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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Woody_Nickels who wrote (7925)	6/18/1999 3:40:00 PM
From: Will Lyons	Read Replies (3) \| Respond to of 10921

EMKR in the US and Aixtron in Europe, Emkr is in deals with both UTCI and GE involving production of LEDs for illlumination, traffic lights, and other purposes. Seimens and Hwp are also involved in LEDs and I believe EMKR has them as customers. The non Si wafers used for LEDs are compound seme materials such as Galium Arsenide + other stuff et al Look at AXTI as a major supplier of the wafers of various compund materials. They just hooked up with a germanium producing operation in China to ensure supply. GaAs also used in mobile and cell phoones etc but there is talk of a silicon based competitor. This goes beyond my expertise, such as it is, so someone else will have to jump in here to help us out. My interest is in the potential of LEDs to eventually replace incandescent and fluorescent lighting as the LEDs are more efficient and have life of about 100,000 hours ! Any interest out there?