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  • Valuable Insights
    Great call today from Avian on the #LED sector. We're long $RBCN, lowest cost player in sapphire substrates. LEDs are real and will recover.
    3/14/12
    Reply (4)
    • Furbonacci: i think GTAT may have them beat on that one
      3/15/12
    • Valuable Insights: No, GTAT supplies equipment to companies like RBCN - they are not a competitor. If you like the LED sector, you ought to look at RBCN.
      3/15/12
    • Furbonacci: ahh so what your saying if I like LED sector then GTAT is a great way to play it no?
      3/15/12
    • Valuable Insights: I can't speak specifically to GTAT. Are they a particularly good equipment co? Then on a cyclical basis, do it, I like LEDs. RBCN is great.
      3/15/12