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Jefferies' Jesse Pichel is downgrading JA Solar (JASO -4.1%) and Suntech (STP -8.1%) to...

Jefferies' Jesse Pichel is downgrading JA Solar (JASO -4.1%) and Suntech (STP -8.1%) to Underperform, and Trina Solar (TSL -2.4%) to Hold, believing a soft euro hurts the companies, and that falling module prices aren't lifting demand. Pichel also thinks solar pricing has deteriorated to the point where some companies may be selling products at cost.
Comments (6)
  • Ah comrade...that is the Socialist way....Capitalist pigs we are not......we are money needs to be made here...we just need government subsidies..
    14 Sep 2011, 09:52 AM Reply Like
  • Yes, green is the future. We just need politicians to stop taking big oil campaign donations and move forward with the next green industrial revolution that could transform America.


    Silly boomers, you still don't quite get it...
    14 Sep 2011, 10:05 AM Reply Like
  • you go green...I´ll take oil..its a natural product..i´ll take Nat gas..its natural too...
    14 Sep 2011, 10:09 AM Reply Like
  • Yea, I'm sure you will.


    My grandchildren will be embarrassed by the way "you people" mismanaged this country, including oil, during the last 50 years.


    The biggest threat to this country is not foreign terrorists but rather oil dependency. Two weeks of no oil and pump prices triple. Four weeks and the economy stops. Six weeks and we have complete economic devastation. Eight weeks and we seize. Yet, people like you still want to keep the oil flowing instead of finding long-term solutions. Think it through and you'll some to the same conclusion.
    14 Sep 2011, 10:28 AM Reply Like
  • Is Solyndra's solar oanel using CdTe thin film?
    23 Sep 2011, 02:19 PM Reply Like
  • I worked on solar cell from 1972 thru 1975. We used to avoid CdTe thin film like a plague because of its toxicity. Now I found that the world largest solar cell manufacturer, First Solar, uses CdTe thin film technology. Even though you only use one-micron thick of such material; but if you cover an area of hundreds of square miles of CdTe you will have a problem for end-of-life clean up or accidental leakage of the materials. First Solar gurantee to clean it up after twenty years of life. But where First Solar will be after twenty years who knows. There is no life test or accelerated life test data of CdTe solar cells. Why don't they work on some non-toxic thin film technology?
    23 Sep 2011, 06:10 PM Reply Like
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