Veeco Instruments Incorporated (VECO)

[Watson9]

Its a tough call. Veeco makes the machines that make the LED's not the actual chips. The concern is that eventually all of the factories will have all the machines they need and sales will dry up.
The good news is that they basically only have one competitor and thus have a very strong market position and a high proft margin.
Its a fairly volatile stock that I jump in and out of.
Most recently I sold at $52 based on a report that said China was cutting back on subsidies for the machines. Other reports have disputed that claim and several analysts are still very bullish.
They just signed a deal with Samsung this week.
Hope that helps.