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    Applied Materials: To Pull Out Now Would Be a Travesty

    Sun, 04/11/2010 - 05:35 EDT - Seeking Alpha
    • AMAT
    • Greentech Media

    Greentech Media submits: by Shyam Mehta Michael Kanellos and Eric Wesoff have covered the trials and travails of Applied Materials' (AMAT) SunFab turnkey production line in recent times in great detail. Bad news has not been hard to come by; from chatter about its possible demise, to the bankruptcy declaration of part-customer Sunfilm, to the refusal of a DOE loan to its Great White Hope (and a company this writer personally likes), Menlo Park-based Signet Solar, to an eyewitness account of CEO Mike Splinter attempting to wash his hands of the product altogether. Observers have been skeptical about Applied's prospects in this market from the get-go, because of the low efficiencies of modules produced and the high cost of the equipment. Once polysilicon prices fell to the levels they did, anyone with half a brain knew that amorphous silicon PV would have trouble being cost-competitive in the near-term. And yet, like all Big Businesses (for that is what they are), Applied kept confidently denying the validity of any perceived challenges to the technology or the product. Trouble is, they went about doing so with an air of paranoia that smelled like fear.Complete Story »

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      Greentech Media submits: In the past few weeks we've heard speculation and rumors that Applied Materials (AMAT) may try to scale back or even sell its group that makes equipment for amorphous silicon solar panels. Tom Lacey, the general manager of the SunFab amorphous equipment line, and other SunFab execs have also recently resigned from the company.

    • Applied Materials Slides To Fourth Place In The Solar Equipment Market

      By Robert Castellano:Despite huge investments over the past several years in new solar technology, Applied Materials (AMAT) dropped to fourth place in the solar equipment market, dropping 59.3% in 2013 following a 78.6% year-on-year drop in 2012.Table 1Market Shares of Top Photovoltaic Equipment Suppliers (click to enlarge)

    • Applied Materials Solidifies Supplier Role With $4.9B Acquisition of Varian

      Greentech Media submits: By Eric WesoffApplied Materials (Nasdaq: AMAT) is making a big move -- the semiconductor equipment giant is acquiring Varian Semiconductor Equipment Associates (Nasdaq: VSEA) for $4.9 billion. The price is a 55 percent premium to yesterday's closing price.

    • Applied Materials Cautious on Solar Future

      Greentech Media submits: By Eric WesoffApplied (AMAT) had a strong quarter with its solar equipment sales but next quarter will be down. The years ahead remain murky for their crystalline silicon equipment group in the face of an impending industry-wide factory capacity oversupply.Complete Story »

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      Greentech Media submits: Reporting from the Intersolar show in San Francisco -- When last we spoke with Chris O'Brien of Oerlikon Solar (OERLF.PK) in April of this year, Oerlikon was plugging away, selling amorphous silicon ((a-Si)) photovoltaics manufacturing equipment to a number of customers.

    • More Bad News for Applied Materials

      Greentech Media submits: by Michael Kanellos, Eric Wesoff2010 won't be remembered as the good old days in the SunFab department at Applied Materials (AMAT).Complete Story »

    • Applied Materials: The Amorphous Albatross Is Going Away

      Greentech Media submits: by Michael KanellosApplied Materials (AMAT), the semiconductor equipment giant, said on Wednesday that it will exit the business for making equipment for thin-film solar panels and cut about 500 workers.Complete Story »

    • Applied Materials: Good Quarter But 'Very Cautious' About Solar's Future

      By Greentech Media: By Eric Wesoff

    • Applied Materials: Success Seems Distant

      Greentech Media submits: by Mark BosletThe slump in Applied Materials' (AMAT) SunFab solar line continued Wednesday with sales and orders tumbling in the second quarter and the red ink increasing. (Click here for Earnings Call Transcript)

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