Strange to hear Cramer say that this is an overcrowded segment.... Solar may well be overcrowded, but there are only two players that make cells for concentrating PV; Emcore and Spectrolab. Spectrolab, aside from being a division of Boeing, is only selling their cells for the satellite market, and hasn't entered the terrestrial market. This leaves emcore as the only player in the terrestrial cell market, so I wouldn't exactly call that section "overcrowded".
Dynamic Dynegy - Cramer's Lightning Round (5/19/08) [View article]