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Vulcanized, need some help here.....
Do you have the last 8 quarters revenue, income and EPS for GT solar handy?
do your dd and you will find that they are relating the increase of power with solar to what they have said about moore's law for yrs as to memory. apples and oranges yes, but, the idea is the same. every 18-24 mos a double. with me, i think it could be next week....but that is me and iam not either an expert nor a pundit...... now if you care to not do the dd that i did, just bark. but, there are more ways to think than in the box.
i did not make this up, i only report the news. now realize im not talking memory with solar, but, rather the idea of moores law. a double every 18-24 mos. which has stood up over time. i look forward to the same record with solar......all the ones i own that is.
ok no bashing, sorry if you took it that way. i am in many solar stocks. i believe they all will rise with either mccain or obama as prez....in fact im counting on it. what my contention is....is using the university system saves money nad gets you where you are going . that is all. some say tomato some say potatoe, with an E, quayle.
Re: "moore's law applies to solar as well or more so than it did to memory"
Oh, c-mon! More's law has nothing to do with solar PV. On contrary, it pushed the critical dimensions of those components (approaching now 1 Billion components in a chip) from many microns to well below 100 nano-meter range. The only common thing is the fact that both the microelectronics and solar cell industry are using larger and larger Si substrates (from 2-inch in the early 80-s, to up to 12-inch now). But, the number of chips (including an ever increasing # of transistors on each chip) made out of one wafer is progresively increasing as the substrate diameter increases. On the other hand, going from 2-inch dia, to up to 8-inch (square or pseudo-square) now, you still have a single solar cell, and a single back and front contact. The only change is that instead of a single buss bar, you are using 2 or 3 bus bars now.
Mike
All solar PV stocks are going to move up very nicely very soon, and along with them SOLR. No doubt in my mind; they will. Some of them will move faster, others at a slower pace, but they will all move up. Hence, short term, if you stick with SOLR or whatever (ESLR, EMCR, CSUN, LDK, STD, FSLR, TSL, SOLF, SUN, WFR, ENER, or others), yoy can't go wrong (compared to the general market, that is).
Let me make it very clear to you. Since the IPO, I was many times tempted to get in, but somehow I never pushed that button. Expresing my opinion vs SOLR is no bashing. Far from it. In fact, I recognize, and like the huge potential the company could have. For this to happen, however, I stick to my point: it has to start applying the approach I was talking about. Let's say someone in the accademics finds a better than Al back contact (that provides a strong back surface field, which is stable, still low cost, and it does not bend the thinner (below 300 microns) cells. What do you think it will happen with the producer of PV cells if it does not adjust fast its manufacturing line? W/o in-house R&D cappability, this can't be done fast enough, and the competitor wins.
Conclusion. As the solar PV industry starts moving faster and faster, and because higher and higher cell efficiency, and lower and lower peak/Watt cost are desired, more and more small inovations are going to be added into the cell design, and the surviving equipment manufacturers will be those that have the cappability to adjust fast their production lines. Will it GT Solar among the winners? Let's hope so.
Mike
we all have our opinions and some of us are bia'd as those 200 or so who didnt get in the door in san diego.....so we stand by our investments or we sell or bash. whatever works. i have seen this approach work before. will it agian? we shall see. moore's law applies to solar as well or more so than it did to memory
This applies to long-term solutions. However, in order to test, and apply (b4 others do it) new winning solutions (e.g., higher efficiency, lower peak/Watt cost), one has to move fast; very fast. And for this ONLY in-house testing can possible work (Spire Corp., Advanced Materials, and now Intel approach). If you are not aware of the large number of potential competitors to GT Solar, just ask anyone who participated at the recent gathering of solar PV producers in San Diego, and maybe, just maybe you'll understand what I'm talking about.
Yes, I like the potential GT solar has, but their approach IMO won't allow them to compete for too long with the many solar PV manufacturing technology providers.
Mike
untrue. i have seen tie in's with smart univiersities as a winning combination in a number of companies. take advantage of intellectual smarts in place, and let the institution share in the wealth. it is being frugal and smart. wasting money isnt. this works.
I was looking to load some SOLR this morning, but got some STP, and ESLR instead. Here's why, and any comments vs my concerns are more than welcomed.
What GT Solar has to understand (and the Mgmt apparently does not) is that in order to put together winning solar PV manufacturing solutions they have to have their own R&D facility, rather than relying on such places as Georgia Tech to do the testing of new features for them:
GT Solar Incorporated collaborates with UCEP (University Center of Excellence for Photovoltaic Research and Education) at Georgia Tech, University of New Hampshire and other private and government research facilities. We work together to advance process knowledge and collaborate with equipment companies to continuously improve our products:
http://www.gtsolar.com/corporate/
Using outside R&D centers, that do not have proper equipment in place and are very, very slow (Universities do not have industry's mentality, they want long-term contracts) will favorize the fierce competitors (especially from Europe, and some from Asia), that by having in-house R&D move fast in implementing any new efficiency increasing, and lowering manufacturing costs new ideas.
