Zachary Scheidt

Two Calculated Risks Possibly Worth Taking

I like your analysis of LDK and think the entire sector should be a strong one in 2009. If we see even a fraction of the proposed infrastructure and green energy initiatives put to work, there will be substantial demand for solar power production. The lower poly prices will actually add to this demand as the end user will see better pricing and therefore the quantity demanded will increase.

In addition to LDK, I think you could look at SunTech Power (STP) and Yingli Green Energy (YGE).

Good article - I enjoyed the thorough analysis.
Zach
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