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- Abercrombie... ANF
- Aeropostale ARO
- Amazon AMZN
- American Ea... AEO
- Best Buy BBY
- Caterpillar CAT
- CBS CBS
- Coach COH
- Costco COST
- Electronic... EA
- GameStop GME
- Gap Inc. GPS
- General Ele... GE
- Google GOOG
- Johnson & J... JNJ
- JPMorgan Ch... JPM
- Merck MRK
- NYSE Eurone... NYX
- Pandora P
- Pfizer PFE
- Prudential... PRU
- Salesforce.... CRM
- SAP SAP
- Sirius XM R... SIRI
- Urban Outfi... URBN
- Wal-Mart WMT
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* Companies:
Because of ridiculous saturation in the industry (much of it in Asia), US Retailers and many manufacturers using LED technology on their shelves and in their product lines are starting to build their own for less cost, thusly enhancing their own margins at the expense of companies like Cree who pioneered the industry development and the maturation of the segment. This will have a continuing negative effect (and related outlook) on margins this segment as players, like Cree, reduce margins to maintain production levels which are directly tied to their cost structures. Its a very slippery slope from here for awhile.
Pioneers take all the arrows,
Hank [ less... ]
Pioneers take all the arrows,
Hank [ less... ]
Because of ridiculous saturation in the industry (much of it in Asia), US Retailers and many manufacturers using LED technology on their shelves and in their product lines are starting to build their own for less cost, thusly enhancing their own margins at the expense of companies like Cree who pioneered the industry development and the maturation of the segment. This will have a continuing negative effect (and related outlook) on margins this segment as players, like Cree, reduce margins to maintain production levels which are directly tied to their cost structures. Its a very slippery slope from here for awhile.
Pioneers take all the arrows,
Hank