This move could have legs. I quickly reviewed some history - interesting company. They are actually changing their name this summer to GT Advanced Technologies, which is reflective of the increasing diversity of their business. I don't know what the time-frame is for the big order today from a Chinese start-up on the LED sapphire oven, but their backlog will now be 50% LED. Unlike solar, LED is economically viable without subsidy. I still don't quite understand why this stock, which has net cash and minimal CapEx requirements, is so inexpensive. On the surface, it looks like solid fundamentals, a great chart and very cheap valuation.
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