laguna_b

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    • Mon Aug 11th 07:42 AM | Rating: 0 0
      Commented on:
      Xilinx vs. Altera: Which Is the Real Growth Stock?
      Employee morale? Both companies have the excitement internally of a grave yard. Neither company is able to take necessary risks to grow their parkets. They just continue to slice up the existing markets. Look at the results. Altera is trading in the same band today as it was 5 years ago and more. Both companies spend fortunes trying to keep up in process technology and nickel and dime real innovations internally.
      View article »
    • Thu Nov 22nd 01:59 AM | Rating: 0 0
      Commented on:
      First Solar Vulnerable to a Tellurium Shortage?
      First let me state that I am long on FSLR.

      Due diligence of any investor leads one to check claims against ones assumptions even by those who are alleged to be quacks. ANYONE can do what I have done.

      If you assume the Marks numbers of Te used per panel is correct (I am currently checking that out) and you accept the USGS as a valid source, then FSLR will peak production at well under 1GW/yr.
      The math does not lie.
      The number quoted by the CFO seem wildly out sync with the USGS number of simple existence of the critical material to make the panels.
      Factors that can mitigate:
      1- Te is not essential and other materials can be substituted (If so why choose Te? and why make the analyst statements?)
      2 - They have stockpile from earlier years to boost annual usage
      3 - They figured out how to use much less than 8gms/watt
      4 - The USGS number are wildly inacurate or refer only to super purified Te.
      View article »
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