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  • First Solar Will Top Estimates Due to Favorable Exchange Rate [View article]
    their costs are in dollars?? are you kidding??
    you even mention their "ramp-up of the plant in germany". I guess, the people over there in Frankfurt/Oder get paid in Dollars??
    and the plants in Malaysia surely require a lot of local currency for construction and especially for running them later on.
    which is what will be a huge problem going forward. The Rinngit is set to appreciate a lot - that means an explosion of costs for FSLR.
    you will see that their profit margins will head sharply south over the coming years. If FSLR lives that long at all. They may very soon see their European business getting killed dut to their Cadmium-technology involved. Not to mention competition from silicon-based solar getting which are set to get a lot cheaper down the road and from companies like nanosolar.
    There is a lot of of hot expectations built in the stock price - the P/E is abscene by any standards.
    dot-com-mania insanity reloaded: your name is fslr.
    Dec 04 06:11 am |Rating: 0 0
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