Just throwing thisĀ out there right now, I believe CREE has a bright future with LED. I believe LED is the future for lightning. I believe they can be as big as GARMIN in GPS. Their technology in LED is far ahead of the pack, the GaN they use for wafer is a great substrate for LED, due to its electrical properties, but GaN lacks the ideal thermal property which hinder its advance in the Wafer growth, nevertheless, the have great heads up for LED which also make it a good buy-out target. anyway more detailed anaylsis coming up.