solar jim

First Solar, Sunpower Likely to Be Added to the Nasdaq 100 This Month

Seeing SPWR added would be a nice development. I agree, getting into one of the index's is usually a free ride. It also acts, generally, to remove some of the volatility that a stock may have been exhibiting prior to being added to the index. All in all, a very solid move should that come to pass for either FSLR or SPWR.

Although some people were apparently dissapointed with FSLR's analyst day as they did not announce a new expansion I think people weren't paying attention. They increased the per line throughput from 30Mw per line in the 2nd qtr to 39.6Mw in the 3rd qtr. That's over a 30% capacity expansion right there without adding any plants, yet it's the equivalent of adding two to three plants with four lines. They already had announced expansion to total around 700Mw in 2009. Now that's close to 1 Gigawatt without adding any new plants based on increasing from 30 to 39.6 per line. Not bad. Not bad at all.

Mark Anthony, where are you? I know you're somewhere around here. I'm surprised you haven't spammed this post yet with your Te "chicken little" panic routine.