GT Advanced Technologies Inc fka GTAT

[Netsurfer]

I am not able to say who the company is but they have been selling into the Silicon Ingot and Sapphire aftermarket for several years. They call on both ex GT customers and independent OEM's.

https://www.kccllc.net/gtat/document/1411916150409000000000002

The above Doc was in reference to my question about the $45MM order.
I believe that this order gives GT HK the rights to sell ASF's to a Chinese company who is not mentioned nor is the contract value so It does not really answer the question if a sale has actually taken place.
Lets assume 90 systems at $500K for $45MM. That still leaves 1900+ systems to go and there has been no additional activity that I have seen. At this rate it will take a long time to move them all and moving them all is a key part of the recovery process I think. The longer these sit the lower the sell price might be.....sort of like a Real Estate listing being a year old.

The lack of new sales potentials might lead to there being some credibility to a slow ASF market in China.
Everyone would love a copy of tomorrows WSJ today.