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

To: robert b furman who wrote (46)	7/3/2014 10:16:21 AM
From: robert b furman	Read Replies (1) \| Respond to of 140

Philips plans to spin off the LED bulb business. trefis.com Good write up that discusses led bulb growth as margins contract and prices become closer to incandescent bulbs. Osram spun off their bulb business and now too is Philips. Cree is mentioned as possible third party investor. To me this is more a who can build the best process - scale is not that important. The better mouse trap will be the winner. The company that has the best processes and can have a margin at the lowest price will be the winner. It may be a long battle much like Dram makers went through. It will take solid balance sheets and price competition to weed out the less efficient makers. In between a lot of equipment will be sold and some players may go the BK route. After excess capacity is taken out - just look and Sandisk and Micron once the asian firms went broke. These are all good moves which will drive growth and accelerate adoption of led bulbs.