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    CREE: LED-Geschäft kommt in Schwung - 500 Beiträge pro Seite

    eröffnet am 13.08.08 09:48:33 von
    neuester Beitrag 30.01.20 20:29:34 von
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      schrieb am 13.08.08 09:48:33
      Beitrag Nr. 1 ()
      "Tuesday August 12, 6:48 pm ET

      Cree Inc.'s 4th-quarter profit jumps 31 percent on growing sales of LED lights

      DURHAM, N.C. (AP) -- Cree Inc. said Tuesday its fiscal fourth-quarter profit rose 31 percent as sales of the company's light-emitting diodes drove a 22 percent revenue gain to beat Wall Street expectations.
      ADVERTISEMENT



      Shares of Cree rose 9.6 percent in after-hours trading following the company's earnings report.

      The Durham-based maker of LEDs for applications ranging from storefront advertisements to backlighting for notebook computers reported net income for the three-month period ended June 29 of $8.44 million, or 9 cents per share. The result was up from a profit of $6.4 million, or 8 cents per share, in last year's fiscal fourth quarter.

      Excluding one-time items, the latest quarter's adjusted net income from continuing operations was $14.5 million, or 16 cents per share. One-time items included a gain from a discontinued operation that added 2 cents per share to earnings, and charges totaling 9 cents per share from amortization of intangible assets and stock-based compensation expenses.

      Analysts surveyed by Thomson Reuters, who typically exclude one-time items from their estimates, expected a profit of 9 cents per share, on average.

      Revenue rose to $135.9 million from $111.2 million, beating analysts' expectations for $130.9 million in the latest period.

      Cree Chairman and Chief Executive Chuck Swoboda credited strong LED sales for helping the company exceed its previous fourth-quarter revenue expectations of $129 million to $133 million, a range the company projected in April.

      For the full fiscal year, Cree reported net income of $33.4 million, or 38 cents per share, down from a profit of $57.3 million, or 72 cents per share, in fiscal 2007. Revenue rose 25 percent to $493.3 million from $394.1 million.

      Cree's shares fell 67 cents to close at $19.17, but gained in aftermarket trading, rising $1.53 to $20.70."

      (http://biz.yahoo.com/ap/080812/earns_cree_inc.html)
      Avatar
      schrieb am 13.08.08 20:50:46
      Beitrag Nr. 2 ()
      Ahnungslosigkeit und/oder die üblichen rechten Vorurteile hier?

      Ich freu mich über den Gewinn ... :D
      Avatar
      schrieb am 13.08.08 21:07:48
      Beitrag Nr. 3 ()
      NASDAQ momentan +16,2% :cool:
      Avatar
      schrieb am 21.01.09 08:12:56
      Beitrag Nr. 4 ()
      "Tuesday January 20, 4:52 pm ET

      Cree fiscal 2nd-qtr profit rises 62 percent, helped by $4.4M in patent licensing fees

      DURHAM, N.C. (AP) -- LED lighting company Cree Inc. said Tuesday that its fiscal second-quarter profit rose 62 percent, helped by $4.4 million in earnings from patent licensing fees that it hadn't figured into its previous expectations.

      For the quarter that ended Dec. 28, Cree posted net income of $10.7 million, or 12 cents per share, compared with $6.6 million, or 8 cents per share, in the year-earlier period.

      Excluding items, Cree earned $17.8 million, or 20 cents per share.

      The company's revenue rose 24 percent to $147.6 million from $119 million.

      Analysts polled by Thomson Reuters, whose estimates typically exclude special items, expected a profit of 9 cents per share on $141.4 million in revenue.


      Cree reported product revenue rose 24 percent to $137.6 million, and contract revenue fell 42 percent to $4.4 million. The company also reported $5.6 million in patent licensing fees that it did not factor into earlier guidance.

      Cree shares rose $1.01, or 6.1 percent, to $17.50 in after-hours trading, after finishing the regular session down $1.44, or 8 percent, at $16.49."

      http://biz.yahoo.com/ap/090120/earns_cree.html?.v=1

      --------------------------------------

      AUSBLICK:

      "Cree expects demand will decline for its products that are meant for consumer, mobile and automotive applications, but that this will be somewhat balanced out by growth of LED sales for commercial lighting applications."

      http://finance.yahoo.com/news/Cree-expects-revenue-up-apf-14…
      Avatar
      schrieb am 21.01.09 08:27:30
      Beitrag Nr. 5 ()
      Während man sich hier noch krampfhaft an den archaischen Glühfaden klammert, ist man andernorts schon 2 Generationen weiter:

      "U.S. Pentagon to Install Cree LR24 Recessed LED Luminaires
      Thousands of Fixtures Projected to Achieve Better Than Four-Year Payback and Superior Light Quality


      Tuesday January 6, 2009, 5:25 pm EST

      WASHINGTON, Jan. 6, 2009 (GLOBE NEWSWIRE) -- Cree, Inc. (NasdaqGS:CREE - News), a market leader in LED lighting, announces that more than 4,200 LR24 recessed LED luminaires are planned for installation in Wedge 5 of the Pentagon as part of a major renovation currently underway. In a signing ceremony today at the Pentagon, John J. Kubricky, Deputy Under Secretary of Defense for Advanced Systems and Concepts, and Albert C. Ellet, acting director of the Washington Headquarters Service responsible for overseeing the renovation, signed an intra-departmental Memorandum of Agreement kicking-off the initiative to install LED lighting in the Pentagon.

      The Cree LR24 luminaires have undergone extensive government testing and business-case analysis, including a preliminary Pentagon installation to meter the fixtures and compare the results to the alternative fluorescent technology. This independent analysis demonstrated a 22-percent reduction in energy usage and improved light quality.

      The business-case analysis yielded a payback of less than four years. The payback analysis considered energy savings, lifetime maintenance savings, savings from reduced load on the HVAC system, and elimination of hazardous waste disposal fees for mercury-laden fluorescent bulbs. Extensive modeling was also performed to determine optimal lighting design -- analyzing the light distribution and spacing to ensure superior lighting and energy efficiency. The Wedge 5 installation is estimated to save 140 tons of CO2 emissions per year.

      ``The U.S. federal government is taking a leadership role in energy efficiency for federal buildings both through existing mandates, as well as President-elect Obama's American Recovery and Reinvestment Plan, which calls for the renovation of public buildings to make them more energy efficient,'' said Chuck Swoboda, Cree chairman and chief executive officer. ``Installations of highly efficient, low-maintenance LED lighting, like these in the Pentagon and in the U.S. Federal Reserve, demonstrate that the future of energy-efficient lighting is here today.''

      The LR24 units being used for the Pentagon renovation are being purchased from Cree by the Department of Defense's (DoD) Title III program as a part of its ongoing development program with Cree, and provided to the Washington Headquarters Services (WHS), which oversees the Pentagon renovation program.

      ``The Title III program has long supported the development and deployment of SiC substrates and devices for use in high-power RF and power-switching applications for DoD systems,'' said John Palmour, Ph.D., Cree co-founder and chief technology officer for advanced devices. ``The program realized the importance of ensuring a strong domestic supply of SiC substrates and related devices, and the potential growth of solid-state lighting in the U.S. This Pentagon lighting project is a perfect example of stimulating America's leadership in high-technology manufacturing yielding unique commercial and defense products, while saving energy. Title III funding was also used to develop the technology in Cree's lighting class XLamp(r) XR-E LED platform -- the light source in the LR24 recessed LED luminaire.''

      About Cree

      Cree is leading the LED lighting revolution and setting the stage to obsolete the incandescent light bulb through the use of energy-efficient, environmentally friendly LED lighting. Cree is a market-leading innovator of lighting-class LEDs, LED lighting solutions, and semiconductor solutions for wireless and power applications.

      Cree's product families include recessed LED down lights, blue and green LED chips, high-brightness LEDs, lighting-class power LEDs, power-switching devices and radio-frequency/wireless devices. Cree solutions are driving improvements in applications such as general illumination, backlighting, electronic signs and signals, variable-speed motors, and wireless communications.

      For additional product and company information, please refer to http://www.cree.com"

      http://finance.yahoo.com/news/US-Pentagon-to-Install-Cree-pz…

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      Was die Börsencommunity nach Ostern auf keinen Fall verpassen willmehr zur Aktie »
      Avatar
      schrieb am 21.01.09 08:58:03
      Beitrag Nr. 6 ()
      Die neuen Leuchten im Pentagon:

      http://www.creells.com/lr24.htm
      Avatar
      schrieb am 21.01.09 09:06:30
      Beitrag Nr. 7 ()
      Bei Notebooks, Monitoren und Fernsehern startet gerade die Umstellung auf LED-Hintergrundbeleuchtung ... ;)
      Avatar
      schrieb am 21.01.09 21:56:56
      Beitrag Nr. 8 ()
      NASDAQ: Cree +15% Volumen 3.650.674

      Bei den Glühfadenfreaks hier: Volumen 400.
      Der letzte macht das Licht aus ... :rolleyes:
      Avatar
      schrieb am 29.01.09 19:09:32
      Beitrag Nr. 9 ()
      "Cree to supply LEDs to LG Display

      Chip-maker Cree Inc. has landed a deal to provide light-emitting diodes to South Korea’s LG Display, the world’s second largest maker of liquid-display flat screens.

      Durham-based Cree (Nasdaq: CREE) will supply LED chips that LG Display plans to use in its next generation of screens for notebook computers. Cree also will provide technical support to LG Display.

      LG Display also has started using LED chips for flat screens it makes for televisions. The LEDs provide back lighting for such liquid-display screens.

      Financial terms of the deal were not disclosed.

      Cree has enjoyed a solid run during the recession as its energy-efficient LED chips and LED-powered lighting products gain more acceptance in the marketplace."

      http://triangle.bizjournals.com/triangle/stories/2009/01/26/…
      Avatar
      schrieb am 29.01.09 19:18:36
      Beitrag Nr. 10 ()


      Volumen BRD: 0 :look:
      Avatar
      schrieb am 07.05.09 01:11:48
      Beitrag Nr. 11 ()
      Antwort auf Beitrag Nr.: 36.476.203 von AdHick am 29.01.09 19:18:36Hallo Leute,
      unbemerkt gestiegen, aber es ist sicher nicht das Ende.
      Avatar
      schrieb am 28.07.09 23:48:18
      Beitrag Nr. 12 ()
      26.05.2009 22:06
      Cree Raises Financial Targets for the Fourth Quarter of Fiscal Year 2009

      DURHAM, N.C., May 26 /PRNewswire-FirstCall/ -- Cree, Inc. , a market leader in LED lighting, today announced increased revenue and earnings targets for its fiscal fourth quarter ending June 28, 2009. Cree now targets revenue in a range of $143 million to $150 million with GAAP earnings of $0.07 to $0.09 per diluted share and non-GAAP earnings of $0.15 to $0.17 per diluted share, based on an estimated 89 million diluted weighted average shares. Targeted non-GAAP earnings exclude expenses related to the amortization of acquired intangibles of $0.03 per diluted share, and stock-based compensation expense of $0.05 per diluted share.

      -- The targeted revenue range is higher than previously announced primarily due to stronger LED component bookings for lighting-related applications, as well as higher LED chip bookings for notebook backlighting. -- Gross margin for the quarter is targeted to be at the higher end of previously targeted levels. -- Operating expenses are targeted to be approximately $46 million.

      "We are pleased with the strong booking trends for Q4," stated Chuck Swoboda, Cree chairman and CEO. "We also remain optimistic about the growth potential for LED lighting in fiscal 2010, although there is some near term execution risk as we ramp up production to meet these higher targets."
      Avatar
      schrieb am 31.08.09 11:41:44
      Beitrag Nr. 13 ()
      31.08.09
      Cree: »Weiter nach Problemen suchen, die andere nicht lösen«

      Das Geschäftsjahr 2008/2009 konnte der LED-Hersteller Cree mit einem Rekordumsatz von 567,3 Mio. Dollar abschließen. Wir sprachen mit CEO Chuck Swoboda über Gegenwart und Zukunft von Cree und dem LED-Markt.

      Anzeige

      Chuck Swoboda, Cree

      Chuck Swoboda, Cree

      Markt&Technik: Viele unserer Leser kennen Cree auch noch als Hersteller von Silizium-Karbid- und HF-Bauteilen. Mit welchen Produkten verdienen Sie jetzt Ihr Geld?

      Chuck Swoboda: SiC und HF spielen weiter eine bedeutende Rolle und wir unterstützen diese Produktsparte auch weiterhin. Geld verdienen wir aber vor allem mit gehäusten LEDs. Diese Sparte generiert mehr Umsatz als die Sparten LED-Chips und LED-Leuchtmittel zusammen und ist auch am profitabelsten.

      Und mit welchen Produkten wollen Sie in Zukunft Geld verdienen?

      Wir setzen weiter auf die LED-Technologie und arbeiten an der Entwicklung und Markteinführung von LED-Produkten, die mehr Licht pro Einheit emittieren, die mehr Leistung pro Gehäuse verarbeiten, die eine höhere Lichtausbeute haben, eine weiter verbesserte Farbqualität aufweisen und dimmbar sind.

      An welche Lichtausbeute denken Sie dabei mittel- und langfristig?

      Unser Ziel für die kommenden ein bis zwei Jahre ist 150 lm/W, vielleicht sind auch 160 lm/W möglich. Langfristig sehe ich eine technologische Grenze um 200 lm/W. Die praktische Grenze sehe ich aber darunter.

      Warum?

      Weil wir mit 150 lm/W oder mehr bereits an einen Punkt kämen, ab dem die LED allen anderen derzeit bekannten Leuchtmitteln überlegen wäre. Das Thema Lichtausbeute würde dann weniger bedeutsam werden.

      Gilt das auch für den Preis?

      Im Augenblick rufen viele nach einem niedrigeren Preis für die LED. Und ich denke, dass wir in der Tat irgendwann über Penny/ lm sprechen werden. Aber dieses Thema wird oft übermäßig strapaziert. Der Preis ist gar nicht die Eintrittsbarriere! Viele übersehen, dass die LED in vielen Marktsegmenten sehr hohe Einsparungen hinsichtlich Wartung bringen kann.

      Und es wird oft auch nicht bedacht, dass der Preis pro Lumen über die gesamte Lebensdauer der LED, von 50.000 und mehr Betriebsstunden, bereits jetzt konkurrenzlos günstig ist! Das gilt zwar nur, wenn das Design sorgfältig geplant und durchgeführt wird. Dann jedoch ist der Preis für die Lichtleistung über die gesamte Lebensdauer der LED praktisch nicht zu schlagen.

      Aber hält eine LED-Lampe denn auch, was die LED als Bauteil an Lebensdauer verspricht?

      Wenn der Designer eine Cree-LED verwendet, lautet die Antwort ja! Aber wie ich schon sagte: Sein Design muss sorgfältig sein. Schwachstellen sehen wir immer noch im Wärmemanagement, denn Kühlung ist und bleibt ein wichtiger Aspekt. Und der elektrische Treiber ist eine andere Schwachstelle, die oft zu wenig Beachtung findet.

      Wie sollen diese Schwachstellen beseitigt werden?

      Wir beschäftigen Teams mit Fachleuten, deren Hauptaufgabe es ist, die Kunden dahingehend zu beraten, dass sie lernen, wie sie das ganze Leuchtenkonzept auf Wirtschaftlichkeit und Langlebigkeit hin optimieren. Und wenn ein Hersteller die in den USA geltenden Bestimmungen der Richtlinie »EnergyStar« erfüllen will, ist er sogar verpflichtet sein Produkt auch nach Lebensdauer zu charakterisieren.

      Sie erwähnten auch eine Verbesserung der Farbqualität. Was wollen Sie denn genau erreichen?

      Der Farbwiedergabeindex (CRI) ist noch verbesserungsfähig. Wir liegen jetzt im Bereich zwischen 70 und knapp über 80. Wir arbeiten an verbesserten Fluorophoren für die Farbkonversion und versprechen uns davon eine Verbesserung auf 90 oder gar etwas mehr. Wir wissen aber schon jetzt, dass wir mit unserem patentierten Konzept zum Mischen von LEDs in Leuchtmitteln einen Wert von 92 erreichen können. Damit wären unsere Leuchten schon so gut wie die in nahezu allen konkurrierenden Technologien. Ab diesem Wert wäre CRI kein Thema mehr.

      Wenn sogar Entwickler bei Leuchtenherstellern die LED noch nicht ganz verstanden haben, wie soll die große Masse sie denn begreifen?

      Ich gebe zu: In diesem Punkt haben wir als Industrie bisher keine gute Figur gemacht! Und dieser Umstand ist zugleich eine einmalige Herausforderung! Cree will alles tun, um die LED nicht nur bekannter zu machen, sondern ihre Eigenarten dem Publikum auch näher zu bringen. Einige unserer Mitbewerber stammen aus der Leuchtmittelbranche und haben noch ein großes Interesse an der Vermarktung herkömmlicher Technologien.

      Deren Vorteil ist sicher, dass sie in unserem Zielmarkt teils schon lange etabliert sind; sie müssen aber auch auf interne belange Rücksicht nehmen. Unser Vorteil ist unser absoluter Fokus auf die LED. Konkret fördern wir Kampagnen wie »LED City« und »LED University«, die die LED in das Blickfeld vieler Menschen bringen sollen. Auf jeden Fall durchläuft die Beleuchtungsbranche gerade eine einmalige Zeit. Es ist spannend, dabei zu sein und zu erleben, dass es bei uns keine Krise gibt und dass wir kräftig wachsen.

      Was wird Cree sonst tun, um an vorderster Front weiter dabei zu sein?

      Wir werden weiter an unserer Technologie-Roadmap arbeiten, über die ich schon sprach. Außerdem werden wir weiter nach Problemen suchen, die andere nicht lösen oder nicht mit LED-Technologie lösen. Es gibt viele Marktsegmente, die sich noch nicht für die LED entschieden haben. Dort liegt also noch ein großes Potenzial brach.
      Avatar
      schrieb am 31.08.09 12:10:21
      Beitrag Nr. 14 ()


      :)
      Avatar
      schrieb am 04.09.09 11:33:13
      Beitrag Nr. 15 ()
      Habe mir mal ein paar zugelegt.
      Avatar
      schrieb am 16.09.09 23:27:27
      Beitrag Nr. 16 ()
      Antwort auf Beitrag Nr.: 37.918.259 von R-BgO am 04.09.09 11:33:13Ja, so sehe ich das auch! Von denen muß man ein paar Stücke haben!!

      Cree Repeats as Lighting for Tomorrow Grand Prize Winner
      LR6-DR1000 Expected to Accelerate Commercial Adoption of SSL Downlights
      DURHAM, N.C., Sept. 16, 2009 (GLOBE NEWSWIRE) -- Cree, Inc. (Nasdaq:CREE), a market leader in LED lighting, announces that it won the top prize in the 2009 Lighting for Tomorrow - Solid State Lighting Competition. The Cree LR6-DR1000 recessed downlight was awarded the coveted Grand Prize at an award ceremony at the American Lighting Association (ALA) Conference this week. The Cree LRP-38, a PAR38 bulb, and the LR6-HE (high-efficiency) were also recognized with Special Focus Awards for technical innovation and high efficiency, respectively.

      The Grand Prize-winning Cree LR6-DR1000 is a high-output six-inch downlight that produces more than 1000 lumens of light output. Targeted for commercial release early next year, the LR6-DR1000 is designed to operate off an input power of less than 13 Watts, delivering an efficacy in excess of 77 lumens per Watt which makes it the most efficient, specification-grade LED downlight.

      The winner of the technical innovation award, the LRP-38 bulb features Cree TrueWhite(TM) technology to deliver the vibrant color of halogen with high efficacy. Released in May 2009, the LRP-38 is replacing halogen and ceramic metal halide (CMH) lamps in numerous applications including fresh food displays, furniture stores, retail environments and museums.

      This international design competition is organized by the ALA, the U.S. Department of Energy (represented by Pacific Northwest National Laboratory) and the Consortium of Energy Efficiency. A panel of 11 judges from various areas of the lighting industry evaluated the entries based on color appearance, color rendering, efficiency, innovation and other criteria.

      "Cree is lighting the LED revolution with breakthrough products that redefine energy-efficient illumination," said Gary Trott, vice president of market development, Cree LED Lighting. "Over the past three years, every Cree LED Lighting product has won a Lighting for Tomorrow award."

      Quelle: GlobeNewswire 16.09.2009
      Avatar
      schrieb am 21.09.09 09:14:04
      Beitrag Nr. 17 ()
      schlusskurs 36,2 ist umgerechnet 24,70
      aktuell in frankfurt 1 % billiger zu haben
      Avatar
      schrieb am 14.10.09 09:13:46
      Beitrag Nr. 18 ()
      "NC-based Cree plans to add 575 jobs in next 3 years as need expands for efficient lighting

      DURHAM, N.C. (AP) -- Cree Inc., a maker of energy-efficient lighting elements used for mobile phones and stadium exteriors at the Beijing Olympics, is expanding its North Carolina operations and plans to add 575 jobs in the next three years.

      Durham-based Cree said Thursday it expects to add 275 jobs this year as it expands production of light-emitting diode units at its Durham plant. The company plans to add another 300 jobs by the end of 2012.

      Cree is also manufacturing and assembling LED lighting products with electronic manufacturer Flextronics in Charlotte.

      At an event announcing the jobs boost, CEO Chuck Swoboda and Gov. Beverly Perdue said green technologies like efficient lighting products have great growth potential.

      "It's a real opportunity for our country and our state," Swoboda said. "The best energy is the energy we never use."

      Cree has about 3,200 full-time workers. The company reported in August that it was adding workers as it increased production at plants in Durham and Huizhou, China. Swoboda said the company would expand jobs in China, but he did not specify hiring plans for operations that sell primarily into growing Asian markets.

      Cree is flush after a stock offering last month brought in $434 million, and the company has plans for $150 million in capital spending. Shares rose 47 cents Thursday on the Nasdaq market to $37.10, near its 52-week peak of $38.97 hit in early September.

      But the company posted profits of $30.3 million in its fiscal year ended July 28, down 9.3 percent from the previous year.

      The 22-year-old company has historically made most of its products in North Carolina.

      "However, we are increasingly expanding the use of our production facilities in China and the use of subcontractors to increase capacity and remain cost competitive," the company said in its annual report filed in August. Cree said it also has research and development operations in Goleta, Calif., and Hong Kong.

      The company's LED chips have long been used to illuminate video games, mobile phones, automobile dashboards and massive stadium videoscreens. Lately, Cree has pushed sales of indoor and outdoor lighting for large areas.

      "Although sales of LED component products were our primary growth driver in fiscal 2009, LED lighting still represents a very small fraction of the overall lighting market," the company said in its annual report. "We plan to accelerate LED penetration through the creation of more efficient LED components, the development of more integrated products that are easier for traditional lighting companies to use, as well as increasing investment in our technical support capabilities by opening several new LED lighting application centers around the world."

      AP Business Writer Emery P. Dalesio contributed to this report."
      http://finance.yahoo.com/news/NC-LEDmaker-Cree-to-add-575-ap…


      Am 20. Oktober kommen die Zahlen.



      Avatar
      schrieb am 21.10.09 16:17:20
      Beitrag Nr. 19 ()
      Schöne Zahlen :yawn: :

      "Cree Q1 Profit Up, Beats View; Guides Q2 - Update


      10/20/2009 6:43 PM ET

      (RTTNews) - Tuesday, semiconductor equipment maker Cree, Inc. (CREE: News ), reported a rise in profit for the first quarter, benefiting from continued LED lighting adoption with a 20% growth in revenues, as well as improved gross margins. The company issued guidance for the second quarter.

      Cree's net income rose to $21.03 million or $0.23 per share from $5.92 million or $0.07 per share a year earlier. On non-GAAP basis, excluding stock-based compensation expense of $5.61 million and amortization of acquisition-related intangible assets of $3.04 million, net income doubled to $27.43 million or $0.30 per share from $13.25 million or $0.15 per share for the prior year period.

      On average, sixteen analysts polled by Thomson Reuters expected the company to report earnings of $0.22 per share. Analysts' estimates typically exclude special items.

      Commenting on the results, Chuck Swoboda, Cree Chairman and Chief Executive Officer said, "We are benefitting from continued LED lighting adoption and high factory utilization and are well positioned for solid growth in Q2."

      Quarterly net revenues rose by 20% to $169.13 million from $140.38 million for the year-ago period. Revenues exceeded Street estimate of $164.52 million.

      Gross margin improved to 43.6% from 35.2% for the year earlier period, helped by the increase in revenues. Operating margin improved to 15.8% from 3.4% for the a year-ago, while operating income increased to $26.65 million from $4.70 million last year. Total operating expenses increased to $47.12 million from $44.66 million for the prior year period.

      For the second quarter, Cree targets GAAP net income of $21 million to $23 million, or $0.20 to $0.22 per share on revenue in the range of $180 million to $190 million. Expected non-GAAP net income exclude expenses related to the amortization of acquired intangibles of $0.02 per share and stock-based compensation expense of $0.06 per share.

      Analysts currently expect Cree to report earnings of $0.23 per share for the second quarter, on revenues of $173.18 million.

      In September, the company had made an public offering of 11 million shares at a price of $35.5 per share with underwriters exercising their over-allotment options that resulted in the issuance of an additional 1.65 million shares.

      Commenting on the public offering Swoboda said, "As a result of the recent equity offering, we have the balance sheet to invest in the growth of our business as we look to continue to lead the LED lighting revolution."

      As on September 27, Cree's cash, cash equivalents and short term investments more than doubled to $868.28 million from $417.65 million on June 28.

      Cree on Friday said that Alfred University has joined the company's LED University program and has installed LED lighting in its newest residence hall, "Ann's House". Environmentally friendly dormitory features more than 175 Cree LED lights and 18 LEDDynamics, Cree added.

      On Monday, Merriman Curhan Ford reiterated its "Buy" rating on the company's shares and increased its price target in the range of $46 to $49 from $44 to $48.

      Tuesday, CREE closed at $41.16, up $0.05 or 0.12%, on a volume of 2.72 million on the Nasdaq. In after hours, the stock gained further on better than expected earnings, trading at $42.65, up $1.49 or $3.62%.

      Click here to receive FREE breaking news email alerts for Cree Inc. and others in your portfolio

      by RTT Staff Writer



      :)
      Avatar
      schrieb am 21.10.09 16:34:05
      Beitrag Nr. 20 ()
      NASDAQ +8,67% bei hohem Volumen.

      Den deutschen Michel interessierts nicht.
      Er klammert sich an seine vorsintflutliche Glühfunzel.
      Avatar
      schrieb am 21.10.09 16:50:48
      Beitrag Nr. 21 ()
      Durch die Decke. :cool:


      Avatar
      schrieb am 21.10.09 16:55:37
      Beitrag Nr. 22 ()
      :rolleyes:
      Avatar
      schrieb am 21.10.09 17:22:01
      Beitrag Nr. 23 ()
      Antwort auf Beitrag Nr.: 38.223.946 von invest2002 am 21.10.09 16:55:37:D
      Avatar
      schrieb am 22.10.09 00:34:03
      Beitrag Nr. 24 ()
      Hallo liebe Cree Freunde,

      ich bin ja nun auch schon einige Zeit dabei und habe den Eindruck dass Cree noch nicht so wirklich erst genommen wird.
      Ich persönlich sehe in Cree aber ein absolut solides Unternehmen mit einer guten Wachstumsstory. Bin heute mal zu 50% bei 30 raus, weil ich denke dass nach diesem hype sicherlich ein Rücksetzer folgen wird er sich wohl im Bereich 27 / 28 oder knapp darunter konsolidieren sollte. Möglicherweise könnte das ein guter Zeitpunkt für ein reinvest sein.
      Bin leider kein Charttechniker - insofern halte ich mich eher an die fundamentials.

      Würde mich freuen hier noch ein paar andere Meinungen zu lesen. Wie seht Ihr die weitere Entwicklung?
      Bis wohin geht der vorläufige Vertrauensbereich?
      :confused::cool:
      Gruß
      Rave
      Avatar
      schrieb am 04.11.09 16:17:32
      Beitrag Nr. 25 ()
      Antwort auf Beitrag Nr.: 38.227.835 von raveman67 am 22.10.09 00:34:03Dass LED-Beleuchtung eine strahlende Zukunft hat, steht ausser Frage, über Kursverläufe spekuliere ich allerdings nicht; da ist zu viel Psychologie etc. drin.
      Die neuste Entwicklung:

      "DURHAM, N.C., Oct. 29, 2009 (GLOBE NEWSWIRE) -- Today, at the annual Cree (Nasdaq:CREE - News) shareholder meeting, Cree Chairman and CEO Chuck Swoboda demonstrated an A-lamp LED light bulb with the highest lumen output and efficacy reported in the industry. The bulb produces 969 lumens at an impressive 102 lumens per watt, which is the light output equivalent to a 65-watt incandescent bulb, yet it uses only 9.5 watts.


      The demonstration A-19-style bulb features the latest Cree production XLamp(R) XP-G LEDs and TrueWhite Technology, a patented method of delivering warm-white light with superior color rendering and efficiency. It delivers a 2800 K warm-white light with a 91 CRI. All data was verified by third-party testing under steady-state operating conditions.


      "We are pushing the industry by demonstrating what's possible," said Swoboda. "With every improvement in LED components, new applications become achievable. We are excited to show the world not only what can be done, but what they should expect in an LED light bulb."



      About Cree


      Cree is leading the LED lighting revolution and setting the stage to obsolete the incandescent light bulb through the use of energy-efficient, environmentally friendly LED lighting. Cree is a market-leading innovator of lighting-class LEDs, LED lighting, and semiconductor solutions for backlighting, wireless and power applications.



      Cree's product families include LED fixtures and bulbs, blue and green LED chips, high-brightness LEDs, lighting-class power LEDs, power-switching devices and radio-frequency/wireless devices. Cree solutions are driving improvements in applications such as general illumination, electronic signs and signals, variable-speed motors and wireless communications. "

      http://finance.yahoo.com/news/Cree-Demonstrates-pz-97097922.…


      For additional product and company information, please refer to www.CreeLEDLighting.com
      Avatar
      schrieb am 09.11.09 16:06:12
      Beitrag Nr. 26 ()
      "Walmart picks Cree lights for 650 stores"

      Erfreulich, wenn große Ketten einsteigen.

      http://triangle.bizjournals.com/triangle/stories/2009/11/02/…
      Avatar
      schrieb am 09.11.09 16:11:09
      Beitrag Nr. 27 ()
      Noch erfreulicher:

      Der riesige chinesische Markt wird erschlossen:

      "Cree Signs Agreement for Expansion in Huizhou, China

      HUIZHOU, China--(BUSINESS WIRE)--Cree, Inc. (Nasdaq: CREE - News), a market leader in LED lighting, announces an agreement to purchase a 592,000 square foot facility in Huizhou, Guangdong Province, China. The facility will be Cree’s first chip production facility outside of North America and is targeted to also house future components manufacturing expansion."

      Weiter:
      http://finance.yahoo.com/news/Cree-Signs-Agreement-for-bw-12…

      :)
      Avatar
      schrieb am 16.11.09 19:04:28
      Beitrag Nr. 28 ()
      Gute Entwicklung.
      Mittlerweile erwacht auch der Handel in Germany ein bisschen. :eek:
      Avatar
      schrieb am 28.11.09 13:34:52
      Beitrag Nr. 29 ()
      Cree: Shining on the LED Lighting Market 2 comments
      by: Bryan Gomez November 27, 2009 | about: CREE
      Bryan Gomez picture Bryan Gomez


      The lighting market that is expected to be completely transformed years from now is currently worth $119 billion. There are many players in this industry who are fully aware that the penetration rate of a potential full scale LED lighting transformation is only 1%. Leading the way is Cree Inc. (CREE) and below is an excerpt of my interview with them.

      Stockinvestingcoach.com: The very first time I encountered CREE was in an article five years ago that talks about disruptive technologies, as coined by Clayton Christensen, and its potential to change the market place. Modesty aside, how disruptive are the products of CREE then and at present looking forward?
      Raiford Garrabrant: It’s quite a coincidence that you first encountered Cree five years ago, because that is right around the time I joined the company, and the reason I joined was my belief in the disruptive nature of LEDs in lighting.
      Five years ago, using LEDs for general purpose white lighting was really just an idea. We could see the potential, but there was virtually no adoption of LEDs for general purpose white lighting. Today, we are seeing that potential turned into reality.
      One example is the city of Los Angeles, which decided to replace 140,000 city street lights with LEDs (more information on that project is available here). We think LED adoption is still no more than onepercent of the lighting market, but it is starting to gain momentum.
      Looking forward, we think the LED Lighting Revolution will continue, and Philips Lighting, one of the largest lighting companies in the world, if not the largest, predicts that approximately ninety percent of lighting will be LED based by 2020.
      SIC: How big of a market are you looking at in dollar terms?
      RG: The lighting market was $119 billion in 2007 according to The Freedonia Group.
      SIC: That is a huge market! And who are your closest competitors? Are you threatened,or the market is so far too big for everybody?
      RG: Our primary competitors are Philips Lumileds, Osram and Nichia. We think the market is big enough for Cree and our competitors to be successful, but competition does represent a real risk or threat to our business.
      SIC: Your company is the company I am interviewing and I want to make sure that a ten year old kid will understand what your product is all about and visualize what it really is. Of course, we know about LED and other component products but can you tell us in simplest terms what your products are, where these things can be found? What is your main product?
      RG: LED components are our primary product, and the simplest way to describe them is to say they are like tiny light bulbs that save energy and help the environment.
      SIC: Financial constraints. Can you say that your financial standing with regards to being able to fund your future growth has already been taken care of in your share issuance this year? Where will you use these funds?
      RG: We do consider ourselves to be in a very sound financial position as a result of our share issuance. With more than $800 million in cash and investments, we believe we can fund a substantial amount of growth. We intend to use the proceeds from the offering for anticipated capital expenditures of approximately $150 to165 million in fiscal year 2010 and additional future capital expenditure needs with the remainder being used for general corporate purposes, including working capital and potential strategic investments.
      Avatar
      schrieb am 30.11.09 16:19:54
      Beitrag Nr. 30 ()
      Antwort auf Beitrag Nr.: 38.473.540 von R-BgO am 28.11.09 13:34:52"Philips Lighting, one of the largest lighting companies in the world, if not the largest, predicts that approximately ninety percent of lighting will be LED based by 2020."

      Da gibt's langfristig noch ordentliche Kursaufschläge. :eek:
      Avatar
      schrieb am 30.11.09 23:00:20
      Beitrag Nr. 31 ()
      leider bietet die aktie nur wenig chancen auf einen einstieg.
      seit september gibt es fast wöchentlich neue kurshochs. gut für die investierten, aber schlecht für einstiegswillige, denn wer kauft schon in solchen überkauften zonen.

      Avatar
      schrieb am 04.12.09 10:06:39
      Beitrag Nr. 32 ()
      03.12.2009 15:13
      Cree Acquires Semi-Insulating Silicon Carbide and Power Device Patent Portfolio from Daimler AG

      Cree, Inc. (NASDAQ: CREE) announces that it has acquired a portfolio of patents and patent applications related to semi-insulating silicon carbide (SiC) material and power device technology from Daimler AG. The portfolio consists of approximately 20 patent families, including issued patents in the United States, Germany, Japan, and China. U.S. Patent No. 5,856,231 ('231) titled "Process for Producing High-Resistance Silicon Carbide" is an important piece of the portfolio that relates to the manufacturing of semi-insulating SiC using vanadium doping.

      "We had licensed this impressive group of patents for many years and the full acquisition is a valuable addition to our already extensive intellectual property position," said Dr. Cengiz Balkas, Cree vice president and general manager, power and RF.

      Dr. Vijay Balakrishna, Cree product line manager, materials, added, "Cree is already the leader in high purity semi-insulating SiC and acquiring the '231 patent further bolsters our IP position, especially in semi-insulating SiC achieved through vanadium doping."
      Avatar
      schrieb am 10.12.09 17:24:55
      Beitrag Nr. 33 ()
      10.12.2009 15:11
      New Cree EasyWhite™ Bins Simplify LED Design and Improve Color Consistency

      Cree XLamp® MC-E LED Available Now in EasyWhite Bins

      Cree, Inc. (Nasdaq: CREE), a market leader in LED lighting, announces EasyWhite™ bins, an LED innovation that both simplifies LED system design and improves LED-to-LED color consistency. EasyWhite bins are offered in 3500 K, 3000 K and 2700 K color temperatures and are 75 percent smaller than the ANSI C78.377 standard color regions.

      Prior to this innovation, customers had to manually mix multiple LED bins to achieve consistent color points. For many LED lighting applications, such as MR-16 light bulbs, color-mixing multiple LEDs was complex and undesirable.

      "We've listened to our customers' requests for tighter color points, especially for warm and neutral white lighting applications," said Paul Thieken, Cree, director of marketing, LED components. "Our goal is to increase end-product color consistency for all lighting applications, and EasyWhite bins can reduce manufacturing complexity and inventory needs. Customers can now buy LEDs just like traditional light bulbs, by specifying CCT and light output."

      Cree's multichip XLamp® MC-E LEDs are the first LEDs available in EasyWhite bins. The XLamp MC-E EasyWhite LED, at 3000 K CCT, can produce up to 560 lumens when driven at 700 mA. This single LED is an ideal replacement for 20 to 35-watt halogen light bulbs in indoor lighting applications such as accent, track and pendant lighting. XLamp MC-E EasyWhite LEDs are available in sample quantities now and in production quantities with standard lead times.
      Avatar
      schrieb am 12.12.09 08:41:37
      Beitrag Nr. 34 ()
      So habe gestern noch mal nachgekauft. Hoffe es war nicht schon zu spät.

      Schönes Wochenende
      Avatar
      schrieb am 28.12.09 18:31:44
      Beitrag Nr. 35 ()
      Antwort auf Beitrag Nr.: 38.555.892 von ernie070781 am 12.12.09 08:41:37Bin ab heute auch dabei. Habe mir soeben ein paar Shares in´s Depot gelegt. Ob das Teil ähnlich gut laufen wird wie Aixtron. We will see.

      Auf eine erfolgreiches 2010.
      Avatar
      schrieb am 19.01.10 09:27:33
      Beitrag Nr. 36 ()
      CREE: Why I'm Staying Away from This Sexy Investment
      January 19, 2010 | about: CREE
      Tom Konrad 1955

      Light-Emitting Diodes, or LEDs, can be made to shine more brightly by increasing the power to them. This has the unfortunate effect of overheating the leads and shortening the lifespan of the LED. A similar effect may soon hit the stock of LED maker, Cree, Inc. (CREE.)

      Since I began the tradition, Cree has been a mainstay of my annual portfolio of ten stocks for the next year, published each January (See the 2008 and 2009 lists. The Cree-free 2010 list is here.) LEDs have been among my favorite alternative energy technologies even longer.



      While the S&P 500 fell 22%, and the Powershares Wilderhill Clean Energy Index (PBW) fell 60%, Cree rose over 210%. Despite my conviction that energy efficiency stocks should be a mainstay of a clean energy portfolio, the company's current valuation makes me think the company has come too far, too fast. At $55, the company is trading at a 109 trailing P/E ratio, and 39 forward P/E based on analysts' consensus estimates.

      LEDs, in other words, have become sexy, and cautious investors stay away from sexy investments because they know that you often have to pay too much for them.

      LED Overcapacity in 2011?

