Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Shares of GT Solar International
So what: It may be earnings season, but this GT Solar's jump comes from a different background: a Chinese LED systems specialist just placed a $219 million order for LED-producing tools from GT's catalog. Curiously, a $94 million order for solar-panel production tools failed to move GT's stock at all two days ago.
Now what: To put that order into perspective, GT saw $135 million of revenue in the July quarter of 2010 and $263 million to close out the calendar year – so this is a big one. One word of caution: As shown by a gloomy pricing forecast from Cree
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