree Inc. board. 9:04 AM

Re: Quarterly report

At some point Cree must become an international brand, or Philips will eat their lunch. "The best technology" only buys a little time. Competitors will catch up quickly.

No way does Cree have the time to expand internationally on [more]

Fri Apr 25

NL

Boards Post

w2j2 posted to the Cree Inc. board. 7:25 AM

Lighting sales boost revenues & reduce margins:

Lighting Sales Drive Cree's Growth, But Lower Gross Margins Apr. 24, 2014 3:12 PM ET | 2 comments | About: CREE, Includes: GEX, QCLN by: Trefis Generating $405 million in revenue (16% year-over-year growth) and net income of $28 million (27% [more]

Thu Apr 24

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Boards Post

w2j2 replied to the It Is What It Is board. 3:34 PM

Re: CREE again retesting 50

There will come again a good time to buy Cree.

Now is not the time.
Do not catch a falling knife.

Wed Apr 23

NL

Boards Post

w2j2 posted to the Cree Inc. board. 8:33 PM

This is impressive:

"the LED that’s in the current Cree LED bulb I think it's the 5th iteration in 13 months." (Swoboda)

NL

Boards Post

w2j2 posted to the Cree Inc. board. 8:31 PM

Help wanted

Please explain to me what Swoboda is saying:

"As far as future acquisitions, what we would focus on, obviously we’re going to look at all the elements but right now it's about helping Cree drive adoption and really gain brand and share [more]

Tue Apr 22

NL

Boards Post

w2j2 posted to the Cree Inc. board. 5:56 AM

Cree Marketing

Why Cree Marketed Its Green Light Bulbs Without Mentioning 'Green'

If you read this column with any regularity, then you know that Yours Truly is a big believer in tangible benefits: if you don’t have one, expect to be treated as a [more]

Mon Apr 21

NL

Boards Post

w2j2 posted to the It Is What It Is board. 8:35 AM

More from Yamada

In terms of how you should play it now, as always it comes down to your personal goals and pain threshold. Yamada is in the camp of traders coalescing around the idea that the 2014 is going to be, at best, a year of consolidation. For active traders [more]

Tue Apr 15

NL

Boards Post

w2j2 replied to the Cree Inc. board. 7:23 AM

Re: Phillips, Osram strategy

Not even a mention of Cree...

Cree has been evolving itself into a lighting manufacturer for years.

Yet it appears they could lose market share to the likes of Philips & Osram. Those "big boys" already have the sales [more]

Mon Apr 14

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2964
Recs Received 4613
People who have rec'd these posts 393
Recs to Posts Ratio (last 30 days) N/A
Threads Started 1530
Threads Started Percentage 51.62 %
Most Frequent Board Cree Inc.
Very First Post Re: new solar cell (4/19/2001)
Percentage of Posts Rec'd 62.48 %
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