George Jurgensen 01

Will LDK's New Company Create Competition for First Solar?

With respect to solar, AMAT is in the PV manufacturing equipment business (capital equipment), making machines used by PV manufacturers. Brian Yerger's comments appear out of context. Beyond that, AMAT sells manufacturing equipment to plants in China and worldwide for IC wafer production. Selling equipment for pv manufacturing is a related business. The capability of the manufacturing equipment, delivery schedule, and quality are the key factors in its procurement.

LDK's current CEO building a business to compete with LDK's products rather than building another division for thin film within LDK? I don't think any paper arrangement could hold up in court to allow that breach of fiduciary duty to shareholders of LDK.

JMHO