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George Davis on CNBC: Applied Materials Beats Expectations

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Applied Materials CFO George Davis discussed the company's Q4 and FY10 financial results in an interview with CNBC Asia Squawk Box yesterday.  Davis shared his outlook for the company and gave an update on Applied's semiconductor, display and solar businesses.Read more

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Building a Viable Solar Sector

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I recently wrote a piece for EnergyBiz Magazine on advancing solar manufacturing technology to enable solar photovoltaic (PV) technology to become a significant part of the global energy portfolio by lowering the cost-per-watt. The following is a brief excerpt from the article.

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Thin Film Silicon Bankability

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A curious thing happened in the solar market in 2010. Relatively expensive modules from well-established manufacturers sold well, while less expensive modules from startup firms did not sell as well. Why did developers pay more? Modules from the established firms had demonstrated excellent, predictable energy production over many years. In contrast, startups had not built this data set for their modules. Established firms have the financial strength to replace the modules if they failed. Startups had not yet established this strength.Read more

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Applied Materials Solar PV Equipment Innovator

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The President of Applied Materials' Solar division, Dr. Charlie Gay, is featured in a Q&A article in the August issue of the global photovoltaic business magazine, InterPV. The following is a brief except of the article.

Applied Materials was founded in 1967 and has since become the leading supplier of manufacturing equipment to the semiconductor, display and more recently, the Photovoltaic (PV) industry. Today, virtually every semiconductor chip and liquid crystal flat panel display in the world is produced using Applied Materials manufacturing equipment.Read more
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Applied Materials Report Sunny Q3 Earnings

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During yesterday’s earnings call Applied Materials CEO Mike Splinter and CFO George Davis discussed the company’s third quarter results. Overall the company exceeded its third quarter guidance driven by strong results in our semiconductor, display and crystalline silicon solar businesses.

A look at our Solar Business

Net sales for the Energy and Environmental Solutions (EES) segment was $387 million dollars, an increase of 133% and was the third highest booking quarter for EES despite the absence of any thin film orders.Read more

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