As a geologist you would look to analyse what happened in the past. Which is where the problem arose. Nelson bought RFMD to get the space for Solar Overall not a bad option with keeping costs down but he was too soon. Solar as we now know was delayed. Gan details and timing look better as we are already qualified for production and with patents from Cree appear to have the magic elixer. Whether the royalty of 3% to 6 % to Cree can be recovered with the price pressure from Macom remains to be… Read More
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