I have very strong suggestion. Let them have Mr. Splinter of AMAT, if selected he would drown MSFT with his SOLAR PANELS as he did to AMAT after James Morgan left the Company. Only AMAT is languishing in this space as other companies in similar business like LRCX/NVLS, ASML, KLAC, etc are performing exceptionally well. Solar panels caused constant loss to AMAT. Now he is moved to chairmannship of the company he has been destroying since when he became CEO. James Morgan's hand picked man. I say James Morgan you are not a brainer. I had great respect for you but it eroded to zero. Any body out there who feels the same way as I do?.Have been holding the stock since year 2000.
As a reminder, Splinter remains the chairman of AMAT. Splinter has maintained political favor with the current administration due to him solar commitment. The President recently made a speech from AMAT's facility in Austin. The President and others really do not care if AMAT makes money or loses money on solar, it matters only that AMAT continues to manufacture solar products.
During a recent analyst presentation, the CFO Halliday clearly stated that solar does not fit into his (and presumably Dickerson's) view of AMAT. However, during the last quarterly conference call, solar had limited discussion. The bottom line is that AMAT, and the shareholders, do not make any money on solar, and Splinter is still there!
Dickerson should be better. His company Varian semiconductor equipment associates(VSEA) bought by Splinter for AMAT always did good. I do not know how much cloud this splinter thing would have as a chairman on Mr. Dickerson. Splinter's solar penal shall not fit anywhere in any semiconductor company. He should leave AMAT and take his solar panel with him.