GT Advanced Technologies Inc fka GTAT

[kittzelle]

I listen to the conference call last night.

As I heard them , 2Q will show in increased earnings over 1Q and 3Q shall show more.

Also found interesting that the they are staffing up rapidly for the Arizona plant, and the demand for sapphire is greater than the supply at this time.

The sapphire wafer has the flexibility as a playing card.

They have new undisclosed tech in the ..um pipline, for lack of better word.

The 2nd half of 14 will be better than the first. And the bulk of their future earnings be in 15

Listening to them, It seems that their guidance is rather conservative and modest .

They talked more about revenue and growth with out respect to Apple.

In other words, sapphire isn't Apple exclusive.