Veeco Instruments-Who? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Veeco Instruments-Who?

VECO 29.11

-0.8%

1:02 PM EDT

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

From: Sam	6/4/2011 2:46:26 PM
	Read Replies (1) of 3069

More on GT Solar-- Is GT Solar Eyeing Rubicon? Tune in on June 14 seekingalpha.com Excerpt: In addition to polysilicon and solar photovoltaic cells, GT Solar makes “sapphire substrates” used in LED lighting and backlighting for various flat panels. The LED lighting sector is slated to experience rapid growth, especially with the U.S. government requirement that incandescent light bulbs shall no longer be sold after January 1, 2012. GT Solar has a large market share and another player with a large market share is Rubicon (Nasdaq: RBCN). .... CONCLUSION Based on company statements, we know GT Solar is probably shopping for acquisitions to grow market share in the Sapphire business for the LED market. GT Solar will be hosting a conference call June 14, to discuss some material information about their Sapphire business, just after stating it wants to "acquire or obtain market share" in this niche. Rubicon is a very likely target. GT Solar acquiring Rubicon would result in the two companies becoming the single dominant juggernaut in the Sapphire substrate industry serving the LED sector. It makes strategic sense. Tune in to the GT Solar Conference Call on June 14 for more gems.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next