Study Group: Semiconductor Capital Equipment Experts

GLG News^SM Analyses by this Study Group's Leading Experts(?)

LED Manufacturers Continue to Improve Performance of Warm/Neutral White LED's

March 17, 2010

Analysis by:Jerald Kolansky, Former Worldwide VP of Sales,

Analysis of:Cree Announces Industry's Most Efficient Neutral and Warm White Lighting Class LED's | finance.yahoo.com

1. Cree has announced that they are introducing warm white and neutral white LED's with industry leading performance. These new light output categories will make it easier for lighting fixture manufacturers to meet the energy efficiency specifications needed to replace both incandescent and florescent technologies.

EADS posts a loss and cancels its dividend

March 10, 2010

Analysis by:George Dorkhom, President and Managing Partner,

In August 2009, I have contributed an analysis and predicted that EADS is in for hard time in the next couple of years and here it is, the Euro 1.5B net profit in 2008 was turned into a net loss of Euro 763M and the cancellation of dividend, an extreme measure for a European /government owned company. The worse is yet to come as the company speeds ups production and invades its backlog.

LED Streetlighting Beta Testing On Going Nationwide

March 9, 2010

Analysis by:Jerald Kolansky, Former Worldwide VP of Sales,

Analysis of:Roadshow: LED Streetlighting Mostly Gets A Thumbs Up | www.mercurynews.com

1. This article discusses the fact that in the city of San Jose LED Streetlighting fixtures are being evaluated in replacing Low Pressure Sodium lighting. the potential in the city of San Jose is for over 52000 street lighting fixtures to be replaced in the next few years.2. Other cities in the San Francisco bay Area including Fremont and Hayward are also planning to install LED lighting on major thoroughfares for evaluation purposes

Arrow Trucking --follow ups thoughts on its real troubles

March 8, 2010

Analysis by:George Dorkhom, President and Managing Partner,

I wrote my analysis in January commenting on a company that did violated a Federal law of plant closure and the obligation of its Directors and Officers to exercise prudence in care and loyalty ot the various stakeholder,but as the regulators state now, this is a Chapter 7 filing without a precedent where the company assets and Liabilities are unknown, & no officers appeared in court or offered any explanation and where the secured lenders were defrauded..its sounds more than chapter 7.

Solar Energy is one pillar of future energy...Ivanhoe in Mojave is just a start

March 7, 2010

Analysis by:George Dorkhom, President and Managing Partner,

Analysis of:[USA] DOE Funds Huge Solar Project ($1.37b) | www.technologyreview.com

Our planet is certainly in need of more generation in the coming decade estimated at an additional 70-100GW .As conventional generation in fossil and others lose steam, Solar,Wind will fill the gap..lets gear up to this idea..less expensive, cleaner and independent energy generation is in our national interest..I hope that California is listening.

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