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Strategies & Market Trends : The New Economy and its Winners

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To: Bill Harmond who wrote (40106)	2/12/2008 6:20:49 PM
From: Lizzie Tudor	Read Replies (2) of 57684

I wonder who are the solar customers they are talking to. The AMAT contributions to thin film solar are a mystery to me. They hired the former CTO of Nanosolar after he was no doubt fired for not being able to deliver. There are no thin films other than FSLR delivering anything over 8% efficiency and most are below 7. Is that what AMAT can deliver, and there is robust demand for 7-8% efficient thin film solar production equipment? things that make you go hmmmmmmmmmmmmmmmm

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