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Technology Stocks : White light from LED

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To: John Finley who wrote (196)2/27/2000 7:36:00 AM
From: John Finley  Read Replies (1) of 565
 
I just started reading thru the SLI investor packet I received yesterday. I've got all the analyst's reports on the last two Qs. I see that they are a competitor to GNTX in that they have lights in Hondas and VWs (and one other supposedly)

The trick will be to find out how much emphasis they are putting on white LEDs before it becomes obvious <gg>. With the joint venture with Stanley Electric they have all the parts. Now what are they going to do??

So far all I see is a very aggressive growing company with good valuations. Therefore limited downside. It's the potential upside that has us digging around <gg>.

JF
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