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ozzfan1317 (71.77)

Led Plays

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June 13, 2010 – Comments (8) | RELATED TICKERS: AIXG , POWR

Is the growth a real possibility? Who is your favorite LED company?

Two  I have been looking at lately are Powr and Aixg

Both are relatively small but my concern with powr is the negative cash flows.

What are your thoughts on the above companies or the growth potential of the LED industry discuss below. 

8 Comments – Post Your Own

#1) On June 13, 2010 at 7:49 PM, portefeuille (99.74) wrote:

some "led stocks" I like.

009150:KS - Samsung Electro-Mechanics
011070:KS - LG Innotek
AIXA:GR (AIXG) - AIXTRON
AMAT - Applied Materials
CREE - Cree
PANL - Universal Display
VECO - Veeco Instruments

also see these posts. 1,2,3,4.

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#2) On June 13, 2010 at 8:11 PM, portefeuille (99.74) wrote:

a recent post on Samsung Electro-Mechanics.

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#3) On June 13, 2010 at 8:20 PM, portefeuille (99.74) wrote:

a study by Nomura on the "LED sector" (pdf).

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#4) On June 13, 2010 at 9:38 PM, HarryCarysGhost (99.74) wrote:

Sloan makes a nice LED, what about Daktronics for the message boards.

growth potential of the LED industry

hmm-  I would say that eventually leds would replace all flourecent lighting systems, It's taken Neon out of the picture. Problem is I don't know the exact timeframe :)

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#5) On June 14, 2010 at 9:40 AM, GNUBEE (29.62) wrote:

An old discussion http://caps.fool.com/Blogs/first-led-lightbulb/207004

 

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#6) On June 14, 2010 at 10:02 PM, ozzfan1317 (71.77) wrote:

bump for anyone else who wants to join the discussion

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#7) On June 14, 2010 at 10:02 PM, ozzfan1317 (71.77) wrote:

bump for anyone else who wants to join the discussion

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#8) On June 16, 2010 at 6:41 PM, ozzfan1317 (71.77) wrote:

Might pick up some Aixg soon when I move my portfolio around.

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