daveborn's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/174543/comments http://seekingalpha.com/article/114584-interview-with-scopus-video-networks-ceo-yaron-simler?source=feed#comment-354624 354624 Tue, 13 Jan 2009 12:55:13 -0500 http://seekingalpha.com/article/113997-there-are-many-more-satyams-out-there?source=feed#comment-351883 351883 MSTR). I believe it was in late-2002 that it was found to have major account issues. In the subsequent two-or-so years, the company was able to regain its footing and regain some of the trust it'd lost; the stock price rebounded accordingly.

This is just what popped into my head when hearing of this Satyam mess.]]> Sat, 10 Jan 2009 16:04:28 -0500 MSTR). I believe it was in late-2002 that it was found to have major account issues. In the subsequent two-or-so years, the company was able to regain its footing and regain some of the trust it'd lost; the stock price rebounded accordingly.

This is just what popped into my head when hearing of this Satyam mess.]]> http://seekingalpha.com/article/108565-uwink-s-chances-of-survival?source=feed#comment-322070 322070 Fri, 05 Dec 2008 16:41:48 -0500 http://seekingalpha.com/article/106071-microsoft-online-store-may-drive-another-nail-in-retail-coffin?source=feed#comment-306259 306259 ITRA) does this type of thing, though they do more ESDM. Too bad they have bounced along the rocky shore of profitability for a number of years, and are now selling themselves for a crap price. Ah well.]]> Fri, 14 Nov 2008 13:55:16 -0500 ITRA) does this type of thing, though they do more ESDM. Too bad they have bounced along the rocky shore of profitability for a number of years, and are now selling themselves for a crap price. Ah well.]]> http://seekingalpha.com/article/105151-medis-technologies-ltd-q3-2008-earnings-call-transcript?source=feed#comment-302357 302357 Mon, 10 Nov 2008 17:07:45 -0500 http://seekingalpha.com/article/81097-american-superconductor-you-have-to-read-it-to-believe-it?source=feed#comment-184539 184539 Thu, 12 Jun 2008 18:38:18 -0400 http://seekingalpha.com/article/80803-american-superconductor-rises-on-renewable-energy-deal?source=feed#comment-183288 183288 ASP) of AMSC's core electrical components for a 1.5 mW wind turbine is $50,000.

The math equates the $450 million order from Sinovel being for 9,000 1.5 mW wind turbines (through Dec. 2011).

Based on past PRs, it appears that Sinovel will be capable of producing no more than 2500 or so 1.5 mW turbines through 2010.

What am I missing here - Sinovel ramping production much faster than publicly announced? Planning on somehow manufacturing 6000+ turbines in 2011? Two-thrids of Sinovel's 1.5 mW orders outside of AMSC? ASP higher for Sinovel? The order is for more than just the 1.5 mW version?

Any input would be greatly appreciated! Thanks. - Dave Born


]]> Wed, 11 Jun 2008 10:25:10 -0400 ASP) of AMSC's core electrical components for a 1.5 mW wind turbine is $50,000.

The math equates the $450 million order from Sinovel being for 9,000 1.5 mW wind turbines (through Dec. 2011).

Based on past PRs, it appears that Sinovel will be capable of producing no more than 2500 or so 1.5 mW turbines through 2010.

What am I missing here - Sinovel ramping production much faster than publicly announced? Planning on somehow manufacturing 6000+ turbines in 2011? Two-thrids of Sinovel's 1.5 mW orders outside of AMSC? ASP higher for Sinovel? The order is for more than just the 1.5 mW version?

Any input would be greatly appreciated! Thanks. - Dave Born


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