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To: E_K_S who wrote (30640)	4/12/2008 9:25:53 AM
From: gcrispin	Respond to of 78717

EKS, I don't know if you still own AMAT. I remember you posting about it months ago. Barrons this week has an excellent article describing their technology vs.the technology used in First Solar. online.barrons.com The article is well worth reading and it appears that AMAT has several obstacles to overcome before this becomes a an important part of their business. The title of the article sums it up by saying "Hazy, Rain Possible."

To: E_K_S who wrote (30640)	4/13/2008 4:07:44 PM
From: Madharry	Respond to of 78717

Im a little skeptical of your comments about "GE's great management team" . Living in the Berkshires I can certainly see the havoc GE has caused between its pollution of the local landscape and all the jobs gone forever with GE pulling out for greener pastures. One of the things that surprised me before I moved here was going to a website of a school near a house suggested by a broker and finding out that their comparative scores were way below the state average despite not having a diversified mix of students . Then we found out that the house backed out onto the local polluted river and close to a toxic waste site that needs to be cleaned up. Nardelli didnt exactly do a bang-up job at Home Depot either. I guess time will tell how much the numbers have been masssaged by manipulation of the insurance and financial numbers.My guess is that they failed to meet their numbers because the BS stuff happened too late for them to make last minute adjustments to meet their targets. But of course they cant say that.

To: E_K_S who wrote (30640)	4/13/2008 4:09:15 PM
From: Madharry	Read Replies (1) \| Respond to of 78717

Im skeptical about "GE's great management team" . Living in the Berkshires I can certainly see the havoc GE has caused between its pollution of the local landscape and all the jobs gone forever with GE pulling out for greener pastures. One of the things that surprised me before I moved here was going to a website of a school near a house suggested by a broker and finding out that their comparative scores were way below the state average despite not having a diversified mix of students . Then we found out that the house backed out onto the local polluted river and close to a toxic waste site that needs to be cleaned up. Nardelli didnt exactly do a bang-up job at Home Depot either. I guess time will tell how much the numbers have been masssaged by manipulation of the insurance and financial numbers.My guess is that they failed to meet their numbers because the BS stuff happened too late for them to make last minute adjustments to meet their targets. But of course they cant say that.