GT Advanced Technologies Inc fka GTAT

[Netsurfer]

I believe that the key to GTAT's survival is based on the market for Silicon reactors and converters as well as Silicon furnaces..
DSS mono and multi and HiCz. Merlin is a red herring. It is only about .5% of the factory cost of a solar panel...so gross revenue is negligible vs gross solar panel revenue revenue......Waree included.
MMK is still reducing its work force in MMK ...thru Jan.I heard .....and will probably close next year with HQ moved to MT where all Silicon R & D now resides. Some Sapphire activity could also move to MT for process development and field support but keeping MMK open does not make sense. Keck is from MT and would probably love to move back.
As of 11/6 there were about 60 people left in MMK and most of those were Mgmt, admin, acctg and legal.