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  • Semis' Downturn - Which Companies Will Survive, Part 2 [View article]
    It's TXN on my website. Chalk up the mistake to SA's editors.

    Bapcha


    On Mar 08 02:30 PM bonderman wrote:

    > TXI, Texas Industries is building materials. TXN is Texas Instruments.
    Mar 09 11:10 am |Rating: 0 0 |Link to Comment
  • Four Semiconductor Stocks Worth Owning in 2009 [View article]
    SPWR's COGS is 50% higher than the leaders in the business FSLR and SunTech. FSLR and STP are at $2/watt or lower.

    Bapcha


    On Jan 09 01:46 PM anand wrote:

    > As I understand it, SPWRA (or more precisely its joint venture) buys
    > polysilicon, produces ingots, converts ingots into wafers (SPWRA
    > buys ingots from its joint venture), converts wafers into cells,
    > converts cells into modules, and installs modules.
    >
    > Do you have a good estimate of what SPWRA's cost of goods sold is
    > per watt excluding polysilicon (which SPWRA buys from suppliers)?
    > What are your projections for how quickly SPWRA's cost of goods sold
    > per watt excluding poly will drop over time.
    Jan 12 22:17 pm |Rating: 0 0 |Link to Comment
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