      In addition to overvaluation, there is the additional problem of rapidly growing capacity in LED production. Many LED manufacturers raised money to build new capacity in 2009, and most of that capacity will come on line in 2011, possibly setting the stage for a shake-out like the one we have recently seen in the market for solar polysilicon, according to Canaccord Adams. Cree's valuation can only be justified by several years of extremely strong earnings growth, and an industry shake-out would slash Cree's profits. If investors begin to expect such a shake-out, the stock will have to fall.

      Cree is still a good company. With no debt it is likely to survive any such shake out, and may emerge stronger because of it. Investors, however, will probably do better by taking their profits and waiting to get back in at a lower price. Ten Clean Energy Stocks for 2012, perhaps?
      Avatar
      schrieb am 19.01.10 15:03:44
      Beitrag Nr. 37 ()
      Heute kommen die Zahlen.


      Cree, Inc.'s Q2 2010 Conference Call

      When:
      January 19, 2010 @ 5:00pm ET

      Where:
      http://www.videonewswire.com/event.asp?id=65121


      Da TVs und Monitore mit LED-Backlight erst (etwas schleppend) anlaufen, erwarte ich keine grosse positive Überraschung.
      Eher der mehr als ambitionierten Bewertung nicht entsprechende Zahlen.
      Werde dennoch, weil langfristig ausgerichtet, drin bleiben.

      Gedanken zur Lage:

      "Cree: Good News Already Priced In?
      January 19, 2010 | about: CREE

      Since bottoming in March at $18.08, LED maker Cree (Cree) has been a market darling with its stock more than tripling to its recent highs of $60. With earnings due after the close on Tuesday afternoon, one cannot help but wonder if all of the good news has already been priced into the stock.

      Cree dived last Friday after being downgraded to a Hold rating by boutique brokerage, Morgan Joseph. According to the firm, they see Cree announcing an in-line quarter with sales coming in at $186 million and earnings of $.29 a share, respectively. While acknowledging the significant potential in the worldwide market for LED lighting and the fixtures market, they see the stock as fully valued at current prices with it trading for 28X their new CY 2011 EPS of $1.75.

      Morgan Joseph’s downgrade recently followed two other investment houses' upbeat comments on Cree. Merriman raised numbers on Cree the week before. According to Merriman, their recent trip to CES pointed to strong LED backlighting adoption in TVs. Separate industry checks also point to strong outdoor lighting demand in China. On January 6th, Cree’s target was lifted to $70 by Bank of America, up from its previous target of $54.

      As we look at these recent estimate and ratings adjustments by these three firms, Morgan Joseph’s downgrade last week seems to have carried the most weight. This is somewhat ironic considering the unknown nature of this brokerage. A look at the 6 month chart shows Cree busting lower on a surge in volume:

      Cree 6 Month Chart



      What is particularly interesting is how Bank of America’s upgrade only got Cree moving higher by $2+, while Morgan Joseph’s downgrade got the stock down almost $4. This action to respective rating changes seems to point to Cree’s stock being in nervous hands at this point.

      As such, we are watchful non-participants in Cree’s upcoming earnings report. While a breakout through $60 would be sure to bring us into the stock on the long side, we think that Friday’s stock action may be telling us that all the good news has already been priced into Cree’s stock."

      http://seekingalpha.com/article/183088-cree-good-news-alread…
      Avatar
      schrieb am 19.01.10 22:06:23
      Beitrag Nr. 38 ()
      Doch ne Überraschung:

      "Cree Reports Record Quarterly Revenue and Net Income for the Second Quarter of Fiscal Year 2010

      Quarterly Revenue Increased 35% Year-over-Year to $199 Million"
      Avatar
      schrieb am 19.01.10 22:08:02
      Beitrag Nr. 39 ()
      "DURHAM, N.C.--(BUSINESS WIRE)--Cree, Inc. (NASDAQ:CREE - News), a market leader in LED lighting, today announced record revenue of $199.5 million for its second quarter of fiscal 2010, ended December 27, 2009. This represents a 35% increase compared to revenue of $147.6 million reported for the second fiscal quarter last year and an 18% increase compared to the first quarter of fiscal 2010. GAAP net income for the second quarter increased 216% year-over-year to $33.8 million, or $0.32 per diluted share, compared to GAAP net income of $10.7 million, or $0.12 per diluted share, for the second quarter of fiscal 2009. On a non-GAAP basis, net income for the second quarter of fiscal 2010 increased 126% year-over-year to $40.2 million, or $0.38 per diluted share, compared to non-GAAP net income for the second quarter of fiscal 2009 of $17.8 million or $0.20 per diluted share.

      “We continued to execute very well in Q2, as we delivered record revenue and net income,” stated Chuck Swoboda, Cree Chairman and CEO. “LED lighting adoption continues to gain momentum and our near term focus is on factory execution and capacity expansion. Our strong balance sheet further enhances our leadership position and supports our mission of leading the LED lighting revolution.”

      http://finance.yahoo.com/news/Cree-Reports-Record-Quarterly-…
      Avatar
      schrieb am 19.01.10 22:11:25
      Beitrag Nr. 40 ()
      Ruckartig +10% nachbörslich. :)
      Avatar
      schrieb am 19.01.10 22:13:24
      Beitrag Nr. 41 ()
      Was soll das erst werden, wenn Backlight & allgemeine Beleuchtung richtig brummt?? :D
      Avatar
      schrieb am 19.01.10 22:26:22
      Beitrag Nr. 42 ()
      Antwort auf Beitrag Nr.: 38.768.850 von AdHick am 19.01.10 22:13:24Liest sich doch gar nicht schlecht. Mal schauen was so noch passiert wenn die Leute über´m Teich morgen wieder loslegen.

      Gute Nacht.
      Avatar
      schrieb am 19.01.10 22:45:14
      Beitrag Nr. 43 ()
      "19.01.2010 22:21
      Cree erhöht Ausblick - Aktie nachbörslich deutlich im Plus


      Durham (BoerseGo.de) - Der Marktführer bei LED-Beleuchtungslösungen Cree erzielt im zweiten Quartal einen Gewinn von 0,38 Dollar pro Aktie und übertrifft damit die Erwartungen von Wall Street um 8 Cent. Der Umsatz klettert gegenüber dem entsprechenden Vorjahresquartal um 35,1 Prozent auf 199,5 Millionen Dollar, was ebenfalls über den Konsensschätzungen der Analysten von 186,8 Millionen Dollar liegt. Die Bruttogewinnmarge fällt im zweiten Quartal mit 47,5 Prozent ebenso über den Prognosen von 43,9 Prozent aus.

      Für das aktuelle dritte Quartal erhöht das Management seine Gewinnprognose von 0,28 Dollar auf 0,41 bis 0,44 Dollar pro Aktie. Die Umsatzprognose wird von 189,21 Millionen Dollar auf 215 bis 225 Millionen Dollar nach oben korrigiert.

      Die Aktie klettert nachbörslich aktuell um 9,5 Prozent auf 59,40 Dollar."
      http://www.finanznachrichten.de/nachrichten-2010-01/15930529…


      Da kann man doch gut schlafen.
      Wünsche ebenso gute Nacht! :)
      Avatar
      schrieb am 20.01.10 10:29:49
      Beitrag Nr. 44 ()
      Der deutsche Aktionär klammert sich weiterhin an seinen Glühstrumpf und schläft. :(
      Daher wegen des geringen Volumens limitiert handeln.
      Avatar
      schrieb am 20.01.10 17:03:30
      Beitrag Nr. 45 ()
      \\\"Cree (CREE Quote) target, estimates higher at BofA/Merrill. CREE price target jumped to $80 from $70 on revenue beat. Estimates increased through 2012.\\\"

      http://www.thestreet.com/story/10664047/4/citigroup-analyst-…
      Avatar
      schrieb am 27.02.10 13:52:14
      Beitrag Nr. 46 ()
      Tech Trader Daily
      News, analysis and insights from Barron's Silicon Valley bureau.

      By Eric Savitz

      Cree (CREE) shares are under pressure this morning after Merriman Curhan Ford analyst Bill Ong turned cautious on the LED sector. He cut his ratings on both Cree and Aixtron (AIXG) to Neutral from Buy.

      “We are taking a more cautious stance on the pure-play LED stocks as we believe Aixtron and
      Cree’s stock have priced-in a solid growth year for 2010,” he writes in a research note. “We are also concerned that the LED industry could reach an over capacity condition by mid-to-late 2010 which could result in a pause in MOCVD (Metal-Organic Chemical Vapour Deposition) tool orders for both Aixtron and Veeco (VECO) as well as create LED pricing pressuring impacting Cree.”

      Ong maintains his Buy rating on Veeco, which he says is trading at a sharp discount to both AIXG and CREE even factoring in Veeco’s non-LED business.
      Avatar
      schrieb am 01.03.10 13:12:06
      Beitrag Nr. 47 ()
      Antwort auf Beitrag Nr.: 39.026.034 von R-BgO am 27.02.10 13:52:14Im Focus Money ist ein Artikel über Cree erschienen. Denke da sind wohl ein paar Leute aufgesprungen, ich schaue mir mal die Bilanz und Berichte an und entscheide dann ob ein Investment auf dem Niveau Sinn macht.
      Avatar
      schrieb am 01.03.10 13:19:03
      Beitrag Nr. 48 ()
      Antwort auf Beitrag Nr.: 39.032.308 von messias2007 am 01.03.10 13:12:06Bin zwar auch investiert, aber ich halte die Aktie jetz langsam für schon ziemlich teuer.
      Avatar
      schrieb am 04.03.10 12:50:42
      Beitrag Nr. 49 ()
      Antwort auf Beitrag Nr.: 39.032.356 von ernie070781 am 01.03.10 13:19:03warum? Story passt, Zahlen passen auch also kann es erstmal so weitergehen.
      Avatar
      schrieb am 09.03.10 07:42:44
      Beitrag Nr. 50 ()
      alle reden von LED, ist ein Einsteig dann nicht schon zu spät
      Avatar
      schrieb am 09.03.10 19:11:11
      Beitrag Nr. 51 ()
      Antwort auf Beitrag Nr.: 39.089.515 von pummel1310 am 09.03.10 07:42:44zu spät ist es dann, wenn die Sraßenlaternen in deiner Straße mit LED's ausgestattet sind.
      Avatar
      schrieb am 17.03.10 15:12:51
      Beitrag Nr. 52 ()
      "Cree Announces Industry's Most Energy-Efficient Neutral and Warm Lighting-Class LEDs

      XLamp® XP-G LEDs Available up to 109 Lumens Per Watt at 3000 K CCT



      Press Release Source: Cree, Inc. On Wednesday March 17, 2010, 9:09 am

      DURHAM, N.C.--(BUSINESS WIRE)--Cree, Inc. (Nasdaq: CREE - News), a market leader in LED lighting, announces the commercial availability of the award-winning XLamp® XP-G LED in warm- and neutral-white color temperatures (2600 K to 5000 K CCT). These new XP-G LEDs extend Cree’s highest level of light output and efficacy across the white color spectrum, driving general lighting applications such as LED replacement lamps, outdoor area and commercial luminaires.

      The warm white (3000 K) XLamp XP-G provides up to 114 lumens and 109 lumens per watt at 350 mA. Driven at 1.0 A, the XP-G warm-white produces up to 285 lumens at 84 lumens per watt, which is four times the light output than the highest available XLamp XR-E warm-white LED at equal efficacy.

      The neutral-white (4000 K) XLamp XP-G provides up to 139 lumens and 132 lumens per watt at 350 mA. Driven at 1.5 A, the XP-G neutral-white produces up to 463 lumens, which is four times the light output of the XLamp XR-E cool-white LED at equal efficacy.

      “We are excited to be working with the newest Cree XP-G LEDs,” said Bob Fugerer, president, Sunovia Energy Technologies, Inc. “The extremely high efficacy levels are enabling us to offer our Aimed Optics™ luminaires in a neutral color while maintaining the same pace-setting mounting-height-to-pole-spacing ratio and fitted target efficiency that we previously achieved with cool-white color temperatures.”

      “Cree is once again setting industry-leading efficacy levels in warm and neutral white,” said Paul Thieken, Cree, director of marketing, LED Components. “These new XP-G LEDs can enable LED lighting products that not only meet but exceed the current ENERGY STAR® luminaire and lamp requirements. Cree is accelerating the LED lighting revolution by pushing through performance milestones.”

      XP-G LEDs deliver high efficacy at high current, potentially reducing the required number of LEDs, as well as the size and cost of LED fixtures. Neutral-white and warm-white XP-G LEDs are commercially available now in the industry’s smallest ANSI-based chromaticity bins. To find an authorized Cree XLamp distributor in your area, please visit www.cree.com/buyxlamp.

      About Cree

      Cree is leading the LED lighting revolution and setting the stage to obsolete the incandescent light bulb through the use of energy-efficient, environmentally friendly LED lighting. Cree is a market-leading innovator of lighting-class LEDs, LED lighting, and semiconductor solutions for wireless and power applications.

      Cree’s product families include LED fixtures and bulbs, blue and green LED chips, high-brightness LEDs, lighting-class power LEDs, power-switching devices and radio-frequency/wireless devices. Cree solutions are driving improvements in applications such as general illumination, backlighting, electronic signs and signals, variable-speed motors, and wireless communications.

      For additional product and company information, please refer to www.cree.com. To learn more about the LED Lighting Revolution, please visit www.creeledrevolution.com.

      This press release contains forward-looking statements involving risks and uncertainties, both known and unknown, that may cause actual results to differ materially from those indicated. Actual results may differ materially due to a number of factors, including customer acceptance of LED products; the rapid development of new technology and competing products that may impair demand or render Cree’s products obsolete; and other factors discussed in Cree’s filings with the Securities and Exchange Commission, including its report on Form 10-K for the year ended June 28, 2009, and subsequent filings.

      Cree and XLamp are registered trademarks of Cree, Inc."

      http://finance.yahoo.com/news/Cree-Announces-Industrys-Most-…

      ENERGY STAR is a registered trademark of the U.S. Environmental Protection Agency.

      Aimed Optics is a trademark of Sunovia Energy Technologies, Inc.
      Avatar
      schrieb am 17.03.10 15:20:58
      Beitrag Nr. 53 ()
      Jetzt hab ich gerade meine Halogenstrahler durch Cree-LEDs ersetzt, da kommt ein noch effizienteres Modell raus. :rolleyes:

      Aber von 35W auf 3W pro Stück bei ungefähr gleicher Helligkeit und Farbtemperatur ist schon ne Menge Holz.
      Dauernd auswechseln wie bei den Halos fällt auch flach. :)
      Avatar
      schrieb am 25.03.10 14:41:11
      Beitrag Nr. 54 ()
      Antwort auf Beitrag Nr.: 39.159.427 von AdHick am 17.03.10 15:20:58Gibts die Dinger etwa im Baumarkt? Wäre ja echt interessant. Hat jemadn ne Ahnung wie stark Cree in DTL vertreten ist?
      Avatar
      schrieb am 26.03.10 09:07:52
      Beitrag Nr. 55 ()
      Antwort auf Beitrag Nr.: 39.214.475 von messias2007 am 25.03.10 14:41:11Im Baumarkt hab ich sie zwar noch nicht gesehen, aber jeder bessere LED-Versand hat sie im Programm.

      Ich will jetzt keine ausbauen, aber ich glaube, diese zu haben:



      Allerdings hab ich sie bei Ebay für 12,95€ erstanden.

      "Cree ist einer der führenden LED-Hersteller der Welt und bekannt für seine temperaturbeständigen High-Power LEDs. Die börsennotierte Cree Inc. mit Sitz in den USA erzielte 2009 (Fiskaljahr endete im Juni) 567,3 Mio. US-$. Cree LEDs sind fein selektiert und äußerst robust. Viele Cree High-Power LEDs erreichen nach über 50.000h Betriebszeit noch über 70% Ihrer Ursprungshelligkeit. Die winzige XR-G R5 High-Power LED von Cree ist neuer Spitzenreiter in Sachen Helligkeit. Sie erreicht bis zu 340 lumen bei 1000mA und bei kleineren Strömen über 130lm/Watt."

      "Unser hochwertiger XR20 LED Spot kann bis zu 40 herkömmliche Glühbirnen überleben und spart damit bares Geld und ständiges Auswechseln. In dieser Kategorie finden Sie LED Spots mit GU5.3 Sockel (MR16 Gehäuse). Diese Bauart wird generell mit 12V betrieben. Besonders bei LED-Spots ist die niedrige Spannung von großem Vorteil. Sie sorgt für eine äußerst effiziente, kostengünstige und langlebige Elektronik.

      Vorteile von High-Power XR20 LED Spots:
      Made in Germany und TÜV zertifiziert
      Langlebig (deutlich länger als herkömmliche Lampen und Energiesparlampen)
      Benötigt keine Anlaufzeit wie gewöhnliche Energiesparlampen
      Kostenkontrolle durch 5 Jahre Garantie

      Hell wie 20Watt Halogen-Spots (180lm max.)

      LUMITRONIX empfiehlt warmweiße XR20 LED Spots in Verbindung mit einer Diffusorlinse"

      Linse ist zu empfehlen, wenn man keinen scharf abgegrenzten Kegel haben will.

      http://www.leds.de/LED-Spots-und-Leuchten/LED-Spots-MR16-GU5…
      http://www.leds.de/High-Power-LEDs/Cree-LEDs/

      Die LEDs gibts auch für 230V.

      Avatar
      schrieb am 06.04.10 09:00:43
      Beitrag Nr. 56 ()
      Das hat gesessen:

      "05.04.2010 19:21
      Cree mit Kurssprung


      Durham (BoerseGo.de) - Die Aktie des Marktführers bei LED-Beleuchtungslösungen Cree notiert aktuell deutlich im Plus, nachdem die Analysten der UBS ihre Einschätzung für das Papier von "Neutral" auf "Outperform" erhöht und ihr Kursziel von 60 Dollar auf 90 Dollar angehoben haben.

      Die Analysten begründen ihre Neueinschätzung mit den hervorragenden Wachstumsaussichten für das Unternehmen und dem Technologievorsprung gegenüber seinen Konkurrenten.

      Die Aktie klettert aktuell um 8,47 Prozent auf 76,58 Dollar."

      http://www.finanznachrichten.de/nachrichten-2010-04/16546578…

      Am Ende waren es dann satte 9,96%.
      :cool:




      :D :cool:
      Avatar
      schrieb am 06.04.10 09:30:24
      Beitrag Nr. 57 ()
      Das mehr als geringe Interesse hier lässt tief blicken ... :rolleyes:

      Ich kann mich aber durchaus allein freuen, wenn ich an nur 1 Tag ein Auto gewinne. :)
      Avatar
      schrieb am 06.04.10 09:35:56
      Beitrag Nr. 58 ()
      Bin auch noch da. Sei doch froh wenn es alle mitkriegen ist es schon wieder vorbei. Ich ärgere mich nur das ich damals nur so ne kleine position aufgebaut habe. naja besser als nichts. zum nachkaufen ist es mir doch zu teuer mittlerweile.
      Avatar
      schrieb am 06.04.10 15:26:35
      Beitrag Nr. 59 ()
      Neue Produkte in schneller Folge. :cool:

      "New LED Module Product Line Brings Cree TrueWhite Technology to Lighting Manufacturers

      Cree Module Makes LED Lighting Design Faster and Easier



      Press Release Source: Cree, Inc. On Tuesday April 6, 2010, 9:00 am

      DURHAM, N.C.--(BUSINESS WIRE)--Cree, Inc. (Nasdaq: CREE - News) introduces a new class of products designed to accelerate the adoption of LED lighting by traditional lighting fixture manufacturers and speed time-to-market for their new LED-based fixtures. With this new line of LED module products, Cree customers will now have access to Cree’s award-winning TrueWhite™ technology allowing them to deliver efficient, high-quality light in a compact, easy-to-use product.

      The first product in the new line is the Cree LED Module LMR4, created to overcome common design issues manufacturers have faced when trying to incorporate LED solutions into their lighting fixtures.

      “Cree customers now have access to our industry-proven TrueWhite technology, allowing them to quickly deliver better products to the market, faster,” said Chuck Swoboda, Cree chairman and chief executive officer. “Cree TrueWhite™ technology is already installed in thousands of locations including restaurants, retail stores, and others that demand both high-quality light and energy-efficiency.”

      The Cree LED Module LMR4 uniquely integrates driver electronics, optics and primary thermal management, making the compact Cree module drop-in-ready. Designed to last 35,000 hours while consuming just 12 watts of power, it delivers 700 lumens at a warm-white color temperature of 2700 with a CRI >90. Fixture manufacturers have the option to include a specially designed heat sink to accommodate specific high-heat applications, like downlights for insulated ceilings.

      The LMR4 (120V) is UL recognized and the LMR4 (230V) complies with multiple international standards. Fixture makers seeking ENERGY STAR® qualification will have access to specification and performance data, including LM-80 reports, which can speed regulatory approvals.

      “We’ve never seen or worked with any LED product as simple as the Cree LED Module,” said Miroslav Masar, OMS, LED Department director. “We anticipate our new downlight will be available in summer 2010—and that’s less than six months from when we started working with prototypes of the module. In a fast-paced industry like lighting, this is a keen advantage for us.”

      The Cree LED Module LMR4 can be ordered now for summer 2010 general availability, and sample evaluation kits are available now directly from Cree’s website, www.cree.com/modules. Demonstrations of the LMR4 can be seen at Cree’s Light + Building stand (Hall 4.2, G71), April 11-16, 2010 in Frankfurt, Germany.

      The LMR4 has also been designed into demonstration fixtures that can be seen at Disano, Hall 3.1 E21; OMS, Hall 4.2 F10/G10; and LTS, Hall 3.1 A51.

      About Cree

      Cree is leading the LED lighting revolution and setting the stage to obsolete the incandescent light bulb through the use of energy-efficient, environmentally friendly LED lighting. Cree is a market-leading innovator of lighting-class LEDs, LED lighting, and semiconductor solutions for wireless and power applications.

      Cree’s product families include LED fixtures and bulbs, blue and green LED chips, high-brightness LEDs, lighting-class power LEDs, power-switching devices and radio-frequency/wireless devices. Cree solutions are driving improvements in applications such as general illumination, backlighting, electronic signs and signals, variable-speed motors, and wireless communications.

      For additional product and company information, please refer to www.cree.com. To learn more about the LED Lighting Revolution, please visit www.creeledrevolution.com."

      http://finance.yahoo.com/news/New-LED-Module-Product-Line-bw…
      Avatar
      schrieb am 07.04.10 00:25:04
      Beitrag Nr. 60 ()
      Cree: Analyst sieht weiteres Kurspotential
      06.04. 18:59


      Durham (BoerseGo.de) – Die Analysten von JMP Securities beginnen ihre Berichterstattung über die Aktie des Marktführers bei LED-Beleuchtungslösungen Cree mit einem „Market Outperform“ Rating und Kursziel 100 Dollar.

      Nach Einschätzung der Finanzexperten befindet sich sie LED-Industrie noch in einem Frühstadium, die Lichtindustrie zu revolutionieren und Cree sei in diesem riesigen Wachstumsmarkt der unangefochtene Technologieführer.
      Avatar
      schrieb am 07.04.10 07:02:04
      Beitrag Nr. 61 ()
      Jetzt wird es langsam gefährlich. Sobald alle Analysten ihre Kursziele so hoch setzen wird es Zeit den Stopkurs nachzuziehen.
      Avatar
      schrieb am 07.04.10 08:20:48
      Beitrag Nr. 62 ()
      Antwort auf Beitrag Nr.: 39.284.111 von ernie070781 am 07.04.10 07:02:04Kribbelig wird's bei den nächsten Zahlen.
      Wenn sie die sehr hohen Erwartungen bei dem nicht gerade rosigen Investitionsumfeld nicht erfüllen, könnte es einen gehörigen Rücksetzer geben.
      Mittel- und langfristig sehe ich allerdings nur :).
      Avatar
      schrieb am 07.04.10 08:48:45
      Beitrag Nr. 63 ()
      Konkurrenz im Bereich Monitor/TV-Hintergrungbeleuchtung sind OLEDs.
      Bislang gibt's noch Probleme & nur sehr kleine OLED-Bildschirme.
      Ob das Problem der kurzen Lebensdauer gelöst ist, sollte ich auch mal eruieren. :rolleyes:
      Für Raum- und Strassenbeleuchtung wohl keine Konkurrenz (ausser man steht auf glimmende Tapeten :look: ).
      Avatar
      schrieb am 07.04.10 08:55:55
      Beitrag Nr. 64 ()
      Konkurrierende Firmen gibt's etliche, besonders Nichia (http://www.nichia.com/product/led_top.html).
      Solange Cree die besten Produkte hat, fürchte ich die allerdings nicht. :cool:
      Avatar
      schrieb am 07.04.10 09:02:52
      Beitrag Nr. 65 ()
      Antwort auf Beitrag Nr.: 39.284.432 von AdHick am 07.04.10 08:48:45Nachtrag:
      Auch im gerade erst anlaufenden Riesenmarkt Automotive (KFZs, Bahnen, Schiffe etc.) sind OLEDs keine Alternative.
      Avatar
      schrieb am 07.04.10 15:51:39
      Beitrag Nr. 66 ()
      Wieder neues Produkt:

      "Cree Launches New Screen Master® 4mm LEDs with Industry's Widest Viewing Angle

      Red, Green and Blue Oval LEDs Optimized for the Outdoor Video Screen Market


      Press Release Source: Cree, Inc. On Wednesday April 7, 2010, 9:00 am

      DURHAM, N.C.--(BUSINESS WIRE)--Cree, Inc. (Nasdaq: CREE - News), a market leader in LED lighting, announces commercial availability of the new C4SMK family of red, green and blue 4mm oval LEDs. These additions to the Screen Master® Cree LED series deliver the widest viewing angles available in the market today along with tightly-matched radiation patterns for video screen applications.

      “Just as in lighting, Cree is once again setting the standard of performance for the industry with the new C4SMK Screen Master LED series,” said Paul Thieken, Cree, director of marketing, LED Components. “These new high brightness LEDs can enable video screen manufacturers to deliver an even better viewing experience for their customers.”

      The blue and green C4SMK 4mm LEDs offer a viewing angle of 115° in the horizontal axis and 65° in the vertical axis, while the red C4SMK 4mm LED has a viewing angle of 110° in the horizontal axis and 60° in the vertical axis, as is customary in the industry. To find an authorized Cree Screen Master distributor in your area, please visit www.cree.com/buyHB."
      http://finance.yahoo.com/news/Cree-Launches-New-Screen-bw-15…

      Hatte ich vergessen:
      Die großen LED-Wände für Video und Werbung.

      Avatar
      schrieb am 07.04.10 16:18:14
      Beitrag Nr. 67 ()
      Neues Produkt für Verkehrsampeln (auch vergessen, Crees Markt ist einfach riesengroß) :

      "Cree Announces Commercial Availability of New 5mm Round Amber LEDs

      New Family of High-Brightness LEDs Deliver Wider Viewing Angles for Transportation Signage"

      http://finance.yahoo.com/news/Cree-Announces-Commercial-bw-6…
      Avatar
      schrieb am 12.04.10 08:27:26
      Beitrag Nr. 68 ()
      12.04.2010 08:02
      Cree Announces Revolutionary New LED Platform Delivering 160 Lumens per Watt

      XLamp® XM LEDs Are Most Efficient Lighting-Class LEDs in the Industry

      Cree, Inc. (Nasdaq: CREE), a market leader in LED lighting, announces a breakthrough new lighting-class LED platform, the XLamp® XM LED. This new single chip LED delivers record-breaking efficacy of 160 lumens per watt at 350 mA. The LED also delivers 750 lumens at 2 A, which is equivalent to the light output of a 60 W incandescent light bulb at less than 7 watts.

      "This new platform continues Cree's well-established record of turning R&D innovations into products," said Chuck Swoboda, Cree chairman and CEO. "We continue to set the pace for LED performance, establishing new benchmarks that make you wonder why anyone would consider last-century's energy-wasting technology."

      A cool white XM LED driven at 350 mA can produce 160 lumens at 160 lumens per watt. The new platform has a larger footprint than Cree's XP family and also offers the unique combination of very high efficacy at very high drive currents. At 2 A, an XM LED produces 750 lumens at 110 lumens per watt. The thermal resistance of the XM platform is 2 degrees C per watt— an industry-leading technology breakthrough and a 350 percent improvement over Cree's flagship XLamp XP-E LED.

      Samples of the XLamp XM LEDs are available for order with standard lead times and commercial availability is targeted for Fall 2010.
      Avatar
      schrieb am 12.04.10 15:39:21
      Beitrag Nr. 69 ()
      Geht ja echt wieder schön rauf. Hätte ich doch mal ein paar Kohlem mehr aufgelegt.
      Avatar
      schrieb am 14.04.10 15:50:39
      Beitrag Nr. 70 ()
      Upgrade von Morgan Joseph auf "buy". :)
      Avatar
      schrieb am 14.04.10 16:38:29
      Beitrag Nr. 71 ()
      Oh man und ich idiot habe bei 20€ gedacht ich kaufe leiber nicht mehr nach die sind schon teuer:keks:
      Avatar
      schrieb am 14.04.10 16:54:03
      Beitrag Nr. 72 ()
      Antwort auf Beitrag Nr.: 39.334.050 von ernie070781 am 14.04.10 16:38:29UBS hat am 6.4. von hold auf buy gesetzt und ein Kursziel von 92 USD in Aussicht gegeben. Heute Joseph Morgan ebenso von hold auf buy und sogar ein Kursziel von 100USD. Da sollte also schon noch was drin sein :lick:
      Avatar
      schrieb am 14.04.10 17:26:19
      Beitrag Nr. 73 ()
      Die Zahlen kommen am 20.
      Hoffentlich tragen die auch dieses Kursniveau. :look:
      Avatar
      schrieb am 14.04.10 17:31:01
      Beitrag Nr. 74 ()
      Antwort auf Beitrag Nr.: 39.334.595 von AdHick am 14.04.10 17:26:19Bis dahin heißts wohl mal abwarten und Tee trinken. und natürlich optimistisch bleiben :cool:
      Avatar
      schrieb am 15.04.10 07:11:41
      Beitrag Nr. 75 ()
      Antwort auf Beitrag Nr.: 39.334.216 von saxess007 am 14.04.10 16:54:03Spätestens wenn alle Analysten auf Buy sind kannst du verkaufen.
      Avatar
      schrieb am 15.04.10 09:25:39
      Beitrag Nr. 76 ()
      Antwort auf Beitrag Nr.: 39.337.910 von ernie070781 am 15.04.10 07:11:41Also du glaubst nicht, dass da noch viel geht?!
      Avatar
      schrieb am 15.04.10 09:27:45
      Beitrag Nr. 77 ()
      Antwort auf Beitrag Nr.: 39.338.537 von saxess007 am 15.04.10 09:25:39Bei dem KGV und den Marktkapitalisierung kann ich es mir zumindest schelcht vorstellen. Wenn alle Analysten auf Buy sind haben sie schon alle gekauft. Ich habe bei 50€ erst mal nen Stop Kurs gesetzt. Allerdings können solche Bewegungen auch sehr lange dauern. Deswegen setzte ich ja nur nen stop.
      Die story ist natürlich langfristig super.
      Avatar
      schrieb am 21.04.10 00:14:45
      Beitrag Nr. 78 ()
      Financial Press Room

      Cree Reports Record Quarterly Revenue and Net Income for the Third Quarter of Fiscal Year 2010

      Quarterly Revenue increased 78% year-over-year to $234 Million
      Quarterly Net Income increased more than tenfold to $44.6 Million

      DURHAM, N.C., April 20, 2010 – Cree, Inc. (Nasdaq: CREE), a market leader in LED lighting, today announced record revenue of $234.1 million for its third quarter of fiscal 2010, ended March 28, 2010. This represents a 78% increase compared to revenue of $131.1 million reported for the third fiscal quarter last year and a 17% increase compared to the second quarter of fiscal 2010. GAAP net income for the third quarter increased more than tenfold year-over-year to $44.6 million, or $0.41 per diluted share, compared to GAAP net income of $4.0 million, or $0.05 per diluted share, for the third quarter of fiscal 2009. On a non-GAAP basis, net income for the third quarter of fiscal 2010 increased 333% year-over-year to $51.3 million, or $0.47 per diluted share, compared to non-GAAP net income for the third quarter of fiscal 2009 of $11.8 million or $0.13 per diluted share.

      “We achieved record revenue and net income again in Q3 due to a combination of strong LED demand and solid execution with our factory ramp,” stated Chuck Swoboda, Cree chairman and CEO. “The LED lighting revolution continues to gain momentum, and we remain focused on extending our leadership position while we build the scale, cost structure and channels to win in the market.”

      Q3 2010 Financial Metrics:



      * Cash and investments increased $36.9 million from Q2 of fiscal 2010 to $991.0 million.

      * Cash flow from operations was $72.9 million. Free cash flow (cash flow from operations less capital expenditures) was $6.9 million as we spent $66.0 million on capital expenditures to support our capacity expansion.

      * Accounts receivable (net) increased $12.4 million from Q2 of fiscal 2010 to $125.8 million, resulting in days sales outstanding of 48, a decrease of 3 days from Q2 of fiscal 2010.

      * Inventory (net) increased $13.7 million from Q2 of fiscal 2010 to $107.0 million and represents 79 days of inventory, a decrease of 1 day from Q2 of fiscal 2010.

      Recent Business Highlights:

      * Announced a breakthrough new lighting-class LED platform, the XLamp XM, which delivers record-breaking efficiency of 160 lumens per watt at 350 mA

      * Achieved industry-best reported R&D results of 208 lumens per watt from a white high-power LED

      * Introduced the Cree LED Module LMR4, the first of a new LED module product line that brings Cree TrueWhite™ technology to lighting manufacturers

      * Announced the Cree CR6™ product, a new 6-inch LED downlight designed for the residential market

      * Introduced the XLamp® MPL EasyWhite™ LED, a breakthrough new lighting-class LED that can obsolete energy-inefficient light bulbs

      * Announced that Cree LED lamps have been selected for deployment in the Hyatt Regency Grand Cypress Resort in Orlando, Florida

      Business Outlook:

      For its fourth quarter of fiscal 2010 ending June 27, 2010, Cree targets revenue in a range of $255 million to $265 million with GAAP net income of $46 million to $49 million, or $0.41 to $0.44 per diluted share. Non-GAAP net income is targeted to increase quarter-over-quarter to a range of $53 million to $56 million, or $0.48 to $0.51 per diluted share, based on an estimated 110.7 million diluted weighted average shares. Targeted non-GAAP earnings exclude expenses related to the amortization of acquired intangibles of $0.02 per diluted share, and stock-based compensation expense of $0.05 per diluted share.

      Quarterly Conference Call:

      Cree will host a conference call at 5:00 p.m. Eastern time today to review the highlights of the fiscal third quarter 2010 results and the fiscal fourth quarter 2010 business outlook, including significant factors and assumptions underlying the targets noted above. The conference call will be available to the public through a live audio web broadcast via the Internet. Log on to Cree’s website at www.cree.com and go to “Investor Relations — Overview” for webcast details. The call will be archived and available on the website through May 4, 2010.

      Supplemental financial information, including the non-GAAP reconciliation attached to this press release, is available in the “Investor Relations” section of Cree’s website, under “Financial Metrics,” “Quarter ending March 28, 2010,” at www.cree.com.
      Avatar
      schrieb am 21.04.10 09:31:37
      Beitrag Nr. 79 ()
      Antwort auf Beitrag Nr.: 39.371.680 von R-BgO am 21.04.10 00:14:45Thanks R-Bgo for the info. Sounds lik this really is a healthy company that's still worth sticking around...
      Avatar
      schrieb am 21.04.10 09:37:37
      Beitrag Nr. 80 ()
      Cree FY Q3 Beats Expectations; Strong Guidance; But Stock Off

      By Eric Savitz

      Cree (CREE) this afternoon posted revenue for its fiscal third quarter ended March 28 of $234.1 million, with non-GAAP profits of 47 cents a share, ahead of the Street at $223.5 million and 44 cents.

      For FY Q4, the LED lighting company sees revenue of $255 million to $265 million, and non-GAAP profits of 48-51 cents; the Street consensus has been $241.8 million and 47 cents.

      Apparently, the Street wanted even more: CREE in late trading is down $4.42, or 5.4%, to $77.75."
      http://blogs.barrons.com/techtraderdaily/2010/04/20/cree-fy-…

      Wie ich befürchtet hatte.
      Analysten-Erwartungen zwar übertroffen, aber viele Anleger hatten mehr erwartet.
      Bin allerdings überzeugt, dass sich der Wert wieder fängt und mittel- & langfristig noch viel Freude machen wird. :)
      Avatar
      schrieb am 21.04.10 11:30:19
      Beitrag Nr. 81 ()
      Posi verdreifacht
      Avatar
      schrieb am 21.04.10 12:10:45
      Beitrag Nr. 82 ()
      Antwort auf Beitrag Nr.: 39.373.671 von R-BgO am 21.04.10 11:30:19Stop nachgezogen. :)
      Avatar
      schrieb am 21.04.10 14:07:19
      Beitrag Nr. 83 ()
      Antwort auf Beitrag Nr.: 39.374.054 von ernie070781 am 21.04.10 12:10:45Dito :)
      Avatar
      schrieb am 22.04.10 22:38:04
      Beitrag Nr. 84 ()
      Servus!

      Hat sich schon mal jemand Nexxus A0MQAB angesehen
      hat anscheinend ne menge nachholbedarf!

      Was meint ihr??
      Avatar
      schrieb am 24.04.10 15:24:12
      Beitrag Nr. 85 ()
      Antwort auf Beitrag Nr.: 39.387.655 von adidasler am 22.04.10 22:38:04Ja ich beobachte sie schon lange. Nur leider hab ich sie mir ausgerechnet in den letzten Monaten nicht mehr so genau angeschaut. Deshalb hab ich die letzte Rally verpasst, obwohl mir klar war, dass sie durch den LED-Boom mit in den Fokus rücken werden.

      Sie machen allerdings nur einen geringen Teil ihrer Umsätze im Moment mit selbst hergestellten LED-Lampen. Der Focus liegt mehr auf Projektierung und Umsetzung von Schwimmbadbeleuchtung und Spezialbeleuchtung mit ihren eigenen LEDs.
      Das ist schon etwas anderes als bei Cree und Aixtron, die direkt von Verkauf ihrer LEDs bzw. Produktionsequiment profitieren. Das muss man wissen, deshalb hängen Nexxus hinterher. Zu Recht.

      Gruss,
      Cow
      Avatar
      schrieb am 24.04.10 16:48:57
      Beitrag Nr. 86 ()
      Antwort auf Beitrag Nr.: 39.396.087 von CowNChicken am 24.04.10 15:24:12Hey,beschäftigt Euch mal näher mit PowerSecure International, Inc.
      (NASDAQ, POWR)...
      Avatar
      schrieb am 26.04.10 08:33:41
      Beitrag Nr. 87 ()
      Hab ich schon lange im Depot !

      Zum Glück!

