They have the missing link, blue LED, for full color high intensity display. Also, their UV LED (and laser diodes) can be very useful in increasing the write/read density (memory) in various optical storage systems. Last, if they play their cards right, they can replace GE as the major "general lighting" company, since the conversion efficiency of electricity to light is greater than either fluorescent lamps or halogen lamps. In that arena, however, they have to make major efforts in cost reduction or reduce the $/watt. Last time I checked with them, costs were still much too high for any consumer products I was working on. I think they wasted a lot of time and money to try an artificial gems company, not learning from the history of the cubic zirconia people or artificial sapphire people (and some new people are going to repeat the same mistake with artificial diamonds, of course).