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Update on LDK Solar, Applied Materials Thin Film Deal

Thank you Mr. Peng for avoiding the wrath of Wall Street that seems to punish companies like LDK that have bold plans. Look at what is happening with construction of the world's largest poly plant. LDK shares are being held down by questionable analysts that cast doubts about LDK's ability to execute, even though Peng has build a great company that is one of the world's top solar companies. The analyst like to upgrade other solar stocks such as TSL for cancelling expansion plans. WS hates risk, but I personally like to back smart people with a bold vision. Look at the LDK customer list and billions of long term contracts. They are all backing Peng and LDK with real dollars.

Imagine what WS would be saying if LDK was taking on the thin film plant. The stock price would get killed in the short term. Thank you Mr Peng for keeping most of the risks away from LDK shareholders by keeping the new thin film plant a private company. If he had done that with the poly expansion LDK shares would be much much higher today.

I am long LDK.