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Winners and Losers in a Democratic Administration

AmTech notes while the potential impact of the credit crisis and currency fluctuations continue to plague solar stocks, it is becoming clear that the industry's value chain is beginning to rationalize and investors are in the process of determining the topography of this industry with little visibility to macro variables. They continue to believe the long-term secular trend toward clean technology and solar cost reduction are intact and advocate a selective approach to owning solar stocks with a net positive bias on well-capitalized companies with differentiated, low-cost technology. ENER remains one of their top picks in the sector. They believe bears are potentially underestimating the facility of ENER's customer base to do business in a difficult environment. They continue to believe balance of system savings, superior electricity production per watt, already discounted pricing, and USD denominated contracts will support revenue and margin expectations. stay with solars, sol, yge, solf ldk as well