Mike
Change:UP 0.83 (15.51%)Volume:1,747,06716:47:41 EDTOct-17-08
SOLR PR
Press Release Source: GT Solar International, Inc.
GT Solar Signs $46.8 Million Contract with Top Green Energy Tech
Thursday October 16, 2:11 pm ET
-- Adds Major New Customer --
-- Expands Product and Services Offerings; Sells First
MERRIMACK, N.H.--(BUSINESS WIRE)--GT Solar International, Inc. (NASDAQ: SOLR - News), a global provider of specialized equipment and technology for the solar power industry, today announced that its subsidiary, GT Solar Incorporated, has signed its first contract with Top Green Energy Technologies, Inc., a Taiwan-based producer of high-quality solar cells. The agreement, valued at $46.8 million, is GT Solar’s most comprehensive polysilicon production equipment and services agreement to-date, and the company’s first sale of its products to a customer based in Taiwan
to da moon one step at a time....ok
moon shots show my years in the ''dart board mentality'' when you could not miss a winner, unless you missed the wsj stock page completely, that was tacked on the wall, with the dart you had thrown. ah yes, to live in the past and bring it to the future.
one day at a time.....is this a drinking control program? AA forever
Relax lets take 1 step at a time. geez lol
INVISIBLE HAND YOU ARE SOOOOO RIGHT. TO DA MOON
RIP CITY.....SOLR RUNNING FAST.
SOLR IS READY....
RZ AND DGLP DEFY DOWN TREND IN TROUBLED TIMES.
SOLR IS NEXT. ENEGY BILL WILL BRING IT TO CENTER STAGE
LIFT OFF
IF YOU'RE IN , YOU WIN
IF YOU DOUBT, GET OUT
energy bill coming will be huge. Bailout or no bailout up this one goes.
with bailout signed, this should continue up up up
this stock is treading for the moment but....
expect good things
RIDE the wave this stock has a destiny
...it has just begun
hopefully more cash for you. THUMBS UP BACK AT YOU!
no--I'm fully invested in RIG, KOL, DIG, and IVAN. Let's see what Monday brings us...
did you nibble buddy>?
When it gets past 9.50 on heavy volume, I'll investigate it for a nibble.
Thanks for putting it on the radar...
This ones ready to go again Frenchee
Just watching it
i guess this is why? "GT Solar was unlucky because a day after its IPO, a major client said it had signed a contract with a competitor, Killian said. In a better climate, investors might have shrugged off the news, she said."
wahts up with this one dawg? i see already lawyers trying to spark class actions here lol
Daily charts which will fill in over time...
First up day today in the history of the stock...
Hey Gobso>>This thing got crushed at the open and recovered pretty well
He does great work that's for sure
ugggh gotta run there's a mosquito somewhere in my office attacking the ($%@*(* of me!
Thanks Tina>>>Sir JT took care of the I-Box
Thanks JT!
Ibox Updated.....
Charts..... look at the intraday trading levels.... unreal....
+30% swing on this monster.....
....waiting for the half price sale myself.....
Blue Skies, Green $creens,
JT
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GT Solar International, Inc. 243 Daniel Webster Highway Merrimack, NH 03054 United States - http://maps.yahoo.com/maps_result?addr=243%20Daniel%20Webster%20Highway&csz=Merrimack%20NH%2003054&country=United%20States" rel="nofollow">Map Phone: 603-883-5200 Fax: 603-595-6993 Website: http://www.gtsolar.com
GT Solar International, Inc. engages in the design and manufacture of manufacturing equipment; and provision of services for the production of photovoltaic (PV), wafer, cell and module, and polysilicon products worldwide. It offers chemical vapor deposition reactors and related equipment that are used to produce polysilicon to chemical companies and power generation companies. The company also provides directional solidification systems (DSS) furnaces and related equipment that cast multicrystalline ingots, which are used to make photovoltaic wafers and solar cells; and turnkey integration services, using third party wafer, cell, and module production equipment. In addition, it offers technology and engineering services for the commissioning, start-up, and optimization of its polysilicon equipment and technology; engineering packages and process licenses for the production and purification of trichlorosilane and silane; and hydrochlorination technology, which lowers power consumption of polysilicon production. Further, the company provides replacement parts and consumables used in its DSS furnaces and other PV equipment; and a range of services in connection with the sale of equipment, including facility design, equipment installation and integration, technical training, and manufacturing process optimization. It sells its products to polysilicon producers; and solar wafer, cell, and module manufacturers through its direct sales force, as well as through sales representatives. GT Solar International was founded in 1994 and is headquartered in Merrimack, New Hampshire. |
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