Bapcha's Stocks

Four Semiconductor Stocks Worth Owning in 2009

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.