I used to think the same, but after seeing the Reble 100, I believe Lumileds is just getting started on its comeback, expect great things from them in 08.With Cree and Seoul LEDs out there, does Lumileds stand a chance?
What I find amazing is that Cree (and Seoul-stuck in whatever boat Cree choose to leave them in, being the supplier of the dies) have managed to keep the same emitters selling for about a year now. Fair enough, the bins have got higher, but it is still the same. I should expect Cree have something waiting, ready to pounce as soon as the Rebel bins get higher than the X-RE bins.
:thumbsup:There is no doubt that Cree landed a solid punch when they released the XR-E. Lumileds is a giant though, and it will take punch after punch before they start to falter.
More than likely, the two companies will continue leapfrogging each other for years to come. All we have to do is sit back, make sure PayPal is loaded, and keep a few fresh excuses handy for when the spouse gives that inevitable, "not again" look.
Are any of these companies publice trade stocks?
Are any of these companies publice trade stocks?