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Technology Stocks : LED light bulbs and the manufacturing of them

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richardred
To: Blasher who wrote (112)3/13/2017 9:34:18 AM
From: robert b furman1 Recommendation   of 140
 
HI Blasher,

Great input thank you for your insight.

Here are a few : but they've all had nice moves.

Veco - but they just blew their cash buying ultra tech.

Amat - they make deposition equipment for OLED and LED's - they are trading at new highs near 35.00

Cohu - they make turret handlers - the new 32 station is being embraced for led manufacturing - they too have popped from 12-13 to 17 ish.

UDS who makes the chemicals used to make LEDS light up has had a big move as well.

OLED's are slowly making the move to the final way to make a great TV screen and then of course AAPL shift to OLED which will allow for flexible screens is being engineered into the next iphone I believe.

May just be that Cohu is still the small sleeper of the bunch??

Bob
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