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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: The Ox who wrote (52448)6/17/2011 12:06:02 PM
From: Jacob Snyder2 Recommendations  Read Replies (1) | Respond to of 95632
 
re CREE:

The equip companies (AIXG, VECO) have a wider moat than the LED producers like CREE. Just like solar panels, Chinese companies are piling into LED lights, and likely to win the upcoming price wars.

Too early (or way too late) to buy any of them. Wait till orders dry up for the equips, and CREE's margins collapse due to LED oversupply.



To: The Ox who wrote (52448)6/17/2011 2:30:15 PM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 95632
 
TO, We really miss you on this thread. I hope you come around more often. What is this "rock" that's holding you back.LOL

Don

PS, As far as CREE is concerned, today it is presently down over 4 percent.


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