Waiting on possible news about Winn Casinos-One thing to note about their deal with the Mexican resturants was that they compared Cree, Phillips with Nexxus and they chose Nexxus. Says alot about the product.
Time will tell (always) but today's news from the show should be considered a significant announcement (though it was not exactly a surprise to some). Probably the two biggest issues with the segment are heat and color rendition (oh yes - can not forget price). The company that solves both of the technical issues and has protected the property & rights (relationships - like QD) really will have an advantage. Lots of the stuff on the market claims long life but in reality the heat issue is their nemesis, along with light quality. If you look a bit you will see some real garbage product designs selling at $75/unit. If you do the math even at that price point the paybacks are in the 1-2 year window now (power use/replacement factor/etc) and as the price is driven down it will be impossible for any owner/manager to ignore going the replacement route - especially the retail/restaurant/casino/etc guys for sure! Long, accumulating and watching the industry. Glad to offer my notes to the degree it might be helpful - others out there?