While Applied Materials is seeing sales of semiconductor equipment sagging, the bright side is that revenue from its solar-panel business is growing. Last year it landed a $250 million deal to supply equipment for a thin-film plant in India, and this February it received a massive $1.9 billion order. Thin is definitely in with Applied Materials, and supplying thin-film solar lines to LDK Solar (NYSE: LDK) -- and potentially to other thin-film players like First Solar (Nasdaq: FSLR), Energy Conversion Devices (Nasdaq: ENER), and Suntech Power (NYSE: STP) -- has prospects looking up.
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