Quote from the article:
"That performance is a big reason Cree now boasts $1.3 billion in sales and $70 million in earnings. Its market cap of $7 billion has doubled in less than a year; investors foresee broad adoption of LEDs once federal lighting standards force the phaseout of 40- and 60-watt incandescents in 2014. Nationwide, of roughly 6 billion lightbulbs in American homes, 3.6 billion are incandescents. Lighting sucks up roughly 14% of America’s electricity; replacing all those Edison bulbs with LEDs could cut that demand in half."
LIE!!!!!!: The reason for the multi-billion revenue and sales, isn't because of the performance of their LED lamps and their low price, but because these lamps are as expensive as an 400W MH lamps, and aren't last for more than a few weeks. No light bulb manufacturer, had such high money values from revenue and sales. The revenue and sales value of the company, have no room here. They aren't a factor to prove an evidence for the LED efficiency, lifespan and reliability.
This is the same reason why Apple also does billions in less than a year: Their IPads/IPhones/IPods/IMacs/Macbooks, are unrepairable, and have a non replaceable batteries that designed to be shut down after a periodic number of charge (The devices have this as well). If the battery is dead, a new device is bought. Also, a new model comes every half year, rendering the former model antique and obsolete.
The same is the LEDs: All of this "green" actions, are actually planned obsolescence and product placements. These are many applications, where incandescents (and sometimes halogens as well) are the only choice (Locations where fully sealed, waterproof, enclosed fixtures with 12V-24V incandescent lamps is a must [Shalters, caves and area with 100% humidity {The caves of Rosh Hanikra}], toilets, bathrooms, staircases, motion detectors, etc...)
Also: Notice the offending and the violent nature of the writing in these articles (They offending and disregards Thomas Edison as if its first commercial mass producted incandescent lamp, was a nasty invention [Which is NOT: The lamp had a life greater than every LED in history]).
Such articles have to be taken with a caution. Such articles can be often mislead and can be a product placement.