I've been in GTAT since June at $4. While I love the reaction to the Apple news, it is a game changer and time to re-evaulate my ownership as this changes nearly everything.
I am siting in Phoenix today and was in Mesa yesterday just before this was announced. I am sure they are jazzed by the news of the jobs; both the 1,300 temporary construction jobs and 700 manufacturing jobs.
But, this big jump in share price and then new business model means time to re-evaulate the future potential of GTAT although they said over $1 billion in sales and over $1 EPS by 2016 (which should give $15 to $18 share price).