Luca Brasi

The State of the Thin-Film Photovoltaic Industry

1. Nanosolar is not a CIGS company.
2. CIGS companies do not use Tellurium, which can be an advantage on the long run. (although is too early to invest CIGS, I agree)
3. The question is not that FSLR can achieve aggressiv growth, but how much of this already priced in.