Cree

I’m a neophyte when it comes to vetting a company, but I like what Cree is doing in the LED market. They are aggressively developing the technology and aggressively driving down the price points. The stock has been volatile the past 6-8 months. But I believe that Cree will begin taking market share from Phillips and Sylvania within the year.

But I believe that Cree will begin taking market share from Phillips and Sylvania within the year.

Hi rhpolk!

Why do you think Cree will be taking share in this time frame? Is there a catalyst?

I see Cree as a low margin company competing in a commodity business. But I might be missing something.

Please let me know!

Thanks.

Jeb