Chin also thinks the company will push out its target on reaching porfitability in its solar business by at least 12 months. Last year, he notes, Applied forecast 2010 revenues from solar of $2.5 billion gto $3.5 billion with operating margin of 25%-35%. But Chin says he’s now modeling revenue of $1.3 billion and in 2009 and $2.2 million in 2010. He thinks the company will exit 2010 with solar operating margins only in the 15%-20% range.
The company expects demand in the solar energy market to return in six months to a year. Solar module prices have fallen sharply in recent months due to lower silicon prices.
As a result, Applied Materials said solar panels are close to being competitive with natural gas fueled electricity and this would help demand for the renewable energy source, which currently depends on subsidies. link
Splinter expects no orders in 2009 for the company's SunFab production line for thin film solar panels, as a tough financing market has put new projects on hold. link
The company has invested more than 1.000 million € to start up a new business project that covers all stages of photovoltaic value chain.
1mrd EUR........
Azért abban megegyezhetünk, hogy a Genesishez nem nagyon ért, figyelembe véve az ezzel kapcsolatos "jóslatait", illetve a jelen állapotot.
Tévedni emberi dolog ... ???
Vagy inkább tévedni akarni kell, ha az érdekek úgy kívánják ... :)
GENESIS
Lassan a novotrade topic okofogyottá válik.:-))
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