Applied Materials (AMAT) could sign as much as $5 billion to $6 billion in contracts for solar cell manufacturing equipment in 2008, J.P. Morgan’s Jay Deahna asserts.
Last week, he notes, the company disclosed a $1.9 billion contract for solar manufacturing equipment and services. That deal alone is more than twice the roughly $900 million in solar contracts the company signed in 2007. Deahna thinks the company can get the total for this year over $5 billion with contracts from new customers in India and Europe, plus follow-on orders from existing customers....MORE
*Today, last week, last month.
Thursday, March 6, 2008
Sometimes you just have to smile*. Here are our AMAT posts so far this year: