Today’s investment idea is all about lighting. No, it’s not those curly compact fluorescents that are filled with MERCURY and require you to evacuate the room if you break one. The main reason we’ve got those today is that the energy savings sounded good to the folks in Washington and the profits sounded good to the manufacturers. No, my idea is about the NEXT stage of the lighting revolution, the era of Light Emitting Diodes (LEDs), which are basically silicon chips. The leader in the industry is Cree (CREE), of Durham, North Carolina, the market leader in the industry. ...
