anand

Four Semiconductor Stocks Worth Owning in 2009

I believe that SPWRA uses 6 grams of poly per watt. This means that the polysilicon related cost of goods sold measured in cents per watt = (cost of poly in dollars/kg)*(kg/167 watts)*(100 cents/dollar)

For example at $100/Kg, poly represents about 60 cents per watt. At $35/kg (which is the cost of goods sold for Poly inclusive of depreciation), poly represents 21 cents per watt.

Is there a way to verify that SPWRA requires 6 grams of poly per watt?