yes good point. just wanted to say that philips lightning isnt a...

yes good point. just wanted to say that philips lightning isnt a chip chop. further, the statements by ellerston global investment give a interesting knowledge base why they invested in the LED-sector. so if the "connected LED home/office devisions" of philips growes by around 45% thats amazing and should affect the need for HPA. now its hard do say, whether the prices for alumina (4N) would also be affected.

thanks for your advise. i will from time to time have a look at philips LED devision. should be a pretty good indicator for future demand on HP alumina.