Oct 26th 2012 - Edison Investment Research today published a report on quickview entitled "Light In The Darkness". In summary, the report says:
Aixtron’s dominant share of the MOCVD market is a double-edged sword. Currently the LED market is weak and the recovery slower than expected, necessitating a major write-down of inventory. Once LEDs are widely adopted for residential lighting, AIXTRON will be a major beneficiary. This shift in consumer behaviour is dependent on the availability of high-quality LED bulbs at acceptable price points. AIXTRON’s share price is very vulnerable to any delays in this market transition.
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