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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (48434)6/24/2012 2:41:35 PM
From: Spekulatius  Read Replies (1) of 78702
 
GTAT - the numbers look so good, they are hard to believe. 45% gross profit in an incredible tough market like solar and crystal growth equipment does not look credible to me. Furthermore,GTAT has a very small manufacturing footprint, almost none of which is in China which seems to imply that they buy most of their components. Compare this to Centrotherm, which is in a similar business and is struggling mightily. Seems not credible to me.
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