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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: TobagoJack who wrote (39344)8/28/2008 11:30:29 AM
From: Haim R. Branisteanu  Read Replies (2) | Respond to of 218068
 
that is a surrogate to solar <GG>



To: TobagoJack who wrote (39344)8/28/2008 9:36:02 PM
From: carranza2  Read Replies (2) | Respond to of 218068
 
AMAT? Really?

AMAT's solar biz is indeed sunny and thriving plus it has lots of recent solar patents issued in the past few years and more in the pipeline but the semiconductor biz sucks. Its share price rangebound thanks to semi. It cannot abandon it without incurring huge losses. Years of competing with Intel have done a lot of damage.