      :D
      Avatar
      schrieb am 26.04.10 10:28:19
      Beitrag Nr. 88 ()
      Antwort auf Beitrag Nr.: 39.396.216 von Elch_007 am 24.04.10 16:48:57Erzähle mehr; vielwiel LED steckt da drinnen?
      Avatar
      schrieb am 26.04.10 11:28:07
      Beitrag Nr. 89 ()
      Antwort auf Beitrag Nr.: 39.399.448 von CowNChicken am 26.04.10 10:28:19http://www.marketwatch.com/story/powersecure-expands-led-lig…
      Avatar
      schrieb am 26.04.10 12:05:10
      Beitrag Nr. 90 ()
      Ja, schon interessante Firmen. Tolle Kursentwicklung, wie geht es weiter? Kennt jemand Color Kinetics, sind die übernommen worden?
      Avatar
      schrieb am 26.04.10 12:18:03
      Beitrag Nr. 91 ()
      Antwort auf Beitrag Nr.: 39.387.655 von adidasler am 22.04.10 22:38:04Noch ein Tipp: Veeco Industries! Verhält sich relativ ähnlich wie Cree, aber etwas konstanter.
      Avatar
      schrieb am 27.04.10 12:08:28
      Beitrag Nr. 92 ()
      Antwort auf Beitrag Nr.: 39.400.175 von fropo am 26.04.10 12:18:03Ich meinte übrigens Veeco Instruments (anstat Industries).
      Avatar
      schrieb am 28.04.10 15:58:40
      Beitrag Nr. 93 ()
      28.04.2010 15:08
      Cree Revolutionizes High-Efficiency Switching with New Z-Rec™ 1700-V Junction Barrier Schottky Diode Series


      Cree, Inc. (Nasdaq: CREE), a market leader in silicon carbide power devices, announces the industry's first commercially available Z-Rec™ 1700-V Junction Barrier Schottky (JBS) diode products. Leveraging silicon carbide's unique advantages over silicon to virtually eliminate diode switching losses, these diodes are targeted at high-voltage power-conversion applications in motor-drive, wind-energy and traction systems.

      Initial products in the 1700-V series include 10-A and 25-A JBS diodes in die form, ready for integration into 1700-V power modules ranging from 50 to 600-A. The new 1700-V JBS series can increase the efficiency, reliability and longevity of power systems while also reducing the overall system size, weight and cost.

      "The 1700-V diodes extend our leadership in energy-efficient power systems for data-center and solar-power markets to new markets such as wind-energy, train, tram and electric-vehicle power converters," said Cengiz Balkas, Cree, vice president and general manager, Power and RF. "Cree has the diodes of choice when high-efficiency power systems are a must. The advantages of silicon carbide are clear, and for high-voltage, high-frequency systems, you can't afford not to use SiC."

      "ABB has been closely involved with the development of SiC technology for many years," said Francisco Canales, senior principal scientist, ABB Corporate Research. "SiC diodes and switches provide an important step forward in technology that allows the increase of operation frequency, reduced size and weight while providing state-of-the-art efficiency in applications such as motor drives and solar inverters. The 1700-V devices now being launched by Cree are an important step in the development of this technology."

      For more information about Cree's family of Z-Rec SiC diodes, including 600 V, 1200 V and the new 1700 V families, visit www.cree.com/power.
      Avatar
      schrieb am 14.05.10 10:00:57
      Beitrag Nr. 94 ()
      cree @ The 38th Annual J. P. Morgan Global Technology, Media and Telecom Conference
      Monday, May 17th, at 3:10pm EDT
      Avatar
      schrieb am 12.06.10 15:06:00
      Beitrag Nr. 95 ()
      Antwort auf Beitrag Nr.: 39.407.383 von fropo am 27.04.10 12:08:28Ja du hast recht, dass sich Veeco Instruments ähnlich un kostanter als Cree Inc. verhält aber ich glaube trotzdem dass Cree in Zukunft prozentual besser aussehen wird, was daran liegt, dass sie schon große Aufträge in Asien für rießige Industriegebiete an Land gezogen haben, die sich in den nächsten Jahren auch in den Zahlen bemerkbar machen.
      Aber wer auf lange Sicht (mehrere Jahre)Geld verdienen will, der ist mit beiden Unternehmen gut bedient.
      Avatar
      schrieb am 20.07.10 19:51:09
      Beitrag Nr. 96 ()
      "Cree Extends LED Market Leadership with Industry's Most Color-Consistent LEDs

      DURHAM, N.C.--(BUSINESS WIRE)--Cree, Inc. (Nasdaq: CREE - News), a market leader in LED lighting, is taking another leadership position in the LED industry with the addition of the industry’s smallest warm and neutral bins to its award-winning multichip XLamp® MP-L and MC-E EasyWhite™ LEDs.

      This breakthrough offers a single two-step MacAdams ellipse bin per color temperature, optimized to achieve incandescent-like color consistency and eliminating the need to purchase multiple small bins and perform complex color mixing.

      “This innovation gives the lighting community a simple solution to a previously challenging issue — combining-lighting class LED efficacy with traditional incandescent color consistency,” said Paul Thieken, Cree, director of marketing, LED components. “Providing our customers with Cree’s EasyWhite technology in smaller, single bins can lower their cost and potentially speed time-to-market, furthering the LED Lighting Revolution to obsolete energy-inefficient lighting.”

      EasyWhite binning is a unique feature of Cree lighting-class multi-chip LED components that enables customers to specify a color temperature and lumen output, simplifying LED system design and improving LED-to-LED color consistency. Each bin, at the intersection of the black body locus and standard warm/neutral CCT points, is 94 percent smaller than the respective ANSI C78.377 quadrangle and 75 percent smaller than current Cree EasyWhite bins.

      XLamp MP-L and MC-E LEDs with EasyWhite 2-step bins are offered in 2700 K, 3000 K, 3500 K, and 4000 K and are now available in sample and production quantities with standard lead times.

      http://finance.yahoo.com/news/Cree-Extends-LED-Market-bw-358…
      Avatar
      schrieb am 23.07.10 21:00:20
      Beitrag Nr. 97 ()
      Läuft doch nicht schlecht ... :cool:
      Avatar
      schrieb am 09.08.10 15:37:49
      Beitrag Nr. 98 ()
      Cree, Inc. (Nasdaq: CREE), a market leader in LED lighting, today announced it will webcast its presentation at two upcoming conferences. John Kurtzweil, Executive Vice President and Chief Financial Officer, will provide a company overview at the following conferences:

      * The Morgan Keegan 2010 Technology Conference on Wednesday, August 12, at 9:05 a.m. EDT.
      * The Citi Investment Research 2010 Global Technology Conference on Tuesday, September 7, at 9:45 a.m. EDT.

      A webcast of each presentation will be available live and by replay. To access both the live and archived webcasts, as well as the slide presentation used during the conference, please go to www.cree.com and click on the Investor Relations link. The archived replays will be available 24 hours after the live presentation and will be accessible for two weeks.
      Avatar
      schrieb am 10.08.10 22:06:20
      Beitrag Nr. 99 ()
      Annual Revenue increased 53% to $867 Million

      Annual Net Income increased 402% to $152 Million

      Cree, Inc. (Nasdaq: CREE), a market leader in LED lighting, today announced record revenue of $264.6 million for its fourth quarter of fiscal 2010, ended June 27, 2010. This represents a 79% increase compared to revenue of $148.1 million reported for the fourth fiscal quarter last year and a 13% increase compared to the third quarter of fiscal 2010. GAAP net income for the fourth quarter increased 445% year-over-year to $52.8 million, or $0.48 per diluted share, compared to GAAP net income of $9.7 million, or $0.11 per diluted share, for the fourth quarter of fiscal 2009. On a non-GAAP basis, net income for the fourth quarter of fiscal 2010 increased 268% year-over-year to $60.1 million, or $0.55 per diluted share, compared to non-GAAP net income for the fourth quarter of fiscal 2009 of $16.3 million or $0.18 per diluted share.

      For fiscal year 2010, Cree reported revenue of $867.3 million, which represents a 53% increase compared to revenue of $567.3 million for fiscal 2009. GAAP net income increased 402% to $152.3 million, or $1.45 per diluted share, compared to $30.3 million, or $0.34 per diluted share for fiscal 2009. On a non-GAAP basis, net income for fiscal year 2010 increased 203% to $179.2 million, or $1.71 per diluted share, compared to $59.2 million, or $0.66 per diluted share, for fiscal 2009. Cree generated $250.6 million of operating cash flow and $81.9 million of free cash flow (cash flow from operations less capital expenditures) during fiscal 2010.

      "Fiscal 2010 was a great year for Cree and the LED lighting revolution," stated Chuck Swoboda, Cree Chairman and CEO. "We made good progress building momentum in our business and delivering on our four key objectives for the fiscal year. Entering fiscal 2011, we are focused on extending our leadership position while we build the scale, cost structure and channels to win in the market."
      Avatar
      schrieb am 11.08.10 15:04:44
      Beitrag Nr. 100 ()
      Hallo R-BgO und Cree-Fans,

      ich bin selbst Cree-Aktionär und tausche mich bisher in einem anderen Forum aus. Ich bin auf WO nicht mehr sehr aktiv, schaue mir den Faden hier ab und zu an und hoffe hier auf ein paar Diskutanten zu stoßen.:)

      Dazu mal mein bescheidener Kommentar.

      So die Zahlen sind da und sie sind auf dem ersten Blick ganz gut. Gewinn etwas höher, Umsatz um 1 Mio höher als erwartet.:)

      Analystenschätzung vor den Zahlen:
      Written by Christoper Lynn
      Monday, 09 August 2010 10:33
      New York, August 9th (TradersHuddle.com) - Shares of Cree, Inc. (NASDAQ:CREE) are trading higher by +1.60% ahead of its quarterly earnings release. Cree, the maker of lighting-class LEDs, LED lighting, and semiconductor solutions for wireless and power applications is expected to release its quarterly results on August 10th.

      Wall Street Analysts consensus calls for a profit of $0.51 a share on $264 million revenue.

      Cree estimates have a range of $0.06 a share. The high estimate calls for profit of $0.54
      a share and the low estimate is calling for a profit of $0.48 a share, a year ago for the quarter the company reported $0.18 a share
      .

      Nun die Zahlen:

      Revenue increased 53% to $867 million, while non-GAAP earnings increased 203% to $179 million or $1.71 per diluted share. For fiscal Q4 revenue increased 13% from Q3 to a record $265 million and non-GAAP net income increased 17% sequentially to a record $60 million or $0.55 per diluted share. Revenue was such at the high-end of our target range while profits exceeded our targets for the quarter due to strong gross margins, and favorable end of year tax adjustments. They were partially offset by the New Mark [ph] patent litigation settlement.

      Aktie stürzt nachbörslich ab auf 63 $, nachdem sie schon die 70$ ankratzte.

      Zu den Earnings
      http://seekingalpha.com/article/219890-cree-inc-f4q10-qtr-en…
      Zu den FAQs der Analysten.
      http://seekingalpha.com/article/219890-cree-inc-f4q10-qtr-en…

      Ich vermute, dass die Flüsterschätzungen höher waren und vor allem die Ergebnisse und Äusserungen aus dem LED-Backlight-Geschäft auf die gesamte Brachne drückt. Viell. Anzeichen einer gewisse Marktsättigung, nach dem TV-Boom zur WM?
      Wie wir wissen, ist das LED-Backlightgeschäft nicht der wichtigste Spielplatz von Cree, wird aber eben sehr gerne zur Marktentwicklung herangezogen.
      Hier nochmals ein Statement von gestern, was sich in den Fragen / Conference call immer gebetsmühlenartig wiederholte... Viele Analysten stehen einfach auf die backlight-Anwendung.

      Yes, the backlighting is a very small percentage. I would tell you that I don’t have specific numbers, but I can get you kind of to there. So, lighting is well over half the LED business overall. The next biggest market is either going to be, it varies from quarter to quarter, but it is between the automotive/transportation market, and the video screen market. And then in fourth and fifth, and this is going to be a relatively small percentage of the total is going to be both mobile and/or the LCD backlighting markets.

      So they are incrementally interesting markets for us, but they are not the drivers to the overall business. Within general lighting what we saw last quarter is that continue to see strength across the markets, but probably the ones that you saw the most growth in would have been the outdoor segment and the bulb segment.[/


      Lest am besten mal die links durch...ist nur ein Zitat von vielen :).
      Respektive ist das wohl nicht richtig angekommen.

      Wie bereits geschrieben: Die meisten Anlalysten stehen einfach auf die Backlight-Applikation und da gibt und wird es in Zukunft mehr Wettbewerb geben. Gerade LCD-Hersteller wie Sharp oder Samsung verwenden mehr und mehr ihre eigenen LED-Chips.
      Cree´s Wachstums- und Gewinnpotenzial sehe ich aber weiterhin glänzend im Bereich General lighting.

      Lagerbestände sind auch etwas gewachsen, dazu wird auf die höheren Kapazitäten verwiesen. Die Lieferzeiten von 6-8 Wochen sind auch recht kurz. Weitere Kapazitätserweiterungen in Planung. Dies befördert nat. auch die Befürchtung, dass es im LED-Markt zu mehr Angebot, evtl. Überangebot kommt, was die Preise, respektive enorm gute Marge von Cree unter Druck bringen kann.
      Der Ausblick von Cree ist auch nicht sehr enthusiastisch.

      However, ich finde, dass die Aktie schon recht abgestraft wurde / wird.

      Also bei 60$, respektive knapp drunter sehe ich hier wieder eine Unterstützung und einen Einstiegspunkt, solange der Markt sich auch einigermassen hält. Vermute auch, dass da einige Shorteindeckungen passieren. Keine Frage, Cree ist phantastisch gelaufen, daher gibt es technisch auch kräfiges Gewinnmitnahmepotenzial.

      Langfristig denke ich, dass Cree seine 2stelligen Wachstumsraten einhalten wird und sich der Aktienkurs respektive weiter Richtung 100$ auf 12 Monatssicht entwickeln kann.
      Die Firma ist solide Aufgestellt, hat anständigen Cashflow und Kapital.


      Vor dem Börsenstart in New York noch folgendes Feedback einiger Analysten, die Cree auch regelmässig verfolgen.

      Zitat:
      Deutsche Bank Lowers Price Target On Cree Following Earnings (CREE)
      Posted on 08/11/10 at 7:45am by Roger Nachman


      Deutsche Bank is reiterating its Hold rating, but lowering its price target to $63 from $69 on shares of Cree Inc. (NASDAQ: CREE) after the company reported strong earnings after the bell yesterday. Investors reacted negatively, sending shares down after hours by more than 9%.
      In a report to investors Deutsche Bank writes, "After falling 4% today, shares are off another 9% after the close as investors are reacting cautiously to Cree’s Sep Q sales guidance (mid-point is 3% below the Street; mgmt is blaming sluggish demand for chips for backlighting applications). Reit Hold rating. While we continue to be impressed with Cree’s execution and longer-term vision, we are concerned about slowing chip sales in the near-term, limited margin expansion opportunity longer-term (increased competition in general lighting) and valuation (15x 2011E EV/EBITDA and 30x 2011E EPS)."
      Shares of Cree closed the after hours session at $61.85, down more than 10%.

      Piper Jaffray Reiterates Overweight Rating On Cree Following Earnings (CREE)
      Zitat:
      Piper Jaffray is reiterating its Overweight rating and $88 price target on Cree, Inc. (NASDAQ: CREE) after the LED company reported earnings yesterday after the bell.
      In a note to investors Piper Jaffray writes, "Although initial investor reaction is one of disappointment that Cree's Sept '10 revenue guidance ($270-$280m) was below consensus of $284m, we remain encouraged that its core lighting business will continue double digit growth as backlighting chip sales decline. We believe this is likely to improve margin mix for next quarter, offsetting affects from lower utilization enabling Cree to maintain industry leading high gross margins (48-49%). We believe the guidance miss, given lower chip sales into backlighting applications and a seasonal slowdown in EU (10% of revenue) does not foretell a trend. Demand from the EU likely returns near term, and lower chip sales should enable more capacity to be allocated to higher margin lighting and Power RF sales, benefitting overall margins. Additionally, a
      lower-than-expected tax rate of 25% in FY2011 helps boost our bottom line estimates by $0.09. Reiterate Overweight rating. We remain buyers on any pullback."
      Shares of Cree closed at $68.96 in regular trading, but was down more than 10% in after hours trading.


      Vorbörsliche Kommentare Mittwoch 11.August 2010:


      Zitat:
      Cree (CREE) Fails To Live Up to Lofty Q4 Expectations, Shares Plunge
      August 11, 2010 8:04 AM EDT

      Cree Inc. (NASDAQ: CREE) posted better-than-expected quarterly profit on Tuesday on strong demand for its energy-efficient lights, but share of the company plummeted following a revenue guidance below the Street.

      The maker of LED light bulbs and lamps reported fourth-quarter earnings of $52.8 million or 48 cents per share, up from the same quarter last year when the company earned $9.7 million or 11 cents per share.

      Excluding one-time items, Cree earned 55 cents per share in the quarter, 4 cents better than the analyst estimate of 51 cents per share.

      Revenue for the company rose 79 percent $264.6 million in the three month period ended June 27, in line with the market consensus.

      "Fiscal 2010 was a great year for Cree and the LED lighting revolution," stated Chuck Swoboda, Cree Chairman and CEO. "We made good progress building momentum in our business and delivering on our four key objectives for the fiscal year. Entering fiscal 2011, we are focused on extending our leadership position while we build the scale, cost structure and channels to win in the market."

      Looking forward, the company sees first-quarter earnings in the range of 56 cents to 59 cents per share on revenue of $270 million to $280 million, compared to the Street’s view of 54 cents per share and $284 million respectively.

      Shares of Cree are down 10.17 percent to $61.95 in premarket trade Wednesday.
      Zitat:
      Cree Shares Tank on Weak Guidance
      By Andrea Tse 08/11/10 - 07:48 AM EDT

      For the first quarter, Cree targets revenue in the range of $270 million to $280 million, below the consensus expectation of $283.96 million.
      The company expects adjusted net income to be in the range of $62 million to $65 million, or 56 cents to 59 cents a share vs. the average analyst target of 54 cents a share, according to Thomson Reuters.
      The mixed guidance came after the close of trading Tuesday alongside the company's fourth-quarter financial results.
      Cree said that its fiscal fourth-quarter adjusted net income soared 268% year-over-year to $60.1 million, or 55 cents a share as revenue increased 79% to $264.6 million. On average, analysts were expecting earnings of 51 cents on revenue of $264 million.
      Ahead of Wednesday's opening bell, Cree shares were dropping by $7.11, or 10.3%, to $61.85.


      usw, usw...

      Zitat:
      http://www.theflyonthewall.com/permalinks/entry.php/CREEid12…


      Ich bin etwas zu faul alle quellen anzugeben. Am Einfachsten www.marketwatch.com besuchen.


      Gruss
      Digger
      Avatar
      schrieb am 11.08.10 19:12:33
      Beitrag Nr. 101 ()
      Antwort auf Beitrag Nr.: 39.966.523 von globaldigger am 11.08.10 15:04:44Hi Digger, Du scheinst Cree ja recht gut zu kennen;

      ich habe mir erst mal nur ein paar Stücke zum Kennenlernen geholt. Gereizt hat mich die Aussicht auf einen neuen Riesenmarkt.

      Cree wächst ja sehr schön, aber ich habe im Moment noch das Gefühl, das sie kapazitätsmäßig deutlich vor den eigentlichen Umsätzen liegen.

      Ansonsten wären sie für mich einfach nicht profitabel genug.

      Werde mir jetzt mal den CC reinziehen...
      Avatar
      schrieb am 11.08.10 23:14:16
      Beitrag Nr. 102 ()
      Antwort auf Beitrag Nr.: 39.966.523 von globaldigger am 11.08.10 15:04:44

      mit riesigem volumen wurde heute die 200tage sma unterschritten. kein gutes zeichen, denn egal wie gut die zahlen tatsächlich sind, entscheidend ist, wie der markt diese zahlen aufnimmt.
      heute wurden fakten geschaffen. der im janur 2009 begonnene aufwärtstrend, der im april 2010 toppte, wird jetzt warscheinlich von einem neuen abwärtstrend abgelöst.
      Avatar
      schrieb am 13.08.10 20:06:20
      Beitrag Nr. 103 ()
      Antwort auf Beitrag Nr.: 39.970.103 von steven_trader am 11.08.10 23:14:16Hi Steven trader,
      in der Tat sieht es da charttechnisch übel aus, allerdings kann ich mir sehr gut einen Gapclose vorstellen.
      Schaun wir mal ;)
      Avatar
      schrieb am 18.08.10 20:58:59
      Beitrag Nr. 104 ()
      Avatar
      schrieb am 19.08.10 10:11:53
      Beitrag Nr. 105 ()
      Cree & LedNed Light Up First European All LED Industrial Plant
      Aug 15, 2010


      The Kompak packaging facility based in the Netherlands, features more than 100,000 Cree XLamp LEDs. The lighting fixtures which were installed by Dutch lighting innovator, LedNed.

      The LED lighting revolution achieved another victory with the opening of an industrial plant lit exclusively with LEDs. Located in Etten Leur, The Netherlands, the full-service consumer products packaging plant is owned and operated by Kompak.

      All interior and exterior lighting fixtures feature Cree XLamp LEDs and were developed and installed by LedNed, a Dutch LED lighting pioneer.

      “In building this new packaging facility, Kompak’s management wanted to demonstrate its commitment to the highest-quality production systems, while minimizing the plant’s environmental impact,” said André ten Bloemendal, commercial director, LedNed.

      “We are particularly proud of the warehouse lighting we developed for this project, Led Lightline, which provides uniform illumination over all horizontal and vertical surfaces, something that is incredibly important given Kompak’s nearly 14 meter-high warehouse ceilings,” ten Bloemendal added.

      Lightline features motion detection, daylight correction and other custom options to increase light availability in spaces where more light is required. Spanning 3,500 meters, Lightline is fully integrated into the plant’s sprinkler system, doubling as emergency lighting should there be a power failure at the plant. Other LedNed products used include LedTube tube lights in office areas, as well as FlexiLightPanel LED panels and LedNed consumer bulbs throughout the facility.

      According to Steven Nijweide, project manager at Kompak, the use of LED illumination throughout the plant has shown a 20,000-KWh reduction in electricity usage when compared to conventional lighting, translating into a nearly 135,000 kilogram annual carbon offset. In addition to the energy savings, the lighting has been configured to provide automatic, daylight-compensated, and optimal task illumination throughout the office and production areas. Kompak’s facilities are designed for a three-shift operation, making it imperative for the lighting fixtures to work with the building’s automation systems. The LED-based luminaires have been easily integrated, creating responsive and functional lighting for employees whenever and wherever they are in the plant.

      “Historically, high-bay illumination systems have been difficult to design and implement, given the lumen output required,” said Paul Thieken, marketing director, Cree LED Components. “LedNed’s Lightline fixtures, featuring Cree’s powerful and bright XLamp XR-E and MC-E LEDs, are enabling the Kompak facility to take full advantage of the benefits of LED lighting.”

      Dutch-based LedNed is a pioneer in the areas of research, development and production of high-quality LEDs. LedNed claims to be the only LED producer in the world that meets the strict energy and environmental standards of the RoHS, and the only LED producer in The Netherlands with a KEMA CE certificate on its entire product line.
      Avatar
      schrieb am 19.08.10 10:18:36
      Beitrag Nr. 106 ()
      das ist KEIN Kleingeld:

      Elec-Tech Chooses Veeco As Primary Provider of 130 MOCVD Tools
      Aug 15, 2010
      The firm hopes to become one of the top three LED companies in China within two years. It has selected the TurboDisc K465i system as its "tool of choice" for two new factories in Wuhu and Yangzhou, China.

      Veeco Instruments has reported that Elec-Tech International has selected its TurboDisc K465i Metal Organic Chemical Vapor Deposition (MOCVD) systems as its "tool of choice" for two new LED factories in Wuhu and Yangzhou, China.

      In August Veeco booked the initial systems from a large multi-tool purchase order from Elec-Tech's LED subsidiary, Elec-Tech Optoelectronic Technology (Wuhu). Elec-Tech International is a Shenzhen-listed electronics company that has signed a joint venture cooperative agreement with South Korean firm EpiValley to jointly develop the Chinese LED market.

      Tony Wang, Chairman of Elec-Tech commented, "Our Board of Directors has approved our plan to purchase 130 MOCVD tools to ramp production capacity at our two LED factories. Our goal is to become one of the top three LED companies by output and sales revenue in China within two years, focusing primarily on the general lighting and BLU market, but on other applications as well."

      Wang continued, "After a thorough evaluation of the available MOCVD products, we selected Veeco as our preferred and primary supplier for the vast majority of the 130 MOCVD systems we will be installing at our new factories. We believe that Veeco's MOCVD systems have low cost-of-ownership and proven high productivity, and will help us to achieve success in the LED market."

      Bill Miller, Executive VP and General Manager of Veeco's MOCVD Operations, commented, "We are extremely pleased that Elec-Tech has chosen Veeco for their production requirements as they build out their aggressive plans in China. We look forward to supporting this important new customer with our best-in-class systems and world-class applications process support."
      4 Antworten
      Avatar
      schrieb am 19.08.10 11:31:05
      Beitrag Nr. 107 ()
      Antwort auf Beitrag Nr.: 40.010.770 von R-BgO am 19.08.10 10:18:36Wahrlich kein Kleingeld.
      Drohen Überkapazitäten bei LEDs? :eek:
      3 Antworten
      Avatar
      schrieb am 07.09.10 18:42:41
      Beitrag Nr. 108 ()
      Antwort auf Beitrag Nr.: 40.011.463 von AdHick am 19.08.10 11:31:05weß' ick nich...

      es geht aber munter in Asien weiter; heute gabs Ne Meldung über einen Auftrag von Neo-Neon an Aixtron.

      Habe das zum Anlaß genommen, mal einen eigenen Thread für die einzurichten: Thread: Neo-Neon - chinesischer LED-Hersteller.

      Sind in HongKong notiert und scheinen mir direkter Wettbewerber zu sein.

      Beobachte jetzt in Sachen LED:
      Cree, Aixtron, Veeco, Neo-Neon

      Gibt's noch weitere interessante Kandidaten?
      2 Antworten
      Avatar
      schrieb am 07.09.10 19:05:27
      Beitrag Nr. 109 ()
      Antwort auf Beitrag Nr.: 40.112.983 von R-BgO am 07.09.10 18:42:41doch noch einen gefunden:

      Zumtobel Thread: Zumtobel - LED-Sparte wächst schnell
      Avatar
      schrieb am 10.09.10 20:51:24
      Beitrag Nr. 110 ()
      bei der ersten led klitsche läuft die hinrichtung schon, die anderen kommen noch.
      Avatar
      schrieb am 24.09.10 17:48:53
      Beitrag Nr. 111 ()
      Antwort auf Beitrag Nr.: 40.112.983 von R-BgO am 07.09.10 18:42:41Hallo
      Philps, power secure int
      Avatar
      schrieb am 19.10.10 22:27:12
      Beitrag Nr. 112 ()
      Quarterly Revenue increased 59% year-over-year to $268 Million

      Quarterly Net Income increased 176% year-over-year to $58 Million

      Cree, Inc. (Nasdaq: CREE), a market leader in LED lighting, today announced record revenue of $268.4 million for its first quarter of fiscal 2011, ended September 26, 2010. This represents a 59% increase compared to revenue of $169.1 million reported for the first fiscal quarter last year and a 1.5% increase compared to the fourth quarter of fiscal 2010. GAAP net income for the first quarter increased 176% year-over-year to $58.0 million, or $0.53 per diluted share, compared to GAAP net income of $21.0 million, or $0.23 per diluted share, for the first quarter of fiscal 2010. On a non-GAAP basis, net income for the first quarter of fiscal 2011 increased 142% year-over-year to $66.3 million, or $0.60 per diluted share, compared to non-GAAP net income for the first quarter of fiscal 2010 of $27.4 million or $0.30 per diluted share.

      "Q1 was another record quarter for Cree as revenue grew in lighting, LED components and power products," stated Chuck Swoboda, Cree chairman and CEO. "Although total revenue was on the low end of our target range of $270-280 million due to a decline in LED chips, LED lighting adoption continues to gain momentum and the growth drivers for the company remain on track."
      Avatar
      schrieb am 21.10.10 23:28:53
      Beitrag Nr. 113 ()
      Avatar
      schrieb am 24.11.10 15:54:46
      Beitrag Nr. 114 ()
      "Analysts Getting More Bullish On Cree :)

      Oppenheimer left meetings with Cree (NASDAQ: CREE - News) management this week with a bullish outlook for the LED space, maintaining its Outperform rating on the stock. The firm noted the LED space's exponential market growth opportunities, and while it cautions that there is uncertainty as to when demand from the LCD market and China will kick back in, it's the unknowns that let investors buy in at just 14 times earnings net of cash. Oppenheimer's $100 price target represents a 71% premium to Tuesday's closing value.

      As a whole, the LED Stocks Index outperformed the S&P 500 by 3% in the month ended Tuesday, and Cree is a top performer for the period, gaining 16.5%.

      Cree also got some attention from Morgan Keegan this morning. The firm, which upgraded the stock to Outperform from Market Perform and hiked its price target to $75 from $48 earlier this month, added Cree to its Focus List. The analyst removed Zions Bancorporation (NASDAQ: ZION - News) to make room for the LED maker, according to Briefing.com."

      http://finance.yahoo.com/news/Analysts-Getting-More-Bullish-…
      Avatar
      schrieb am 10.12.10 17:45:40
      Beitrag Nr. 115 ()
      Top LEDs technologies, suppliers, and markets

      (December 3, 2010) -- The top makers of LEDs; how LED fab is changing, in technological scope and geographical size; and the driving applications for LED adoption are covered in two recent reports. IMS Research primarily covers LED suppliers and markets, while EPIC and Yole look mainly at the markets and fab equipment.

      IMS Research believes the market for LEDs (including all types: Standard, AlInGaP and InGaN) has grown from $6.1 billion in 2009 to about $10.0 billion in 2010, driven by economic recovery, lighting and TV and monitor backlights. This means that suppliers have to grow by 64% this year just to maintain their market share. In Yole Développement and EPIC’s jointly published base scenario, packaged LED revenues will reach $8.9b in 2010 and grow to $25.7b in 2015 and approach $30b in 2020. Growth will be driven by large LCD backlight applications through 2013-2014.

      In terms of volume, LED die surface will increase from 6.3b mm2 to 51b mm2 in 2015, a 41.6% CAGR.

      This will drive substrate volumes to growth from 12.7M × two-inch-equivalent (TIE) in 2009 to 84.4M TIE in 2015, a 37.1% CAGR (smaller than the die surface increase due to significant expected manufacturing yield improvements).
      LED suppliers

      Nichia remains at the top of the LED sector, with Samsung LED, Seoul Semiconductor and Cree growing faster than average in 2010, according to IMS Research.

      Nichia is still the number one supplier by total revenue in 2009 and 2010; however, it will be challenged strongly by Samsung LED in 2011.

      Samsung LED now has the capacity to take the number one position, and increasing demand for LED TVs from Q2 2011 onwards should enable them to do so. In 2009, IMS Research ranked Samsung as 3rd and in 2010 as 2nd, changing places with Osram, which occupied second place for many years.

      Lumileds, which was ranked 3rd by IMS Research in 2006, 2007 and 2008, has fallen to 4th position in 2009 and a provisional 6th in 2010. Lumileds’ market share has actually been fairly steady but they provisionally fall in rank in 2010 due to tremendous growth from Seoul Semiconductor and Cree. Along with Samsung, these suppliers are among those who have taken significant share in 2010.

      2011 will be an interesting year for the LED industry, with Samsung and others further continuing to challenge Nichia’s leadership position.

      There are already more than 60 companies involved in the epitaxy of GaN-based LEDs. This number will keep increasing in the next couple years, but we expect a significant amount of consolidation starting 2013 as many companies will not have reached the critical mass and technology necessary to survive and will disappear or be absorbed by larger players,” explains Dr Philippe Roussel, senior project manager at Yole.

      LED manufacturing will be dominated by Asian countries, with already 90% of the epitaxy capacity located in Taiwan, Korea, China and Japan.

      The packaged LED market is experiencing tremendous growth with an expected CAGR of 28.2% between 2009 and 2015, according to Yole Développement and EPIC.
      Avatar
      schrieb am 04.01.11 21:21:50
      Beitrag Nr. 116 ()
      Avatar
      schrieb am 10.01.11 20:29:40
      Beitrag Nr. 117 ()
      Cree LED Downlights Installed in Denny's Restaurants Across the U.S.

      Denny's Corporation, America's largest full-service family restaurant chain, has chosen energy-efficient LED lights from Cree, Inc. (Nasdaq: CREE) as the preferred lighting standard for all its new and remodeled stores across the United States. Cree's award-winning LR6™ six-inch downlights are being specified in various applications, including dining areas and restrooms in all newly constructed and converted facilities.

      "We evaluated numerous LED light fixtures from a variety of manufacturers to ensure that we chose the best possible product and partner for this major lighting specification," explained Mitch Riese, corporate architect, senior manager of design&construction, Denny's. "With the Cree LR6 fixture, we found the best value for our money, helping us deliver beautiful, warm light, while significantly reducing our energy consumption and maintenance requirements."

      Pete LaBarre, a Denny's franchisee in Colorado Springs, Colo., is already seeing extensive savings since converting to LED lighting. LaBarre has installed more than 400 Cree LR6 downlights in the dining rooms of his five restaurants, a move that has saved him around $15,500 per year in energy costs alone. Impressed with the energy and maintenance savings from installing LR6 downlights in his dining rooms, LaBarre has decided to use the six-inch LED downlights in a variety of other applications. Currently he has replaced 500 fluorescent bulbs and tubes with 200 Cree LR6 fixtures, illuminating the perimeter of each restaurant.

      "Our lights stay on all the time, so we did a watt comparison of what we had in place before the LR6 downlights," said LaBarre. "We found that we used 6,000 kilowatt hours less per month in the store that had the Cree fixtures versus the store that had the fluorescent lighting," he said.

      Another early LED lighting devotee is Joey Terrell, a Denny's franchisee in Illinois. In 2009, Terrell opened his second restaurant in Joliet, a suburb of Chicago. Built according to Leadership in Energy and Environmental Design (LEED) Gold standards, the Joliet Denny's includes a combination of natural lighting and Cree LR6 LED downlights to reduce the restaurant's lighting load.

      According to Terrell, this lighting design reduced utility costs by 83 percent and his electricity bill is now around $1,000 a month instead of the expected $2,100 a month based on the average costs for his Mokena, Ill. location.

      "Restaurants use 285 percent more utilities than the average commercial building," said Terrell. "The easiest way to reduce these costs and improve energy-efficiency is to switch from traditional fluorescents to daylighting and LEDs, and that's what we did."

      "Denny's is a great example for any restaurant chain looking to become more energy-efficient," said Craig Lofton, Cree LED Lighting vice president of sales. "Not only can switching to LED lighting offer energy savings and maintenance avoidance, but the Cree LR6 downlight delivers the quality of light customers want."
      Avatar
      schrieb am 13.01.11 00:06:59
      Beitrag Nr. 118 ()
      Avatar
      schrieb am 19.01.11 07:54:21
      Beitrag Nr. 119 ()
      Was ich schon mal befürchtete:
      Überangebot an LEDs zumindest in Asien:

      "Dark Days For LEDs; Cree Tumbles On Rotten Quarter
      Jan. 18 2011 - 7:39 pm

      Shares of LED lighting specialist Cree (CREE) are getting bashed after hours on disappointing results for the company’s fiscal second quarter ended December 26.

      The company blamed an over-supply of LED components in Asia.

      For the quarter, the company posted revenue of $257 million and non-GAAP profits of 55 cents a share; the Street had been expecting $276.6 million and 58 cents. Worse, Cree said it expects March quarter revenue of $245 million to $265 million, with profits of 38-45 cents a share on a non-GAAP basis; the Street had been anticipating $287.9 million and 58 cents.

      Not good.

      In a statement, Cree CEO Chuck Swoboda said that latest quarter revenue and profits were below targets “due primarily to lower sales to our LED component distributors in Asia.” He says that “the opportunity in LED lighting has not changed,” but that the company “managing through an inventory correction in Asia in the near term.”

      The Cree news is taking a toll on the whole LED lighting sector. In late trading:
      CREE is down $9.73, or 15.5%, to $52.98.
      Aixtron (AIXG), which makes equipment used in LED manufacturing, is down $1.81, or 4.2%, to $41.
      Veeco (VECO), an Aixtron rival, is off $2.35, or 4.8%, to $46.81.
      Rubicon (RBCN), a materials supplier to the LED sector, is off $1.39, or 6.2%, to $21.09.
      Nanometrics (NANO), another LED equipment maker, is down 36 cents, or 2.2%, to $16.40."

      :cry:

      http://blogs.forbes.com/ericsavitz/2011/01/18/dark-days-for-…
      Avatar
      schrieb am 19.01.11 11:25:38
      Beitrag Nr. 120 ()
      Cree Misses but Is a Solid Buy Around $50
      1 comment | January 19, 2011 | about: CREE


      Cree’s (CREE) earnings disappointed for the second quarter in a row, leading the stock to drop some 15% in afterhours trading. Revenues came in at $257m, below guidance of $270 - $280m and actually down 4% from the previous quarter (although still up 29% on a year-on-year basis). Earnings per share on a non-GAAP basis (excluding one-time items) came in at 55 cents, below expectations of 58 cents. Moreover, the company sought fit to guide down for Q3 ’11 – reducing earnings per share guidance on an equivalent basis to 38 cents. These numbers are clearly disappointing.

      Cree’s conference call was particularly illuminating and covered a range of issues. However, from a trading perspective there really is only one key issue to focus on – and that is that Cree undershot its earnings guidance specifically as a result of a sudden freeze in the Chinese LED street-lighting market. China has seen a major push to convert its street-lighting to LED-based product in an effort to support a long-term energy conservation program. Cree has in the past benefited greatly from this source of demand. Indeed, CEO Chuck Swobada indicates that some 39% of demand for Cree product comes from China (a hefty portion of this is street-lighting but it also includes LED input for bulb manufacture).

      However, China’s push on conversion to LED lighting hit a major road block late last year as it became clear that many suppliers were providing sub-standard product – with subsequent safety issues related to inadequately lit streets. In the medium-term, this is obviously good for quality LED lighting suppliers such as Cree. However, in the short-term in meant that the entire country more or less experienced a freeze on new LED street-lighting conversion projects as new regulations were formulated aimed at controlling quality specifications etc.

      As a result, Cree has seen customers in China push orders into Q3 – with the end result that Cree actually experienced a decline in total revenues in the quarter from this sector. As much of the related production was already complete, it also led to a significant $19.86m increase in inventories. Moreover, as Cree expects their Chinese customers to spend much of Q3 working through their own inventory backlogs that have resulted from this block in the system, the company does not see a rebound in terms of its own new orders until Q4 – hence the need for a downward adjustment to earnings guidance for Q3.

      None of this was either expected or welcome. However, these developments in China should undoubtedly be seen as a temporary bump in the road – and one that may well lead to significant pay-back further along. There should be no doubt that China is committed to its energy efficiency program. Even the Chinese military, with its concern about the country’s reliance on foreign oil, is a major supporter of this part of the domestic policy framework.

      Meanwhile, the indications are that the new regulations on quality control are already in place and that the first of the new lighting conversion programs are out to bid. The rebound for foreign suppliers such as Cree will not be immediate. Initial orders will be met from the inventory backlog that has built up amongst local players – such as Cree’s own Chinese customer base. Secondly, a major new thrust is probably unlikely before Chinese New Year – Feb 3rd (year of the rabbit, my personal favorite). The recovery from the bottleneck is therefore likely to occur in Cree’s Q4 (calendar Q2).

      Importantly, the political system in China does not reward error. Local officials will have taken note of a significant lesson. As a result, there is little chance that many of the upcoming projects will fail to meet the new quality specifications. That means increased demand for quality product during the catch-up period. Given Cree’s already significant exposure to the Chinese market place one would think that this has to bode well. And with 39% of Cree’s earnings coming from China, it seems reasonable to expect solid potential for a significant bounce-back in Q4 earnings.

