Solar GE, icing on the cake isn't a dream.

Stock has spent the last 2 years trying to convince people AXT has no solar business. While they did stop selling into the solar market for a few years due to the low number of satellite launches, they got back in it several years ago and have been selling Ge for solar applications now for well over 2 years I believe.

The big question is whether triple junction solar is going to ever be prime time. We have heard many times that it is more cost efficient on a large scale commercial project and we know of a project in CA thats on the drawing board, but it is not prime time yet. That doesn't mean it won't be. Again, if it ever happens, its just massively more revenue on top of the already good story with their core business.

Given that AXT was never adequately priced for even its core business, we should have a pretty good run here if the recovery continues. Remember, the big revenue drop over the last year occured because they let a big customer slip their orders by a few quarters instead of holding their feet to the proverbial contract fire. While that may have cost us short term, long term it should have cemeneted a good long term relationship with a big purchaser.