supershort

Evergreen Solar, SunPower Among Solar Stars - Kaufman

Gebby,

End "end user independence" will never happen. It is always priced out of the end users range by the same companies that say they want to help the end user.....and by how? Gauging the industry. I will say again. These solars are Chinese stocks. China is communist with a pegged currency. So China stocks is the biggest oxymoron in the market. Enough said. You have a better shot in Vegas than going long these stocks.

Now for FLSR and SPWR. High P/E ratios. Very high. The insiders are selling worse than Mozillo at Countrwide and the guys at Thornberg and IndyMac. Look where those stocks are now. Ahern sold over 150 million dollars worth of stock on the 15 and 16th of May. Doesn't appear to be a "buy and hold" long term stock. Same with SPWR.

AMAT, GE, and the bigger players will ultimately win long term in the solar space, if solar is going to get bigger, which I doubt. Nuclear will be the choice for our electricity needs.