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- Mahatma Gandhi
Cloudy Future for Applied Material's SunFab - Barron's [View article]
You mention: "...AMAT's SunFab line...promises to produce bigger, cheaper solar panels than those of industry leaders Sharp (SHCAY.PK), SunPower (SPWR), Suntech Power (STP) and First Solar (FSLR)."
According to a SmithBarney report (Feb 21, 2008), Suntech Power is an AMAT customer. And I have seen several articles mentioning Sharp as another AMAT customer. So AMAT may actually be a supplier to some of these "industry leaders".
Yes, there could be startup issues for newer technologies. But I see follow-on orders from AMAT's customers (Moser Baer, Sontor/Q-Cell, etc.) for their solar equipment after Pilot production. It would just be absolutely incredible if companies placed follow-on orders while they continue to have problems with their Pilot Plants.
Also, AMAT acquired Baccini due to their capabilities in extremely thin