The odds that Fool analyst Eric Bleeker will miss a technology trend are lower than your chances of leaving the 10-minute oil-change place with the same number of quarters in your change dish: It just doesn't happen. As part of my ongoing effort to pump every analyst and advisor in Fool HQ for the companies on their watch lists, I chatted with Eric about two intriguing shifts in the technological world, and the companies poised to capitalize on them.
Governments are mandating the acceptance of LED lighting, and Cree
Additionally, because it provides materials to a diversified roster that includes stalwarts such as LG and Philips, Veeco won't be at significant risk if Cree's meltdown was company-specific. If investors overreacted to Cree's earnings, Veeco is in an even happier place. Eric's watching to see how the story develops, but he's got Veeco atop his watchlist.
"ARM's got a huge lead in mobile devices, and now it's moving upstream into PCs and possibly servers," Eric told me. "Share prices have nearly tripled in the past year, but the story's still got a long way to go before we know how it's going to play out."
That's why it pays to watch. Keep your eyes on these companies by adding them to My Watchlist, your free and customized hub for the news and numbers on the companies you care about. Just click below to start.