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David White is a
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I think nanosolar will hit FSLR the hardest. Many people will still want to use the higher conversion % solar -- polysilicone. People are not currently factoring in the roof space as a cost for solar. Since the payback is in relatively few years, the loss of "lifetime savings" after the payback period (as energy costs surely escalate) will be an actual cost if you produce less electricity from your roof space (businesses). This means that the 22% conversion rate of polysilicone should still be preferable to a 14% conversion rate for CIGS (nanosolar).
Jan 17 13:29 pm
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All Comments by David White »Some Solar Stocks Becoming Oversold [View article]
I should mention the LDK just singed a new contract today with neosolar (at fixed prices). This likely means that LDK's 2009 production is now 100% sold out.