StateofConfusion

Cleantech "Power 10" Ranking (Vol. I)

Admittedly, I am more of a risk taker so I own some XSNX which is a US company that will start making solar cells in 09. I think they have much more upside than the other solar companies. Wind does have its place but solar is earier to use as distributed power and is linked to peak load.

I am more in favor of geothermal than wind as an investment, because I think it is easier and cheaper to build while providing base load (24/7), for this I might suggest RZ as a good investment.

Ultimately, I think central solar (non-PV) in the SW will be big but i don't know of any public companies in this and it is just getting started with new designs.

The State of the Thin-Film Photovoltaic Industry

correction: XSNX is now converting a building in Oregon which was built for semi mfg but never used.

The State of the Thin-Film Photovoltaic Industry

XSNX is a startup that was not mentioned and will use their own equipment designs. They are not converting a building Oregon and they use thin film tech. Their overall efficiency is one of the best when including incident angle from non tracking installations. From my viewpoint, Xsunx can easily double or tripple while I don't know about FSLR doing that for quite a while. See this link for a comparative analysis of XSNX technology vs the others. www.xsunx.com/tech-ana...