Rubicon Technology Trading At 55% Of Book: Time To Buy
By Dennis Seaman:LEDs are highly cyclical. Currently we are at the very beginning stage of the next upcycle driven by growth in general lighting demand. Until production expansions starts to ramp, LED...
View ArticleKey Announcements Represent Big Wins For Rubicon
By Dennis Seaman:There were two important announcements late last week for the LED supply chain. Veeco Instruments (NASDAQ: VECO) announced that Epistar Corp qualified Veeco's new TurboDisc® EPIK700™...
View ArticleGT Advanced's Bankruptcy Filing Is A Lucky Break For Rubicon
By Dennis Seaman:Rubicon Technology (NASDAQ: RBCN) has been a favorite short for institutional investors, with more than 7.3 million shares sold short, or approximately 28% of the total shares...
View ArticleGT Advanced Technologies' Sapphire Wind-Down A Game Changer For Wafer Prices,...
By Dennis Seaman:GT Advanced Technologies (NASDAQ: GTAT) has filed a motion to request a wind-down of its sapphire business. GTAT's ent,ry into the sapphire market had a profound impact on the industry...
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