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krisi
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re: Five predictions from Applied CEO
krisi   11/19/2010 11:52:41 PM
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Solar is hot??? maybe for Applied...Solar business is driven by government substidies...and many governments are planning to eliminate those...remember Spain after it suddenly cancelled their programs? 2GW solar capacity went up in smoke...Kris

mark.lapedus
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re: Five predictions from Applied CEO
mark.lapedus   11/18/2010 6:58:27 PM
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Hi. True. Applied shut down SunFab, which was a turnkey offering based on thin-film solar technology. Applied could never bring down the cost fast enough. But separately, Applied also sells standalone systems for solar cell production. That business is very strong-much to the surprise to even Applied.

pixies
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re: Five predictions from Applied CEO
pixies   11/18/2010 6:26:36 PM
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"5. Solar is hot-again". I thought Applied has just closed down it's SunFab.



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As data rates begin to move beyond 25 Gbps channels, new problems arise. Getting to 50 Gbps channels might not be possible with the traditional NRZ (2-level) signaling. PAM4 lets data rates double with only a small increase in channel bandwidth by sending two bits per symbol. But, it brings new measurement and analysis problems. Signal integrity sage Ransom Stephens will explain how PAM4 differs from NRZ and what to expect in design, measurement, and signal analysis.

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