Well organized analysis. (I'm not saying that every single tid-bit is spot on, but you make a good case).
On a side note, did you do anything special when you entered your link on the board? (I can never get my messages to be posted if I include a link)
Tritium and Riverman, I have exhausted my creativity on how to post the links on this board. However, if you go to Yahoo groups and join the GTAT group (they screen out the FUDsters there), I have posted a message there just now that contains the links. Wish I could post them here, but no luck...
I live a couple of hours away from Mesa (so, no, I do not know any employees, unfortunately!), and made 2 trips in the last 2 weeks to satisfy my curiosity about the parking lot 'busy-ness'. I took pictures and have them posted on a website. I was very pleased to see the parking lot VERY crowded. Big Brother at YMB won't let me post links. I have seen others do it at times, but I have been unsuccessful. If you can tell me the secret of posting them, I am happy to do so, so that you can see the photos.
Sentiment: Strong Buy
Thanks for the observations. They are appreciated. I have been by twice recently, and concur. The main (employee) lot on the west side was packed both mid-morning and mid-afternoon on two different weekdays. Swing and graveyard shifts had considerably fewer vehicles, but still multiple hundreds, by my approximation. Contractor lot was always busy on the day shift. I am curious about weekends...any chance you have already observed, or might have the chance to check it out on Sat or Sun? Thanks again....great to know that they're very busy these days, with all the FUD floating around out there!!
Sentiment: Strong Buy
They may need to expand the parking lot, because it was not far from maxing out when I drove by yesterday! (not joking about the drive-by)
Take responsibility for your own actions. Grow up. Don't risk what you can't afford to lose.
"Meeting these industry standard reliability criteria is an important milestone as we move toward commercial availability of our Merlin metallization and interconnect technology," said Venkatesan Murali, senior vice president and general manager of advanced systems development at GT. "Going forward, we plan to continue reliability testing these modules to failure to validate that the Merlin-based modules are substantially more robust by design than what is required."
In addition to the silver reduction and efficiency improvement at the module level, Merlin metallization and interconnect technology improves the reliability and durability of modules. Merlin allows panel manufacturers to offer custom solar module form factors in addition to their traditional offerings. These new offerings are expected to play a role in improving costs across the solar value chain.
"We are in active discussions with select lead customers who continue to validate the unique value proposition of Merlin as it is substantially differentiated from the traditional three busbar-based modules as well as the various flavors of multi-wire busbar solutions," continued Murali. "Our comprehensive testing of Merlin goes beyond what is traditionally required for such a product. We are taking this approach in order to ensure a smooth and seamless integration into our customers' manufacturing lines when we roll this out in 2015."
The company estimates that if Merlin achieved a market penetration in the eight to twenty percent range by 2018 it could represent a $400 million to $1 billion business. The company has already begun shipping sample quantities of Merlin grids to its lead customers and remains on track to commercially release Merlin in early 2015.
Good article, with a great video explaining the process for getting the thin slices of sapphire (if you're talking about the article that came out Monday), for those who haven't seen it.
I have a question for those more engineering-adept members (I am not an engineer and not trying to pump...honest question here). Back in Jan, Matt and several other writers talked about the possibility of the sapphire cover and solar charging for the phones. It seems to me that this 'all glass' approach would be related directly. With this 'all glass encasement' idea popping up recently, I am wondering if others have heard anything related (especially from the engineering perspective) to the solar charging of devices that might be an indication of the possibility (soon or not?).
....Matt mentioned this possibility back in Jan, and several other tech sites picked up on it (not sure who was first, but several mention it as Matt's thought).
A few months ago there was a lot of conjecture that the iPhone6 was going to include the sapphire glass cover with solar charging. IMHO, gotta think that's what this is about. Seems like a great way to go, if they can incorporate it into the devices!
I don't believe that he actually intending to state that it is a 'working iPhone 6'. IMO he is just trying to simulate 'how it would appear' working with the app on the new phone. A couple of his older photos also show an iP6 with apps illustrated. The word order in the descriptions is a little awkward.