sirfisup

My Top 5 Alternative Energy Stocks - and 10 Honorable Mentions

Wind power FYI is not a commoditized business its just not practical considering the huge amounts of land needed and the time needed to manufacture the product. GE can't produce the turbines needed fast enough and now the only alternative for wind to gain interest and investment is for smaller turbines otherwise wind is dead. You can take that to the bank.

My Top 5 Alternative Energy Stocks - and 10 Honorable Mentions

I am realy surprised that you discounted Suntech Holdings. Disruptive technology means nothing unless it has a significant TAM. Suntech's scalability and production advantages are too heavily discounted here simply because they can retrofit their production lines quickly and at much lower cost efficiencies than most of their competitors. The biggest reason why you should of had them on your list is simple "economies of scale". Suntech has the most to gain over and above all other solar players because it has yet to ramp-up production for use within China and India. The most cost effective solution will always win in the end. Just like Mercedes appeals to a certain demographics Toyata appeals to a much wider demagraphic simply because it is a great product at half the expense of a Mercedes. In addition it is important to note that companies with significant cash flow such as Suntech can also add any technology like BIPV with MSK purchase and incorporate their own thin film technology of which Dr. Shi has many other patents but sees the BIPV commercialization with thin film integration to be the emerging technology winner for massive commercial and residential adoption. The best is yet to come and you can expect some exciting breakthroughs with the BIPV.