AXT, Inc. (AXTI)

I'm in for the long run on this one. I think it has great up side down the road.

I like the below $10 price and its potential for a good return.

Expect improved profits with next quarter results.

Good fundamentals. Sound management. Decent P/E. Strong position in semi-conductor industry.

Also develops and supplies substrate materials essential to e.g. CIGS thin-film / semi-conductor production - gallium, germanium, indium etc.

Thin-film is going to be massive - great potential for upscaling. Gallium is going to be in huge demand.

Solar, trading low, with some consistent earnings.

Testing a portfolio of companies that start with the letter "A".

Steady growth period. My china connection.

This is a good stock if you by the shares, when they are under $5.60. It is known to rise up to $6.09. One would have to be carefull though. This stock can drop faster than you can say, "Google."

Solar market is going to be huge. with the diversification of substrate elements, this company is poised to do well even in the face of setbacks such as scarcity of specific elements (ie Te), etc.its near its low point so seems like a good time to jump aboard.

Go green - Solar of the future

Solar is hot and should be a major energy source for the short and long term.

WALL STREET BUY LIST (what institutional investors bought last week)
AXT (Nasdaq: AXTI) $6.17 *****
LDK Solar (NYSE: LDK) $48.88 ***
Rick's Cabaret(Nasdaq: RICK)$28.24 ***
James River Coal $11.00 ***
China BAK Battery(Nasdaq:CBAK)$5.87 ***
http://www.fool.com/investing/general/2007/12/31/wall-streets-buy-list.aspx

Dec 18, 2007 (MARKET WIRE via COMTEX News Network) -- AXT, Inc. (NASDAQ: AXTI), a leading manufacturer of compound semiconductor substrates, announced today that it has been awarded a production order from IQE plc (AIM: IQE) for semi-insulating gallium arsenide (GaAs) substrates for IQE's 2008 worldwide substrate requirements. This agreement is valued at approximately $15.1 million, with an option to purchase an additional $3.5 million of substrates. All substrates ordered under this contract are to be shipped by the end of 2008. The substrates ordered by IQE are primarily 6-inch semi-insulating GaAs.

Institutional investment capital is rapidly moving into solar technology companies, specifically those that utilize compound semiconductor materials rather than silicon for their arrays. Most notably, First Solar (Nasdaq: FSLR) and, very recently, Emcore (Nasdaq: EMKR) have seen rapid price appreciation. In particular, EMKR recently announced a large contract to provide Canada with solar arrays made with a material which contains gallium arsenide GaAs and germanium Ge.

good

Loves semiconductors and loves elements that make them.

5 Low-Priced, High-Star Stocks
By Brian D. Pacampara July 17, 2007
http://www.fool.com/investing/general/2007/07/17/5-low-priced-high-star-stocks.aspx?vstest=search_042607_linkdefault

Based on AXTI's partnerships, they are in an excellent position to grow with the growing use of their specialty compounds.

going green

.. could see some finer days .. will watch it closely ..

This solar stock has not performed well during the time of rising fuel prices.