From other discussions and the change in Electronic Materials numbers YOY, it looks like Solar might be 10% or less of the company's sales, but it seems to drive most of the profits. That's a bit scary if Solar is falling (or worse, failing).
Also, I do a bit of work in the Solar industry and they are buying at pretty good rates and have been since early fall. I wonder if the issue isn't lost market share instead of industry slow? As I recall, they used to talk about being the top supplier to something like all major producers and I don't see that mentioned anymore. They could be bleeding customers and shares badly.