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Non-Tech : Kirk's Market Thoughts
COHR 178.34-10.2%Dec 12 9:30 AM EST

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Blasher
Jerome
To: Jerome who wrote (541)1/22/2014 2:12:01 PM
From: robert b furman2 Recommendations  Read Replies (1) of 26768
 
If there was ever a dip - I'd love to own cree.

I believe LED is where semi's where 20-25 years ago.Still establishing top processes.

It seems to me cree is the intc of led's in the future.

As process advance price will drop and margins remain intact.

Bob
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