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To: Jong Hyun Yoo who wrote (5552)	10/5/2006 9:59:26 PM
From: Kirk ©	Respond to of 5867

"AMAT is now getting into solar area after getting into the fab service business." Problem with Solar is the total 2010 market I believe is maybe 8% of AMAT's revenue. I forget the details... I published them in my newsletter when they announced the solar deal as why I thought it was cool, but a yawner for actually making tons of money. The important thing to take away is solar, even if they dominate, is not like bringing out a new process/tool where they can add 20% to revenue with high margins.