      There are many other issues facing Cree – and other areas of support including the progress being made in producing increasingly efficient retail and commercial lighting product. However, the key issue facing Cree is really the reality and timing of the bounce back in Chinese street-lighting demand.

      In my opinion, investors should look forward to a solid Q4 rebound in earnings which will put Cree back on track with its earnings performance – a performance that has seen Cree increase earnings by an average of 22% per annum over the past five years – and one which justifies analyst expectations of an average increase in earnings of 26% per annum over the next 5 years.

      Of course, a combination of the market’s inevitable short-termism and embedded herding instinct will ensure significant downside for Cree following these numbers. The point is that this should be seen as a solid opportunity for the medium-term strategic investor. Cree is a market leader in a market facing transformational growth opportunities. The company’s latest earnings results will in hindsight be seen to be reflective of little more than a short-term bottle-neck.

      The issue is one of finding a price level that looks like offering a solid valuation floor worth betting on. In the aftermarket following the earnings disappointment, Cree traded in the low $50s. Meanwhile, a reasonable rule of thumb suggests that anything around $50 looks very interesting. During the worst of the pessimism on the LED sector last year Cree traded to a low of $48.74 on October 21st – down 41% from its April 15th high of $82.85. However, this proved to be a reasonable base – and in its subsequent rally Cree traded above $70. My own opinion is that the long-term outlook remains the same and that we will see a similar recovery over time.

      On the day prior to the latest earnings numbers, Cree closed at $62.71 - implying a P/E ratio on forward-looking earnings of 26 (given full-year forward earnings of $2.36). This compares to 5-year growth expectations also at 26%.

      The market will now have to price in a lower level of expectations for Q3 of only 38 cents. And of course it may be slow to price in the bounce back in earnings discussed above. To be conservative, let’s take forward-looking earnings encompassing Q2 2011 through to Q1 2012. If we take Q2 ’11 as given at 55 cents, Q3 ’11 in line with guidance at 38 cents and add the previously expected numbers for the following two quarters at 61 and 63 cents respectively (ie without factoring in any give-back from the Q2-Q3 bottleneck) we get 4-quarter earnings of a lowly $2.13. However, on $50 a share this still gives a PE ratio of 23 – which seems reasonable for a company facing 26% annual earnings growth in an industry expected to face a transformational few years ahead.


      In October of last year, I recommended buying Cree on a long-term basis at prices just below current levels. In the run-up towards the end of the year I took profits on half of my position. Following this latest earnings disappointment I have just bought of reasonable portion of that position back in the aftermarket at precisely $53 and intend to buy back the rest of the position if we dip below $50.

      Towards the end of Cree’s conference call CEO Chuck Swododa said “disrupting markets is messy but we are on the right track’. That is a sentiment with which I wholeheartedly concur. And the incandescent lighting market is one which needs to be disrupted.
      Avatar
      schrieb am 27.01.11 15:47:58
      Beitrag Nr. 121 ()
      January 27, 2011 6:00 AM PST
      Cree raises stakes in LED bulb race
      by Martin LaMonica


      LED maker Cree is gunning for the demise of the 60-watt incandescent bulb with a demonstration LED bulb that's energy efficient and disperses light in all directions.
      The company today introduced a dimmable LED bulb, which it expects to get EnergyStar certification in the fall. Today's date coincides with the day 131 years ago when Thomas Edison received a key patent for incandescent bulbs.

      Cree's demonstration LED bulb uses a unique design to disperse light more evenly and give off as much light as a 60-watt incandescent.
      (Credit: Cree)
      Cree makes components that go into an LED light fixture, notably the LEDs' light sources themselves, and some light modules themselves. It has not yet decided how it will bring this demonstration 60-watt incandescent replacement to market, said Cree's vice president of marketing, Greg Merritt. Likely paths are through a retailer, other bulb manufacturer, or selling the bulbs themselves.
      Pricing has not yet been established but it's meant to be a mass-market product, he added. Cree supplies LED light sources to GE and sells a down light for recessed cans at Home Depot.
      "It is meant to be relatively low cost--this is not one of those unaffordable demonstration projects. Part of the design criteria is to be very energy efficient, very high quality, and low cost."
      The bulb will give off over 800 lumens of light and consume less than 10 watts, making it significantly more efficient when measured on lumens per watt than an EnergyStar compact florescent bulb. The Cree LED is also rated to last over 25,000 hours, compared to 8,000 for a CFL.
      Many LED bulbs now available are "snowcone" type bulbs which give off light on the top half of the bulb. Cree is seeking to make an "omnidirectional" bulb with a novel design that uses a remote phosphor and different type of heat sink.
      The phosphor is the component that changes blue light from LEDs to pleasing white light. In Cree's bulb, the phosphor is placed on a globe surrounding the actual light source. Outside of that phosphor is a white glass bulb, making the Cree light look more like a typical incandescent. The heat sink is a set of aluminum ridges that draw heat away from the LED light source.
      The color rendering index, a measurement of light quality, will be over 90 and the temperature will white at 2700 Kelvin, Merritt said.
      Cree is submitting the demonstration bulb to the EnergyStar program for testing, which is expected to be completed in the fall.
      The company is up against GE, Philips, Osram Sylvania, Lighting Sciences Group, Lemnis Lighting, and many others which are bringing out LED bulbs bright enough to replace 40-watt or 60-watt incandescent bulbs. The price of competing 60-watt replacement bulb is about $40 per bulb.


      Read more: http://news.cnet.com/8301-11128_3-20029710-54.html#ixzz1CFOA…
      7 Antworten
      Avatar
      schrieb am 28.01.11 09:06:33
      Beitrag Nr. 122 ()
      Antwort auf Beitrag Nr.: 40.936.532 von R-BgO am 27.01.11 15:47:58So schaut sie aus:



      Könnte den großen Durchbruch bedeuten.
      Weitere Ausführungen werden folgen.
      6 Antworten
      Avatar
      schrieb am 28.01.11 09:15:45
      Beitrag Nr. 123 ()
      Antwort auf Beitrag Nr.: 40.941.031 von AdHick am 28.01.11 09:06:33"This is the first no compromise replacement for a 60 watt incandescent bulb"

      http://seekingalpha.com/article/249180-cree-unveils-its-hous…
      1 Antwort
      Avatar
      schrieb am 28.01.11 23:55:49
      Beitrag Nr. 124 ()
      Antwort auf Beitrag Nr.: 40.941.087 von AdHick am 28.01.11 09:15:45http://www.greentechmedia.com/articles/read/cree-unfurls-its…
      Avatar
      schrieb am 07.02.11 20:54:29
      Beitrag Nr. 125 ()
      Avatar
      schrieb am 11.02.11 22:27:37
      Beitrag Nr. 126 ()
      anschnallen? gehts wieder los? wem ist da wohl eine (led)lampe aufgegangen ... :rolleyes:
      Avatar
      schrieb am 15.02.11 18:30:23
      Beitrag Nr. 127 ()
      Antwort auf Beitrag Nr.: 40.941.031 von AdHick am 28.01.11 09:06:33Cree stellt innovatives Referenzdesign für LED-Glühbirnen vor
      PATENTIERTE LED-TECHNOLOGIEN LIEFERN DIE HELLSTE UND EFFIZIENTESTE 60-WATT ERSATZGLÜHLAMPE
      15.02.2011 - 13:07 - Kategorie: Haustechnik und Beleuchtung - (ptext)

      München, 10. Februar 2011 - Cree, ein führender Anbieter von LED-Beleuchtungslösungen, hat ein Referenzdesign für eine 60 Watt Ersatzglühlampe vorgestellt. Basierend auf seiner TrueWhite® Technologie und dem patentierten Phosphorabstand ist es Cree gelungen, die derzeit hellste und effizienteste LED-Glühbirne herzustellen. Der Cree-Protoyp entspricht branchenweit als erster den Energy Star®-Anforderungen für 60 Watt Ersatzglühlampen. Damit tritt der LED-Hersteller 131 Jahre nach der Erfindung der Glühbirne in die Fußstapfen von Thomas Edisons und führt die elektrische Beleuchtung in das 21. Jahrhundert.

      Chuck Swoboda, Aufsichtsratsvorsitzender und CEO von Cree erklärt: "Dies ist ein entscheidender Schritt für die Beleuchtungsindustrie, die im Rennen um Energie- und Kosteneffizienz vergessen hat, dass das Licht von LEDs genauso gut aussehen muss, wie das Licht der Technologie, die sie ersetzten soll. Mit unserem Prototyp möchten wir der Industrie zeigen, was mit Hilfe aktueller Innovationen möglich ist, um die Umstellung auf LEDs in der Beleuchtung voranzutreiben."

      Der Prototyp der LED-Glühlampe von Cree ist dimmbar und strahlt ein warmes homogenes Licht ab, das dem Farbton einer klassischen matten Glühbirne entspricht. Der warmweiße Farbton von 2700 Kelvin verfügt über einen Farbwiedergabewert von 90. Je näher dieser Wert an 100 liegt, desto natürlicher werden Farben im Licht wiedergegeben. Die LED-Glühlampe erreicht eine Helligkeit von 800 Lumen bei weniger als 10 Watt Stromaufnahme. Cree lässt den Prototypen in unabhängigen Prüflaboren auf Lichtverteilung, Lichtkonstanz (Lumen Maintenance) und Performance testen.

      Rob Glass, Vice President Technology bei Cree, erklärt: "Dies ist die erste so genannte Allgebrauchslampe auf LED-Basis, die keine der üblichen Designkompromisse eingehen muss: Sie ist sowohl sehr hell und effizient als auch sehr klein und benötigt keine aktive Kühlung, die sonst die Kosten und das Design kompliziert und verteuert. Mit unserem Prototyp zeigen wir, dass eine 60 Watt Ersatzglühbirne auf Basis von LEDs funktionell, schön und günstig sein kann."

      http://www.ptext.de/pressemitteilung/cree-stellt-innovatives…
      3 Antworten
      Avatar
      schrieb am 15.02.11 18:32:30
      Beitrag Nr. 128 ()
      Antwort auf Beitrag Nr.: 41.044.846 von tippse am 15.02.11 18:30:23Cree
      Hellste und effizienteste LED-Ersatzglühlampe vorgestellt
      14.02.2011 | Redakteur: Kristin Rinortner

      Cree hat eigenen Angaben zufolge die derzeit hellste und effizienteste LED-Ersatzglühlampe (800 lm/10 W) vorgestellt, die sich hinsichtlich Farbtemperatur und Lichtleistung nicht von einer herkömmlichen 60 W Glühlampe unterscheiden soll.


      Cree hat eigenen Angaben zufolge die derzeit hellste und effizienteste LED-Ersatzglühlampe (800 lm/10 W) vorgestellt, die sich hinsichtlich Farbtemperatur und Lichtleistung nicht von einer herkömmlichen 60 W Glühlampe unterscheiden soll.
      Der Protoyp entspricht Energy Star-Anforderungen für 60 W Ersatzglühlampen. Die Lampe basiert auf der True-White-LED-Technologie des Unternehmens.
      Chuck Swoboda, Aufsichtsratsvorsitzender und CEO von Cree erklärt, das dem Unternehmen ein entscheidender Schritt in der Beleuchtungtechnik gelungen sei. Die Industrie habe im Rennen um Energie- und Kosteneffizienz vergessen, dass das LED-Licht genauso gut aussehen muss, wie das Licht der Technologie, die sie ersetzen soll.

      Der Prototyp ist dimmbar und strahlt ein warmes homogenes Licht ab, das dem Farbton einer klassischen matten Glühlampe (Farbtemperatur 2700 K) entspricht. Die LED-Glühlampe erreicht einen Lichtstrom von 800 lm (Wert für die Lichtleistung; 60 W Glühlampe: 600 lm) und verbraucht weniger als 10 W.
      Rob Glass, VP Technology meint: „Dies ist die erste Allgebrauchslampe auf LED-Basis ohne Designkompromisse: Sie ist sowohl sehr hell und effizient als auch sehr klein und benötigt keine aktive Kühlung. Mit unserem Prototyp zeigen wir, dass eine 60 W LED-Ersatzglühlampe funktionell, schön und günstig sein kann.“ //KR

      http://www.elektronikpraxis.vogel.de/opto/articles/303079/
      2 Antworten
      Avatar
      schrieb am 15.02.11 18:46:43
      Beitrag Nr. 129 ()
      Antwort auf Beitrag Nr.: 41.044.862 von tippse am 15.02.11 18:32:30 " Die LED-Glühlampe erreicht einen Lichtstrom von 800 lm (Wert für die Lichtleistung; 60 W Glühlampe: 600 lm) und verbraucht weniger als 10 W." :eek:


      ich habe mal ein wenig gesurft und folgende statistik (etwas veraltet - dürfte aber prinzipiell noch stimmen) für private haushalte gefunden:

      +-----------------------------------------------------------------------+
      Statistik
      Stromverbrauch der privaten Haushalte: Acht Prozent des Stroms für Licht

      Die deutschen Haushalte verbrauchen 30 Prozent ihres Stroms für den Betrieb von Kühl- und Gefriergeräten und anderen Haushaltsgeräten, Unterhaltungselektronik und Computer schlagen mit zehn Prozent zu Buche. Nur knapp acht Prozent des jährlichen Stromverbrauchs entfallen auf die Beleuchtung der Wohnung, teilte der VDEW mit.
      Knapp acht Prozent (11,4 Milliarden Kilowattstunden) ihres Stroms nutzten die 39 Millionen deutschen Haushalte zur Beleuchtung ihrer Wohnung. Das meldet der Verband der Elektrizitätswirtschaft (VDEW), Berlin, nach jüngsten Berechnungen für 2002.

      Auf Unterhaltungselektronik, Telekommunikation und Computer entfallen mit 13,8 Milliarden Kilowattstunden Strom zehn Prozent des Stromverbrauchs der Haushalte. Kühl- und Gefrierschränke sowie andere Haushaltsgeräte kamen nach Angaben des Branchenverbandes mit 40,7 Milliarden Kilowattstunden auf knapp 30 Prozent.

      Gut die Hälfte des Stroms im Haushalt für Wärme und Klima: Kochen, Bügeln oder Wäsche trocknen machten etwa 18 Prozent oder 25,2 Milliarden Kilowattstunden aus. Warmwasser und Heiz- oder Klimaanlagen schlugen jeweils mit 17 Prozent (22,8 Milliarden Kilowattstunden) zu Buche, ermittelte VDEW.

      Mehr zum Thema Stromverbrauch der privaten Haushalte: Acht Prozent des Stroms für Licht auf www.strom-magazin.de

      +-----------------------------------------------------------------------+

      wir verbrauchen im jahr ca. 2500 kw/h (roundabout 600 €/p.a)
      davon 8% "beleuchtungskosten" = roundabout 200 kw/h = ca. 50€/p.a.
      bei einem verbrauch von weniger als 16% ergäben das ca. 40 € einsparung im jahr -

      immerhin :look:
      1 Antwort
      Avatar
      schrieb am 07.03.11 07:32:43
      Beitrag Nr. 130 ()
      Cree, Inc. (Nasdaq: CREE), a market leader in LED lighting, announces a two-year extension of the strategic agreement signed with Zumtobel Lighting GmbH in 2008. The companies continue to work together to bring industry-leading LED lighting to Europe.

      "Cree and Zumtobel see the LED lighting revolution taking hold in Europe and we are excited to sign this agreement and to continue to work together," said Ty Mitchell, vice president and general manager, Cree LED Lighting. "Zumtobel is a market-leading lighting company and is providing their customers with high-quality LED lighting based on Cree TrueWhite® Technology."

      "In the past years, Cree has become one of our preferred suppliers in the LED lighting business. As we combine the best available technology with our outstanding lighting expertise and our strong IP position, we enhance our leading position to bring LED lighting innovation into our markets," said Harald Sommerer, CEO of the Zumtobel Group. "We look forward to extending our successful cooperation with Cree in the coming years."
      Avatar
      schrieb am 07.03.11 08:11:56
      Beitrag Nr. 131 ()
      Antwort auf Beitrag Nr.: 41.044.986 von tippse am 15.02.11 18:46:43Hab die Rechnung nicht nachvollzogen, aber eine Ergänzung:
      Die LEDs halten fast ewig.
      Hatte etliche Halogenstrahler, die regelmäßig ersetzt werden mussten (nicht unerhebliche Kosten & Arbeitsaufwand).
      Die jetzigen Cree-LEDs sind wärmer und bislang kein Ausfall.
      Avatar
      schrieb am 07.03.11 21:27:13
      Beitrag Nr. 132 ()
      Zitat von tippse: anschnallen? gehts wieder los? wem ist da wohl eine (led)lampe aufgegangen ... :rolleyes:


      bei cree geht wohl niemanden ein licht auf.
      die aktie notiert nahe dem 52wochentief. wieso also hier einsteigen, der geldfluss spricht eine eindeutige sprache, nämlich dass das kapital sich aus der aktie seit einem jahr verabschiedet hat.

      1 Antwort
      Avatar
      schrieb am 16.03.11 09:56:45
      Beitrag Nr. 133 ()
      Avatar
      schrieb am 25.03.11 15:39:48
      Beitrag Nr. 134 ()
      Antwort auf Beitrag Nr.: 41.161.260 von steven_trader am 07.03.11 21:27:13ja, leider zu früh gefreut ... :look:

      Cree revidiert Umsatzprognose nach unten, Aktie bricht ein

      23.03.11 15:35
      aktiencheck.de EXKLUSIV

      Durham (aktiencheck.de AG) - Deutliche Kursabschläge muss zu Handelsbeginn am Mittwoch in den USA die Aktie des US-Technologiekonzerns Cree Inc. (ISIN US2254471012 / WKN 891466) hinnehmen.

      Zuvor hatte der LED-Spezialist für das laufende dritte Quartal einen enttäuschenden Ausblick gegeben und die Umsatzprognose nach unten revidiert. Demnach erwartet der Technologiekonzern für das laufende Quartal einen Umsatz von nunmehr 215 bis 220 Mio. US-Dollar. Zuletzt hatte der Konzern für das laufende Quartal einen Umsatz von 245 bis 265 Mio. US-Dollar in Aussicht gestellt. Cree verwies dabei auf einen zu erwartenden Umsatzrückgang bei LED-Chips und anderen LED-Komponenten. Analysten gehen für das laufende Quartal von einem EPS von 42 Cents bei Umsatzerlösen von 254,98 Mio. US-Dollar aus.


      Für das vierte Quartal des laufenden Fiskaljahres erwartet Cree wieder eine Erholung im LED-Segment und geht von einer Umsatzsteigerung im Bereich von 10 bis 12 Prozent aus. Für das vierte Quartal erwarten Marktbeobachter ein EPS von 47 Cents bei Umsatzerlösen von 273,9 Mio. US-Dollar.

      Bereits im Januar hatte Cree die Investoren mit schwächer als erwarteten Geschäftszahlen für das zweite Quartal enttäuscht. Dabei konnte der LED-Spezialist beim Nettogewinn im zweiten Quartal einen Anstieg auf 49,8 Mio. US-Dollar bzw. 45 Cents je Aktie ausweisen, nach einem Nettogewinn von 33,8 Mio. US-Dollar bzw. 32 Cents je Aktie im Vorjahresquartal. Ohne die Berücksichtigung von Einmalbelastungen wurde im Berichtszeitraum ein bereinigter Gewinn von 55 Cents je Aktie verzeichnet. Damit wurde allerdings die Analystenschätzung von 58 Cents je Aktie verfehlt. Beim Umsatz wurde im Berichtszeitraum ein Anstieg von 29 Prozent auf 257,0 Mio. US-Dollar erzielt, wobei die durchschnittlichen Markterwartungen in Höhe von 276,6 Mio. Dollar allerdings ebenfalls verfehlt wurden.

      Die Aktie von Cree bricht derzeit um 9,06 Prozent auf 44,47 US-Dollar ein.
      (23.03.2011/ac/e/a)
      Avatar
      schrieb am 06.04.11 15:26:52
      Beitrag Nr. 135 ()
      Cree, Inc. (Nasdaq: CREE), a market leader in LED lighting, announces the industry's first lighting-class LED component that combines the high light output and small footprint of the XLamp® XM-L LED package with Cree's unique EasyWhite™ color mixing technology. The new XM-L EasyWhite LEDs reduce the cost and complexity associated with binning and color mixing, as well as using multiple discrete LEDs. This can enable customers to reduce the price and improve the performance of LED solutions for compact directional lighting, such as 20-25 watt halogen MR, PAR and B10-style (candelabra) replacement lamps.

      In these applications, previous single LED solutions were not able to achieve enough light output to match the incumbent incandescent products. Traditional multi-LED configurations complicate the overall system design and have the added disadvantage of not emulating the look of a light bulb's filament. The XM-L EasyWhite LED enables a single LED component to deliver the performance and design simplicity needed for 25 watt replacement lamps.

      At just 4 watts of power, XM-L EasyWhite LEDs produce up to 340 lumens at an operating temperature of 85 C in warm white (3000K) in a single component. Like XLamp MT-G LEDs, XM-L EasyWhite LEDs are characterized at 85 C, allowing customers to accurately select XM-L LEDs at a specific color temperature. The XM-L EasyWhite is available with the industry's tightest LED-to-LED color consistency, replicating the uniformity of incandescent light bulbs.

      "XM-L EasyWhite LEDs give customers the best of both worlds: the color consistency of an EasyWhite array in the compact size of a discrete component," said Mike Watson, Cree, senior director, marketing and product applications, LED Components. "In 2009, Cree was the first LED manufacturer to eliminate binning for LED components with our innovative EasyWhite color mixing technology. XM-L EasyWhite LEDs, along with the recently introduced XLamp MT-G EasyWhite LEDs, accelerate the adoption of LED lighting into applications traditionally addressed by energy wasting halogen sources."

      XM-L EasyWhite LEDs are available in 2-step MacAdams Ellipse color points. They are also available in either a 6V or a high voltage 12V configuration, which enables the use of efficient, small and low-cost drivers. XM-L EasyWhite LEDs have the same low profile dome and 5mm x 5mm footprint as the current XM-L LED family.

      XLamp XM-L EasyWhite LEDs are available now in sample and production quantities with standard lead times. XM-L EasyWhite LEDs are available in both standard CRI and high CRI (minimum 85 and 90) versions at multiple color temperatures. To locate a distributor, please visit www.cree.com/buyxlamp.
      Avatar
      schrieb am 09.04.11 18:35:14
      Beitrag Nr. 136 ()
      nicht Cree - aber am Rande sehr interessant: Siemens war schon immer weltspitze mit dem Timing von Spin-Offs (infineon, epcos etc.) und riecht hier auch den braten :)

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      Osram soll an Börse leuchten - Siemens baut wieder um
      Dienstag, 29. März 2011, 17:29

      München (Reuters) - Siemens verabschiedet sich erneut von einem großen Konzernteil.

      Im kommenden Herbst will Vorstandschef Peter Löscher die Mehrheit an der Glühbirnen-Tochter Osram über die Börse verkaufen. Damit setzt der Manager eine lange Reihe von Trennungen fort, die vor einem Jahrzehnt mit dem Börsengang von Infineon begann. Anders aber als etwa zuletzt beim Verkauf der IT-Sparte SIS sollen dem IPO von Osram keine Arbeitsplätze zum Opfer fallen. "Das steht überhaupt nicht an", sagte Konzernchef Peter Löscher am Dienstag. "Mit dem Börsengang wollen wir Osram volle unternehmerische Freiheit geben, seine führende Wettbewerbsstellung in dem sich technologisch verändernden Lichtmarkt umfassend weiterzuentwickeln", erklärte er.

      Osram, das zuletzt 4,7 Milliarden Euro umsetzte, steht ein harter Wettlauf um die zukunftsträchtige Leuchtdioden-Technik (LED) bevor. Rivalen wie Philips, GE oder der US-Hersteller Cree arbeiten ebenso fieberhaft daran, günstige LEDs auf den Markt zu bringen. Osram macht bereits 20 Prozent seines Geschäfts mit den energiesparenden und nach wie vor teuren Halbleitern und sieht in ihnen die Zukunft.

      Die Leuchtmittel-Sparte hatte sich zuletzt als Gewinnbringer des Konzerns erwiesen, allerdings will Siemens auf längere Sicht kein Kapital mehr in das forschungsintensive Geschäft stecken. Der Kapitaleinsatz stehe in einem immer schlechteren Verhältnis zu den Synergien mit den übrigen Geschäftsfeldern, sagte Finanzchef Joe Kaeser. Siemens hat sich zum Ziel gesetzt, eine Konzernrendite auf das eingesetzte Kapital (ROCE) von 20 Prozent zu erwirtschaften.

      VON LED-TREND NICHT BLENDEN LASSEN

      Analysten schätzen den Wert von Osram auf fünf bis sechs Milliarden Euro. Siemens kündigte an, gleich im ersten Schritt die Mehrheit abzugeben und sich auf eine Minderheitsposition als "Ankeraktionär" zurückzuziehen. Wie hoch der Anteil des Konzerns sein wird, ließ Kaeser zunächst noch offen. Zum Abschied werde Osram noch "solide mit Kapital ausgestattet", um auch gegen Schwankungen im zyklischen Halbleitergeschäft gewappnet zu sein. Zudem böten sich Chancen aus Umbrüchen in der Licht-Branche. "Es wird eine Menge von Gelegenheiten zur Zusammenarbeit mit anderen Unternehmen geben", sagte Löscher im Interview mit Reuters Insider TV.

      Einen Mehrheitsverkauf der Tochter an einen Konkurrenten oder Finanzinvestoren hält Kaeser indes für unwahrscheinlich. Vielmehr würden technologieaffine Anleger in Osram investieren.

      Analysten warnten allerdings davor, sich vom LED-Trend blenden zu lassen, und erinnerten an die Siemens-Abspaltungen Infineon und Epcos, die sich für Aktienkäufer oft als Verlustgeschäft entpuppten. "Wir glauben, dass langfristig die Entwicklung bei Leuchtdioden zu hohem Wettbewerb führen wird, vor allem durch neuere Anbieter aus Asien", mahnte Jasko Terzic von der DZ Bank. "Der Schritt zeigt den Pragmatismus für die Zukunft von Leuchtmitteln und LED-Komponenten, die mittelfristig vor der Entwicklung zum Massenartikel stehen. Hinz kommt die starke Konkurrenz aus Schwellenländern, wie sie auch Infineon und Epcos seinerzeit erfuhren", urteilte Olivier Esnou von Exane BNP Paribas.

      LÖSCHER STRICKT KONZERN UM UND ZIELT AUF 100 MRD EURO UMSATZ

      Auch ohne Osram peilt Vorstandschef Löscher an, in den kommenden Jahren auf einen Konzernumsatz von 100 Milliarden Euro zu kommen. Ein neu zugeschnittener, vierter Konzernsektor "Infrastruktur und Städte" soll das Wachstum zusätzlich ankurbeln. Multimilliarden-Märkte hat Siemens für die Zugtechnik, die Stromverteilung und die Gebäudetechnik ausgemacht, die bislang 16,5 Milliarden Euro zum Konzernumsatz beisteuern und bislang den bestehenden Sektoren Industrie und Energie zugeordnet sind. Vor allem die Ausgaben der öffentlichen Hand weltweit hat er dafür im Blick.

      Allerdings räumte er ein, dass zum Erreichen des Umsatzziels auch Zukäufe in Frage kommen. Dafür bräuchte Siemens allerdings den Emissionserlös aus dem Osram-IPO nicht. Die Kassen der Münchener sind mit über 15 Milliarden Euro üppig gefüllt. "Siemens wird seine Akquisitionspläne klarer darstellen müssen", forderte WestLB-Analyst Thomas Langer. Nach Ansicht von Analysten könnte allerdings auch die klamme Pensionskasse von Siemens eine kräftige Kapitalspritze vertragen.

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      1 Antwort
      Avatar
      schrieb am 10.04.11 11:24:24
      Beitrag Nr. 137 ()
      Antwort auf Beitrag Nr.: 41.344.606 von tippse am 09.04.11 18:35:14Thread: OSRAM - Siemens plant IPO
      Avatar
      schrieb am 20.04.11 07:38:28
      Beitrag Nr. 138 ()
      Q3 kam gestern; Gewinn gedrittelt

      Die Frage ist: temporär oder beginnende Wettbewerbsfolgen?
      Avatar
      schrieb am 20.04.11 08:59:23
      Beitrag Nr. 139 ()
      Green Energy Losers: For Cree, Worst Isn't Over
      By Eric Rosenbaum 04/19/11 - 05:10 PM EDTA


      NEW YORK (TheStreet) -- LED bellwether Cree(CREE_) slid on Tuesday afternoon after the closing bell on a weak earnings report and guidance that remains short of the Wall Street view for the coming quarter.

      Cree shares were lower by 6% to 7% after reporting earnings, to a new 52-week low near the $38 mark.

      The weak earnings in Cree's third fiscal quarter were not a surprise, but its revenue and gross margin guidance for the coming quarter leave room open for bearishness on the LED stock.

      Cree is guiding to gross margin of "40%+/-." Long-time bears on the Cree story were looking for gross margin to dip into the high 30s. Cree's target of "40%+/-" avoids the worst-case scenario. However, Cree management guidance has been questioned after three consecutive quarterly misses and investors may doubt the certainty with which Cree is making the 40% gross margin guidance call, said Mark Heller, analyst at CLSA Securities.

      The CLSA analyst also noted that Cree's fiscal fourth quarter revenue guidance implies a range of 3% to 12% growth. Cree is guiding to revenue of $225 to $245 million. When Cree pre-reported its third quarter, the LED company guided to revenue growth of between 10% and 12%.

      Ramesh Misra, analyst at Brigantine Advisors and a bear on Cree shares, said the Cree guidance makes it look as if conditions in the market have worsened since it pre-reported on March 23. "There are no concerns about the just-passed quarter, but now Cree seems to be hedging its bets on the revenue guidance it just gave on March 23, and the implication is that things became dramatically worse," the analyst said.

      Wall Street had been looking for earnings in the fiscal fourth quarter of 36 cents, though Cree guided down to a range of 25 cents to 31 cents.

      For Cree's just-reported fiscal third quarter, revenue was in line with Cree's recently lowered guidance, at $219.2 million.

      Earnings in Cree's fiscal third quarter of 27 cents were short of the Wall Street consensus view of 29 cents earnings, though Cree's recent commentary about an inventory glut and pricing pressure were expected to weigh on quarterly earnings and gross margin. Gross margin of 42.4% was slightly below Cree's target of 43%.

      The earnings per share miss could have been skewed by Wall Street analysts who had not lowered their guidance in line with the recent Cree pre-report. While most analysts did take down numbers, one Cree analyst was still calling for earnings of 44 cents in the fiscal third quarter, according to Yahoo!Finance, an earnings expectation that has not been possible since Cree pre-reported.
      Avatar
      schrieb am 20.04.11 12:48:28
      Beitrag Nr. 140 ()
      165 billion LEDs shipping in 2011 fueling niche markets for equipment, says Information Network


      Press release; Jessie Shen, DIGITIMES [Wednesday 20 April 2011]

      The LED market is expected to explode as unit shipments increase more than 40% in 2011 and double between 2010 and 2013, according to The Information Network.

      "The rapid increase in the market for LEDs used in various applications such as notebook backlights and automobile headlights is also spurring heavy capital investments by LED makers," noted Robert Castellano, president of The Information Network. "LEDs are creating a niche market for conventional suppliers of semiconductor processing tools and a lucrative market for MOCVD suppliers."

      Shipments of high-brightness LEDs (HB-LEDs) will climb to nearly 135 billion units in 2011 from less than 100 billion in 2010, while backlight LEDs (BLU-LEDs) will reach 30 billion units compared to the 20 billion shipped a year ago, The Information Network said.

      In 2010, Nichia led the market with a 15% share, down from a 16% share in 2009. Samsung LED rocketed to the number two position with a 10.5% share, up from only a 6.5% share in 2009, according to The Information Network.

      In 2010, Aixtron led the market in MOCVD tool shipments with a bit more than a 55% share followed by Veeco with a 41% share of 786 tools sold. In 2009, Aixtron held nearly a 70% share followed by Veeco with a 25% share of only 228 tools sold, The Information Network said.

      "Pushing for further growth in MOCVD installations is China, which introduced a MOCVD stimulus program that is expected to result in US$1.6 billion in spending on MOCVD tools from 2010 to 2012 ," added Castellano. "In 2010, china represented nearly 35 % of MOCVD installations."

      LEDs are currently a US$10 billion niche market compared to the US$250 billion semiconductor market, The Information Network said. The consensus forecast of 786 MOCVD tools represents a market of nearly US$2 billion based on an ASP of US$2.5 million for each MOCVD tool. MOCVD represents 8% of the typical cost breakdown for a packaged LED. Other front-end tools represent more than 3% of the cost and equates to an additional US$500 million market for lithography and metrology tools. The biggest sector, 65%, represents back-end processes such as substrate removal, chip separation and packaging.

      The backlight sectors will exhibit the fastest growth in the HB LED market with an overall CAGR of more than 40%, led by the LCD TV sector exhibiting a CAGR of 300.3% between 2007 and 2012, according to The Information Network.
      Avatar
      schrieb am 29.04.11 10:51:03
      Beitrag Nr. 141 ()
      Friday, 29 Apr 2011

      Cree Inc, leading innovator of semiconductor solutions for wireless and power applications has entered into a silicon carbide materials license agreement with Nippon Steel Corporation.

      Under the agreement, Nippon Steel Corporation and affiliates including Nippon Steel Materials Co Limited has been given the right to manufacture and sell silicon carbide materials for electronic device applications.

      Over the lifetime of the agreement, Cree will receive certain financial considerations from Nippon Steel. As part of this agreement, Cree was also granted rights to Nippon Steel’s relevant SiC related patents. Other terms of the agreement were not disclosed. No technology transfer between the parties was included.

      SiC is a high performance semiconductor material used in the production of a broad range of lighting, power and communication components, including light emitting diodes, power switching devices and RF power transistors for wireless communications. SiC devices are used today for solar inverters, high voltage power supplies and power conditioning in many industrial power applications.

      Mr Steve Kelley COO of Cree said that "Cree is a pioneer in SiC materials technologies, resulting in energy efficient power switching devices and high brightness LEDs. We are pleased that Nippon Steel joins us in supporting the electronics device industry with licensed SiC materials."

      Dr Misao Hashimoto, Nippon Steel, fellow and director of the Advanced Technology Research Laboratory said that "Nippon Steel has been conducting intensive R&D on SiC materials over twenty years. The good working relationship between Cree and Nippon Steel enabled us to achieve our commitment for growing the global SiC market."
      Avatar
      schrieb am 02.05.11 13:11:44
      Beitrag Nr. 142 ()
      Commentary: 2011 is the year of fierce competition for LED firms as gross margins contract


      Siu Han, Taipei; Jackie Chang, DIGITIMES [Monday 2 May 2011]

      The inception of LED into various TV models took the market for a rollercoaster ride in 2010. On one hand, the market grew by leaps and bounds bringing outstanding profits for LED manufacturers. On the other, weak demand in the second half of the year caused inventory to increase and in turn reduced makers' utilization rates and deterred their capacity expansions. But upstream suppliers of sapphire substrates and other materials were still unable to catch up with demand. The LED market faced pressure from rising costs.

      The first quarter of 2011 was fruitful for LED firms as demand for monitors began to return, LEDs were adopted by new models and the market for LED lighting was heating up. As shortage of epitaxy has begun to ease, production volume for the LED market is expected to grow rapidly in 2011.

      It will also be the year where cost-down is the key to determine winners and losers. The industry is quite optimistic about reaching the penetration rate of 50% for LED TV this year. However, as competition heats up, this also means gross margins are getting thinner when the price gap between LED-backlit TVs and conventional ones gets narrower. The 32-inch is still the favorable and dominant size, so the price gap of this type will be an index to forecast LED-backlit TV's penetration rate, according to industry sources. The winners will have to successfully lower cost while maintaining strong customer loyalties and continue to obtain advanced technology.

      The price of 32-inch LED-backlit TV models by second-tier brands is almost the same as CCFL types from first-tier brands. The price gap between LED- and CCFL-backlit TV models will be below 30% starting in the second or third quarter of 2011. The Asian supply chain expressed optimistic view of quarterly growth of the penetration rate. The penetration was 35% in first-quarter 2011, and is expected to grow to 50% in second-quarter 2011.

      As for LED lighting, the penetration is aiming between 6-10% this year, and 2012 will be the year to shine when growth explodes.

      Ever since 2009, upstream MOCVD suppliers have been ramping up capacity, with the result of the ramp-up being most evident between 2010 and the first half of 2011. But this has sparked oversupply concerns. The market balance will depend on LED-backlit TV shipments this year. If the shipments do not meet expectations, the problem of inventory build-up that happened in 2010 will again tip the balance of the LED market.

      As many countries such as Japan, the US, and China have passed policies to ban the use of incandescent light bulbs and to provide subsidies promoting the use of LED lighting systems, the price gap between LED and traditional products has been narrowed quite rapidly and contributed to the swift growth of penetration rate.

      Many firms follow the projected plan issued by the US Department of Energy (DOE) as their product goals. If the technology to improve quality for LED lights can achieve 15-20% every year, it is very likely by 2020, the cool white LED components can reach 243lm/W and 234lm/W for warm whites.

      According to the internal planning of Taiwan-based Epistar, the cost of LED lighting will reach around 250lm/US$1 in 2011. To stay ahead of the market, Epistar is aiming to reach 500lm/US$1 with penetration of 10% in 2012, and 1,000lm/US$1 with 25% penetration by 2015. The penetration is expected to reach 60% for LED lighting in 2017.

      Philips Lumileds also indicated strong confidence in reaching the schedule set by DOE ahead of time. Currently, the efficiencies of its cool and warm white products are expected to reach 145-160lm/W and 110-120lm/W respectively in November 2011. At the same time the cost will also improve to 200lm/US$1 for cool whites and 150lm/US$1 for warm whites.

      It is inevitable that the retail price for LED light bulbs will decrease as the market size expands and more industry leading firms lower their quotations to increase market share. The price will decrease around 40% in 2011 from US$20 to US$12 for 40W and from US$35 to US$20 for the 60W retrofit LED bulbs, according to industry sources. The industry also foresees the retail price for LED light bulbs to drop to US$8-10 in the next 2-3 years.

      LED lighting is bound to be the mainstream as penetration has been growing with amazing speed. The European market was the first to adopt LED lighting and is now expanding the market for commercial uses. The competition in the Japanese market is especially vigorous with penetration ahead of the rest of the world. The Chinese government proposed the most comprehensive and aggressive policy for outdoor LED lighting. The US market continues to be the dominant market that affects prices. The rest of Asia is also promoting LED lights to be the dominant lighting products for homeowners.

      Like any other markets, if there are profits to be gained, there will be more companies wanting to get a piece of the pie. LED lighting is on its way to become the mainstream product so it means the price will face downward pressure as competition intensifies. The supply chain will soon integrate and only the strongest will survive. The 2011-2012 period will see revolutionary development as the market matures and the ability to lower costs becomes the key to win the competition. The industry predicts that as the retail price for LED light bulbs drops down to US$7-8, the penetration will reach 25%, driving the penetration of LED lighting up to 50% and into the mainstream.
      Avatar
      schrieb am 06.05.11 12:21:04
      Beitrag Nr. 143 ()
      Price of LED light source to halve in late 2011


      Siu Han, Taipei; Jackie Chang, DIGITIMES [Friday 6 May 2011]

      The price of high-power LED light sources is expected to drop to NT$10 (US$0.35) per 100 lm/W in late 2011 compared to NT$20 currently, a move which is likely to lead to an explosive growth for the LED lighting industry.

