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I have been doing some more investigation into the 9N Plus/FSLR situation and by my analysis 9N Plus is only at about 50% of its current CdTe capacity. However FSLR was at about 93% of its total US and German capacity last quarter and the Malaysian plant does not start its ramp until Q1 2008, so we can expect low, approx 8%, quarter on quarter revenue growth from FSLR from Q3 to Q4 2007.
Jan 13 11:39 am
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All Comments by Buffettz »Investing in a Resource-Constrained World (Part I) [View article]
I expect that is the simple explanation for 9N Plus' revenue growth. I repeat they are claiming that currently Tellurium supply is not a problem. In the conference call they also said the CdTe sells for $300-$500/kg which equates to just 6-10 cents/watt.