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Transition to an Electric Economy

For an article on the topic please see:
hubpages.com/hub/Ameri...

LEDs Rise as Biofuels Sink (Week Ending 9/19)

This may depend on the consumer. Whether they live in a house they own and their income level, but I would argue that LEDs offer advantages over CFLs. LED lights have lenses that can control the light. This leads to better lighting. LEDs do not contain mercury. The Lumens is now up to 90 LM / Watt for the CREE Q2. I think that beats the cfls. (Often 3 Watt LEDs are used, for more power, and they are not quite as efficient more like 50 LM / Watt.) When you include some of these advantages along with savings and maintenance. I think LEDs are already a winner. A very nice recessed ceiling 9 Watt light with Lenses and adjustable head can be as low as 65. It beats a cfl with mercury that flickers.

What's the Price of Cree?

I also think CREE faces major competition. They seem to be ahead on producing the best LEDs, but I am not sure they can translate that to the best fixtures. Eventually most likely the LEDs would be like other electronic parts that go endlessly down in price. Most likely the fixtures would be produced by another company. But maybe CREE would enjoy a niche as a quality LED and fixture supplier.

Wise Energy Use Stocks: Investing in Efficient Lighting

I would also agree. I think Osram, Sylvania, Philips, and GE are more likely to develop and package high power light weight LED fixtures. But the market is open to other alternatives. The Chinese may end up producing most of the LED lights and fixtures even if it's under the name of another company.

Transition to an Electric Economy

This crisis is unnecessary all we need is nuclear power and an appropriate electric grid to power cars, trucks, lights, heating. Its no big deal just the environmentalists prefer coal power because it creates massive pollution and justifies their jobs. We should have built this nuclear powered electric grid 20 years ago. The Chinese are doing it now.

Cree Inc.: A Shining Example of LED Industry Efficiency

Correction AUO not AU. Another company of interest AIXG makes semiconductor manufacturing equipment and other cool stuff like nanotechnology.

Cree Inc.: A Shining Example of LED Industry Efficiency

On the cost front I have been doing my research. LSGP offers a zero price installation contract for things like parking garages. The contract allows purchasers to pay back over time instead of paying a higher electric bill. If you want to install LED's in your house they have products available with prices:
store.lsgc.com/
company site:
www.ledholdings.com/
The lights seem still a bit pricey for say Wall Mart around 20 - 70. But I say this is getting really close as new homes (I don't think any new homes built recently) but anyway most likely anything new will just start with LED's since thats the most economical starting point.

Cree Inc.: A Shining Example of LED Industry Efficiency

Well CREE has had some mighty gains recently. Now the street (Cramer) is trying to depress prices again. Maybe they got stuck short since their last attack. This time they cited the cell phone market and increasing competition in their article. Their analysis seemed poor as cell phones are just a small portion of CREE's business. As far as competition they cited several companies including AU (who doesn't have a chip factory yet) that could be a factor but at this point the market is wide open and CREE still has the lead in lighting class LED technology. But I say just start a portfolio of LED companies. On that subject I have been looking at another company up 8% since I went long LSGP.OB and more than 100% recently (wish I had found it just a bit sooner!) This is a penny stock but has good management is doing exciting projects like the new years globe at times square and really this looks like a good company poised exactly at the center of this lighting revolution opportunity.

Cree Inc.: A Shining Example of LED Industry Efficiency

Finished the day up about 8% with CREE holding most of its gains. CREE is volatile but when we get some good news out of the company along with another endorsement like the one today on CNBC thats when it will really fly.

Cree Inc.: A Shining Example of LED Industry Efficiency

Guess I might have not realized how fast and how far this breakout would go up 13.64%. Hope someone has been reading here. Turns out CNBC had a article on CREE and the solars and they are all flying high.

Cree Inc.: A Shining Example of LED Industry Efficiency

Cree up a quick 4.6% on that wedge breakout I had mentioned. Lets see if it holds. Couldn't find any news.

Cree Inc.: A Shining Example of LED Industry Efficiency

Two more positive mentions one on CNBC and another from IBD. Add to that the previous upgrade and we are almost on a roll here but we haven't had any good news from the company recently. We need a new city or a highway. As always I am concerned about that market presence issue. As far as the compact fluorescents mandated by congress to replace incandescents turns out they contain mercury!! So won't be too long until they figure out it needs to be LED's and not compact fluorescents which by the way are almost as efficient as the current LEDs.

Cree Inc.: A Shining Example of LED Industry Efficiency

Cree up 2.79% on the day is just getting to the top of its narrow two month gradually descending downward wedge like formation. Watch this wedge for a break out. I project that CREE starts getting more attention in the news. A wedge breakout after this period of consolidation on some kind of news could be powerful and sustained. There was an article in Barron's to the same effect.

Cree Inc.: A Shining Example of LED Industry Efficiency

Well, it happened incandescents are now illegal! (effective 2012). But apparently they plan to allow compact fluorescents. If we can just get a ban on everything except XLamps we will be in luck! CREE up in price .47 as I write this. Cree is trying to climb back in its narrowing downward wedge formation that goes back about two months.

Cree Inc.: A Shining Example of LED Industry Efficiency

Ok guess I have my own CREE Blog here let me know if your reading. Congress may pass legislation to outlaw incandescents in new energy legislation before the senate. This could be really big news for companies like CREE. Still some concerns about just what is the company doing to get its products in front of the consumer and no news on that recently.