sirfisup

Three Reasons Solar Sell-off May Be in Early Innings

You are a moron. Silicon prices are headed way down and in 2 years time grid parrity will have already been met in countries like Spain and Italy. Solar panel prices are headed down in lieu of lower silicon costs and better solar efficiencies. The price of oil even at $80 a barrel if it should make that far is still twice as high as almost 2 years ago. I suggest that you take your brains out of your ass and stop smoking crack for the basis of your article has absolutely no merit.

Will U.S. Recession Lead to Solar Depression?

Although your article was published in January I believe it has strong merit. I believe that solar will be the beneficiary of extended tax credits and because of the recent heightened awareness about escalating oil prices more pressure is being placed upon our goverment representatives to get something done especially with an election year around the corner. I doubt that many in the house or senate want to be known as obstructionists in helping our nation ween itself off Middle East oil. Although the solar industry is extremely volitile the companies that play in this space are all reporting record sales and profits. The recent discussion of lower subsidies in Spain and Germany has caused a major and unjust pullback and many of the analysts that cover the sector have also said that there are major free cash flow problems with many of these companies and that they will not be able to expand production because of the tightening credit markets. I don't foresee this to be a problem for there is sustainable demand for solar well into 2010 and beyond and with silicon prices soon to come down it will significantly increase the adoption rates and bring solar to grid parity no later than 2012. Any disruptive technology that offers significant benefits will most certainly have its infancy problems just like any major industry that gets off the ground. Fact is that major venture capital is pouring in at record levels and huge technology companies like Intel, IBM, Applied Materials just to name a few are rushing in just like the miners did during the gold rush. More and more large solar projects are coming online and more are being contracted with major utility companies and it is just a matter of time before every major oil company with the exception of BP and Shell will recognize that "if you can't beat them then join them"

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.