Andrew Ling

SunPower Is a Semi - It Deserves to Be Valued Like One

You're statements are partly correct, but already reflected in the price of the stock. The reason FSLR has continued to outperform the market whereas SPWR has underperformed is because people think SPWR is in a commoditized market. Still, having the highest efficiency mass produced cell is worth a premium. Especially for the residential market where roof space is at a premium. SPWR is my favorite crystaline PV play though I need to sign concrete evidence of polysilicon prices coming down in 2009 before picking any up.
Read my article comparing FSLR and SPWR here:

seekingalpha.com/artic...