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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Kirk © who wrote (57254)12/12/2001 3:13:31 PM
From: Sam Citron  Respond to of 70976
 
Kirk,

Yes, I would expect that A's partner in LumiLEDS, Philips Lighting Division, would be highly motivated since they (along with GE) have a significant amount to lose as the old technology is replaced.

Again the issue is purity of play. Or will we have to wait for Wall Street to dish them out with a good story at outrageous prices?

Sam