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


To: Blasher who wrote (112)3/13/2017 9:34:18 AM
From: robert b furman1 Recommendation

Recommended By
richardred

  Respond to of 140
 
HI Blasher,

Great input thank you for your insight.

Here are a few : but they've all had nice moves.

Veco - but they just blew their cash buying ultra tech.

Amat - they make deposition equipment for OLED and LED's - they are trading at new highs near 35.00

Cohu - they make turret handlers - the new 32 station is being embraced for led manufacturing - they too have popped from 12-13 to 17 ish.

UDS who makes the chemicals used to make LEDS light up has had a big move as well.

OLED's are slowly making the move to the final way to make a great TV screen and then of course AAPL shift to OLED which will allow for flexible screens is being engineered into the next iphone I believe.

May just be that Cohu is still the small sleeper of the bunch??

Bob



To: Blasher who wrote (112)3/13/2017 9:50:06 AM
From: richardred  Read Replies (2) | Respond to of 140
 
It is hard to find a suitable pure play. I'll keep looking. Please Post any ideas you have here for a look.

Who knows Maybe someday in the future I'll be printing out circuit boards. I've printed on all kinds of substrates. However I hope to be retired by then. <G>

Just throwing a few possible indirect names out.
I've been in CCMP & PKE before. IMO CCMP seems fully priced into this market, PKE?.