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Strategies & Market Trends : The New Economy and its Winners

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To: Lizzie Tudor who wrote (40110)	2/13/2008 1:41:53 PM
From: Archie Meeties	Read Replies (1) of 57684

AMAT doesn't manufacture or even design thin film. They have taken their expertise in the manufacture of LCD's and applied it to the production of thin film. The semiconductor they are applying their manufacturing technology to is amorphous silicon, which is cheap and in good supply, but doesn't have the efficiency of the exotics (CIGS, CT). The process that AMAT has can make tandem junctions, so that an amorphous layer can sit on top of a microcrystalline layer, which would boost efficiencies. AMAT does have the lead in creating very large thin film (> 5m^2) atm and so efficiency of scale. I own both AMAT and FSLR, but I think the upside for AMAT is greater as they will have a perfect storm in 2h of 08 of the semi equipment cycle turning up as well as solar. One of AMAT's partners/customer is Oerlikon. There's enough demand for several AMAT's and many FSLR's atm, so I don't see competition becoming an issue for years.

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