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ArKeh
$
GTI
:
http://bit.ly/UZo07e
Feb 11, 2:24 PM
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ArKeh
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http://bit.ly/Li1sqx
Feb 11, 2:57 PM
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ArKeh
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http://bit.ly/PsTKLA
Feb 11, 2:58 PM
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ArKeh
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http://bit.ly/PsTKLA
Feb 11, 3:00 PM
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ArKeh
:
Outlook Engineered Solutions (last call): c220m sales '12 to grow to c300m in 2015 and 500m in 2017 (Delta 280m is c22% of 2day's GTI sales)
Feb 11, 3:08 PM
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ArKeh
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Advanced consumer electronics is just below 40% of ES sales (ie c80m out of 220m)
Feb 11, 3:10 PM
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ArKeh
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Trend in PCs is Laptops and Ultrabooks converting towards tablets, smaller suggests going from active to passive cooling.
Feb 11, 3:12 PM
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ArKeh
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Electric cars: thermal Management of Lithium Ion Batteries, etc; Solar comes back, Wacker ended shortened working hours for Polysilicon
Feb 11, 3:15 PM
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ArKeh
:
http://bit.ly/Y5d966
Feb 11, 3:26 PM
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