Katherine,
I love the "semiconductoronline" website! I have to, respectfully, disagree with your comments on Cree. I am, obviously, biased in that I'm long the stock.
The Japanese researcher has left Japan for a company in California - not for blue LED research - this occurred a few months ago. If you take a look at their website, annual report, 10k, 10q - the company is expanding into many growth areas.
When you say "Their niche simply isn't that big, and eventually it will constrain their growth", are you referring (a) to the product lines currently in production, (b) are you accounting for the new facilities being built & the corresponding increased production, and (c) the anticipated new product lines?
I've carefully read the financial documents, and I just don't see any slowdown in the near future. Unless you have information that I may not be aware of! If so, please share it, or provide a link. Thanks for any feedback.
advalorem |
