RE: Rick Rule..wouldn't touch graphite/graphene Graphene is a bit more than copy-filler. It is a substance with extraordinary properties. So for Rick Rule to loathe the sector is one-eyed contrarianism in my book.
Here is Gary Economo speaking recently:
https://www.youtube.com/watch?feature=player_embedded&v=fyIa-4OE2To
Would it be a stretch to say that if a remake of Mrs Robinson was made in 2013, the advice might be
"Carbons Benjamin, carbons" ?