News: Big investment from Japan in solar with FIT approved and starting 7/1/12. IN the LED side of the business, LED lighting is picking up steam and sapphire substrate is in short supply. Manufacturers are running a trull capacity, and sapphire ingot pricing is rising due to the supply contraction. If this trend continues, more manufacturing capacity will need to come online (more sapphire growing equipment). Those are just a few positive sector "news" items.