Accumulator: SOL is overpriced big time! It competes directly with LDK who is becoming vertically integrated with its own silicon, thus lowering the production cost to levels that SOL will never achieve (not even close). Do your dd before investing. Regarding FSLR I agree with Mark and think that it will probably be a good short opportunity in Fall or spring of 09, when WS starts dumping it.
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Accumulator: SOL is overpriced big time! It competes directly with LDK who is becoming vertically integrated with its own silicon, thus lowering the production cost to levels that SOL will never achieve (not even close). Do your dd before investing.
Jun 25 10:15 am
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All Comments by absurd »First Solar On An Earnings Run [View article]
Regarding FSLR I agree with Mark and think that it will probably be a good short opportunity in Fall or spring of 09, when WS starts dumping it.