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Technology Stocks : LED light bulbs and the manufacturing of them -- Ignore unavailable to you. Want to Upgrade?


To: The Ox who wrote (43)1/5/2014 12:40:24 AM
From: Mr. Sunshine  Read Replies (1) | Respond to of 140
 
Like others on this thread, I believe LED is the future of lighting but am not sure how to invest in it. I have small positions in CREE and Rubicon as pure LED plays, and GE and Cohu as partial plays. No plans to increase those positions as it appears LEDs will be a commodity product. The best investments will likely be the suppliers and equipment makers like RBCN\Cohu\Veco. Am I missing anything? What other suppliers are worth a look?