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Canaccord says it's "becoming more constructive" on GT Advanced Technologies (GTAT) due to...

Canaccord says it's "becoming more constructive" on GT Advanced Technologies (GTAT) due to stabilizing prices for the sapphire LED wafers GT's equipment is used to make, and a low valuation. However, it's more cautious on wafer maker Rubicon (RBCN). Canaccord also says price declines for LED chips are returning to historical rates, a positive for Cree (CREE), and that Acuity Brands (AYI) should benefit from growing LED lighting sales.
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