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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (48434)	6/25/2012 3:49:19 PM
From: Sergio H	of 78670

GTAT <Here is what Motley Fools think ( http://goo.gl/0wPUH ). I am still skeptical especially when management will not use some of that cash to buy back shares> A few things that the Fool article failed to mention: The sapphire backlog is at risk as most of the backlog does not include prepayment or deposit and there have been cancellations. Co. reported under estimates last q. and new orders have been low. GTAT's guidance includes estimates based on cost cutting technology that has not yet been established. Additional costs are associated with implementing new technology and that is why they are not in a position to buy back shares or initiate a div. This info comes from GTAT's press release and their q report: wallstcheatsheet.com

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