Eric Savitz has been on top of the action this week. The analyst he quotes is the fellow who was negative on MEMC two days ago and went positive after the "whiff".
Applied Materials (AMAT) has seen recent slippage of project schedules in its solar business “nearly across the board,” according to Citigroup analyst Timothy Arcuri. Applied has built a new business around supplying tools used to manufacture thin-film solar cells, and expectations for the business are running high. Maybe too high, in Arcuri’s view....MORE