      With government support and growing demand for energy efficient products, the growth of the LED lighting market is expected to be significant in 2011.

      According to Jason Wu, chairman of Edison Opto, the decrease in price will likely to occur in the third quarter. However, the biggest part of the costs is no longer the chips, but radiators and drives which form about 2/3 of the total cost for LED lightings.

      In order to lower costs, Wu added, the TEMO (thermal management, electrical scheme, mechanical refinement, and optical optimization) integration must be achieved. The cost of LED lighting cannot be broken down in parts, it has to be examined in whole, Wu pointed out.

      Although the prospect for LED lighting has been questionable recently as April revenues are flat compared with March revenues. However, as the second quarter is the traditional boom season, both revenues and gross margin are expected to outperform the first quarter, according to Edison. Targets announced in the investors conference at the beginning of 2011 will hopefully remain, stated Edison.
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      schrieb am 09.05.11 12:38:46
      Beitrag Nr. 144 ()
      Avatar
      schrieb am 12.05.11 08:41:48
      Beitrag Nr. 145 ()
      Avatar
      schrieb am 13.05.11 00:05:56
      Beitrag Nr. 146 ()
      The future of Taiwan's LED lighting industry: Q&A with Edison Opto chairman Jason Wu


      Siu Han, Jackie Chang, DIGITIMES [Thursday 12 May 2011]

      A booming time has come for the LED lighting industry, and its players are optimistic. Jason Wu, chairman of Taiwan-based LED components firm Edison Opto (Edison), talked about the company's business strategy and the future of Taiwan's LED lighting industry during a recent interview.

      Q: Currently there are many competitors in the LED lighting market. What is your view on the transitions of this industry and what has become the competitive advantage?

      A: I personally think the development of the LED lighting industry can be divided into several phases. The rooting phase was 2002-2007, when we saw advancement in technology. The second phase was 2008-2009: expansion of capacity. The policies of the Chinese government led the growth of the industry. In addition, demand by large-size LCD TV firms allowed upstream firms to ramp up capacity, indirectly strengthening the progression of the LED lighting market. The technology of producing LED chips has been maturing with the market evolution. The period of 2011-2012 is very important as we will see significant improvements in technology and cost efficiency.

      Since 2010 technology has no longer been the competitive advantage for the LED packaging houses; brand recognition and marketing strategies have become the key to differentiate from peers.

      Q: What are the changes made by Edison on business strategies and positioning in the development of its LED lighting?

      A: The main focus for Edison is branding of LED components. We are not competing with our clients. We are striving to provide a full service package. I personally think components are the keys to the future for Edison to differentiate itself from other Taiwan- or China-based competitors and to compete with industry leaders such as US-based Cree.

      Q: What is your view on the cost trend for LED lighting?

      A: In my view the current price for LED lighting is quite cheap. The key to lower cost even more is not LED components, but radiators and drives which make up two thirds of the total cost. The technology of those two parts needs to improve. Also in order to lower costs, passive components should be removed and integrated into IC.

      One of the key components are radiators. In the long-run, as LED improves on luminous efficiency, the reliance on radiators will dwindle. The cost-down problems with radiators and drives need to be solved before LED lighting has the ability to take over traditional incandescent lights.

      Q: Which component cost will likely be lowered first, radiators or drives? Also, will industry integration be achieved in the next 2-3 years?

      A: In comparison, the problem with radiators can be solved more easily. The problem with the drives is more complicated as it is also related to warranty issues. The lifetime for passive components is positively correlated with quality; hence, it'll take more time to find a solution. Also, different types of drives have different prices, and to meet the safety standards of numerous countries is difficult and the ones that do achieve that are highly priced.

      Currently Edison has been cooperating with several IC companies abroad, but Taiwan's IC design has a lot of potential. When the economies of scale for IC designs have been achieved in Taiwan, the development of the technology will catch up with companies abroad in no time.

      Q: You mentioned before the price of LED components has come to a sweet spot. How much is it?

      A: For ex-factory price, Edison has the ability to price below 100lm/NT$10. Hence LED is no longer the most expensive components in lighting systems.

      Q: Edison has been emphasizing customized design ability, but simultaneously wanting to become a lighting EMS firm with economies of scale, will there be conflicts between achieving the two goals?

      A: The two objectives are not in conflict with each other. Standardized light bulbs can be massively produced, but lighting equipment cannot fit the standards of every country. That's where LDMS comes in. It can provide customized service for different countries. Hence, the focus for LED components is production magnitude while for modules should be flexibility in meeting demands.

      Q: Edison is the leading company in Taiwan for high-efficiency LED lighting, what's Edison's competitive advantage over big international firms such as Cree?

      A: To compete with Cree, both the depth and width of our products need to be elevated. Economies of scale should also be achieved to a certain degree to avoid becoming price-takers when procuring supplies. Edison is also working on securing patents through strategic cooperation with international firms.

      Q: What is the goal for Edison in the development of LED lighting modules?

      A: Modules will definitely account for more than half of our revenues in near future. I anticipate modules to account for more than 20% of total revenues in 2011 and reach 50% in 2012. Edison's goal is to increase revenues annually, and we believe the key is the know-how of our management team.

      Q: Which direction do you think should be for Taiwan's LED lighting industry: vertical integration or specialization? What is the competitive advantage for the Taiwan LED industry and where is the next market?

      A: I honestly believe in vertical integration. However, it should not be a single company trying to integrate all segments. Taiwan has a complete supply chain, so mutual integration and cooperation would be better. Once we achieve integration of such a scale, even major international firms won't be able to compete, I believe.

      For standardized products such as LED light bulbs, currently the biggest markets are China and Japan. China has the world's largest market for fluorescent lamps but lack brand recognition; hence the price is the main competitive advantage. The Japan market is large but difficult to enter as the Japanese firms account for almost the entire market share.

      I personally think Taiwan's LED industry has lots of potential. Although we were a little bit behind on technology or efficiency in our products in the beginning, catching up to others is just a matter of time as we have all basic infrastructures. Nevertheless, we lack brands. But as long as demand is sufficient and prices decrease enough to meet these demands, it would be the time for Taiwan's LED industry to shine.
      Avatar
      schrieb am 16.05.11 16:38:36
      Beitrag Nr. 147 ()
      To provide complete lighting solutions is inevitable for LED firms, says Lextar chairman


      Siu Han, Taipei; Jackie Chang, DIGITIMES [Monday 16 May 2011]

      Taiwan-based LED firms should know the difference between the markets of panel backlighting and general lighting before entering, David Su, chairman and president of Taiwan-based LED firm, Lextar, has stressed.

      The market of panels is an oligopoly with the top-five panel manufacturers accounting for 90% of the total market share, Su pointed out. The advantage of this type of market is when a new technology gets incepted by these big panel makers, the spread of this technology would be very rapid, added Su.

      Lately, the heavyweight players in the panel market have been integrating their panel productions. The strategy for firms like Samsung Electronic, according to industry sources, is to adopt in-house production to integrate the entire supply chain. This is beneficial in obtaining more market share for these firms but harder for stand-alone LED firms to survive, said Su.

      Cost-down is still the key for competitiveness and LED firms need to decrease the components used within the products while trying to solve the radiation problems. According to Su, this requires tight cooperation between LED and panel firms.

      In contrast, the market for LED lighting is different, said Su. It can be divided into two parts, lighting sources and lighting systems. For lighting sources, no single firm has significant market share. For lighting systems, there are countless distribution channels each serving different types of demand.

      The challenge for LED lighting firms is the need to achieve improvements of luminous efficacy and the ever-changing designs annually, Su pointed out.

      According to Su, LED lighting firms can do two things: to replace traditional lighting and to provide a comprehensive lighting solution.

      Su pointed out that to replace traditional lighting is easier because the emphasis would be on the light bulbs' compatibility with things like interface and light switches.

      To provide a complete lighting solution is more different but with greater prospect of growth, according to Su. The complete solution can alter designs according to the special characteristics of LED lights and does not have to be compatible with the appearance of traditional lighting, said Su.

      However, price difference between LED and traditional light bulbs still exists, hence cost-down will still be the focus for complete replacement. Su stated, "In my opinion, the cost of LED light bulbs will be closer to the cost of energy-saving light bulbs in the next 2-3 years".

      Surprisingly, the cost difference of LED lighting systems is not very far away from its traditional counterparts. Therefore, to achieve continuous growth, it is inevitable for LED firms to cost-down and to provide comprehensive lighting solutions to increase market share, Su concluded.
      Avatar
      schrieb am 17.05.11 20:34:35
      Beitrag Nr. 148 ()
      Addition of new LED capacity from China-based makers later than expected

      Siu Han, Taipei; Adam Hwang, DIGITIMES [Tuesday 17 May 2011]

      China-based LED makers have ordered a large number of MOCVD sets and were originally expected to start production in the second half of 2011, with consequent large additions of LED capacity likely to push down LED chip prices in the third quarter, according to industry sources in Taiwan. However, the time to bring these new machines into operation will delay due to lack of experienced engineers, the sources pointed out.

      In view of large market potential of LED applications as promoted by China's 12th Five-Year Plan, many local governments in China have offered subsidies for procurement of MOCVD sets, causing surging investment in LED production, the sources indicated.

      Counting in 6-9 months from placing orders for MOCVD sets to delivery, there will be an estimated 500 new MOCVD sets shipped to China by the end of 2011 and 300 ones of which may come into operation by that time based on three months taken to calibrate machines, the sources pointed out.

      Even if 300 MOCVD sets begin production, yield rates are relatively low during initial periods, the sources indicated. Thus, there will not be oversupply of LED chips until the third quarter of 2011 and quotes for LED chips are expected to drop slight on quarter in the second quarter and remain flat in the third one, the sources analyzed.

      In the fourth quarter, however, oversupply supply of LED chips may emerge if China-based makers significantly improve yield rates and, as a result, prices will slip, the sources pointed out.
      Avatar
      schrieb am 09.06.11 15:03:50
      Beitrag Nr. 149 ()
      "Eben noch als Heilsbringer gefeiert, scheint die Energiesparlampe schon fast wieder überholt zu sein. Lampen-Hersteller Osram meldet abflauendes Wachstum. Die Zukunft gehört wohl den LED-Leuchten.
      Kaum ist die Glühlampe abgelöst, da hat auch die Energiesparlampe ihren Zenit schon fast überschritten. Osram-Geschäftsführer Martin Goetzeler sagte am Donnerstag in München: „Das Wachstum bei der Energiesparlampe ist ein bisschen gebremst.“ Wachstum gebe es inzwischen vor allem bei Halogen- und LED-Leuchten.

      Mit Leuchtdioden mache die vor dem Börsengang stehende Siemens-Tochter bereits 20 Prozent ihres Umsatzes von 4,7 Milliarden Euro, und die Investitionen gingen vor allem in die LED-Fabriken in Malaysia, aber auch nach Regensburg, sagte Goetzeler. Die teuren LED-Leuchten brauchen im Gegensatz zu den weit verbreiteten Energiesparleuchten keine Anlaufzeit und können auch warme Lichttöne erzeugen, sparen aber im Vergleich zur Glühlampe 80 Prozent Strom und halten 20-mal so lange."

      Weiter: http://www.focus.de/immobilien/energiesparen/leuchtmittel-en…
      Avatar
      schrieb am 27.06.11 19:48:09
      Beitrag Nr. 150 ()
      .Digitimes Insight: LED capacity growth to exceed 20% in 3Q11, sapphire substrate price to drop to US$20


      Jessie Lin, DIGITIMES Research, Taipei [Monday 27 June 2011]

      Many LED firms showcased the latest products and technologies at Photonics Festival in Taiwan 2011 from June 14-16. Here are some observations of the development of the LED market.

      The brightness of LED lighting will increase 15-20% every year, and therefore LED firms are likely to increase brightness quality to 300lm/US$ in 2011, exceeding the standard set by the US Department of Energy. LED chips will decrease in size as brightness increases. The area of the LED chips used in lighting is relatively bigger than the chips used in backlight modules, and the industry expects the area to decrease by 20%.

      The LED industry has been anticipating revenues to peak in July-August as capacity utilization has been increasing in the second quarter. In particular, the growth in lighting has been outpacing the growth of backlight modules, due to firms' wish to increase revenues from lighting to make up for the shrinking sales in LED TV applications.

      The price drop of LED products in the third quarter will be narrower compared to the second quarter and the drop is anticipated at around 5-10%. In particular, the price of high-end LED products has been relatively steady. The price fall of low-end and mid-range LED chips will likely be larger since China-based Sanan Optoelectronics plans to sell these products in Taiwan in the second half of 2011.

      Although Taiwan-based makers will likely face pressure of price drop from China-based counterparts, the price of 2-inch sapphire substrates will show significant decrease in third quarter. The price will likely drop below US$20 as South Korea-based STC increases capacity. Other first-tier manufacturers will continue to quote above US$20.

      Overall, the price of sapphire substrates was close to US$30 in the beginning of 2011. If the price drops to US$20, the effect on the gross margin for LED firms will be positive.
      Avatar
      schrieb am 06.07.11 13:29:25
      Beitrag Nr. 151 ()
      Unity Opto and Bright LED June revenues down 30% on-year


      Siu Han, Taipei; Jackie Chang, DIGITIMES [Wednesday 6 July 2011]

      LED packaging houses Unity Opto and Bright LED both reported approximately 30% on-year decreases in June revenues. According to industry sources, demand in the TV market has been weak and orders have not been as expected.

      Unity Opto reported June revenues of NT$503 million (US$17.5 million), a 18.8% decrease on month and 31.73% decrease on year. Second quarter revenues reached NT$17.3 billion, showing a small on-quarter growth of 6.7%, and on-year decrease of 15.23%.

      Bright LED reported June revenues of NT$340 million with decrease on-month of 10.5% and on-year of 36%.

      Unity Opto indicated the Japan earthquake and lack of demand in Europe and the US have been affecting the industry negatively. Demand for large-size LED TVs continues to be delayed. However, the market for LED lighting has been growing and accounted for around 30% of Unity Opto's June revenues.

      According to Unity Opto, demand for backlight modules is likely to return in July and August.

      In contrast, Bright LED indicated demand for the third quarter is still uncertain as order visibility has been low.

      The penetration of LED backlight modules in monitors and notebooks continues to increase, but demand for notebooks has been lower than in previous years as tablet PCs shift into the focus of the market. Industry sources fear oversupply concerns will not be resolved in the second half of the year.
      Avatar
      schrieb am 06.07.11 15:53:39
      Beitrag Nr. 152 ()
      Weiss nicht, ob es weiter oben schon gepostet wurde (nicht mehr taufrisch):

      Kein Geringerer als General Electric entwickelt auf Basis einer Cree-LED eine Leuchte, die die klassischen 60W-Glügbirnen ersetzen soll:

      "LED lighting technology maker Cree (CREE) got a boost yesterday as General Electric (GE) said it was relying on Cree’s technology to make a 60-watt LED replacement bulb for consumer lighting for a Department of Energy competition, sending Cree shares up 3%."
      (...)
      "As for the GE deal, he thinks it may add 69 cents in EPS in total over the next five years, but could be as much as $1.60."

      http://blogs.barrons.com/techtraderdaily/2011/07/01/cree-ral…

      Die momentane Marktschwäche wird auch wieder vorüber gehen.
      Die Konkurrenz wächst zwar stetig, aber der Wettbewerb des Department of Energy wird zeigen, dass CREE qualitativ (besonders bei der Farbwiedergabe) vorne liegt.
      Avatar
      schrieb am 04.08.11 22:58:03
      Beitrag Nr. 153 ()
      Hallo AdHick
      solche LED Leuchten mit Edison Gewinde 27 und andere
      gibt es schon im Handel.
      Verschiedene Hersteller kosten so um die 29E 25000-50000 Stunden
      Lebensdauer und 1/8 Leistungsbedarf.
      1 Antwort
      Avatar
      schrieb am 05.08.11 09:59:16
      Beitrag Nr. 154 ()
      Antwort auf Beitrag Nr.: 41.896.465 von pota8 am 04.08.11 22:58:03Vorsicht!
      Da gibt's ne Menge Mist.
      Besonders bezüglich Farbtemperatur und Farbwiedergabe.
      Ich hab leider momentan andere Probleme.
      Irgendwann mehr ... ;)
      Avatar
      schrieb am 05.08.11 16:49:20
      Beitrag Nr. 155 ()
      hallo Leute,
      ich verwende LED Leuchten - weisses Licht, weniger Strom
      viel besser als die Halogenleuchten
      Avatar
      schrieb am 10.08.11 13:32:43
      Beitrag Nr. 156 ()
      Zahlen gestern waren i.O.
      Avatar
      schrieb am 10.08.11 15:03:14
      Beitrag Nr. 157 ()
      super zahlen!
      1 Antwort
      Avatar
      schrieb am 10.08.11 16:41:44
      Beitrag Nr. 158 ()
      Antwort auf Beitrag Nr.: 41.930.243 von fraufinanz am 10.08.11 15:03:14warum super?

      immerhin deutlich unter VJ...
      Avatar
      schrieb am 12.08.11 10:26:30
      Beitrag Nr. 159 ()
      es wurde vom markt weniger erwartet....
      Avatar
      schrieb am 23.09.11 17:53:12
      Beitrag Nr. 160 ()
      Hallo Leute,
      LED ist gut, aber sie müssen billiger werden
      1 Antwort
      Avatar
      schrieb am 23.09.11 19:08:23
      Beitrag Nr. 161 ()
      Antwort auf Beitrag Nr.: 42.128.842 von pota8 am 23.09.11 17:53:12...wird sie doch: Thread: LED - ein kommender Riesenmarkt?
      Avatar
      schrieb am 29.09.11 10:31:24
      Beitrag Nr. 162 ()
      Hallo Leute,
      die LEDs sind gut und werden kommen, aber der Preis muss runter.
      Sie sind zu teuer.
      Eine 8 Watt Leuchte vergleichbar mit einer 60 Watt Glühbirne
      kostet 35E.
      Avatar
      schrieb am 04.11.11 15:23:58
      Beitrag Nr. 163 ()
      Wow!
      Nicht nur die USA am 1.1. 2012, auch China schmeisst die Glühbirnen aus dem Programm!

      "Cree, Veeco climb after China unveils plan to phase out traditional light bulbs

      On Friday November 4, 2011, 10:04 am

      China today unveiled a three-step plan to eliminate incandescent light bulbs, in order to conserve energy and reduce its emissions, according to China daily. Under the plan, the importation and sales of incandescent light bulbs of 100 watts and higher will be banned as of October 1, 2012, while bulbs of 60 watts and above will be phased out by October 1, 2014, said Xie Jie, a deputy director with the National Development and Reform Commission, according to China Daily. In a note to investors this morning, Piper Jaffray said that the news is positive for Cree (NasdaqGS:CREE), which develops LED lighting products. Meanwhile, Deutsche Bank thinks the announcement is positive for MOCVD manufacturers, particularly Veeco (NasdaqGS:VECO) which the firm says has a strong presence in the Chinese market. In early trading, Cree (NasdaqGS:CREE) rose 82c, or 2.94%, to $28.70, while Veeco (NasdaqGS:VECO) advanced 70c, or 2.64%, to $27.21."

      http://finance.yahoo.com/news/Cree-Veeco-climb-China-theflyo…
      Avatar
      schrieb am 04.11.11 15:39:39
      Beitrag Nr. 164 ()
      Da hat Cree aber was gewusst! :laugh:
      Sie haben mächtig auf Halde produziert, was Unsicherheit und Kopfzerbrechen auslöste.
      Avatar
      schrieb am 04.11.11 23:03:03
      Beitrag Nr. 165 ()
      Die Frage ist jetzt nicht mehr, ob das LED-Geschäft wieder in Schwung kommt,
      sondern mit welchem Unternehmen man jetzt die besten Renditen erzielt in den
      nächsten Monaten.

      Bei AIX habe ich einen guten Einblick, bin aber sicher,
      dass ich mir 2 oder 3 weitere kleine Unternehmen, wie
      Nexxus ins Depot lege...
      2 Antworten
      Avatar
      schrieb am 05.11.11 07:36:42
      Beitrag Nr. 166 ()
      Antwort auf Beitrag Nr.: 42.305.742 von TimeFactor am 04.11.11 23:03:03Thread: LED - ein kommender Riesenmarkt?, Posting #2
      1 Antwort
      Avatar
      schrieb am 18.11.11 16:36:02
      Beitrag Nr. 167 ()
      Antwort auf Beitrag Nr.: 42.306.042 von R-BgO am 05.11.11 07:36:42"Cree (CREE_) rated new Buy at Goldman Sachs. $40 price target. Superior technology should continue to drive growth."

      Nach der Prügelorgie kommt man wieder zu sich. :D

      http://www.thestreet.com/_yahoo/story/11316337/1/analysts-ac…
      Avatar
      schrieb am 02.12.11 16:18:35
      Beitrag Nr. 168 ()
      "Your LED Light Bulb Holiday Shopping Guide"

      "1. Cree-Home Depot EcoSmart spotlight. The corner of our garage that passes for a laundry room has never looked more dazzling thanks to this Home Depot-branded Cree bulb. If I am working at home and the cleaning woman comes, I work by the washing machine. Call me crazy, but it’s the best light bulb I’ve ever seen. It consumes 10.5 watts and costs $39.97and washes the garage in a creamy yellow-white light."
      :)

      Auszüge aus http://www.forbes.com/sites/michaelkanellos/2011/12/02/your-…
      Avatar
      schrieb am 13.01.12 09:52:41
      Beitrag Nr. 169 ()
      "Cree Introduces The Next Generation Of Lighting-Class LEDs

      Advanced LED Platform Doubles Lumens-per-Dollar to Accelerate Adoption of LEDs
      Press Release: Cree, Inc. – Wed, Jan 11, 2012 9:00 AM EST


      DURHAM, N.C.--(BUSINESS WIRE)-- Driving the next generation of mainstream LED lighting adoption, Cree, Inc. (Nasdaq: CREE - News) introduces the breakthrough XLamp® XB-D LED. The first LED based on an innovative new Cree technology platform, the XLamp XB-D LED ushers in a new era of price-performance for lighting-class LEDs. This LED can further simplify designs, ultimately removing a key barrier to widespread LED implementation—up-front system cost.

      The XB-D LED delivers twice the lumens-per-dollar of other LEDs, in the industry’s smallest lighting-class footprint of 2.45 mm x 2.45 mm. The XB-D LED is 48 percent smaller than the XLamp XP package and ideal for lighting applications where high lumen density and compact light sources are required. The innovations behind this next generation of lighting-class LEDs can enable significantly lower prices for LED lighting products by using up to three times fewer LEDs, three times fewer optics and substantially smaller circuit boards than current designs.

      “Being a leader means delivering revolutionary, not evolutionary, innovation to drive the LED lighting revolution,” said Mike Watson, Cree senior director of marketing, LED components. “With this new platform Cree has fundamentally redefined the price-performance paradigm for our components customers. It’s not enough to just make LEDs brighter—it’s also about improving product payback and market acceptance of LED lighting.”

      Leveraging Cree’s proven silicon carbide technology and expertise, the XB-D LED delivers up to 139 lumens and 136 lumens per watt in cool white (6000K) or up to 107 lumens and 105 lumens per watt in warm white (3000K), both at 350 mA and 85°C.

      XB-D LEDs are also compatible with most existing XP family secondary optics, which can speed the optical design process and create direct cost savings for existing XP family-based designs.

      For more information, and to request a free sample visit http://www.cree.com/products/xlamp_xbd.asp. Samples are available immediately and production volumes are available with standard lead times. To locate a distributor, please visit www.cree.com/buyxlamp.

      About Cree

      Cree is leading the LED lighting revolution and making energy-wasting traditional lighting technologies obsolete through the use of energy-efficient, mercury-free LED lighting. Cree is a market-leading innovator of lighting-class LEDs, LED lighting, and semiconductor products for power and radio frequency (RF) applications.

      Cree’s product families include LED fixtures and bulbs, blue and green LED chips, high-brightness LEDs, lighting-class power LEDs, power-switching devices and RF devices. Cree products are driving improvements in applications such as general illumination, backlighting, electronic signs and signals, power suppliers and solar inverters.

      For additional product and company information, please refer to www.cree.com. To learn more about the LED Lighting Revolution, please visit www.creeledrevolution.com."

      http://finance.yahoo.com/news/Cree-Introduces-The-Next-bw-42…
      1 Antwort
      Avatar
      schrieb am 13.01.12 09:55:43
      Beitrag Nr. 170 ()
      Antwort auf Beitrag Nr.: 42.588.670 von AdHick am 13.01.12 09:52:41"The XB-D LED delivers twice the lumens-per-dollar of other LEDs"

      Man kann wirklich nicht sagen, dass sie sich nicht bemühen. :eek:
      Avatar
      schrieb am 19.01.12 07:52:21
      Beitrag Nr. 171 ()
      "DURHAM, N.C.--(BUSINESS WIRE)-- Cree, Inc. (Nasdaq: CREE - News), a market leader in LED lighting, today announced revenue of $304.1 million for its second quarter of fiscal 2012, ended December 25, 2011. This represents an 18% increase compared to revenue of $257.0 million reported for the second quarter of fiscal 2011 and a 13% increase compared to the first quarter of fiscal 2012. GAAP net income for the second quarter of $12.1 million, or $0.10 per diluted share, decreased 76% year-over-year compared to GAAP net income of $49.8 million, or $0.45 per diluted share, for the second quarter of fiscal 2011. On a non-GAAP basis, net income for the second quarter of fiscal 2012 of $28.7 million, or $0.25 per diluted share, decreased 53% year-over-year compared to non-GAAP net income for the second quarter of fiscal 2011 of $60.7 million, or $0.55 per diluted share.

      Financial results for the second fiscal quarter reflect the inclusion of Ruud Lighting for the entire period. Ruud Lighting was acquired in the first quarter of fiscal 2012 approximately one month before quarter-end.

      "Our second quarter results demonstrated the strength in our expanded lighting product line with strong growth in sales of both indoor and outdoor products," stated Chuck Swoboda, Cree chairman and CEO. "While the business environment remains challenging, our results demonstrate that our strategy is working. Our future business outlook remains very optimistic based on our belief that innovation drives payback, payback drives LED lighting adoption and adoption expands the market for both Cree and our customers."

      http://finance.yahoo.com/news/Cree-Reports-Financial-bw-2893…


      Zahlen, die nicht vom Hocker reissen.
      Um den Anstieg zu verstehen, muss man wohl die Diskussion der Ergebnisse lesen:

      http://seekingalpha.com/article/300430-cree-s-ceo-discusses-…
      Avatar
      schrieb am 24.01.12 11:48:32
      Beitrag Nr. 172 ()
      "Asheville installing a second round of Cree lights

      The City of Asheville is paying Cree Inc. $1 million for 3,643 LEDway street lights that are being installed there, a city representative said.

      The Durham-based manufacturer’s $1,012,000 involvement represents the first two phases in a four-phase project, Asheville’s Energy Coordinator Maggie Ullman said. The city completed the first phase of 730 lights in June 2011 and aims to finish the second phase by June 2012. A third and fourth phase will follow in each of the next two fiscal years, Ullman said.

      The city will save about $650,000 in electricity costs each year once all 9,000 lights are installed. The installation is staggered such that the annual debt service associated with the project will never exceed the annual savings from reduced energy costs, she said.

      Cree (Nasdaq: CREE) spokeswoman Michelle Murray declined to confirm the revenue figure. Murray pointed to Raleigh; Minneapolis; Los Angeles, Danville and Pittsburg, Calif.; St. Petersburg, Fla.; Reno, Nev.; and Anchorage, Alaska as among the cities that have installed various outdoor lighting products made by Cree. At least one freeway in southern China is also lit by Cree LEDs.

      The LEDway lights in Asheville were developed by Ruud Lighting, which Cree acquired in August, Murray said.

      Cree reported revenue of $988 million and net earnings of $146.5 million in the fiscal year ended June 26."

      http://www.bizjournals.com/triangle/news/2012/01/23/ashevill…
      Avatar
      schrieb am 24.01.12 11:50:59
      Beitrag Nr. 173 ()
      LED--Strassenbeleuchtung in Germany?
      Man schläft noch tief. :rolleyes:
      Avatar
      schrieb am 27.01.12 16:22:50
      Beitrag Nr. 174 ()
      "Deutsche Bank Expects These 7 Semiconductor Stocks To Outperform

      6. Cree, Inc. (CREE): Develops and manufactures light emitting diode (LED) products, silicon carbide and gallium nitride material products, and power and radio frequency products. Market cap of $3.06B. On 09/16/2011, Deutsche Bank had a Buy rating on the stock. The stock has had a couple of great days, gaining 13.12% over the last week."

      http://seekingalpha.com/article/322560-deutsche-bank-expects…
      Avatar
      schrieb am 27.01.12 16:41:03
      Beitrag Nr. 175 ()
      Ich habe gerade einige Energiesparlampen durch folgende mit Cree Chip warmweiss (nicht mal das neueste Modell) ersetzt:

      http://neolumic.com/LED-Lampe-Birne-E27-230V-6-Watt-High-Pow…

      Wesentlich angenehmeres Licht und heller als ich dachte.

      Lebensdauer > 50.000 Stunden. ;)

      Käuflich zu erwerben hier:
      http://www.elv.de/output/controller.aspx?cid=74&detail=10&de…

      Gibts auch in 7W als Ersatz für 60W Glühbirnen.
      Man muss allerdings sagen, dass sich diese Bauform nicht für jeden Einsatzort eignet, da die Lampe nicht in Richtung Gewinde strahlt (Abstrahlwinkel der LED: 120°).

      1 Antwort
      Avatar
      schrieb am 27.01.12 16:47:23
      Beitrag Nr. 176 ()
      Antwort auf Beitrag Nr.: 42.659.012 von AdHick am 27.01.12 16:41:03Natürlich gibts bei LEDs kein langsames "Vorglühen" oder Probleme mit zu häufigem Ein/ausschalten (Hausflur o.ä.).
      Avatar
      schrieb am 28.01.12 06:38:14
      Beitrag Nr. 177 ()
      "Remember that traditional light bulbs are being forced out of the American market (and many others) by government decrees demanding higher efficiency. While some of that business will go to fluorescent tubes, fresher alternatives stand ready to enter the market in a big way. Cirrus would build on the LED lighting wizardry of Cree (Nasdaq: CREE ) , Osram, and
      Philips Lumileds.

      Most of these companies are vanishingly small segments of multinational giants, but Cree and Cirrus give us a more direct way to invest in the LED trend. You can get even more exotic with OLED lighting panels, which play a large part in my thesis for owning OLED expert Universal Display (Nasdaq: PANL ) . That's my personal preference, but only by a hair --
      there's nothing wrong with tried-and-true LED technologies either.
      Maybe you don't see it yet, but the alternative lighting markets will absolutely explode in 2013."

      http://www.fool.com/investing/general/2012/01/27/smartphones…
      Avatar
      schrieb am 01.02.12 17:03:39
      Beitrag Nr. 178 ()
      "Cree Releases Packaged 1700V SiC Schottky Diodes to Improve Efficiency and Enable Cost Savings to Solar, Motor Drive and Traction Applications

      Extends the Benefits of Silicon Carbide to Lower-power Systems Designed with Discrete Components, Enabling the Replacement of Silicon Diodes Across a Wide Range of Power Levels"

      http://finance.yahoo.com/news/Cree-Releases-Packaged-1700V-b…

      :)
      Avatar
      schrieb am 26.02.12 09:59:36
      Beitrag Nr. 179 ()
      Aufgrund des in der letzten Zeit gesunkenen Kurses werde ich hier in den nächsten Tagen denke ich einsteigen.

      Generell waren die letzten Zahlen ja nicht allzu toll und auch der kurzfristige Ausblick ist ja nicht der allerbeste, ich bin aber fest davon überzeugt, dass der LED-Markt nur anziehen kann und hoffe, dass davon Cree profitieren wird - gerade als reiner LED-Hersteller.

      Ich verstehe gar nicht, dass es um die LED-Firmen so ruhig geworden ist, auch bei sinkenden Preisen sehe ich hier lange nicht die Anbieter-Überfülle
      Avatar
      schrieb am 26.02.12 10:03:21
      Beitrag Nr. 180 ()
      , die man zum Beispiel bei den PV-Herstellern hat...

      Und LEDs sind mittlerweile wirklich soweit auch prima im Wohnbereich eingesetzt werden zu können etc./usw.

      Sorry wegen Doppelposting, hab aus Versehen auf "Senden" geklickt.

      Mfg attwt
      Avatar
      schrieb am 28.02.12 22:26:42
      Beitrag Nr. 181 ()
      oha - da passiert heute aber einiges in den USA, was ist los? Habe ich gute Nachrichten verpasst?

      Bei LS auch schon 6% im PLus, da habe ich ja fast die Verluste der letzten Tage wieder drin.... :)
      Avatar
      schrieb am 23.03.12 15:21:05
      Beitrag Nr. 182 ()
      Weiße XLamp XT-E LED von Cree
      MSC erweitert sein Opto-Angebot um eine weiße XLamp XT-E LED von Cree. Mit 122 lm/W bei einem Betriebsstrom von 700 mA und 85 °C Tj (bzw. 148 lm/W bei 350 mA und 85 °C Tj) ist die XT-E LED nach Herstellerangaben die industrieweit effizienteste LED auf dem Markt.
      Die XLamp XT-E LED erzeugt einen Lichtstrom von 262 Lumen. Die Kosten pro Lumen liegen dabei nach Angaben von MSC mehr als 50% unter dem gängigen Preisniveau für Power LEDs. Kunden erhalten so die doppelte Leistung zum gleichen Preis und können so die Systemkosten ihrer LED-basierenden Leuchten deutlich senken. Die warmweiße Variante der XLamp XT-E LED erreicht bei 350 mA und 85 °C Tj rund 114 lm/W.
      Die XT-E basiert auf einem neuem LED-Die, der bereits bei der im Januar 2012 vorgestellten XB-D-LED zum Einsatz kommt. Während die XB-D allerdings nur 2,45 mm misst, weist die XLamp XT-E mit 3,45 mm die gleichen Abmessungen wie die XP-Produktfamilie von Cree auf. Bestehenden Kunden erleichtert das den Umstieg auf die leistungsfähige neue LED in ihren Designs. LEDs dieser Größe sind für nahezu alle Beleuchtungslösungen geeignet. Sie verbessern die Wirtschaftlichkeit LED basierender Lampen enorm. Damit ist das Ziel in greifbare Nähe gerückt, durch den attraktiven Preis der LEDs konventionelle Leuchtmittel und Energiesparlampen vom Markt zu drängen, denn in puncto Lichtausbeute und Lebensdauer liegt die LED schon seit geraumer Zeit vor allen Alternativen.:)
      Im Vergleich zur XLamp-XP-E-Familie erreicht die neue XT-E mehr als den doppelten Lichtstrom. Als Weiterentwicklung der XP-E Familie benötigt die XT-E White LED für die ENERGY STAR-Qualifikation zudem nur 3000 Stunden Leistungsdaten anstatt der sonst üblichen 6000 Stunden. Dadurch hat die Markteinführung deutlich beschleunigt. ;)
      Die neuen LED-Plattformen XB-D und XT-E sind ab sofort bei MSC erhältlich (Kontakt: lighting-cree@msc-ge.com). Erste Muster sind auch schon auf Lager.

      http://www.elektroniknet.de/opto/produkte/leds/article/86932…
      Avatar
      schrieb am 09.04.12 15:53:07
      Beitrag Nr. 183 ()
      http://led-lighting-world.blogspot.de/2012/04/outdoor-lighti…

      Langsam scheint es ja auch mit der Straßenbeleuchtung voran zu gehen! :)
      1 Antwort
      Avatar
      schrieb am 11.04.12 08:49:54
      Beitrag Nr. 184 ()
      Antwort auf Beitrag Nr.: 43.015.819 von andthentherewerethree am 09.04.12 15:53:07Dazu aktuell:

      "Cree Doubles Lumens In LED Street Lights;Shares Jump"

      "its newest street light uses about 50% less energy and "improves optical efficiency" by about 15%.

      The LED lights produce up to 100 lumens per watt and last for more than 100,000 hours"

      Auszug http://news.investors.com/article/607200/201204101452/cree-d…
      Avatar
      schrieb am 12.04.12 16:52:19
      Beitrag Nr. 185 ()
      "Cree Sets New R&D Performance Record with 254 Lumen-Per-Watt Power LED

      Extends Leadership with Unveiling of Highest Efficacy Power LED
      "

      http://finance.yahoo.com/news/cree-sets-r-d-performance-1300…
      Avatar
      schrieb am 16.04.12 18:23:43
      Beitrag Nr. 186 ()
      Apr 17, 2012 at 5:00 PM ET
      FY12 Q3 Earnings
      Avatar
      schrieb am 18.04.12 08:46:42
      Beitrag Nr. 187 ()
      aus dem AIXTRON-Forum von Rickman gepostet:

      "Cree verfehlt Prognosen und warnt - Aktie nachbörslich unter Druck
      Christian Hoyer • 17.01.12 • 22:50
      Durham (BoerseGo.de) - Der LED-Spezialist Cree hat im zweiten Quartal die Konsensschätzungen der Analysten verfehlt. Der Gewinn fiel mit 0,25 Dollar je Aktie 1 Cent unter den Analystenschätzungen aus. Der Umsatz kletterte gegenüber dem entsprechenden Vorjahresquartal um 18,3 Prozent auf 304,1 Millionen Dollar, was ebenfalls unter den Konsensschätzungen der Analysten von 309,61 Millionen Dollar liegt. Die Bruttogewinnmarge fiel gegenüber dem entsprechenden Vorjahreszeitraum von 47,7 Prozent auf 35,3 Prozent. ,,Das Konjunkturumfeld bleibt angespannt, aber unser Ergebnis zeigt trotzdem, dass sich unsere Strategie auszahlt", so CEO Chuck Swoboda.

      Für das aktuelle dritte Quartal stellt das Unternehmen einen Gewinn von 0,18 bis 0,25 Dollar je Aktie und einen Umsatz von 310 Millionen Dollar in Aussicht. Die aktuellen Konsensschätzungen gehen für das dritte Quartal von einem Gewinn von 0,30 Dollar je Aktie und einem Umsatz von 321 Millionen Dollar aus. Die LEDs (Light-Emitting-Dioden) findet man auf Handy- und TV-Displays, bei der Beleuchtung von öffentlichen Straßen, Plätzen, an Start- und Landebahnen auf Flughäfen oder in gewerblichen Gebäuden und Büros."


      Ich finde, dass die Zahlen eher hoffen lassen, dass es in einem Jahr alles besser aussehen wird. Also hoffen wir! :)
      Avatar
      schrieb am 18.04.12 15:31:06
      Beitrag Nr. 188 ()
      Hatte mir etwas mehr versprochen.
      Immerhin:

      "Cree fundamentals improving despite disappointing guidance, says Jefferies
      Jefferies believes Cree's fundamentals are improving despite the weaker than expected Q4 fguidance and thinks the likely sell-off today will provide a better entry point for longer-term investors. The firm raised its price target for shares to $35 from $31 following the Cree's Q3 results and keeps a Buy rating on the stock."

