I hear him say that. But also "if this goes to where I think it can go -Merlin". "Once we have solar in the bank - Merlin". PV tech is best in the business lowest cost solution. Hyperion same price as competitors 10x as powerful. SiC 10x cost reduction from current. Mono and multi crystalline silicon coming back faster than we thought. I know what he said but their tech is top notch. "We best who's who for this Saudi deal d I expect to win all of them"
Jack I think we are $5b 2016 and close to $10b by 2018. The other products we don't know are about 18 months to market so they will have more by 2016/2017.
I read a report yesterday from JP Morgan that the 5.5 sapphire model is being tested. A Barclays report that focuses on sensors for sapphire displays. They feel sapphire laminates will explode including use on iPads. None of this is in current forecast. Sounds like GT can't sell their ASF solution for sapphire for consumer electronics. My guess is they found a way to make this stuff even cheaper than industry experts know because of the high quality and useable % of the boule has to be off the charts. I feel the deal with apple is maybe just iphone and iPod but who knows. He said on call it's an apple plant but down the road they could do something different from mesa. No clue what that means.
My email to bill was because another guy Fred said to do that. He actually said go for $1,000/hr. I'm almost through section 1 of call. These guy are awesome.
Just told some research guy and his firm.
It looks like you are with a firm of some sort. Can you disclose what you are looking for. If you are looking to discuss my knowledge on sapphire and GTAT my asking price is $500/hr. Just let me know how you want to proceed.
PDF is going up soon on GTAT site.. hopefully link to audio as well (unless they ran out of space on their server for 4 hours of audio!)