Commentary on the Cree & Ruud/BetaLED Deal

Tuesday, 16 AUG, we were working on a story about Cree steamrolling the OEMs and selling direct.  Our source was a Tier 1 OEM who complained that at the July SSL conference in Seattle, Cree presented a giant steamroller on the first slide.  The implied message, we were told, was that Cree was going to steamroll the OEMs and sell direct. Read the details at Seeking Alpha