Rubicon Technology Inc (RBCN)

[Kraken3]

Most likely this is what will happen. Apple will seize control of GTAT's Arizona manufacturing facility because well they paid for the entire operation and now GTAT wants to file bankruptcy and keep the proceeds. Even a moderate judge will not let that happen. Apple will be so sore from the GTAT experience they will probably start producing their own sapphire using their Arizona manufacturing facility. This will take months if not over a year to get up to speed. In the meantime, their are alot of Iphones to make in the near term with no sapphire maker to provide the glass. This is where Rubicon's opportunity lies. Apple will need a sapphire supplier until they can make their own and Rubicon is perfectly positioned for that near term supply. All just my opinion but keep an eye on it.