      "Cree sell-off a buying opportunity, says Maxim"

      "Cree shares should be bought aggressively on weakness, says Cantor"

      "Cree recommended in front of 2013/14 earnings power at Canaccord
      Canaccord recommends using 2012 volatility in Cree to add to positions in front of improving lighting trends in 2013/2014. The firm believes Cree will benefit from margin expansion as chip fab utilization rises with increased demand. Shares are Buy rated with a $33 price target. "

      http://www.theflyonthewall.com/permalinks/entry.php/CREEid16…
      Avatar
      schrieb am 18.04.12 18:13:44
      Beitrag Nr. 189 ()
      WANN kommen denn die quartalszahlen raus?
      Avatar
      schrieb am 19.04.12 09:59:01
      Beitrag Nr. 190 ()
      sorry, kamen ja grade raus, hab mir die aktie jetzt auch mal zugelegt, nach dem rückgang gestern denke ich auch das erstmal wieder nen anstieg kommt
      Avatar
      schrieb am 19.06.12 13:40:17
      Beitrag Nr. 191 ()
      so langsam könnte es auch mal wieder hoch gehen...
      Avatar
      schrieb am 10.07.12 15:23:13
      Beitrag Nr. 192 ()
      http://www.supashop.ch/news/artikel/2012-sollen-46-mia-led-k…

      die Zukunft könnte also gut aussehen, aber wer weiß das schon :confused:
      Avatar
      schrieb am 31.07.12 15:44:34
      Beitrag Nr. 193 ()
      "Cree Raises Industry Standard with New 170 Lumen-Per-Watt Prototype LED Light Bulb

      Breakthrough Innovations Optimize Performance, Lower Cost and Drive LED Lighting Adoption


      DURHAM, N.C.--(BUSINESS WIRE)--

      Less than one year after showcasing the 152 lumens-per-watt concept LED bulb, Cree, Inc. (CREE) delivers a new performance benchmark with the 170 lumens-per-watt (LPW) prototype LED light bulb. The innovations behind the high-performance 170 LPW LED bulb are enabling significantly higher efficacy and lower cost for Cree’s luminaire portfolio and demonstrate Cree’s continued commitment to accelerate the adoption of LED lighting by addressing initial cost and payback – key barriers to widespread LED lighting adoption.

      LED lighting at this level of performance is only made possible by advancements across all elements of the LED lighting system – lighting-class LEDs, optics, drivers and thermal management. LEDs based on Cree’s innovative SC³ Technology Platform enable this industry-leading R&D lighting result. The SC³ Technology Platform is built upon Cree’s advanced silicon carbide technology and features advancements in the LED chip architecture and phosphor.

      “Optimizing each LED design element was critical in achieving the performance reached by Cree’s new prototype LED bulb,” said Nick Medendorp, vice president of research and development, Cree lighting. “The technology embodied in the new 170 LPW concept LED bulb is enabling us to develop higher-performance and lower-cost Cree LED luminaires. By pushing the limits of what is possible, Cree continues to strive to develop new technology that uses less energy and provides unmatched light quality and value to our customers.”

      Third party testing by independent lab OnSpeX confirmed that Cree’s new 170 lumen-per-watt prototype LED bulb delivered more than 1250 lumens and consumes only 7.3 watts. The bulb uses Cree® TrueWhite® Technology to deliver a CRI of 90+. As an efficiency comparison, a traditional 75-Watt incandescent light bulb produces 1100 lumens, which is only 14.6 lumens per watt.

      For additional information about Cree LED lighting, please visit www.cree.com/lighting."

      http://finance.yahoo.com/news/cree-raises-industry-standard-…

      :)
      Avatar
      schrieb am 31.07.12 15:45:24
      Beitrag Nr. 194 ()
      Zahlen 7. August.
      Avatar
      schrieb am 08.08.12 08:31:07
      Beitrag Nr. 195 ()
      Cree Earnings: Shrinking Margins for Fifth Consecutive Quarter
      By Derek Hoffman | More Articles
      August 07, 2012

      Rising costs hurt Cree Inc. (NASDAQ:CREE) in the fourth quarter as profit dropped from a year earlier. Cree develops and manufactures semiconductor materials and devices mainly based on silicon carbide, gallium nitride, and related compounds.


      Cree Inc. Earnings Cheat Sheet

      Results:
      Net income for Cree Inc. fell to $10 million (9 cents per share) vs. $19.8 million (18 cents per share) a year earlier. This is a decline of 49.4% from the year-earlier quarter.

      Revenue: Rose 26.2% to $306.8 million from the year-earlier quarter.

      Actual vs. Wall St. Expectations: Cree Inc. reported adjusted net income of 25 cents per share. By that measure, the company beat the mean estimate of 13 cents per share. Analysts were expecting revenue of $300.8 million.

      Quoting Management: “We finished the year strong in our fiscal fourth quarter with record revenue and non-GAAP earnings per share on the high end of our target range,” stated Chuck Swoboda, Cree Chairman and CEO. “Overall, LED lighting adoption continues to increase and we remain focused on being the leader in innovation to grow our business by enabling our customers to realize the tremendous benefits of LED technology. While we are encouraged by our progress, the macroeconomic environment is impacting our growth outlook in the near term.”

      Key Stats:

      Last quarter marked the fifth straight quarter that the company saw shrinking gross margins, as gross margin fell 3.3 percentage points to 34.8% from the year-earlier quarter. In that span, margins have contracted an average of 9.2 percentage points per quarter on a year-over-year basis.

      Revenue has risen for the last four quarters. Revenue increased 29.9% to $284.8 million in the third quarter. The figure rose 18.3% in the second quarter from the year earlier and climbed 0.2% in the first quarter from the year-ago quarter.

      The company has beaten estiamtes for two quarters in a row. In the third quarter, it topped expectations with net income of 15 cents versus a mean estimate of net income of 13 cents per share.

      Net income has dropped 63.1% year-over-year on average across the last five quarters. Performance was hurt by a 77.9% decline in the first quarter from the year-earlier quarter.

      Looking Forward: The average estimate for the first quarter of the next fiscal year is steady at 21 cents a share. For the fiscal year, the average estimate has been unchanged at 58 cents a share."

      http://wallstcheatsheet.com/stocks/cree-earnings-shrinking-m…


      -----------------------------------


      "Cree now a billion dollar company

      Durham-based Cree is officially a billion dollar company, reporting fiscal year 2012 total revenue of $1.16 billion - an 18 percent increase from last year’s $988 million total.

      Net income was $44 million for the year. Cree (Nasdaq: CREE) stock was up more than 2 percent immediately following the news.

      The N.C. State University spinoff celebrated 25 years in business last month."

      http://www.bizjournals.com/triangle/blog/2012/08/cree-now-a-…
      Avatar
      schrieb am 08.08.12 15:07:14
      Beitrag Nr. 196 ()
      "Cree shares should recover, says Goldman

      Theflyonthewall.com – 9 minutes ago


      Goldman expects Cree shares to recover from recent underperformance given positive near-term momentum and FY13 margin guidance. Shares are Buy rated with a $35 price target."


      http://finance.yahoo.com/news/cree-shares-recover-says-goldm…
      Avatar
      schrieb am 08.08.12 16:29:22
      Beitrag Nr. 197 ()
      09:15CREE Gewinn im vierten Quartal rückläufig
      Von Quelle: Finanzen.net / Aktiencheck.de AG

      Google-Anzeigen
      Tagesgeld Zinsen 08/2012
      Sie suchen hohe Tagesgeld-Zinsen? Hier sind 194 Banken im Vergleich!
      Tagesgeld-Vergleich.forium.de
      Durham (www.aktiencheck.de) - Der US-Technologiekonzern Cree Inc. (ISIN US2254471012/ WKN 891466) konnte im vierten Quartal mit einem deutlichen Umsatzanstieg aufwarten, musste beim Konzernergebnis jedoch einen Rückgang hinnehmen.

      Wie aus einer am Dienstagabend nach Börsenschluss veröffentlichten Pressemitteilung hervorgeht, lag der Umsatz mit 306,8 Mio. US-Dollar um 26 Prozent über dem Vorjahreswert von 243,0 Mio. US-Dollar. Der Nettogewinn sank auf 10,0 Mio. US-Dollar bzw. 9 Cents je Aktie, nach einem Nettogewinn von 19,8 Mio. US-Dollar bzw. 18 Cents je Aktie. Der bereinigte Gewinn je Aktie verringerte sich auf 25 Cents, nach 28 Cents im Vorjahreszeitraum. Profitiert habe man vor allem von einer deutlich gestiegenen Nachfrage im LED-Segment. Die Margen entwickelten sich indessen rückläufig. Analysten hatten zuvor ein EPS von 23 Cents sowie einen Umsatz von 306,3 Mio. US-Dollar erwartet.

      Für das laufende Quartal liegen die Analystenschätzungen bei einem EPS von 28 Cents sowie einem Umsatz von 328,8 Mio. US-Dollar. Der Konzern selbst geht für das erste Quartal von einem Umsatz von 305 bis 325 Mio. US-Dollar und einem bereinigten EPS von 23 bis 28 Cents aus.

      Die Aktie von Cree notierte zuletzt bei 26,34 US-Dollar (+2,28 Prozent). (08.08.2012/ac/n/a)
      Avatar
      schrieb am 03.09.12 10:04:26
      Beitrag Nr. 198 ()
      Cree Announces Availability of 150-mm 4H n-Type Silicon Carbide Epitaxial Wafers
      Published on September 1, 2012 at 6:08 AM
      By Will Soutter

      Cree, a provider of light-emitting diode (LED) lighting, lighting-class LEDs, and semiconductor products for RF and power applications, has introduced superior-quality, low micropipe 150-mm 4H n-type silicon carbide epitaxial wafers.
      Cree continues to dominate the silicon carbide materials marketplace, transitioning to larger diameters. This latest advancement from the company reduces device costs and allows customers to adopt with current 150-mm diameter device processing lines. The company has announced the availability of 150-mm epitaxial wafers, which have even epitaxial layers with a thickness of up to 100 µm, for immediate procurement in limited quantities.

      Silicon carbide is a semiconductor material that demonstrates superior performance and is utilized in the making of a variety of communication, power and lighting components such as power switching devices, LEDs, and RF power transistors for use in wireless communications. The 150-mm diameter single crystal silicon carbide substrates improves throughput and reduces costs, while reinforcing the constant expansion of the silicon carbide industry.

      Dr. Vijay Balakrishna, Materials Product Manager at Cree, stated that the company’s capability to provide 100-mm epitaxial wafers in high volumes is unmatched in the silicon carbide industry. The company’s latest 150-mm technology constantly pushes the standards for silicon carbide wafers. Its vertically integrated approach provides a comprehensive solution for superior quality 150-mm silicon carbide epitaxial wafers to customers, offering the required stable supply to key players operating in the power electronics market.
      Avatar
      schrieb am 24.09.12 19:02:15
      Beitrag Nr. 199 ()
      Cree gibt ab sofort 10 Jahre Garantie auf die LEDs!

      http://finance.yahoo.com/news/cree-10-led-lighting-warranty-…
      Avatar
      schrieb am 13.10.12 09:20:11
      Beitrag Nr. 200 ()
      Dienstag gibts Quartalszahlen:

      http://www.forbes.com/sites/narrativescience/2012/10/11/forb…

      Wir haben für die Firma jetzt für ca. 50.000€ Beleuchtung gekauft, hab zu meiner Freude festgestellt, dass alles CREE-Leds drin waren. Wenn das mal kein gutes Omen ist :)
      Avatar
      schrieb am 14.10.12 16:47:15
      Beitrag Nr. 201 ()
      Zitat von andthentherewerethree: Dienstag gibts Quartalszahlen:

      http://www.forbes.com/sites/narrativescience/2012/10/11/forb…

      Wir haben für die Firma jetzt für ca. 50.000€ Beleuchtung gekauft, hab zu meiner Freude festgestellt, dass alles CREE-Leds drin waren. Wenn das mal kein gutes Omen ist :)


      Dachte schon ich bin der Einzige hier der sich für Cree interessiert ;) Bei guten Zahlen und positiven Ausblick am Dienstag könnten die Weichen für einen langfristigen Anstieg gestellt werden.
      Avatar
      schrieb am 16.10.12 22:33:25
      Beitrag Nr. 202 ()
      Zahlen sind nicht unerfreulich:

      "Cree, Inc. (CREE), a market leader in LED lighting, today announced
      revenue of $315.8 million for its first quarter of fiscal 2013, ended September 23, 2012. This represents a 17% increase compared to revenue of $269.0 million reported for the first quarter of fiscal 2012 and a 3% increase compared to the fourth quarter of fiscal 2012. GAAP net income for the first quarter was $16.1 million, or $0.14 per diluted share, an increase of 26% year-over-year compared to GAAP net income of $12.8 million, or $0.11 per diluted share, for the first quarter of fiscal 2012. On a non-GAAP basis, net income for the first quarter of fiscal 2013 was $31.8 million, or $0.27 per diluted share, an increase of 13% year-over-year compared to non-GAAP net income for the first quarter of fiscal 2012 of $28.1 million, or $0.25 per diluted share.

      “We started the year strong in our fiscal first quarter with record revenue and non-GAAP earnings per share at the high end of our target range,” stated Chuck Swoboda, Cree Chairman and CEO. “Overall company backlog is stronger than it was at this point last quarter, although visibility is still limited and the macroeconomic environment remains a headwind. Our results are beginning to demonstrate the enormous leverage we have in our fully integrated vertical lighting model.”

      Mehr:
      http://finance.yahoo.com/news/cree-reports-financial-results…

      :)
      Avatar
      schrieb am 16.10.12 22:38:01
      Beitrag Nr. 203 ()
      Kursanstieg NASDAQ +2,90% und nach Ladenschluss nochmal +2,53% momentan. :)
      Avatar
      schrieb am 16.10.12 22:42:39
      Beitrag Nr. 204 ()
      "Actual vs. Wall St. Expectations:
      Cree Inc. beat the mean analyst estimate of 13 cents per share. It beat the average revenue estimate of $300.8 million."

      http://wallstcheatsheet.com/stocks/cree-earnings-snaps-cold-…
      Avatar
      schrieb am 17.10.12 06:13:44
      Beitrag Nr. 205 ()
      26.19 0.74(2.90%) Oct 16, 4:00PM EDT|After Hours : 28.36 2.17 (8.29%) Oct 16, 7:59PM EDT

      Na, das sieht man doch gern. :cool:
      Avatar
      schrieb am 17.10.12 17:34:57
      Beitrag Nr. 206 ()
      klingt gut...
      Avatar
      schrieb am 17.10.12 18:15:31
      Beitrag Nr. 207 ()
      "Cree price target raised to $38 from $34 at Canaccord

      Canaccord continues to recommend Cree as it continues to expect gross margin expansion near and medium term, which should alleviate investor concerns of commoditization.
      Shares are Buy rated."

      http://www.theflyonthewall.com/permalinks/entry.php/CREEid17…
      Avatar
      schrieb am 17.10.12 18:17:25
      Beitrag Nr. 208 ()
      Zitat von R-BgO: klingt gut...


      Spiegelt sich auch aktuell im Kurs wieder. Da hat es wohl einige auf dem falschen Fuß erwischt. Die Shortquote war auch recht beachtlich und dürfte heute wohl etwas sinken:laugh: Kleinere Rücksetzer einkalkulieren, aber grundsätzlich sollte der Weg Richtung $ 40+ weisen. Nicht zu vergessen Cree ist wenn ich es richtig sehe schuldenfrei, hat ein gefülltes Sparschwein und eignet sich als begehrte Übernahmespekulation...
      (nur meine Meinung)
      Avatar
      schrieb am 29.11.12 19:21:44
      Beitrag Nr. 209 ()
      Grund für den Kurs-Rückgang (m. M. nach übertrieben):

      http://www.businessweek.com/ap/2012-11-29/cree-shares-fall-o…


      und ein positiver Artikel zum Thema, Cree kommt auch zu Wort:

      http://www.welt.de/wirtschaft/article111568001/Warum-2013-da…

      MfG attwt :rolleyes:
      Avatar
      schrieb am 18.12.12 17:25:22
      Beitrag Nr. 210 ()
      "Cree Reaches LED Industry Milestone with 200 Lumen-Per-Watt LED

      New XLamp MK-R LEDs Deliver Record-Breaking Efficacy and Next-Generation Price-Performance for LED Arrays
      "

      http://finance.yahoo.com/news/cree-reaches-led-industry-mile…





      Es geht voran. :)
      Avatar
      schrieb am 31.12.12 10:50:41
      Beitrag Nr. 211 ()
      Obiges ist nach D durchgedrungen. :eek:


      "Neue LEDs bringen sehr hohe Lichtleistung

      Cree, ein Hersteller von LED-Leuchtmitteln, kann eine neue Leuchtdiode mit sehr hoher Lichtausbeute nun auch in der Serienfertigung produzieren und diese somit in Kürze in verschiedenen Anwendungen auf den Markt bringen.

      Immerhin 200 Lumen pro Watt beträgt die Ausbeute bei der LED - und dies bei Temperaturen um 25 Grad. Damit wird die Leistung der bisher besten Leuchtdioden etwa verdoppelt. Wie das Unternehmen mitteilte, geben die neuen MK-R LEDs dabei weißes Licht ab, was sie für zahlreiche Standard-Anwendungen geeignet macht.

      Cree wird die neuen LEDs jetzt beispielsweise auf einem Modul anbieten, das 7 x 7 Millimeter groß und mit einer 6 Millimeter großen Lichtquelle ausgestattet ist. Dieses liefert bei einem Stromverbrauch von 15 Watt eine Leistung von 1.600 Lumen und ist je nach Bedarf mit Farbtemperaturen von 2.700 bis 7.000 K erhältlich.


      In Standard-Leuchtmitteln zur Beleuchtung von Räumen kann das Produkt damit deutlich punkten. Zum Vergleich:
      Eine normale Glühlampe bringt es bei einer Stromaufnahme von 60 Watt etwa auf 730 Lumen.
      Dieser Wert wird von Energiesparlampen beim Einsatz von 14 Watt erreicht.
      Die MK-R LEDs bringen also hier noch einmal die doppelte Effizienz."

      http://winfuture.de/news,73814.html
      Avatar
      schrieb am 31.12.12 10:55:46
      Beitrag Nr. 212 ()
      Man vergrößert die Räumlichkeiten: :eek: :eek:

      "Cree adding more space in Durham

      LED lighting company Cree Inc. will expand its operations in Durham after signing a deal to lease 58,636 square feet at the Research Tri-Center industrial park near Research Triangle Park."





      http://www.bizjournals.com/triangle/blog/2012/12/cree-adding…
      Avatar
      schrieb am 31.12.12 12:50:33
      Beitrag Nr. 213 ()
      Bin bei CREE zur Zeit sehr optimistisch - die kamen ja sogar halbwegs gut durch die schlechte LED-Zeit.

      Ich bin sicher, das wird richtig gut laufen, sobald die LED-Umstellung etwas mehr Fahrt aufnimmt.
      Avatar
      schrieb am 07.01.13 20:14:41
      Beitrag Nr. 214 ()
      Zitat von andthentherewerethree: Bin bei CREE zur Zeit sehr optimistisch - die kamen ja sogar halbwegs gut durch die schlechte LED-Zeit.

      Ich bin sicher, das wird richtig gut laufen, sobald die LED-Umstellung etwas mehr Fahrt aufnimmt.


      Deinen Optimisumus teilt Canaccord leider nicht.
      http://finance.yahoo.com/q/ud?s=CREE
      ... und glatt meinen S/L ausgelöst:(
      Avatar
      schrieb am 07.01.13 23:58:55
      Beitrag Nr. 215 ()
      Zitat von GelbeSeiten:
      Zitat von andthentherewerethree: Bin bei CREE zur Zeit sehr optimistisch - die kamen ja sogar halbwegs gut durch die schlechte LED-Zeit.

      Ich bin sicher, das wird richtig gut laufen, sobald die LED-Umstellung etwas mehr Fahrt aufnimmt.


      Deinen Optimisumus teilt Canaccord leider nicht.
      http://finance.yahoo.com/q/ud?s=CREE
      ... und glatt meinen S/L ausgelöst:(



      Das tut mir leid. Ich finde es ja seltsam, dass so viele Ihre Investitionsnetscheidungen von einer einzigen Analyse abhängig machen...
      Avatar
      schrieb am 08.01.13 13:50:19
      Beitrag Nr. 216 ()
      "Das tut mir leid. Ich finde es ja seltsam, dass so viele Ihre Investitionsnetscheidungen von einer einzigen Analyse abhängig machen..."

      Besonders, da in 2013 in den USA die 75W Glühbirne verboten wird.
      Ich bleibe dabei.

      :)
      Avatar
      schrieb am 08.01.13 16:10:17
      Beitrag Nr. 217 ()
      "Cree Announces Revolutionary LM16 LED Replacement Lamp to Obsolete Energy-Wasting Halogen MR16

      Latest Cree Innovation Uses Single LED Source to Deliver Precise Optical Control, Glare-Free Lighting and Lower Energy Cost

      DURHAM, N.C.--(BUSINESS WIRE)--

      Using up to 80 percent less energy and designed to last up to eight times longer than traditional 50-watt halogen MR16 lamps, the Cree® LM16 LED Lamp delivers a new standard in LED lighting. The new Cree (CREE) lamp can deliver payback in less than 12 months and provide years of consistent color quality and lumen output.* The high-performance LM16 LED Lamp delivers the industry’s best center beam candlepower for 25° beam angles – making it ideal for a wide spectrum of applications in retail, hospitality and residential settings.

      The new LM16 LED Lamp not only matches the performance, appearance and ANSI form factor of the traditional halogen lamp, but also works with a broad range of transformers and dimmers to seamlessly replace it in existing systems. Embedded protective dimming circuitry and intelligent thermal software in combination with the innovative Cree fanless housing design, help deliver a long lifetime of quality and performance.

      “The Cree LM16 LED lamp will let companies instantly upgrade outdated halogen lighting without any sacrifice in performance and/or any change-out problems,” said Roger Lane, principal with LAMPS, Inc. “Cree’s revolutionary design provides optimal control of the beam angles to direct the light exactly where it’s needed. They’ve effectively eliminated surface glare and have even added a pleasant touch of backlight that is soft on the eyes while saving energy. Cree’s latest innovation can help any business improve their lighting as well as their bottom line. This is a real bonus for lighting and maintenance contractors.”

      The Cree LM16 50-watt halogen equivalent delivers 620 lumens (consuming only 9W) and the 35-watt halogen equivalent delivers 425 lumens (consuming only 7W). The new lamps are designed to provide a minimum of 25,000 operating hours reducing the need to replace lamps. The 50-watt equivalent is dimmable to five percent on a broad range of dimmers and transformers. The new Cree LM16 LED Lamp is available in three beam angles, including 17° spot, 25° flood and 40° wide flood.

      “The technology and performance of the new Cree LM16 LED Lamp demonstrates Cree’s commitment to accelerate the adoption of LED lighting,” said Greg Merritt, vice president, marketing, lighting at Cree. “Optimizing each design element – optics, drivers, thermal management and our proprietary lens design, Cree continues to develop new LED technology that is energy-efficient and provides outstanding performance and value to our customers.”

      The Cree LM16 LED Lamp is sold through Cree lighting sales channels. For more information on Cree’s latest innovation, visit www.cree.com/lm16.

      * The Cree LM16 LED Lamp can replace up to 50-watt halogen lamps and uses only 9 watts of input power. With typical commercial usage of 16 hours per day and the national average $0.12 per kWh electric costs, lighting-related HVAC impact and relamp maintenance reductions, many upgrade installations can pay for themselves in less than one year.

      About Cree

      Cree is leading the LED lighting revolution and making energy-wasting traditional lighting technologies obsolete through the use of energy-efficient, mercury-free LED lighting. Cree is a market-leading innovator of lighting-class LEDs, LED lighting and semiconductor products for power and radio-frequency (RF) applications.

      Cree's product families include LED fixtures and bulbs, blue and green LED chips, high-brightness LEDs, lighting-class power LEDs, power-switching devices and RF devices. Cree products are driving improvements in applications such as general illumination, electronic signs and signals, power supplies and solar inverters.

      For additional product and company information, please refer to www.cree.com/lighting. To learn more about the LED Lighting Revolution, please visit www.creeledrevolution.com.

      This press release contains forward-looking statements involving risks and uncertainties, both known and unknown, that may cause actual results to differ materially from those indicated. Actual results may differ materially due to a number of factors, including the risk that actual savings will vary from expectations; the risk that we may be unable to manufacture these new products with sufficiently low cost to offer them at competitive prices or with acceptable margins; the risk we may encounter delays or other difficulties in ramping up production of our new products; customer acceptance of LED products; the rapid development of new technology and competing products that may impair demand or render Cree’s products obsolete; and other factors discussed in Cree’s filings with the Securities and Exchange Commission, including its report on Form 10-K for the year ended June 24, 2012, and subsequent filings.

      Cree® is a registered trademark of Cree, Inc."


      http://finance.yahoo.com/news/cree-announces-revolutionary-l…

      :)
      1 Antwort
      Avatar
      schrieb am 08.01.13 16:13:35
      Beitrag Nr. 218 ()
      Zahlen am 22. Januar.
      Avatar
      schrieb am 08.01.13 16:16:31
      Beitrag Nr. 219 ()
      ich habe eben mal 2 Kontrakte Jan14 short-put mit strike $25 zu $2,71 verkauft

      => 10,8% Rendite, wenn Kurs oberhalb von 25$ bleibt
      Avatar
      schrieb am 08.01.13 16:18:41
      Beitrag Nr. 220 ()
      Antwort auf Beitrag Nr.: 43.995.334 von AdHick am 08.01.13 16:10:17MR16 Halogen sind weit verbreitet:

      Avatar
      schrieb am 08.01.13 16:35:48
      Beitrag Nr. 221 ()
      Acuity Brands meldet in seinen First Quarter Results:

      "Sales of LED-based products grew by more than two-and-a-half times over the prior-year period"

      "Mr. Nagel concluded, “We believe the lighting and lighting-related industry will experience solid growth over the next decade, particularly as energy and environmental concerns come to the forefront, and we believe we are well positioned to fully participate in this exciting industry.”

      http://phx.corporate-ir.net/phoenix.zhtml?c=130194&p=irol-ne…
      Avatar
      schrieb am 10.01.13 18:33:20
      Beitrag Nr. 222 ()
      Zitat von andthentherewerethree:
      Zitat von GelbeSeiten: ...

      Deinen Optimisumus teilt Canaccord leider nicht.
      http://finance.yahoo.com/q/ud?s=CREE
      ... und glatt meinen S/L ausgelöst:(



      Das tut mir leid. Ich finde es ja seltsam, dass so viele Ihre Investitionsnetscheidungen von einer einzigen Analyse abhängig machen...


      Danke fürs Mitgefühl. Auch wenn ich noch so von einer Investition überzeugt bin, Gewinne per S/L absichern gehört einfach dazu und bei Cree werde ich sicher weiter dabei bleiben.
      Avatar
      schrieb am 14.01.13 13:42:48
      Beitrag Nr. 223 ()
      "Cree (NASDAQ:CREE): Needham reiterated its rating of Buy for this company and changed its price target from $32 to $36."

      http://wallstcheatsheet.com/investing/cree-reiterated-at-buy…
      Avatar
      schrieb am 14.01.13 23:45:56
      Beitrag Nr. 224 ()
      Es gab rund um den Jahreswechsel so die eine oder andere interessante Quelle zum Gesamtmarkt; sowas poste ich hier Thread: LED - ein kommender Riesenmarkt?
      Avatar
      schrieb am 17.01.13 15:55:44
      Beitrag Nr. 225 ()
      "Cree Raises the Bar in Energy-Efficient, High Output LED Street Lighting

      New XSP Series LED Street Light Delivers Over 35 Percent Performance Increase Enabling New Applications

      DURHAM, N.C.--(BUSINESS WIRE)--

      Cree, Inc. (CREE) is extending the revolutionary XSP Series LED Street Light portfolio to deliver municipalities improved performance at even more affordable price points. The new XSP2L™ LED street light increases lumen output over 35 percent compared to the original XSP luminaire. The XSP2L LED is the ideal replacement for outdated high pressure sodium and metal halide fixtures up to 400 watts.

      Delivering better performance and lower cost per lumen, the Cree® XSP Series LED Street Light boasts an industry-leading ten year warranty and a calculated L70 lifetime of more than 100,000 hours and features a state-of-the-art thermal management system to improve overall performance. The result is a high performance luminaire that delivers up to 30 percent more lumens per dollar.

      “Cree is committed to helping communities significantly lower their energy costs and maintenance expenses,” said Greg Merritt, vice president, lighting at Cree. “The latest Cree innovation makes LED street lighting available for higher performance applications with compelling payback.”

      Cree XSP Series LED Street Lights are sold through Cree lighting sales channels. Visit www.cree.com/xsp for more information."

      http://finance.yahoo.com/news/cree-raises-bar-energy-efficie…
      Avatar
      schrieb am 18.01.13 16:18:37
      Beitrag Nr. 226 ()
      "Toshiba Lightech says that the global LED lighting CAGR from 2010-2020 is expected to reach 31%"

      http://finance.yahoo.com/news/toshiba-lightech-led-lighting-…

      (CAGR > "Eine spezielle Wachstumsrate ist die jährliche Wachstumsrate (engl. Compound Annual Growth Rate, abgekürzt CAGR). Sie stellt das durchschnittliche jährliche Wachstum einer zu betrachtenden Größe dar.")
      http://de.wikipedia.org/wiki/Wachstumsrate
      Avatar
      schrieb am 22.01.13 23:00:37
      Beitrag Nr. 227 ()
      Rumms!
      Nach Zahlen in US 13.95% up.

      :cool:
      Avatar
      schrieb am 22.01.13 23:02:59
      Beitrag Nr. 228 ()
      Ihr könnt hier ja gern bei euren Glühbirnen bleiben. :laugh:
      Avatar
      schrieb am 22.01.13 23:11:17
      Beitrag Nr. 229 ()
      "Cree Earnings: Investors Happy, Shares Jump

      Cree Inc. (NASDAQ:CREE) delivered a profit and beat Wall Street’s expectations, AND beat the revenue expectation. The revenue beat is a positive sign to shareholders seeking high growth out of Cree. Shares are up 14.40%.

      Cree Inc. Earnings Cheat Sheet

      Results: Net income increased 205.46% to $36.9 million (32 cents per diluted share) in the quarter versus a net gain of $12.08 million in the year-earlier quarter.

      Revenue: Rose 13.87% to $346.3 million from the year-earlier quarter.

      Actual vs. Wall St. Expectations: Cree Inc. reported adjusted net income of 32 cents per share. By that measure, the company beat the mean analyst estimate of $0.3. It beat the average revenue estimate of $331.2 million.

      Quoting Management: “Fiscal Q2 was another strong quarter with record revenue and earnings per share that were higher than our target range due to stronger sales in both LEDs and Lighting combined with improved gross margins,” stated Chuck Swoboda, Cree Chairman and CEO…
      …Overall company backlog is in line with seasonal trends for our fiscal Q3. Longer term, we remain focused on driving adoption through innovation, and with our broad understanding of the technology levers from materials through systems, we see opportunities to move the market even faster than what has been experienced to date.”

      Key Stats:

      Revenue increased 9.68% from $315.75 million in the previous quarter. Net income increased 128.91% from $16.12 million in the previous quarter.

      Looking Forward: Analysts have a more negative outlook for the company’s next-quarter performance. Over the past three months, the average estimate for next quarter’s earnings has fallen from a profit of $0.29 to a profit $0.28. For the current year, the average estimate has moved down from a profit of $1.22 to a profit of $1.2 over the last ninety days.

      Stocks with improving earnings metrics are worthy of your extra attention. In fact, “E = Earnings Are Increasing Quarter-Over-Quarter” is a core component of our CHEAT SHEET investing framework for this very reason. Don’t waste another minute – click here and get our CHEAT SHEET stock picks now.

      (Company fundamentals provided by Xignite Financials.)"

      http://wallstcheatsheet.com/stocks/cree-earnings-investors-h…
      2 Antworten
      Avatar
      schrieb am 23.01.13 07:18:48
      Beitrag Nr. 230 ()
      Ich hab es ganz verpasst!

      Ich freue mich sehr :)
      Avatar
      schrieb am 23.01.13 15:49:52
      Beitrag Nr. 231 ()
      Momentan in US:

      39.96$ 6.49(19.40%)

      :)
      Avatar
      schrieb am 26.01.13 12:03:24
      Beitrag Nr. 232 ()
      Antwort auf Beitrag Nr.: 44.051.745 von AdHick am 22.01.13 23:11:17SEMI hat einen Artikel zu LED-Marktaussichten publiziert, der mich vorsichtig werden lässt.

      Der Sättigungseffekt aufgrund der langen LED-Lebensdauer soll bereits einsetzen.

      Näheres hier: Thread: LED - ein kommender Riesenmarkt?
      1 Antwort
      Avatar
      schrieb am 02.02.13 03:06:30
      Beitrag Nr. 233 ()
      Antwort auf Beitrag Nr.: 44.067.927 von R-BgO am 26.01.13 12:03:24Bei der momentan noch geringen LED-Marktdurchdringung im Beleuchtungsbereich (siehe auch den Riesenmarkt der Strassenbeleuchtung) sehe ich noch keinen relevanten Sättigungseffekt.


      "February 1, 2013, 12:55 P.M. ET

      CREE: Goldman Ups Target to $46 on M&A Prospects


      By Tiernan Ray

      Shares of LED technology vendor Cree (CREE) are up $1.04, or 2.4%, at $44.19, after Goldman Sachs’s Brian Lee this morning reiterated a Buy rating on the shares and raised his price target to $46 from $39, writing that he thinks there is a “theoretical M&A value of $70″ for the stock, with a “medium probability (15% to 30%) of M&A for Cree” as “we now see Cree as a more likely candidate than previously.”


      Weiter:
      http://blogs.barrons.com/techtraderdaily/2013/02/01/cree-gol…
      Avatar
      schrieb am 02.02.13 03:23:31
      Beitrag Nr. 234 ()
      "2013 Is The Year of Cree"

      "Many stock experts concluded that Cree (NASDAQ: CREE) is one of the companies that will make an impact this year."

      Weiter:
      http://beta.fool.com/josefraydagatan/2013/01/31/2013-year-cr…
      Avatar
      schrieb am 02.02.13 15:43:17
      Beitrag Nr. 235 ()
      Interessanter Beitrag von CBS zur Zukunft des Lichts - natugemäß stark US lastig.

      http://www.cbsnews.com/video/watch/?id=6601560n&tag=related;…" target="_blank" rel="nofollow ugc noopener">http://www.cbsnews.com/video/watch/?id=6601560n&tag=related;…

      Gruß
      :):cool:baggo-mh
      Avatar
      schrieb am 06.02.13 19:01:33
      Beitrag Nr. 236 ()
      Cree, Inc. to Webcast Upcoming Presentation
      Tue February 5, 2013 9:00 AM | about: CREE


      DURHAM, N.C.--(BUSINESS WIRE)-- Cree, Inc. (CREE), a market leader in LED lighting, today announced it will webcast its presentation at an upcoming event.

      Chuck Swoboda, Chairman and Chief Executive Officer, will provide a company overview at the following event:

      The Goldman Sachs Technology & Internet Conference 2013 on Tuesday, February 12, at 7 p.m. ET.
      A webcast of the presentation will be available live on our website. Please visit http://investor.cree.com/events.cfm to access the live webcast, as well as any slide presentation used during the conference.

      Gruß
      :):cool: baggo-mh
      Avatar
      schrieb am 06.02.13 19:12:24
      Beitrag Nr. 237 ()
      Overbought, Overpriced Cree Is A Sell With The Market Close To A Significant Pullback
      February 6, 2013

      Der Vollständigkeit halber.....

      http://seekingalpha.com/article/1159851-overbought-overprice…

      Gruß
      :):cool: baggo-mh
      Avatar
      schrieb am 06.02.13 19:38:45
      Beitrag Nr. 238 ()
      Jo, die Aktie ist - bei allen Zukunftsaussichten - momentan sehr ambitioniert bewertet.
      Neueinsteiger sollten langfristig orientiert sein.

      Natürlich kann die Aktie von Gier getrieben auch kurzfristig noch ordentlich steigen.
      6 Antworten
      Avatar
      schrieb am 11.02.13 15:40:08
      Beitrag Nr. 239 ()
      Uuupps:

      "Cree price target raised to $55 from $46 at DA Davidson

      DA Davidson increased its price target on Cree as the firm thinks that improving fundamentals and margins will drive 45% and 30% year-over-year growth in the company's earnings in 2013 and 2014, respectively. The firm maintains a Buy rating on the stock."

      http://finance.yahoo.com/news/cree-price-target-raised-55-13…

      Mir soll's recht sein. :)
      2 Antworten
      Avatar
      schrieb am 11.02.13 15:47:58
      Beitrag Nr. 240 ()
      Antwort auf Beitrag Nr.: 44.126.955 von AdHick am 11.02.13 15:40:08....und morgen Nacht präsentiert Sid bei Goldman Sachs.
      Ich erwarte da auch noch eine Anhebung des Kursziels.

      Gruß
      :):cool: baggo-mh
      1 Antwort
      Avatar
      schrieb am 13.02.13 14:44:17
      Beitrag Nr. 241 ()
      Antwort auf Beitrag Nr.: 44.126.995 von baggo-mh am 11.02.13 15:47:58Es war Chuck der präsentierte nicht Sid. Dennoch:

      JP Morgan erhöht das Kursziel für Cree Inc von $36 auf $49,50. Rating overweight

      Mehr Information ist leider derzeit noch nicht zu finden. Sind immerhin 10% mehr als der gestrige Kurs.

      http://www.boerse-go.de/nachricht/JP-Morgan-erhoeht-das-Kurs…

      Gruß
      :):cool: baggo-mh
      Avatar
      schrieb am 13.02.13 14:56:18
      Beitrag Nr. 242 ()
      Acal plc : Cree and Acal BFi sign GaN RF Franchise Agreement
      02/13/2013| 08:14am US/Eastern
      Cree and Acal BFi sign GaN RF Franchise Agreement
      13 Feb 2013

      Cree, Inc. (Nasdaq : CREE), a market leader in GaN RF technology and Acal BFi, a division of Acal plc (FTSE : ACL), have signed a franchise agreement to increase the sale of Cree RF components in Italy, Spain, Germany, Poland, Czech Republic, The Netherlands, Norway, Sweden, Hungary and Luxembourg.

      "GaN is increasingly recognised as a key technology in bringing about improved efficiency and reducing overall systems costs. Cree and Acal BFi have joined forces to accelerate bringing this advantage to a wider market" said Tom Dekker, World Sales and Marketing Director for RF Technology at Cree. "Acal BFi has an excellent reputation with a strong technical team able to support this specialised technology. This agreement further strengthens a sales network that has built a reputation for excellence in customer support. We look forward to accelerating adoption of Cree GaN HEMT as the RF technology of choice throughout Europe."

      "A partnership with the leading innovator in the key area of GaN RF allows Acal BFi to increase its offer of advanced solutions at the very forefront of technology. Acal BFi's experienced engineering team across Europe provides our customers with the design support and product knowledge needed to take advantage of this innovative technology." said Lee Austin, Business Development Director, Acal BFi Communications Division.

      For more information please visit : www.acalbfi.co.uk

      About Cree

      Cree is a market-leading innovator of lighting-class LEDs, LED lighting, and semiconductor solutions for wireless and power applications. Cree's product families include LED fixtures and bulbs, blue and green LED chips, high-brightness LEDs, lighting-class power LEDs, power-switching devices and radio-frequency/wireless devices. Cree solutions are driving improvements in applications such as general illumination, backlighting, electronic signs and signals, variable-speed motors and wireless communications.

      http://www.4-traders.com/ACAL-PLC-4001613/news/Acal-plc-Cree…

      Gruß
      :):cool: baggo-mh
      Avatar
      schrieb am 14.02.13 18:41:30
      Beitrag Nr. 243 ()
      13 February 2013

      Cree sets luminous efficacy record of 276lm/W for white R&D power LED

      LED chip, lamp and lighting fixture maker Cree Inc of Durham, NC, USA has claimed another industry first with a record 276 lumen-per-watt white R&D power LED, exceeding its previous industry record of 254lm/W (announced last April).

