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To: Eric who wrote (77)1/4/2008 12:59:52 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 230
 
AMAT announced their entry into solar last year around April IIRC. 2007 was an incredible boom for all solar stocks, and while I think 08 will also be a great year it will not compare with 07.

What happened to amat in 07? It was down. So to conclude AMAT is a good way to play solar is pretty lame. Yes they have a solar sub, but it is not enough to couteract their other businesses.