John Cordes

Solar Stocks Come Back to Earth

Lower polysilicon prices are counterintuitive for FSLR. Obviously this makes the panel makers more price competitive. You state; good conversion efficiencies, such as First Solar (FSLR). FSLR's conversion efficiency is among the worst in the market place. FSLR's only advantage is priceing to polysilicon, which is being eroded by the drop in poly prices.

Your article is full of erroneous comments and conclusions.