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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (48100)5/24/2012 12:14:58 AM
From: Shane M  Read Replies (1) of 78752
 
What's the story with GTAT? General solar hate/overcapacity/etc.? But they are still making a lot of money? And it doesn't matter?

Jurgis,

re: GTAT: I think it's an outlook thing. Alternative energy - both Solar and LED - is dying right now, and GTAT supplies tech to producers in both areas. There's probably concern about quality of GTAT backlog also (possible order pushbacks).
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