anand

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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?

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As I understand it, SPWRA (or more precisely its joint venture) buys polysilicon, produces ingots, converts ingots into wafers (SPWRA buys ingots from its joint venture), converts wafers into cells, converts cells into modules, and installs modules.

Do you have a good estimate of what SPWRA's cost of goods sold is per watt excluding polysilicon (which SPWRA buys from suppliers)? What are your projections for how quickly SPWRA's cost of goods sold per watt excluding poly will drop over time.

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Would you still by SPSN right now? What do you think about its patent portfolio as we go forward into 3, 4 and 5 multilevel cell flash? That seems (SFUN's old patent portfolio) seems to be the most valuable part of SPSN.

The greatest short term danger is that a liquidity crisis forces chapter 7.

What do you think about MU compared to SNDK and SPSN?