rana

LDK Solar Nearly Doubles Estimates

don't pay too much attention to obscure unacurate posts jack. it's not worth it.
GT solar will not be supplying to LDK which is why many law suits are being presented against GT solar, but i guess facts don't bother people as they want to say something.
as for customers they have one like Qimonda, but i guess the fact that they have more than 4 times the sales of these giants like SPWR, YGE....., is problematic to what alpha wants to say, so he calls them 3rd and 4th tier. :) it would have been funny if it wasn't so sad that people are posting from the imagination and not the facts. it would have been good red flag on LDK if the facts were correct.
nanosolar was a favorite of mine as a real winner, which thin film will probably won't be, but after almost a year waiting for them to go with big projects after they said they are starting to go commercial, i'm starting to be a little sceptic about them. something is wrong there, since they really don't have any problem with financing (just like many others i tried to check with them about investing, but they declined and in the end they posted in thier site that they don't plan to raise money soon). if they will be able to do what they say, they will rock.
regarding thin film - the funny thing is that if polysi will drop to the levels people are talking, it will destroy the competitive advantage of thin film against PV.
EMKR might be the black horse if they will leverage thier technology by licensing it to others instead of going solo.
disruptive technologies may win the market or not, but the time isn't near. for the next 2-3 years, no matter what technologies will emerge, the PV industry will still be the biggest in this area (financing and actual time to build these kind of plants take a long time).
btw, the fact that wafer pricing was high this quarter is good for SOL, if they controlled the costs side.