EMCORE Corp (EMKR)
Offers a broad portfolio of compound semiconductor-based components and subsystems for the rapidly expanding broadband and wireless communication markets and the solid-state lighting industry.
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Big market blow off + horrible company = thumbs down.
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Concentrated GaAs, although more efficient, is very far away from large-scale production. Even when all the quirks are worked out, i would think the technology will be licensed/adopted by a larger player in solar. I do not see an upstart like EMKR being the ONE to bring this to market. To wit, Boeing/Spectralab is working on the same technology and is getting efficiencies as good as or better as NREL (the technology EMKR is using). see here: http://upload.wikimedia.org/wikipedia/en/a/a4/PVeff%28rev110707%29d.png
And then there is CITRON . . .
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Not impressed with their income statement or cash flow. They are burning it a fast rate.
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citron.com just targeted this stock and makes a convincing case for caution.

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