      Cree says that the record R&D result has been enabled by its SC3 Technology Platform (currently available commercially in its XLamp LEDs), which features advances in LED chip architecture and phosphor as well as a new package design.

      Cree says that the LED efficacy was measured at 276lm/W at a correlated color temperature (CCT) of 4401K using a drive current of 350mA.

      “The core of the Cree R&D culture is a relentless focus on innovation that ultimately drives LED adoption,” says co-founder & director of advanced optoelectronics John Edmond. “The innovation from our labs is the foundation for our lighting-class XLamp LEDs,” he adds. “Higher-performance LEDs can enable new and better LED-based applications and drive down the solution cost of LED designs.”

      http://www.semiconductor-today.com/news_items/2013/FEB/CREE_…

      Das hatte Chuck ja schon in der GS Konferenz ausgeplaudert.

      Gruß
      :):cool: baggo-mh
      Avatar
      schrieb am 15.02.13 10:49:59
      Beitrag Nr. 244 ()
      Avatar
      schrieb am 27.02.13 22:29:38
      Beitrag Nr. 245 ()
      "Cree Seen Growing As LED Market Heads To $100 Billion

      By Kevin Shalvey, Investor's Business Daily
      Posted 02/26/2013 02:02 PM ET


      A report out Tuesday says the LED market will jump to $100 billion in annual sales in the next 10 years, up from just $15 billion now, which the report says could benefit "dominant" LED components maker Cree (CREE).

      Shares of Durham, N.C.-based Cree were up 1% in the stock market today.

      Cree has a "strong positive" potential to grow as the market for LEDs expands, according to a report from Lux Research analyst Pallavi Madakasira.



      Getty Images View Enlarged Image


      Madakasira wrote that Cree's doing a good job executing its business plan, and is building cost-efficient new materials. Cree's "leading position in lighting efficiency makes it the pacesetter on technical value," said the report.

      The LED market has an established field of competitors, with five companies controlling about 75%. Cree and four others — Tokyo-based Nichia; Sunnyvale, Calif.-based OSRAM Opto Semiconductors; San Jose, Calif.-based Philips Lumileds; and South Korea's Seoul Semiconductor — control most of the intellectual property rights needed to build LEDs, according to Madakasira.

      "With an industry dominated by such incumbents, the barriers to entry are very high," wrote Madakasira.

      Cree's shares jumped 22% on Jan. 23 after its fiscal Q2 results beat Wall Street expectations, and the stock hit a nearly three-year high of 46.88 on Feb. 15. It was near 43.90 in afternoon trading Tuesday."

      http://news.investors.com/technology/022613-645793-lux-resea…


      Rosige Aussichten. :)
      Avatar
      schrieb am 05.03.13 14:37:11
      Beitrag Nr. 246 ()
      "Cree Introduces The Biggest Thing Since the Light Bulb.™

      Cree® LED Bulb Breaks $10 Price Barrier and Works Better than a Light Bulb


      DURHAM, N.C.--(BUSINESS WIRE)--

      Cree, Inc. (CREE) introduces a game-changing series of LED bulbs at a retail price point that gives consumers a reason to switch to LED lighting. The long-lasting Cree LED bulbs showcase Cree’s commitment to LED lighting innovation. The new bulbs shine as brightly as comparable incandescents while saving 84 percent of the energy compared to traditional bulbs. The Cree LED bulbs are backed by a 10-year limited warranty and available exclusively at The Home Depot®.

      “The Cree LED light bulb was designed to offer consumers a no-compromise lighting experience at a compelling price,” said Chuck Swoboda, Cree chairman and CEO. “Over the last couple of years we recognized that the consumer is instrumental in the adoption of LED lighting, but we needed to give them a reason to switch. We believe this breakthrough LED bulb will, for the first time, give consumers a reason to upgrade the billions of energy-wasting light bulbs. We could not think of a better way to get this bulb into consumers’ hands than through The Home Depot, a visionary partner who embraces innovation.”

      “As the leading retailer of energy-efficient LED lighting products, our customers look to us to provide them with the most advanced and most cost-effective lighting technologies available,” said Jeff Epstein, merchandising vice president, The Home Depot. “We diligently work with our manufacturing partners to offer consumers the most innovative alternatives that also help save money and energy. We are pleased to expand our relationship with Cree. It has enabled us to be the first in the market to offer a technologically advanced and affordable LED light bulb in the market today.”

      The innovative bulb is illuminated by Cree LED Filament Tower™ Technology and provides a compact optically balanced light source within a real glass bulb to deliver consumers the warm light they love and want. Boasting a shape that looks like a traditional light bulb, Cree LED bulbs can be placed in most lighting fixtures in the home. The new Cree LED bulb is designed to last 25,000 hours or 25 times longer than typical incandescent light bulbs – reducing the need to replace bulbs for years to come.

      With a retail price of $9.97 for the warm white 40-watt replacement, $12.97 for the 60-watt warm white replacement and $13.97 for the 60-watt day light, the Cree LED bulbs save 84 percent of the energy compared to traditional incandescents. Cree LED bulbs can pay for themselves quickly and then pay consumers year after year. By replacing the incandescent bulbs with Cree LED bulbs in a home’s five most frequently used light fixtures, consumers can save $61 per year on electric bills.*

      Cree LED bulbs are the ideal replacement for energy-wasting 60-watt and 40-watt incandescents and compromise-laden CFL lighting. The new LED bulbs turn on instantly and are free of the mercury that is found in CFL bulbs. Unlike many low-priced LED bulbs, Cree LED bulbs are easily dimmable with most standard incandescent dimmers.

      The Cree LED light bulb (60-watt incandescent replacement) delivers 800 lumens and consumes only 9.5 watts and is available in warm white (2700K) and day light (5000K) color temperatures. The Cree LED light bulb (40-watt incandescent replacement) delivers 450 lumens and consumes only 6 watts and is available in 2700K color temperature.

      All products are available exclusively at The Home Depot. Please visit www.creebulb.com to purchase the bulbs online today.

      * Based on Cree LED bulb 60W replacements at 9.5 watt, $0.11 per kilowatt-hour, 25,000 hour lifetime and average usage of 6 hours per day.

      Business Outlook Update:

      For its third quarter of fiscal 2013 ending March 31, 2013, Cree now targets incrementally higher revenue and net income. The revenue target has been increased to a range of $335 million to $350 million. The GAAP and non-GAAP gross margin targets remain the same as previously announced with GAAP gross margin targeted to be similar to Q2 and non-GAAP gross margin targeted to be 39.5% +/-. Our GAAP gross margin targets include stock-based compensation expense of approximately $2.4 million, while our non-GAAP targets do not. Operating expenses are targeted to be approximately $2 million higher than previously announced, due to higher R&D and marketing costs to support the new product launch. The tax rate target is unchanged at 17% for fiscal Q3. The GAAP net income target has been increased to a range of $18 million to $24 million, or $0.16 to $0.21 per diluted share. The Non-GAAP net income target has been increased to a range of $36 million to $42 million, or $0.31 to $0.36 per diluted share. The GAAP and non-GAAP net income targets are based on an estimated 116.7 million diluted weighted average shares. Targeted non-GAAP earnings exclude expenses related to the amortization of acquired intangibles and stock-based compensation expense of $0.15 per diluted share."

      http://finance.yahoo.com/news/cree-introduces-biggest-thing-…

      :eek::eek::eek:
      Avatar
      schrieb am 05.03.13 17:49:22
      Beitrag Nr. 247 ()
      Antwort auf Beitrag Nr.: 44.111.248 von AdHick am 06.02.13 19:38:45Jo, die Aktie ist - bei allen Zukunftsaussichten - momentan sehr ambitioniert bewertet.
      Neueinsteiger sollten langfristig orientiert sein.

      Natürlich kann die Aktie von Gier getrieben auch kurzfristig noch ordentlich steigen.


      Ich hab die neue Guidance mal überflogen - aber dieser aktuelle Kurssprung scheint mir doch sehr optimistisch zu sein. Sehr "amerikanisch". Was meinst Du? Wie sieht es eigentlich mit KGV und solchen Dingen aus?
      5 Antworten
      Avatar
      schrieb am 05.03.13 18:39:02
      Beitrag Nr. 248 ()
      Antwort auf Beitrag Nr.: 44.216.990 von cmeise am 05.03.13 17:49:22Ich habe mit einer LED in Cree-Qualität unter 10 Dollar so schnell nicht gerechnet, sorry.
      Avatar
      schrieb am 05.03.13 18:39:07
      Beitrag Nr. 249 ()
      Antwort auf Beitrag Nr.: 44.216.990 von cmeise am 05.03.13 17:49:22KGV steht derzeit bei 105 :eek:

      http://de.finance.yahoo.com/q?s=cree&ql=1

      Guckst du hier.

      Gruß
      :):cool: baggo-mh
      3 Antworten
      Avatar
      schrieb am 05.03.13 18:41:33
      Beitrag Nr. 250 ()
      Antwort auf Beitrag Nr.: 44.217.238 von baggo-mh am 05.03.13 18:39:07Da wird extremst die Zukunft gehandelt.
      2 Antworten
      Avatar
      schrieb am 05.03.13 18:43:51
      Beitrag Nr. 251 ()
      Dass die neue LED ein Verkaufsknüller wird, dürfte allerdings sicher sein.
      Avatar
      schrieb am 05.03.13 18:52:09
      Beitrag Nr. 252 ()
      Neben der hohen Ersparnis an Stromkosten, wer gibt schon 10 Jahre Garantie auf sein Erzeugnis?? :confused:
      Avatar
      schrieb am 05.03.13 18:56:00
      Beitrag Nr. 253 ()
      Osram z.B. bietet nur "bis zu vier Jahre Garantie".

      http://www.osram.de/osram_de/tools-und-service/services/osra…
      Avatar
      schrieb am 05.03.13 19:05:25
      Beitrag Nr. 254 ()
      Antwort auf Beitrag Nr.: 44.217.249 von AdHick am 05.03.13 18:41:33Allerdings. Aber sind wir nicht genau deshalb hier versammelt.

      Gruß
      :):cool: baggo-mh
      1 Antwort
      Avatar
      schrieb am 05.03.13 19:20:48
      Beitrag Nr. 255 ()
      Antwort auf Beitrag Nr.: 44.217.353 von baggo-mh am 05.03.13 19:05:25"Aber sind wir nicht genau deshalb hier versammelt",
      liebe Gemeinde.
      fehlt da noch. :laugh:
      Avatar
      schrieb am 06.03.13 05:59:24
      Beitrag Nr. 256 ()
      "Needham hebt das Kursziel für Cree von $42 auf $60."

      http://www.finanznachrichten.de/nachrichten-2013-03/26160580…

      :)
      Avatar
      schrieb am 06.03.13 06:53:41
      Beitrag Nr. 257 ()
      weitere Einschätzungen zu Cree findet man hier:

      http://www.jagsreport.com/2013/03/cree-given-new-60-00-price…
      oder
      http://www.jagsreport.com/2013/03/equities-research-analysts…

      Von $44 Goldmann Sachs bis zu Needham mit $60 ist die Spanne groß.

      Gruß
      :):cool: baggo-mh
      Avatar
      schrieb am 07.03.13 14:48:43
      Beitrag Nr. 258 ()
      Zitat von baggo-mh: KGV steht derzeit bei 105 :eek:

      http://de.finance.yahoo.com/q?s=cree&ql=1

      Guckst du hier.

      Gruß
      :):cool: baggo-mh




      "Cree's financial statements are in excellent shape. Next let's evaluate the fundamentals further to see if these numbers justify Cree's current stock price. Cree is currently trading just north of $50 and seems to be expensive after the recent run as well as volatile. Volatility, however, should not be feared if you do your homework.

      Cree's current PE is close to 106 with earnings per share of $.48 cents but their 1 year forward PE ratio is only 33. A price to earnings ratio of 33 is much more reasonable but still demands a fairly high growth rate to justify the price. The earnings growth rate for this fiscal year is expected to be 35% along with 35% again in 2014. If earnings were to grow at another 35% clip, the 2 year forward PE would be 21. That is still a long time to wait for the PE ratio to become reasonable, however with the current growth rate that may be justifiable. According to Yahoo Finance, Cree has a 5 year PEG ratio of 1.68 which is relatively low yet high compared to some of its peers."

      Auszug http://seekingalpha.com/article/1254771-cree-makes-edison-pr…
      Avatar
      schrieb am 11.03.13 14:34:36
      Beitrag Nr. 259 ()
      "This Lighting Stock Offers Potential Triple-Digit Returns

      Last year, Americans purchased over 4 billion light bulbs, according to the U.S. department of Energy. With recent legislative changes ensuring future use of more energy-efficient lighting solutions, IMS Research expects sales of LED bulbs will become a $10 billion market by 2015.

      According to the New York Times, about 33 million LED light bulbs were sold in 2012. Within about four years, purchases will likely increase 1,000%, to more than 370 million LED bulbs!

      While many LED manufactures are benefiting from this lighting boom, one public company in particular is profiting -- international LED and semiconductor manufacturer, CREE (CREE).

      CREE boasts an outstanding fundamental outlook and is backed by highly bullish technicals. This year alone, the stock already increased about 45%! But, as I explain below, the technicals point to much further growth potential ahead.


      "

      Weiter:
      http://finance.yahoo.com/news/lighting-stock-offers-potentia…

      :)
      1 Antwort
      Avatar
      schrieb am 11.03.13 14:37:42
      Beitrag Nr. 260 ()
      Antwort auf Beitrag Nr.: 44.237.482 von AdHick am 11.03.13 14:34:36Busen-Formation. :eek: :D
      Avatar
      schrieb am 22.03.13 21:29:04
      Beitrag Nr. 261 ()
      Why Cree Will Continue Growing Its LED Market Share
      Mar 22 2013, 15:20 | about: CREE

      langer Artikel - sehr interessant

      http://seekingalpha.com/article/1295721-why-cree-will-contin…

      Gruß
      :):cool: baggo-mh
      Avatar
      schrieb am 22.03.13 21:34:54
      Beitrag Nr. 262 ()
      Cree Price Target Increased to $66.00 by Analysts at Susquehanna (CREE)

      Posted by: Ghasem Abdullahian Posted date: March 22, 2013 In: Analyst Articles - US, Investing

      Cree (NASDAQ: CREE) had its price target boosted by Susquehanna from $46.00 to $66.00 in a research note released on Wednesday morning. They currently have a positive rating on the stock.

      CREE has been the subject of a number of other recent research reports. Analysts at Tigress Financial downgraded shares of Cree from a strong-buy rating to a buy rating in a research note to investors on Friday, March 15th. Separately, analysts at Piper Jaffray reiterated an overweight rating on shares of Cree in a research note to investors on Wednesday, March 6th. They now have a $57.00 price target on the stock, up previously from $43.00. Finally, analysts at UBS AG raised their price target on shares of Cree from $45.00 to $51.00 in a research note to investors on Wednesday, March 6th. They now have a neutral rating on the stock.

      Four research analysts have rated the stock with a sell rating, nine have assigned a hold rating and sixteen have assigned a buy rating to the stock. The company has a consensus rating of Hold and an average target price of $45.35.

      Cree (NASDAQ: CREE) opened at 54.408 on Wednesday. Cree has a 1-year low of $22.25 and a 1-year high of $55.53. The stock’s 50-day moving average is currently $47.73. The company has a market cap of $6.309 billion and a price-to-earnings ratio of 112.48.

      Cree, Inc. (NASDAQ: CREE) develops and manufactures semiconductor materials and devices primarily based on silicon carbide (SiC), gallium nitride (GaN) and related compounds.

      http://www.mideasttime.com/cree-price-target-increased-to-66…

      Ist wahrscheinlich die Erklärung für den heutigen Anstieg.

      Gruß
      :):cool: baggo-mh
      Avatar
      schrieb am 10.04.13 23:42:37
      Beitrag Nr. 263 ()
      Cree lights up once again

      Light-emitting diode (LED) maker Cree is one stock which has defied gravity in the true sense of the word. The stock had met with downgrades toward the end of last year, analysts were citing a high trailing P/E and growing competition as the reasons why Cree shares could drop. But I was pretty sure that the company would continue its trailblazing run in 2013, and it has done so quite handsomely as evident from the chart above.

      Going forward, I don’t expect Cree to slow down. The company has successfully negotiated the threat of bigger peers such as Philips Electronics and General Electric so far as it is a pure-play LED company. Its focus on delivering great products at low cost has seen it win a number of lighting contracts across the globe. Moreover, the rapid growth in the LED lighting industry makes Cree a growth stock which investors should consider despite a high P/E ratio.

      Cree shares received another boost last month after the company bumped up its guidance and introduced “game-changing” replacement bulbs which would spur adoption of LEDs. Its 40-watt replacement bulb for $9.97 could go a long way in driving its top line higher as it consumes 84% less energy and lasts 25 times longer. The company is set to report its next quarterly results later this month, and I won’t be surprised if its streak of solid performances continues.

      http://beta.fool.com/techjunk13/2013/04/06/these-stocks-beat…

      Gruß
      :):cool: baggo-mh
      Avatar
      schrieb am 11.04.13 15:23:26
      Beitrag Nr. 264 ()
      Goodbye Fluorescent Bulb? Philips Says Yes.
      by THE ASSOCIATED PRESS
      April 11, 2013 7:28 AM

      AMSTERDAM (AP) — If you've worked in an office, you're probably familiar with the soft glow of fluorescent tubes drifting from the ceiling. If Europe's Philips brand is right, those lamps could soon be history.

      Royal Philips NV, the Dutch consumer appliances giant, said Thursday that it has developed an LED light that will soon be far more efficient than the best fluorescents on the market. That should make it cheaper and greener, as well.

      It's a combination that will inevitably help the LED dominate the market for illuminating the world's workplaces, according to the global leader in lighting sales.

      In an interview with The Associated Press ahead of the unveiling of the new light, a top executive said the prototype LED is headed to mass production and will hit the market in 2015. He claimed that in 10 years, LEDs will replace at least half of the world's fluorescent bulbs, which have been the main source of workplace lighting since shortly after World War II.

      "This is a major step forward for the lighting world," said Rene van Schooten, CEO of Philips' light sources division. "It will bring an enormous savings in energy."

      Experts outside the Dutch company say they have long expected LEDs to eclipse fluorescents. If Philips' predictions are correct, however, the arrival of the LED in office spaces will come faster than expected.

      The potential impact in energy and cost savings, as well as pollution reduction, is significant — though toxic materials are used in manufacturing both fluorescents and LEDs.

      Lights suck up more than 15 percent of all energy produced globally, and fluorescent lights currently make up more than half of the total lighting market.

      In the United States alone, fluorescents consume about 200 terawatts annually, according to Philips' estimates. Cutting that in half would save $12 billion in electricity costs and lessen carbon dioxide emissions by 60 million metric tons per year, the company said.

      Dr. Eugenia Ellis, a professor of engineering and architecture at Drexel University, who works with LED installations, said an efficiency improvement at the level Philips forecasts would be impressive. Cost savings from using LEDs can already be significant: Ellis gave the example of a hospital recently saving $75,000 a year on energy bills by switching.

      In recent years, energy-efficient lights made by Philips, Siemens AG, General Electric Co., Cree Inc. and others using LEDs, or light-emitting diodes, have made significant inroads in the home market, replacing many incandescent and halogen bulbs.

      But because fluorescent bulbs are themselves highly efficient, LED lights have so far achieved only a small foothold in business and industry. LEDs are competitive in heavy use settings where their longer lifespans and a minor energy edge pay off.

      Philips says its new lamp will change all of that. The technical milestone the company claims to have achieved is the ability to produce 200 lumens of light per watt. A lumen is the standard measure of the amount of light a lamp casts in a given area.

      According to Mark Hand, a technology expert at Philips competitor Acuity Brands Inc., that's about twice the output per watt of the best fluorescent tubes currently on the market; he estimated the best LED lamps may get up to 120 lumens per watt.

      Cree already advertises an LED lamp it says reaches 200 lumens per watt under some circumstances. Van Schooten said the Philips lamp is different. It will be the first on the market that reaches that level of efficiency and functions across a normal range of temperatures and is capable of consistently producing the same amount of warm white colored light as comparable fluorescent tubes.

      Essentially, Van Schooten said, "if you walk into the room, you don't say, 'what a funny lamp.'"

      U.S. Department of Energy projections published in April 2012 showed the government had expected the industry would only achieve efficiencies of 160 lumens per watt for LED lamps by 2015.

      Philips' Van Schooten said that initially, prices of its LED tubes will still be higher than fluorescent lights. But taking into account electricity costs, the increased efficiency in 2015 will make them cheaper to own within a year, as opposed to three years at present.

      And further manufacturing savings and efficiency improvements to LED lights will come with each generation of technology.

      "The case is rather compelling, but of course it takes some time to replace existing infrastructure," Van Schooten said.

      Philips lighting sales in 2012 amounted to 8.4 billion euros ($11 billion) in a total global market that consulting firm McKinsey puts at 70 billion euros.

      Acuity Brands' Hand said that Philips' 10-year view may even be pessimistic. Although LEDs currently make up only a small percentage of his company's $1.9 billion in annual sales, he expects that to change quickly.

      "LEDs will take over, definitely within 10 years," he said. He predicted that LEDs would make up more than 50 percent of new sales "certainly within 5 years, maybe within three."

      Ironically, Philips will both lose and gain from the change: It is not only the largest maker of LEDs, but also of fluorescent tubes.

      "Clearly we'll have to phase that out," Van Schooten said. But "we knew this moment was coming for some time."

      Gruß
      :):cool: baggo-mh
      Avatar
      schrieb am 16.04.13 08:09:13
      Beitrag Nr. 265 ()
      Chinese LED firms are sitting on CNY5B ($807M) worth of inventory, and attempts to unload it...
      Monday, April 15, 6:04 PM ET

      Chinese LED firms are sitting on CNY5B ($807M) worth of inventory, and attempts to unload it could lead prices to dive in Q3, Digitimes reports. As Cree (CREE) can vouch, pricing has been bolstered this year by healthy LED lighting and TV demand, but 2H pricing visibility remains limited. Separately, Osram is launching a 40W-replacement LED bulb in Germany that will cost less than €10 ($13.05). Cree recently announced it would sell a 40W-replacement bulb through Home Depot for $9.97 in the U.S.; 60W-replacements will go for $12.97 and $13.97.

      http://seekingalpha.com/currents/post/944191?source=email_rt…

      Gruß
      :):cool:baggo-mh
      Avatar
      schrieb am 16.04.13 08:11:48
      Beitrag Nr. 266 ()
      LED price battle heats up as Osram launches 10-euro bulb

      FRANKFURT | Mon Apr 15, 2013 4:56am EDT
      (Reuters) - Germany's Osram is launching a new LED light bulb that costs less than 10 euros ($13.10) to battle rivals, such as Cree and Samsung Electronics, for a share of the fast-growing market.

      Light-emitting diodes (LED) - known for lighting flat-screen televisions and tablet PCs - are increasingly replacing other lights in homes, stores and on streets because they use less energy and are more durable.

      But they cost much more than incandescent bulbs or compact fluorescent lights, putting off consumers from buying LED lighting for their homes.

      A spokesman for Osram, which is being spun off by engineering conglomerate Siemens, said on Monday the company's new LED replacement for 40 watt incandescent bulbs would retail at 9.95 euros in Germany from June. Most comparable LED bulbs in Europe currently cost more than 15 euros.

      Osram's announcement comes only six weeks after U.S.-based Cree raised its quarterly earnings forecast as it announced it would sell a new LED bulb replacing 40 watt bulbs for less than $10 in the United States.

      Consultancy McKinsey has estimated that the market for LEDs will grow more than sevenfold to almost 65 billion euros by 2020, accounting for the bulk of global demand for lighting.

      It expects the market for replacement bulbs to reach its peak next year and then slow as LED bulbs last significantly longer than other types of lamps, meaning customers buy new bulbs less often.

      Osram said its new LED bulb lasts for 15 years. It will also offer LED replacements for 60 watt incandescent bulbs for less than 10 euros for a short time as a sales promotion.

      (Reporting by Jens Hack; Writing by Maria Sheahan; Editing by Louise
      Heavens)

      http://www.reuters.com/article/2013/04/15/us-siemens-osram-i…

      Gruß
      :):cool: baggo-mh
      Avatar
      schrieb am 21.04.13 12:42:00
      Beitrag Nr. 267 ()
      Are You Expecting This from Cree?

      http://www.fool.com/investing/general/2013/04/19/are-you-exp…

      Seth Jayson
      April 19, 2013


      Cree (Nasdaq: CREE ) is expected to report Q3 earnings around April 23. Here's what Wall Street wants to see:

      The 10-second takeaway
      Comparing the upcoming quarter to the prior-year quarter, average analyst estimates predict Cree's revenues will grow 20.6% and EPS will expand 70.0%.

      The average estimate for revenue is $343.3 million. On the bottom line, the average EPS estimate is $0.34.

      Revenue details
      Last quarter, Cree reported revenue of $346.3 million. GAAP reported sales were 14% higher than the prior-year quarter's $304.1 million.



      Source: S&P Capital IQ. Quarterly periods. Dollar amounts in millions. Non-GAAP figures may vary to maintain comparability with estimates.

      EPS details
      Last quarter, non-GAAP EPS came in at $0.32. GAAP EPS of $0.18 for Q2 were 80% higher than the prior-year quarter's $0.10 per share.



      Source: S&P Capital IQ. Quarterly periods. Non-GAAP figures may vary to maintain comparability with estimates.

      Recent performance
      For the preceding quarter, gross margin was 38.5%, 390 basis points better than the prior-year quarter. Operating margin was 7.4%, 320 basis points better than the prior-year quarter. Net margin was 5.9%, 190 basis points better than the prior-year quarter.

      Looking ahead

      The full year's average estimate for revenue is $1.37 billion. The average EPS estimate is $1.28.

      Investor sentiment
      The stock has a three-star rating (out of five) at Motley Fool CAPS, with 1,090 members out of 1,182 rating the stock outperform, and 92 members rating it underperform. Among 219 CAPS All-Star picks (recommendations by the highest-ranked CAPS members), 201 give Cree a green thumbs-up, and 18 give it a red thumbs-down.

      Of Wall Street recommendations tracked by S&P Capital IQ, the average opinion on Cree is outperform, with an average price target of $33.98.

      Is Cree the best semiconductor stock for you? You may be missing something obvious. Check out the semiconductor company that Motley Fool analysts expect to lead "The Next Trillion-dollar Revolution." Click here for instant access to this free report.

      Am 23. April wissen wir mehr.

      Gruß
      :):cool: baggo-mh
      Avatar
      schrieb am 23.04.13 22:15:58
      Beitrag Nr. 268 ()
      Avatar
      schrieb am 09.05.13 07:21:22
      Beitrag Nr. 269 ()
      Profiting From Power Savings
      May 8 2013, 05:12 | about: CREE

      Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. (More...)

      Cree (CREE) reported earnings in line with analyst estimates in late April. The company is staging a turnaround after a disastrous drop in share price of more than 60% in 2011. Earnings have suffered, 44% in 2012 together with a sharp decline in gross profit margins. The latest earnings report is the third consecutive quarter of increasing profitability. Revenue growth is picking up too, and Cree is on its way to achieve substantial earnings growth this year.

      FQ3 Highlights

      Cree reported adjusted earnings of $0.34, representing a 70% increase over last year's $0.20. Revenue grew 23% to $348.9 million. Gross profit margin improved 320 basis points to 38.8% when compared to the same quarter last year, and it was down 40 basis points sequentially. The sequential decline is due to the start-up costs related to the new LED bulb launch.

      The company expects fourth quarter revenue in a $365 million to $385 million range, a 22% increase at mid-point. Earnings are expected to be in a $0.34-$0.40 range, a 48% increase at mid-point. Gross profit margin is expected to be around 39.5%, representing further improvement as it would increase 70 basis points sequentially.

      On March 5th, Cree introduced "The biggest thing since the light bulb". The new Cree LED light bulb shines as brightly as a comparable incandescent light bulb while saving 84% of the energy. It will be exclusively available at The Home Depot (HD). With a retail price of $9.97 for the warm white 40-watt replacement, $12.97 for the 60-watt warm white replacement and $13.97 for the 60-watt day light, the bulbs are more affordable and compelling to consumers. They come with a 10-year guarantee, and they are designed to last 25,000 hours or 25 times longer than typical incandescent light bulbs, reducing the need to replace bulbs for years.

      Cree expects to take advantage of the secular growth trend of power savings. The company expects to exploit the growth opportunities in China, North America and Europe. China is looking to increase the use of LED technology to help reduce energy costs and greenhouse gas emissions. China accounted for 32% of Cree's revenue in fiscal 2012, and the company expects to expand presence there.

      Earnings cycle

      Cree reported three consecutive quarters of earnings growth, and the growth accelerated from 8% to 28%, and to 70% in the most recent quarter. The company is recovering after six consecutive quarters of earnings declines from Q3 2011 through Q4 2012. Gross profit margin increased along the way, ending a downward cycle. Further expected increases in earnings, revenue and gross profit margins, and positive analyst estimates revisions put Cree in the most favorable second stage of the earnings maturation cycle. The second stage most often results in a substantial increase in share price. Cree's stock price is up more than 130% since October 2012, when it reported the first earnings growth in the almost two years.

      On the charts below, you can see quite well how the share price moved pretty much in sync with gross profit margin, and quarterly earnings growth was also in sync with the share price. Analysts expect earnings to increase 39% this fiscal year and 38% next year, and further margin improvements are expected, suggesting that the earnings growth cycle will remain in the second stage in the following quarters.



      CREE Gross Profit Margin Quarterly data by YCharts



      CREE EPS Diluted Quarterly YoY Growth data by YCharts

      Price action

      Cree is one of the better performing stocks this year, with shares up 75% year-to-date. The stock cleared a recent consolidation and made new 52-week highs recently, and has been getting support at the 50 day moving average line along the way.



      Source: Stockcharts

      Conclusion

      Cree offers a compelling opportunity to participate in the power savings trend. It is positioned well in the key markets and is expected to expand its presence in China, North America and Europe. Expanding margins, rising earnings and revenue put the company in the most favorable second stage of the earnings maturation cycle and if the company keeps delivering, we can expect a higher share price.

      http://seekingalpha.com/article/1412971-profiting-from-power…

      Die US$ 60 sind gestern schon mal gefallen. Spätestens wenn das neue Produkt kommt, lassen wir die US$ 60 endgültig hinter uns. Zitat aus dem Conference call.....

      Charles M. Swoboda - Chairman of the Board, Chief Executive Officer and President
      All right. So let me see if I got all this. So in terms of the product question, what's in the bulb is an SC³-based product, but the next generation LED is not in the bulb at this time. So you can imagine that will happen at some point here in the not too distant future, but that product is not yet in there.

      http://seekingalpha.com/article/1364201-cree-management-disc…

      Gruß
      :):cool: baggo-mh
      Avatar
      schrieb am 09.05.13 07:36:48
      Beitrag Nr. 270 ()
      Cree Sets Performance Standard with Introduction of Next Generation LED Canopy Series

      Ist aber nicht die das im CC angekündigte Produkt.

      http://seekingalpha.com/news-article/6465621-cree-sets-perfo…

      Gruß
      :):cool: baggo-mh
      Avatar
      schrieb am 18.05.13 07:04:24
      Beitrag Nr. 271 ()
      Cree, Inc. (CREE), Stratasys, Ltd. (SSYS): Today’s Top Upgrades & Downgrades
      By THE MOTLEY FOOL in News
      Published: May 14, 2013 at 2:03 pm

      .................

      Read more at http://www.fool.com/investing/general/2013/05/14/tuesdays-to…" target="_blank" rel="nofollow ugc noopener">http://www.fool.com/investing/general/2013/05/14/tuesdays-to…


      Cree investors are crying The day has started out bleak for shareholders of LED lighting specialist Cree, Inc. (NASDAQ:CREE). Investment banker Sterne Agee removed its buy rating from the stock this morning, warning that although it's been successful so far, Cree will be running into "headwinds" soon, as competition from rival Philips and its lighting unit ramps up over the next two quarters.

      Polling distribution agents who sell LED lighting products to end users, Sterne recently discovered that these agents prefer Philips' offerings over Cree, Inc. (NASDAQ:CREE)'s. And with these agents often serving as the gatekeepers to customers, that bias in favor of Philips could dampen demand for Cree's products -- and crimp its revenue growth.

      That's a big problem for Cree, Inc. (NASDAQ:CREE) (assuming Sterne Agee is right), because with its P/E ratio of more than 100, it's clear investors are hoping to see a lot of growth out of this company -- and they may not be willing to wait around another six months for evidence of it. Right now, even the 16.5% earnings growth that's expected out of Cree is looking a bit stretched to support the stock's triple-digit P/E. Should Sterne prove right, however, and this growth get curtailed by competition from Philips, then Cree, Inc. (NASDAQ:CREE) could become a very dangerous stock to own.

      .................

      Gruß
      :):cool: baggo-mh
      Avatar
      schrieb am 18.05.13 07:13:43
      Beitrag Nr. 272 ()
      Cree says innovation answer to rising competition
      05/15/2013| 06:22pm US/EasternRecommend:
      0
      LED lighting manufacturer Cree Inc (>> Cree, Inc.), which aims to make traditional lighting obsolete, promises further innovation and a better product as it tempts customers with a low-power light bulb priced around $10.
      LED lighting manufacturer Cree Inc (>> Cree, Inc.), which aims to make traditional lighting obsolete, promises further innovation and a better product as it tempts customers with a low-power light bulb priced around $10.

      Durham, North Carolina-based Cree makes energy-efficient light-emitting diode chips and lighting products, and it provided more than half the LED street lights the city of Los Angeles recently installed in a massive overhaul.

      Six weeks ago it jumped into the consumer space, boasting a 25,000 hour lifetime for a light bulb that it says will save users 84 percent on energy costs compared to typical incandescent bulbs.

      "It is a good thing to do from an environmental standpoint but I want to get to the most basic value that drives behavior, I want it to pay for itself," Cree Chief Executive Charles Swoboda told Reuters on Wednesday.

      The launch of a direct-to-consumer business has done nothing to slow the company's stock price rise, despite the obvious challenges of going up against established giants.

      Cree competes with Samsung Electronics (>> Samsung Electronics Co., Ltd.) and others in the LED component business, and against Siemens (>> Siemens AG) subsidiary Osram and Dutch electronics company Philips (>> PHILIPS) in lighting.

      The company is spending roughly $5 million this quarter to promote the bulbs, and Swoboda said the only way for the small company to survive against electronics giants is to keep evolving faster.

      "We have to keep innovating," he said. "We might have a great product but we have to invent a better one. We've got to give the customer better value."

      Home improvement chain Home Depot (>> The Home Depot, Inc.) signed an initial one-year exclusive distribution deal to sell Cree's light bulbs in the United States, Canada and Mexico, said Ron Cleary, who is in charge of electrical purchasing for the Canadian unit.

      He said LED-based lighting has surged in popularity in the last 18 months, and since November has been the single most popular type of lighting by value in Home Depot's Canadian stores.

      The vast majority of those sales have been of light bulbs made by Philips, which has cut prices on existing products to defend its position versus the newly launched Cree bulbs.

      Earlier this week, analysts at Sterne Agee downgraded their rating on Cree, citing the "aggressive behavior" of Philips, whose North American lighting unit has told sales agents to choose between its and Cree's products.

      "Why would anyone do that if they thought their products were as good as ours?" Swoboda asked rhetorically. "They wouldn't. So what they have just validated is that we have the most innovative products in the market and they are changing the competitive landscape."

      Cree, whose stock has risen more than 75 percent since the start of the year, raised its earnings outlook after it began selling the cheaper light bulbs. ID:nL4N0BX6W7]

      In April, the company beat those improved forecasts, reporting quarterly adjusted profit of C$40.7 million on sales of $349 million.

      (Reporting by Alastair Sharp; Editing by Richard Chang)

      By Alastair Sharp

      Stocks treated in this article : Samsung Electronics Co., Ltd., Cree, Inc., The Home Depot, Inc., PHILIPS, Siemens AG
      http://www.4-traders.com/THE-HOME-DEPOT-INC-4826/news/Cree-s…" target="_blank" rel="nofollow ugc noopener">
      http://www.4-traders.com/THE-HOME-DEPOT-INC-4826/news/Cree-s…

      Gruß
      :):cool: baggo-mh
      Avatar
      schrieb am 18.05.13 07:25:13
      Beitrag Nr. 273 ()
      Cree Rating Lowered to Neutral at Zacks (CREE)
      May 17th, 2013 - 0 comments - Filed Under - by Patrick Bannon

      Zacks lowered shares of Cree (NASDAQ: CREE) from an outperform rating to a neutral rating in a report released on Wednesday, Analyst Ratings.Net reports. Zacks currently has $64.30 target price on the stock.

      A number of other analysts have also recently weighed in on CREE. Analysts at Lazard Capital Markets raised their price target on shares of Cree from $62.00 to $73.00 in a research note to investors on Tuesday. They now have a buy rating on the stock. Separately, analysts at Sterne Agee downgraded shares of Cree from a buy rating to a neutral rating in a research note to investors on Tuesday. They now have a $59.00 price target on the stock, down previously from $66.00. Finally, analysts at TheStreet reiterated a hold rating on shares of Cree in a research note to investors on Monday, April 29th.

      Three equities research analysts have rated the stock with a sell rating, twelve have assigned a hold rating and twelve have given a buy rating to the company’s stock. The company presently has an average rating of Hold and an average target price of $49.44.

      Shares of Cree (NASDAQ: CREE) traded up 0.55% during mid-day trading on Wednesday, hitting $60.20. Cree has a one year low of $22.25 and a one year high of $61.72. The stock’s 50-day moving average is currently $55.01. The company has a market cap of $7.055 billion and a P/E ratio of 101.47.

      Cree, Inc. (NASDAQ: CREE) develops and manufactures semiconductor materials and devices primarily based on silicon carbide (SiC), gallium nitride (GaN) and related compounds.

      To view Zacks’ full report, visit www.zacks.com

      http://www.dailypolitical.com/finance/stock-market/cree-rati…

      Gruß
      :):cool: baggo-mh
      Avatar
      schrieb am 22.05.13 15:35:51
      Beitrag Nr. 274 ()
      "Cree upgraded at Sterne Agee

      As previously reported, Sterne Agee upgraded Cree to Buy from Neutral. The firm said it was too aggressive with its estimate cuts last week when it downgraded shares and did not take into account sales through distribution, mail catalog, and national accounts. Price target raised to $72."

      http://www.theflyonthewall.com/permalinks/entry.php/CREEid18…
      Avatar
      schrieb am 22.05.13 15:38:49
      Beitrag Nr. 275 ()
      CREE +3.5% premarket after an upgrade to Buy with $72 price target at Sterne Agee, the...

