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Re: Watson9 post# 447

Wednesday, 06/25/2014 2:28:12 PM

Wednesday, June 25, 2014 2:28:12 PM

Post# of 585
Margins will get squeezed as LED commoditization occurs. Cree also has A LOT of competition both domestically and internationally. Other LED makers are already starting to lower prices closer to the ~$20 price point. Cree would have to produce something technologically revolutionary to keep their edge. There is no way they keep EPS at 70 thru Q4 or even Q3. Their best shot at making tons of money is a buyout.

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