According to the reports from CNBC, E-cigarettes, cancer immunotherapy, LED lighting, natural gas engine technology, software defined networking and big data are among eight industry themes that Goldman Sachs analysts described as "creative destruction" in a recent report. Goldman analyst Brian Lee sees a bright future for LED lighting. LEDs have gone through several transformations, starting with the handsets in the early 2000s, moving on to TVs, and now progressing to general lighting. Lee writes that this is a multi-decade opportunity for a product that...