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Strategies & Market Trends : Value Investing

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To: Shane M who wrote (44105)	8/26/2011 10:12:29 PM
From: Paul Senior	Read Replies (2) of 78670

AMAT. Haven't listened to conf. My opinion is different from yours though. Solar was down this quarter in reading their quarterly . I believe they may have outlooked better -- outlooked improvement -- going forward. Solar only a relatively small portion of AMAT's business. My interpretation of what's happening is this: China gov't is forcing Chinese companies to produce solar "stuff" in excess of what demand currently is. Which means no company can compete and make a profit. Which maybe (?) means demand for AMAT solar equipment will not improve unless demand somehow improves enough to catch "excess" supply. It's one of the reasons though that I gave up on AMAT now. (Even though solar is that small portion of AMAT's business.) I acknowledge I may be totally wrong on what's happening as regards China/solar/AMAT.

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