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To: robert b furman who wrote (3298)	4/3/2014 10:56:34 AM
From: The Ox	Read Replies (1) \| Respond to of 8251

Yes, CREE has plenty of potential to gain and grow. Based on current numbers, they are trading about where one would expect. That is why I say a large disappointment, showing less growth or other short term issues could take the stock down a notch or 2. Similarly, any upward revision could easily lift the stock back to new highs. New products are coming out and they are much more efficient as well. I do like the long term story here!

To: robert b furman who wrote (3298)	4/3/2014 3:05:02 PM
From: The Ox	Read Replies (1) \| Respond to of 8251

Cree, Philips eye smart LED bulbs/systems as competition intensifies With intense price competition for regular LED bulbs acting as a dual-edged sword - it's growing the addressable market, but also pressuring margins - Cree ( CREE -1%), Philips ( PHG -0.2%) and other vendors are ramping investments in smart bulbs and/or systems that support features such as on/off timing, automatic dimming, and smartphone/tablet control. Philips recently expanded its Hue connected bulb product line (includes iOS/Android controller apps) to include a white-only bulb (the Hue Lux) and a wireless wall switch (the Hue tap). Cree has rolled out SmartCast, a wireless commercial lighting system that emphasizes ease of use and low management costs. Provided consumers and businesses buy in, Cirrus Logic ( CRUS +1.2%) and Marvell ( MRVL -1.4%) could benefit. Cirrus sells driver ICs for smart LED bulbs; Marvell offers driver ICs, controller ICs, and related software. Previous: Light quality helps LED bulb sales grow in spite of high prices