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PV mayhem. INTC cannot have the kind of growth you are talking about at this point in the company's life, but they did have huge numbers in the 1990's, and their gross margins then exceeded 60% almost through the entire decade [during the 1990's].
Aug 04 01:21 am
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All Comments by Bapcha's Stocks »SunPower Is a Semi - It Deserves to Be Valued Like One [View article]
I like gross margins - because it is one thing that is hard to "fake" using accounting techniques.
Bottom-line: Semiconductor companies with gross margins between 20 to 30% do NOT deserve premium valuations regardless of growth rate. A technological advantage [like multi-junction] will sure help, but SPWR does not have that.
Bapcha
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