Allie

Update on LDK Solar, Applied Materials Thin Film Deal

In the name of good old American protectionism, my bet for the future is on USA and bets that the new administration chases oil substitutes aggressively. Therefore, eslr's thin ribbon, and stp's pluto. Fslr is still #1, but at close to $300/share will be hard to squeeze exponential yields. Also, dfe in Canada because they have a track record CEO (John MacDonald of MacDonald-Detwiler).