interessante Analyse eines Unbeteiligten.
https://seekingalpha.com/article/...mail&utm_source=seeking_alpha
Last and not least is the emerging opportunity in MOCVD tools for VCSEL production. Vertical-cavity surface-emitting lasers (VCSELs) facilitate, among other things, 3D imaging and are being adopted in smartphones as well as advanced driver safety systems. This is an early-stage opportunity for Veeco, but the company’s tools could have some cost-of-ownership advantages over the incumbent leader Aixtron (OTCPK:AIXNY), and this is a potentially $100M/year market that is basically starting from zero for the company.
Gruß
baggo-mh