MIKE SPLINTER, who used to work for Chipzilla until he was nabbed by Applied Materials, has obviously got an attack of solar euphoria.
The Wall Street Journal reports Applied has won a $1.9 billion deal to sell kit to firms producing photo-voltaic solar panels, although the company that placed the order isn’t named.
We think the Journal’s Don Clark, who has recently taken to writing about motherboards, knows which firm it is.
It’s a privately held non-American firm. PV solar panels are great, just as long as governments give you a grant if you’re a householder to help you work out an amortisation rate that’s realistic.
The cher price of Applied shot up on the news, according to the Journal, here. You’ll need a sub to read it.
Mike: These links should help identify the customer. Several other deals in this $ region are due through 2008 as PV start-up-ites need to scale fast to get a foothold in the biz.
See ya in da pub-Thursday!