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Solar stocks fell sharply today, as Solyndra's bankruptcy raises fears about the industry's...

Solar stocks fell sharply today, as Solyndra's bankruptcy raises fears about the industry's viability. But Cowen's Robert Stone thinks leaders such as FSLR, SPWRA, STP, and TSL should survive, as customers choose "bankable and cost-effective" suppliers over "higher-cost European and sub-scale, unbranded names." (previously)
Comments (9)
  • HiSpeed
    , contributor
    Comments (1063) | Send Message
     
    As solar becomes more commoditized, it's intrinsic value will continue to decrease.
    1 Sep 2011, 05:51 PM Reply Like
  • Stoploss
    , contributor
    Comments (1727) | Send Message
     
    So, let's put this into perspective using the above companies highest share prices from September '08, post crash.
    FSLR 247.14 Today 96.93
    SPWRA 96.96 Today: 13.52
    STP 41.59 Today: 4.99
    TSL 14.00 Today: 14.76

     

    First solar and sunpower are american companies, #WINNING!!
    They won't survive even with govt handouts.

     

    Suntech and Trina are Chinese and won't survive without govt handouts, DUH #WINNING!!
    1 Sep 2011, 05:57 PM Reply Like
  • JohnBinTN
    , contributor
    Comments (3427) | Send Message
     
    Solar is too expensive to be viable. Period.
    1 Sep 2011, 06:31 PM Reply Like
  • catamount
    , contributor
    Comments (374) | Send Message
     
    Please stop taking the idiot pills and save the loss of any possible grasp on sanity you once held.
    1 Sep 2011, 07:39 PM Reply Like
  • catamount
    , contributor
    Comments (374) | Send Message
     
    JohnBinTN: My father was on an air craft carrier in the Gulf, in the Middle East, in the '50s; he was a recent graduate with an MS in petroleum engineering . Do you consider those types of things unsubsidized? Military action over 50 years is a non-trivial cost?

     

    In short, you're lost.
    1 Sep 2011, 07:45 PM Reply Like
  • JohnBinTN
    , contributor
    Comments (3427) | Send Message
     
    I can afford gas to get around (isn't there quite a tax overhead on a gallon, too?). I cannot, however, afford solar panels on my house (nor a windmill, nor a metal roof)... Even subsidized, solar is too expensive to be viable. It fails the "can I get one?" test.

     

    P.S. Congrats to your dad for graduating with an MS, btw. Doesn't change the fact that solar is too expensive to be viable, though. ;)
    1 Sep 2011, 08:02 PM Reply Like
  • catamount
    , contributor
    Comments (374) | Send Message
     
    JohnBinTN: So, you are simply too stupid to account for the true costs. It is ok, you have lots of company. I hope you inherit at least 8 figures.

     

    You have demonstrated no understanding of anything of significance whatsoever. Good luck.
    1 Sep 2011, 09:20 PM Reply Like
  • JohnBinTN
    , contributor
    Comments (3427) | Send Message
     
    I've gotten all of the inheritance coming to me - good looks, a dry wit, and a good work ethic. "True costs", however you define them, don't count. What counts is how much something costs to "me". In that respect, solar is.... What? That's right - too expensive to be viable.
    1 Sep 2011, 09:29 PM Reply Like
  • napoleon butic
    , contributor
    Comments (7) | Send Message
     
    I've got cheap solar at my house right now. It's called a clothesline.
    1 Sep 2011, 11:56 PM Reply Like
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