      Wednesday, May 22, 7:57 AM ET

      CREE +3.5% premarket after an upgrade to Buy with $72 price target at Sterne Agee, the analysts saying their previous estimate cuts were too aggressive. "We overestimated the potential impact from Phillips flexing its muscles at lighting agents." Earlier, Digitimes estimated global LED lighting shipments to increase to 220M units in 2013 to account for 5.5% of the entire lighting market.

      http://seekingalpha.com/currents/post/1039831?source=email_r…

      Gruß
      :):cool: baggo-mh
      Avatar
      schrieb am 29.05.13 21:18:04
      Beitrag Nr. 276 ()
      "May 24, 2013, 12:28 P.M. ET

      CREE: Piper Ups Target to $70 on Lighting Prospects, Utilization"


      http://blogs.barrons.com/techtraderdaily/2013/05/24/cree-pip…


      -----------------


      "May 29, 2013
      Cree price target raised to $72 from $66 at Susquehanna

      Susquehanna raised its price target on Cree following channel checks which indicate Q2 LED shipments are tracking better than expected. The firm expects the acceleration will lead to margin expansion and increased confidence in earnings growth. Shares are Positive rated."

      http://www.theflyonthewall.com/permalinks/entry.php/CREEid18…


      :) :D :)
      Avatar
      schrieb am 14.06.13 12:08:50
      Beitrag Nr. 277 ()
      Can Cree Sustain Its Gross Margins Growth?

      http://seekingalpha.com/article/1501322-can-cree-sustain-its…

      Gruß
      :):cool: baggo-mh
      Avatar
      schrieb am 02.07.13 22:10:21
      Beitrag Nr. 278 ()
      2:22 PM Checks indicate Cree's (CREE +3.1%) LED bulb sales are better than expected, says Goldman, which is now incrementally more positive on the company's consumer leverage. Cree, which recently began selling (relatively) cheap LED bulbs via Home Depot, made new 52-week highs this morning before pulling back a bit. Read comments
      CREE price at time of publication: $66.17. Check CREE price now »

      www.seekingalpha.com

      Gruß
      :):cool: baggo-mh
      Avatar
      schrieb am 03.07.13 14:48:55
      Beitrag Nr. 279 ()



      "This is one of the best looking charts one can find. When they rise from the lower left to the upper right the chart generally portrays an investment one should want to be a part of. And that is the case with Cree right now."

      http://seekingalpha.com/article/1533272-today-s-market-these…
      3 Antworten
      Avatar
      schrieb am 10.07.13 23:52:58
      Beitrag Nr. 280 ()
      Antwort auf Beitrag Nr.: 44.974.601 von AdHick am 03.07.13 14:48:55Hübbscher Chart! :look:
      2 Antworten
      Avatar
      schrieb am 11.07.13 07:05:58
      Beitrag Nr. 281 ()
      Antwort auf Beitrag Nr.: 45.021.989 von Groupier am 10.07.13 23:52:58Geht den dumpfen Glühbirnenfanatikern hier allerdings am Arsch vorbei. :look:
      1 Antwort
      Avatar
      schrieb am 11.07.13 11:24:35
      Beitrag Nr. 282 ()
      Antwort auf Beitrag Nr.: 45.022.425 von AdHick am 11.07.13 07:05:58Ich hab mal ein paar LED-Teile (leider sehr teuer)
      bei mir hier eingeschraubt.
      Optisch absolut kein Unterschied zur Glühbirne.
      Und kein Vergleich zu den unsäglichen "Quecksilber" Dingern.

      Einziger Nachteil die müssen lange Leuchten um Ihren Preis reinzuholen.

      Aber die GrasGrünen-Industrielobbyisten schaffen ja mit
      Ihrer "Energie-Wende" langfristig hervorragende
      Bedingungen am Markt für Cree.

      Hätte ne grössere Position einlagern sollen.
      Irgendwie muss man ja das Geld verdienen das uns diese
      ins öffentliche Amt gewählten Industrie-Lobby-Vertreter kosten.
      Avatar
      schrieb am 17.07.13 06:13:19
      Beitrag Nr. 283 ()
      Bull Of The Day: Cree
      Jul 16 2013, 18:27 | 4 comments | about: CREE

      Now that we are in the heart of earnings season, many investors are zeroing in on company reports to drive the market. While investors seem to be pretty bullish on financials for this quarter, one segment that may also provide some earnings growth is technology.

      However, not just any tech company will do, as you will need to drill down into a few key segments for strong earnings growth. In particular, the semiconductor segment could be an interesting choice, thanks to the high Zacks Industry Ranks for this space and the surging stock prices of many companies in this corner of the tech world. A number of semiconductor firms fit this bill as solid investments during this time frame, but one stands out for its promise this earnings season: Cree (CREE).

      CREE in Focus


      Cree is a North Carolina-based company that focuses on LED products that are used in a number of applications including game displays, automobiles, signage, among others. Beyond their LED division, the company also makes power conversion products, Radio Frequency-based items, and semiconductor materials. The firm is becoming increasingly well-known as demand increases for energy efficient applications across the board. Plus, it doesn't hurt that the firm's stock has risen by almost 200% in the past 52 weeks alone. While this is obviously an already amazing level of stock price growth, there is plenty of reason to believe that this trend can continue, especially if you look to earnings estimates for the company.

      Estimate Picture

      The consensus is looking for earnings growth of 87.5% for the current quarter and then 100% growth for the next quarter. Meanwhile, for the current year and next year, earnings growth is expected to come in at a robust 60%-plus for both periods. Estimates have also been rising lately, with all in the past 90 days rising. In fact, the most recent analyst estimates -- for next quarter and next year -- were up 10%, suggesting that expectations are continuing to rise for CREE.

      While this might be concerning to some investors, especially with the lofty growth that is baked into the company's projections, CREE does have a good track record of beating or meeting analyst expectations. The firm has met or beat expectations in all five of the last earnings reports, including double digit beats in two of the last four.

      http://static.cdn-seekingalpha.com/uploads/2013/7/16/sauploa…

      Thanks to these factors, the company has earned itself a Zacks Rank No. 1 (Strong Buy), suggesting that the firm could outperform in the months ahead as well. Plus, the stock has a Zacks recommendation of Outperform, meaning that the longer-term look is also favorable. To top things off, the Zacks Industry Rank for this corner of the semiconductor market is ranked extremely well. In fact, the industry is actually the highest ranked one, bar none, in our classification system -- suggesting that the space is well poised to rise this earnings season too.

      Bottom Line

      As companies try to become more energy efficient, Cree's products look to become more in demand. This could continue to boost CREE's surging stock, and make this top-ranked firm a solid investment. This is especially true given how bullish many analysts are on the company and the firm's solid history at earnings season. And then when you add in the No. 1 overall Zacks Industry Rank, investors could definitely still have a winner on their hands with this interesting tech company.

      Cree: Free Stock Analysis Report (email registration required)

      http://seekingalpha.com/article/1551732-bull-of-the-day-cree…

      Gruß
      :):cool: baggo-mh
      Avatar
      schrieb am 12.08.13 19:52:38
      Beitrag Nr. 284 ()
      Avatar
      schrieb am 13.08.13 14:59:27
      Beitrag Nr. 285 ()
      Heute nach Börsenschluss in US wird's wieder spannend.
      Die Erwartungen sind hoch. :look:

      "Earnings Expected to Increase for Cree
      By Narrative Science

      Analysts expect higher profit for Cree when the company reports its fourth quarter results on Tuesday, August 13, 2013. The consensus estimate is calling for profit of 30 cents a share, reflecting a rise from 16 cents per share a year ago.

      For the fiscal year, analysts are expecting earnings of 96 cents per share. Revenue is projected to eclipse the year-earlier total of $306.8 million by 23%, finishing at $377.2 million for the quarter. For the year, revenue is projected to roll in at $1.39 billion.

      Over the last four quarters, the company has seen an average of 42% year-over-year growth in income. The biggest rise came in the most recent quarter, with income growing more than twofold from the year-ago quarter.

      The majority of analysts (56%) rate Cree as a buy. This compares favorably to the analyst ratings of 10 similar companies, which average 54% buys. Analysts are generally bullish on Cree, as nine analysts rate it as a buy and only two analysts rate it as a sell. Three months ago, 10 analysts named it a buy and four called it a sell."

      http://www.forbes.com/sites/narrativescience/2013/08/09/earn…
      Avatar
      schrieb am 13.08.13 22:13:20
      Beitrag Nr. 286 ()
      Avatar
      schrieb am 14.08.13 10:32:59
      Beitrag Nr. 287 ()
      Zahlen sind ok,
      die Korrektur ist wohl eher dem vorsichtigen Ausblick geschuldet.

      "Cree's profit soars but provides cautious outlook
      Lighting company Cree posts 182 percent jump in earnings; shares slump after cautious outlook

      DURHAM, N.C. (AP) -- Cree Inc., a maker of energy-efficient lighting, reported a 182 percent increase in quarterly net income late Tuesday. But the company provided a more cautious outlook than Wall Street expected, and its stock tumbled 16 percent in after-hours trading.

      After the stock market closed Tuesday, the company posted $28.2 million, or 23 cents a share, in net income for its fiscal fourth quarter ending June 30. That's nearly triple the $10 million, or 9 cents a share, of quarterly net income Cree reported the year before.

      Adjusted for certain charges, the company's earnings worked out to 38 cents per share. That matched the average estimate of financial analysts according to the data provider FactSet.

      Cree is best known as the maker of LED lights and products that go along with them. The company said its revenue rose 22 percent to $375 million in the fourth quarter, helped by stronger sales of lighting products. But the revenue results fell short of analysts' average forecast of $378 million.

      In a statement, Chuck Swoboda, Cree's CEO, praised the company's results. "Our fiscal fourth quarter was a strong finish to a great year, with record revenue and good earnings growth in line with our targets," he said.

      The company estimates that its first-quarter adjusted earnings will be around 36 cents to 41 cents per share and revenue will between $380 million and $400 million.

      Analysts had been looking for fourth-quarter earnings of 43 cents per share and revenue of $399 million on average, according to FactSet.

      Investors have flocked to Cree's stock this year in the expectation that more companies and households will replace old fluorescent and incandescent lights with LED bulbs. Since the start of the year, the stock has soared 123 percent through the close of regular trading Tuesday.

      After the release of Tuesday's earnings report, the stock was off $11.91 to $63.90."

      http://finance.yahoo.com/news/crees-profit-soars-provides-ca…
      Avatar
      schrieb am 14.08.13 11:10:37
      Beitrag Nr. 288 ()
      ich mache mir eigentlich auch keine Sorge... in den nächsten paar Jahren werden die noch ordentlich Geld machen und das wird sich auch noch deutlich im Kurs widerspiegeln.

      Bis dann die Preise völlig verfallen und es zu viele Anbieter werden.

      Das sehe ich zur Zeit aber noch nicht.

      Im Augenblick entwickelt sich das LED-Geschäft ja noch heftig (bzw. die Produkte) und da sehe ich CREE sehr gut aufgestellt!

      MfG attwt
      Avatar
      schrieb am 14.08.13 11:19:09
      Beitrag Nr. 289 ()
      "Cash and investments increased $279 million in fiscal '13 to more than $1 billion due to increased profitability and solid execution. The combination of our earnings momentum and strong balance sheet continues to give us the ability to invest in growing our business and the flexibility to respond to new opportunities in the market."

      http://seekingalpha.com/article/1633462-cree-management-disc…
      Avatar
      schrieb am 14.08.13 13:52:29
      Beitrag Nr. 290 ()
      "Cree downgraded to Neutral from Positive at Susquehanna
      Subscribe for More Information

      07:38 EDT CREE Cree downgraded to Neutral from Buy at DA Davidson
      DA Davidson downgraded CREE to reflect slower than expected margin expansion and revenue growth following the Q2 report and disappointing guidance. Price target lowered to $65 from $79.

      07:36 EDT CREE Cree shares should be bought on weakness, says Stifel
      After Cree provided lower than expected Q1 guidance, Stifel expects the company's lighting margins to rebound in coming quarters. The firm keeps a Buy rating on the stock."

      http://www.theflyonthewall.com/permalinks/entry.php/CREEid18…
      Avatar
      schrieb am 14.08.13 15:12:46
      Beitrag Nr. 291 ()
      "Cree lighting margins poised to rebound, says Sterne Agee

      After Cree provided lower than expected Q1 EPS guidance, Sterne Agee thinks gross margins on the company's lighting products will rebound in its September quarter. The firm also expects the company's overall gross margins to increase next quarter and it keeps a Buy rating on the stock."

      http://finance.yahoo.com/news/cree-lighting-margins-poised-r…
      Avatar
      schrieb am 14.08.13 17:12:45
      Beitrag Nr. 292 ()
      Bei den Amiwerten vergessen viele immer die Kehrseite der Euphoriewelle: Cree hat 23 statt 43 Cents in diesem Q verdient und nach dem Kurssturz immer noch ein KGV von ca 80.
      Avatar
      schrieb am 29.08.13 09:41:14
      Beitrag Nr. 293 ()
      Das KGV ist mit 76 fraglos sehr hoch.
      Die Aussichten aber vielleicht besser als das Management meint:

      "August 28, 2013
      10:53 EDT LEDS, VECO, AIXG, CREE
      Cree advances after analyst says survey bodes well for company

      Shares of LED light bulb maker Cree (CREE) are climbing after research firm Piper Jaffray wrote that consumers' attitudes towards lighting products bode well for the company.

      WHAT'S NEW: In a survey of consumers, 85% of respondents said they care more about the energy efficiency, quality and lifetime of light bulbs than their price, up from 74% of consumers who had expressed those sentiments in a survey last year, Piper analyst Jagadish Iyer wrote in a note to investors.
      Moreover, 60% of those who responded to this year's survey are willing to pay $10-$15 for a LED light bulb, while 30% are willing to pay up to $20, Iyer reported. Cree should benefit from these trends, as it appears that competitors that sell cheaper but lower quality LED light bulbs will have difficulty gaining momentum in the consumer market, the analyst contended. Meanwhile, over 90% of respondents to the survey considered themselves knowledgeable about LED lighting, up from 73% a year ago, the analyst added. Cree's revenue from consumer bulbs should surge to $28 million by the fourth quarter of 2014, up from about $14 million last quarter, the analyst wrote.
      He reiterated a $71 price target and Overweight rating on Cree's shares. PRICE ACTION: In mid-morning trading, Cree climbed 3.43% to $55.70. OTHERS TO WATCH: Other companies that produce LED products or equipment used to make LED products include Veeco Instruments (VECO), Aixtron (AIXG), and SemiLEDS (LEDS)."

      http://www.theflyonthewall.com/permalinks/entry.php/CREE;VEC…
      Avatar
      schrieb am 10.09.13 17:41:42
      Beitrag Nr. 294 ()
      Cree rallies on new LED bulb launch, Sterne Agee note • 11:07 AM
      • Cree (CREE +4.8%) asserts its new TrueWhite Series LED bulb offer an unmatched color rendering index score of 93. A 60W-replacement bulb will sell for a relatively steep $19.97. (PR)
      • Meanwhile, Sterne Agee says Cree is set to sell a 3rd-gen A19 LED bulb through Home Depot that will have superior gross margins (reportedly in the mid-20s) than the current A19 bulb.
      • Cree shares were crushed last month after the company provided light FQ1 guidance to go with mixed FQ4 results, and reported its FQ4 lighting products gross margin fell 550 bps Q/Q in FQ4 to 25.1% thanks to the launch of cheaper LED bulbs such as the A19.

      Gruß
      :):cool: baggo-mh
      Avatar
      schrieb am 01.10.13 17:21:56
      Beitrag Nr. 295 ()
      "Cree upgraded to Buy from Hold at Canaccord

      Canaccord upgraded Cree based on an improving bulb cost structure and continued lighing momentum. The firm said Cree's second generation 60W bulb at Home depot has a better cost structure and margins and checks indicate the third generation design will reduce costs further. Price target raised to$80 from $65."

      http://www.theflyonthewall.com/permalinks/entry.php/CREEid18…

      :)
      Avatar
      schrieb am 02.10.13 22:47:07
      Beitrag Nr. 296 ()
      Deshalb geht es heute runter.

      Wal-Mart to sell $8.88 LED bulb; Cree announces utility rebates • 1:47 PM
      • Wal-mart has unveiled a line of (relatively) cheap LED bulbs that will be sold under its Great Value brand. A non-dimmable 60W-equivalent bulb will go for $8.88, and a dimmable version for $9.88. Also, a dimmable GE LED bulb will go for less than $11. The prices undercut a dimmable 60W-equivalent Cree (CREE -1.2%) bulb being sold by Home Depot for $12.97. (PR)
      • Piper's Jagdish Iyer is concerned about the price/margin pressure Wal-mart's bulbs could bring to bear on Cree, particularly given a prior analysis indicated Cree's bulb has a negative gross margin.
      • However, Iyer still expects Cree's bulb gross margins to eventually return to the 20%+ range thanks to cost improvements - Canaccord made a similar argument yesterday - and thinks the company's vertical integration makes it "one of the lowest cost bulb makers."
      • Meanwhile, Cree has announced its LED bulbs have received Energy Star qualification, which opens the door to instant utility rebates that can bring the price of a 60W-replacement bulb to $4.97. The company is also announcing the availability of new XLamp XP-G2 LEDs (meant for lighting applications) that are 7% brighter than their predecssors.
      • Shares are down slightly after rocketing higher yesterday thanks to Canaccord's upgrade


      Gruß
      :):cool: baggo-mh
      1 Antwort
      Avatar
      schrieb am 02.10.13 23:04:49
      Beitrag Nr. 297 ()
      Antwort auf Beitrag Nr.: 45.558.923 von baggo-mh am 02.10.13 22:47:07Neeh!
      Nur Gewinnmitnahmen :look:
      Avatar
      schrieb am 03.10.13 23:11:28
      Beitrag Nr. 298 ()
      Zitat von Groupier: Neeh!
      Nur Gewinnmitnahmen :look:


      Hast Recht :)
      Diese Aktie macht Spaß ;)

      Gruß
      :):cool: baggo-mh
      Avatar
      schrieb am 23.10.13 20:48:59
      Beitrag Nr. 299 ()
      :confused:

      Was´n heut los :cry::cry:
      Avatar
      schrieb am 25.11.13 14:07:57
      Beitrag Nr. 300 ()
      GM Sachs empfiehlt Cree, viell. hört dann das rauf und rutner auf

      woher kamen eigentlich die beiden starken Anstiege
      1 Antwort
      Avatar
      schrieb am 09.01.14 21:31:15
      Beitrag Nr. 301 ()
      Antwort auf Beitrag Nr.: 45.912.360 von pummel1310 am 25.11.13 14:07:57Weil vorher die beiden Abstürze waren ;)
      Avatar
      schrieb am 09.01.14 21:59:13
      Beitrag Nr. 302 ()
      So langsam wird es wieder spannend.
      Ab 1. Januar ist übrigens die Produktion auch der 40 und 60W Glühbirnen verboten in USA.
      1 Antwort
      Avatar
      schrieb am 13.01.14 16:13:01
      Beitrag Nr. 303 ()
      Antwort auf Beitrag Nr.: 46.196.783 von AdHick am 09.01.14 21:59:13Heute aber eher unspannend! :(
      Avatar
      schrieb am 21.01.14 22:24:22
      Beitrag Nr. 304 ()
      Zahlen sind gut.

      "Revenue in the three months ended in December rose to $415.1 million, yielding EPS of 46 cents.

      Analysts had been modeling $412.5 million and 39 cents."

      Forecast nicht so besonders:

      "For the current quarter, the company sees revenue in a range of $390 to $410 million, and EPS in a range of 34 cents to 41 cents. That compares to the average Street esitimate for $412.9 million and 41 cents.

      http://blogs.barrons.com/techtraderdaily/2014/01/21/cree-up-…
      Avatar
      schrieb am 21.01.14 22:36:41
      Beitrag Nr. 305 ()
      Reuters:

      "Jan 21 (Reuters) - LED maker Cree Inc reported a 75 percent rise in second-quarter profit, driven by higher sales in its lighting products business, sending its shares up 5 percent in extended trading.

      Net income rose to $35.7 million, or 29 cents per share, in the quarter ended Dec. 29, from $20.4 million, or 18 cents per share, a year earlier.

      Revenue rose 20 percent to $415.1 million. Revenue from its lighting products jumped 41 percent to $321.6 million."

      http://finance.yahoo.com/news/led-maker-crees-profit-jumps-2…
      Avatar
      schrieb am 21.01.14 22:51:13
      Beitrag Nr. 306 ()
      Ein vorsichtiger Ausblick ist mir lieber als leere Versprechungen.
      Avatar
      schrieb am 22.01.14 18:42:30
      Beitrag Nr. 307 ()
      short-put Jan15@$45 zu $2,24
      Avatar
      schrieb am 05.05.14 18:02:54
      Beitrag Nr. 308 ()
      Avatar
      schrieb am 30.06.14 19:54:09
      Beitrag Nr. 309 ()
      Philips, Cree rally following Lumileds spinoff announcement

      Jun 30 2014, 12:35 ET

      Both Philips (PHG +4%) and Cree (CREE +3.4%) are up strongly after Philips announced it's merging its Lumileds LED component unit with its automotive lighting business to create a standalone company, and will "explore strategic options to attract capital from third-party investors for [the] business."The move could be fueling hopes Philips will try to merge the unit with Cree, which competes against Lumileds in an LED component market that has seen intense price competition.

      As it is, Cree has often been the subject of M&A rumors (some of them involving Philips).

      Philips, for its part, argues spinning off Lumileds and automotive lighting will help them grow sales to customers who currently view Philips as a rival. The company adds its internal lighting business will be focused on system/lamp sales going forward, and that it's open to an IPO for the spinoff.

      Gruß
      :):cool: baggo-mh
      Avatar
      schrieb am 29.08.14 16:03:40
      Beitrag Nr. 310 ()
      10k kam vorgestern

      Gewinn von 87 MUSD auf 124 MUSD gestiegen
      Avatar
      schrieb am 02.09.14 17:02:40
      Beitrag Nr. 311 ()
      nochmal einen straddle zu Jan 2016 aufgesetzt:

      45$/47,5$

      bringt eine Prämie von 13,75$
      3 Antworten
      Avatar
      schrieb am 14.06.15 11:46:21
      Beitrag Nr. 312 ()
      Antwort auf Beitrag Nr.: 47.673.702 von R-BgO am 02.09.14 17:02:40schätze, demnächst habe ich einen ganzen Sack voll CREE;

      irgendwie kommen sie ertragsmäßig einfach nicht aus dem Quark...
      2 Antworten
      Avatar
      schrieb am 25.06.15 13:38:09
      Beitrag Nr. 313 ()
      Antwort auf Beitrag Nr.: 49.970.988 von R-BgO am 14.06.15 11:46:21
      jetzt bauen sie um:
      .
      Cree announces LED business restructuring, US$500 million stock buyback authorization
      Press release, June 25; Alex Wolfgram, DIGITIMES [Thursday 25 June 2015]

      Cree has announced that the board of directors has approved a restructuring of the LED Products business, a US$500 million stock buyback authorization for fiscal year 2016, as well as its fiscal year 2016 annual operating plan that targets revenues to increase to US$1.8 billion, non-GAAP operating margin increase to approximately 8%, and free cash flow of approximately US$75 million.

      Due to recent LED market trends that have resulted in higher LED average selling price erosion than previously forecast and the continued under-utilization of Cree's LED factory, the company has decided to restructure the LED Products business to reduce excess capacity and overhead to improve the cost structure moving forward. Additionally, the company is increasing LED reserves to reflect the more aggressive pricing environment experienced in the current quarter, and to factor in a more conservative pricing outlook for fiscal year 2016.

      Cree said it anticipates that the majority of the capacity and overhead related charges will be reflected in operating expenses for the fourth quarter of fiscal year 2015 ending on June 28, 2015, with the balance in the first half of fiscal year 2016. The company anticipates that the channel revenue reserves will be reflected as a reduction of revenue in fiscal fourth-quarter 2015, and the inventory reserves will be reflected as an increase in cost of revenues in the quarter. For the fiscal fourth quarter, the company now targets revenue to be approximately US$375 million.
      Avatar
      schrieb am 05.08.15 13:09:55
      Beitrag Nr. 314 ()
      Cree and Epistar sign LED chip patent cross-license agreement

      Press release, August 5; Alex Wolfgram, DIGITIMES [Wednesday 5 August 2015]


      Cree and Epistar have signed a worldwide patent cross-license agreement for LED chips to further advance the growth of the LED lighting and LED bulb markets. Cree and Epistar both hold broad LED chip patent portfolios that are important for making blue LEDs, the foundation of white LEDs found in most lighting products manufactured worldwide, said Cree.

      Under the terms of the agreement, each party receives a license to the other's nitride LED chip patents and is granted certain rights to non-nitride LED chip patents. Over the term of the agreement, Cree will receive a licensing fee and royalty payments from Epistar. Cree added that the patent license agreement will help it to accelerate the R&D activities for creating new innovation.
      Avatar
      schrieb am 12.08.15 10:58:32
      Beitrag Nr. 315 ()
      Antwort auf Beitrag Nr.: 49.970.988 von R-BgO am 14.06.15 11:46:21
      Zahlen kamen gestern,
      es ist aufgrund der Umstrukturierungen sogar ein Verlust fürs Gesamtjahr geworden.

      Sehe mit meinen short-puts zu 30$ und 45$ jetzt echt alt aus...


      Kern der Malaise ist m.E. der Preisdruck bei LED-Products wo der Rohgewinn sich von 380 auf 190 MUSD halbiert hat. Ouch!

      Die beiden anderen Sparten Lighting (+38 MUSD) und RF (+7 MUSD) konnten das natürlich nicht kompensieren.
      Avatar
      schrieb am 12.08.15 11:10:13
      Beitrag Nr. 316 ()
      aus dem CC:
      "We announced our intent to spin off our Power and RF business with an initial public offering in fiscal 2016 to raise capital to invest directly in the business to support targeted future growth.

      As part of our increased focus on this business we recently acquired APEI to extend our leadership position as
      advanced power electronics and accelerate the market for high performance, best in class Silicon Carbide power modules."
      2 Antworten
      Avatar
      schrieb am 05.09.15 08:03:45
      Beitrag Nr. 317 ()
      Antwort auf Beitrag Nr.: 50.382.918 von R-BgO am 12.08.15 11:10:13der spin-off wird Wolfspeed heißen
      Avatar
      schrieb am 23.09.15 12:16:40
      Beitrag Nr. 318 ()
      Lextar to cooperate with Cree, Leadray to develop LED street lamps
      Siu Han, Taipei; Adam Hwang, DIGITIMES [Wednesday 23 September 2015]


      Lextar Electronics has announced a partnership with Cree and LED lighting vendor Leadray Energy to develop LED street lamps specifically for competition for government open-bid procurement.

      Taiwan has set aside a 2016 budget of NT$5.49 billion (US$168 million) to help local governments replace about 690,000 mercury vapor street lamps with LED models, with open-bid procurement to begin in third-quarter 2015.

      The cooperation will combine Cree's experience in developing LED street lamps, Lextar's LED packaging technology and Leadray's mechanical design capability, and aims to develop new LED street lamps with luminous efficiency of 200lm/W, 25% higher than existing models, Lextar indicated.

      Leadray-developed LED street lamps have been adopted by several local governments in Taiwan. Lextar introduced Leadray-developed heat-dissipation technology for use in LED street lamps at the end of 2014, with such lamps having passed Taiwan national standard CNS15233.
      Avatar
      schrieb am 23.09.15 12:50:11
      Beitrag Nr. 319 ()
      Hallo,
      bin gerade auf den Thread gestossen.
      Cree als Aktie hat mich nie interessiert.
      Aber was ich jetzt im Chart sehe , macht sehr sehr stutzig.
      Die Marke unter den LED-Herstellern und dann so eine Entwicklung ?
      Ist es das Ergebnis falschen Managments oder läuft irgendwas im LED-Sektor, trotz staatlicher Zwangsmaßnahmen nicht so, wie es soll ?

      Mein Hintergrund dazu war ein streit über die Degradation von LED vor zwei Jahren in einem Meerwasserforum.
      Wo die ersten straßenlaternen auf den Markt kamen, haben sich alle DIY-Aquarien-LED-Lampenbauer, also ich auch an den Kopf gegriffen.
      Wenn in lauen Tropennächten, die wir ja nun regelmäßig in deutschland haben so ein teil läuft, ist ohne aktive Kühlung der Umsatz durch notwendigen Austausch garantiert.
      Ich seh ja gerade auch wieder die Sommerhitzeopfer an den LED-Bremsleuchten durch die Gegend fahren, weil der Besitzer die hunderte Euro für einen Kompletttausch scheut.
      Liege ich falsch ?
      Oder gibt es eine vermehrte Skepsis gegenüber LED wegen der fehlenden Langzeithaltbarkeit bzw. zu starker Degradation ?
      2 Antworten
      Avatar
      schrieb am 24.09.15 12:27:13
      Beitrag Nr. 320 ()
      Antwort auf Beitrag Nr.: 50.689.761 von abgemeldet-524174 am 23.09.15 12:50:11dto ...

      zu den, von dir beobachteten technischen aspekten kann ich mangels fachkompetenz leider null sagen. ich habe weiter oben gelesen, dass es wohl der mittlerweile eingetretene, allgemeiene preisverfall bei den leds sei, der CREE zwingt, seine produktionsbedingungen (standort, kapazitäten etc.) zu überdenken.

      vielleicht ist die weltweite led-entwicklung mittlerweile exakt in die fußstapfen der photovoltaik getreten: von den einstmaligen deutschen innovatoren und entrepreneurs ist nur noch ein häufchen asche übrig geblieben.

      CREE sollte vielleicht zur reinen lizenz- oder royalty company ohne eigene produktion umsatteln... keine ahnung - bin da nicht annähernd tief genug in der materie.
      CREE ist für mich auf der watchlist - aber kein dunst, wo der boden sein könnte ... :(
      1 Antwort
      Avatar
      schrieb am 24.09.15 12:30:34
      Beitrag Nr. 321 ()
      Antwort auf Beitrag Nr.: 50.698.335 von tippse am 24.09.15 12:27:13
      yep!
      bei LED findet sich der typische Schweinezyklus, der nach guten Gewinnen am Anfang zu fetten Überinvestitionen und danach zu Preisstürzen führt.

      Im Thread: LED - ein kommender Riesenmarkt? finden sich einige Datenpunkte dazu...
      Avatar
      schrieb am 24.09.15 12:55:37
      Beitrag Nr. 322 ()
      Na da werde ich mal lesen.
      Danke an beide.
      Avatar
      schrieb am 20.10.15 22:44:56
      Beitrag Nr. 323 ()
      Q1-Verlust
      Avatar
      schrieb am 27.04.16 13:16:21
      Beitrag Nr. 324 ()
      Q3 kam gestern:
      ALLE Segmente rückläufig
      Avatar
      schrieb am 15.07.16 17:58:47
      Beitrag Nr. 325 ()
      Antwort auf Beitrag Nr.: 50.382.918 von R-BgO am 12.08.15 11:10:13tja, damit wäre das dann auch geklärt:

      Cree to Sell Wolfspeed to Infineon for $850 Million Cash

      Transaction Sharpens Cree's Strategic Focus on LED Lighting

      DURHAM, N.C.--(BUSINESS WIRE)-- Cree, Inc. (Nasdaq: CREE), a market leader in LED lighting, today announced execution of a definitive agreement to sell its Wolfspeed Power and RF division ("Wolfspeed"), which includes the silicon carbide substrate business for power, RF and gemstone applications, to Infineon Technologies AG (FSE: IFX / OTCQX: IFNNY) for $850 million in cash.

      In 2015, the Company announced its strategy to become a more focused LED lighting company. As part of that strategy, the Company also announced the proposed IPO of Wolfspeed to create a more focused Power and RF management team, raise capital to fuel Wolfspeed's growth and unlock value for Cree shareholders.

      Subsequent to that announcement, the Company was approached by several parties interested in acquiring the business directly. After evaluating the strategic options, the Company concluded that selling Wolfspeed to Infineon is the best decision for our shareholders, employees and customers.

      "Selling Wolfspeed to Infineon speeds our transition to a more focused LED lighting company while providing significant resources to accelerate our growth," stated Chuck Swoboda, Cree chairman and CEO. "Divesting Wolfspeed is targeted to reduce short-term profits, but increase free cash flow. We believe this is the right decision for the company, as it unlocks value, increases management focus on the core business and supports our mission to build a more valuable LED lighting technology company. We target using the capital raised, combined with improved free cash flow, to fund select M&A, as well as to support additional stock buybacks."

      The business to be acquired by Infineon generated pro-forma revenue of $173 million in the last twelve months ending March 27, 2016*. Both Cree's Board of Directors and Infineon's Supervisory Board have approved the transaction. J.P. Morgan Securities LLC served as the company's financial adviser on the transaction. The closing of the transaction is expected by the end of calendar year 2016, and is subject to customary closing conditions and regulatory approvals, including HSR and CFIUS clearance. The Company targets approximately $585 million of net proceeds after tax and other deal related costs.

      *Attached as an exhibit to this press release is a reconciliation schedule comparing Cree's historical segment information presentation to the pro-forma segment information for revenue, gross profit and gross margin for the segments reclassified to reflect the assets to be sold as part of the Wolfspeed business. These assets include certain assets formerly part of the LED Product segment relating to the silicon carbide substrate business for power, RF and gemstone applications described above.

      FY16 Q4 Business Update

      Commercial lighting gained momentum in Q4, as orders increased, customer service improved significantly and nine new products or significant upgrades were released. LED Products also executed well, delivering solid quarter over quarter revenue growth.

      Preliminary revenue results for Q4 were at the upper end of the Company's target range at approximately $388 million.

      Lighting Products revenue was in line with the expectations for this segment in the Company's previously announced revenue targets at approximately $197 million.

      LED Products revenue was higher than the expectations for this segment in the Company's previously announced revenue targets at approximately $160 million due in part to the benefit of licensing revenue.

      Wolfspeed revenue was in line with the expectations for this segment in the Company's previously announced revenue targets at approximately $31 million.

      The Company will provide a complete review of Q4 results and FY17 Q1 outlook on its regularly scheduled financial results call on August 16th at 5:00 p.m. EDT.


      =>Schade, hätte gerne in SiC investiert; muss ich mir jetzt auf meine alten Tage Infineon nochmal antun?
      Avatar
      schrieb am 24.10.16 11:12:12
      Beitrag Nr. 326 ()
      Q1 war 'ne schwarze Null,
      sie kommen einfach nicht aus dem Loch...
      3 Antworten
      Avatar
      schrieb am 02.12.16 19:41:55
      Beitrag Nr. 327 ()
      Antwort auf Beitrag Nr.: 53.539.026 von R-BgO am 24.10.16 11:12:12
      heute endlich
      das Handtuch geschmissen und bis auf Erinnerungsstück verkauft;

      fühlt sich gut an.
      2 Antworten
      Avatar
      schrieb am 27.04.17 12:27:09
      Beitrag Nr. 328 ()
      Antwort auf Beitrag Nr.: 53.819.208 von R-BgO am 02.12.16 19:41:55Cree to set up LED packaging joint venture with San'an Optoelectronics
      Siu Han, Taipei; Adam Hwang, DIGITIMES [Thursday 27 April 2017]

      Cree has announced it is forming a joint venture with San’an Optoelectronics to produce and deliver to market high-performing, mid-power lighting class LED packaged products.

      The joint venture, Cree Venture LED, will bring to market a broad portfolio of high-performance mid-power products to serve the fast growing US$4 billion global mid-power LED market, the US-based Cree said.

      Cree Venture LED will be headquartered in Hong Kong, with Cree and its China-based partner to hold 51% and 49% respectively stakes and operation expected to begin in the third quarter of 2017. Cree will license its patents to the joint venture based on royalty charge.

      The joint venture will produce LED indoor, outdoor and plant-growing lighting products. Cree will be responsible for marketing of the joint venture's products in the North America, Europe and Japan markets on an exclusive basis as well as the China and other markets on a non-exclusive basis.

      Cree, with advantage in high-power LED chips, used to score points in local governments' open-bid procurement of LED street lamps in China, but mid-power LED chips have become mainstream due to higher performance-cost ratios than high-power LED chips, industry sources indicated.
      Avatar
      schrieb am 13.12.17 17:35:28
      Beitrag Nr. 329 ()
      Eingestiegen mit einem kleinen Betrag
      Ich halte die Produkte von CREE für hervorragend und habe selbst einige davon im Gebrauch (taktische Taschenlampe sowie Taschenlampe mit einer Reihcweite von bis zu 500 m.

      Der Chart sieht vernünftig aus und der Kurs legt in den letzten tagen wieder stark zu.

      Mal schaun
      Avatar
      schrieb am 18.12.17 22:32:13
      Beitrag Nr. 330 ()
      Der Kurs kennt kein Halten
      Avatar
      schrieb am 15.08.18 13:42:46
      Beitrag Nr. 331 ()
      Antwort auf Beitrag Nr.: 53.819.208 von R-BgO am 02.12.16 19:41:55
      war ziemlich genau am Tief,
      aber operativ gab es seitdem nichts weiter als Verluste...
      Avatar
      schrieb am 18.07.19 15:47:31
      Beitrag Nr. 332 ()
      weiter tiefrot...
      Cree | 58,37 $
      Avatar
      schrieb am 04.09.19 14:14:24
      Beitrag Nr. 333 ()
      aber immerhin gibt es neuerdings Präsentationen...
      Cree | 37,99 €
      Avatar
      schrieb am 18.12.19 19:00:47
      Beitrag Nr. 334 ()
      Gerücht. Cree hat Übernahmeofferte für $60 je Aktie erhalten.
      heute 16:06
      via
      Guidants News
      Cree | 47,63 $
      Avatar
      schrieb am 18.12.19 19:04:42
      Beitrag Nr. 335 ()
      Cree | 47,48 $
      Avatar
      schrieb am 18.12.19 19:17:24
      Beitrag Nr. 336 ()
      Wochenkerzen
      Cree | 47,52 $
      Avatar
      schrieb am 18.12.19 21:28:56
      Beitrag Nr. 337 ()
      erstes ziel 52?
      Cree | 47,50 $
      1 Antwort
      Avatar
      schrieb am 19.12.19 18:15:45
      Beitrag Nr. 338 ()
      Cree | 47,52 $
      Avatar
      schrieb am 18.01.20 13:52:19
      Beitrag Nr. 339 ()
      Antwort auf Beitrag Nr.: 62.192.322 von awsx am 18.12.19 21:28:56
      52$ ->Check!
      Zitat von awsx:


      Cree | 47,20 €
      Avatar
      schrieb am 18.01.20 13:56:46
      Beitrag Nr. 340 ()


      Manchmal funktioniert es also doch! 🙃
      Cree | 47,20 €
      Avatar
      schrieb am 19.01.20 11:52:42
      Beitrag Nr. 341 ()
      Mein Glückwunsch.

      Is Aixtron next

      Gruß
      :):cool: baggo-mh
      Cree | 47,20 €
      Avatar
      schrieb am 30.01.20 20:29:34
      Beitrag Nr. 342 ()
      Schon wieder ein schwaches Quartal und ein noch schwächerer Ausblick

      Cree, Inc. (Nasdaq: CREE) today announced revenue of $239.9 million for its second quarter of fiscal 2020, ended December 29, 2019. This represents a 14% decrease compared to revenue of $280.5 million reported for the second quarter of fiscal 2019, and a 1% decrease compared to the first quarter of fiscal 2020. GAAP net loss from continuing operations attributable to controlling interest for the second quarter was $52.8 million, or $0.49 per diluted share


      For its third quarter of fiscal 2020, Cree targets revenue in a range of $221 million to $229 million. GAAP net loss is targeted at $68 million to $62 million, or $0.63 to $0.57 per diluted share


      https://investor.cree.com/news-releases/news-release-details…
      Cree | 46,11 $


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