The document is an agenda for Applied Materials that includes background on the company, its current strategy, an environmental analysis using PEST and Porter's Five Forces frameworks, considerations for the future, potential scenarios, and short-term and long-term strategy recommendations. It analyzes Applied Materials' business segments, market strategy, technological capabilities, and opportunities in the solar industry.

1. SHAYNE ARMSTRONG SETH BREEDLOVE ALBERT KING

3. Applied Materials

4. BUSINESS APPLICATIONS CRYSTALLINE SILICON SOLAR MANUFACTURING SYSTEM LEADING/PATENTED FLAT PANEL DISPLAY MANUFACTURING SYSTEM SUNFAB THIN FILM PRODUCT 5.7m 2 SEMI-CONDUCTOR PRODUCTION EQUIPMENT

5. FINANCIAL HEALTH 10Q-Q1 EES– Energy Environmental Group (thin film and crystalline photovoltaic) <12% of revenue> Only division with an operating loss AGS– Applied Global Services (logistics support) <24% of revenue> Silicon (SSG)– Semiconductor Wafer Fab <58% of revenue> Flat Panel Display manufacturing Equipment <6.4% of revenue>

12. Considerations for Future Strategies Imagine Playing fields Potential Playing Fields Judo Strategy Shaping the Playing Field Market Entry

13. Auto Industry Outcomes

14. Construction Outcomes

15. Farm Industry Outcomes Synthetic solar cells can be grown in tobacco plants and E. coli bacteria. The method offers a cheap, environmentally friendly way to make electricity

16. Questions?