Garry

Polysilicon-Based PV Manufacturers: Clarifying the Financial Issues

Well said. Many solar companies are forecasting huge growth. The industry is forecast to grow. But can the industry grow as fast as all the companies ? Some will fall out. Maybe the growth will be a few points lower, and a few companies will get badly hurt. The natural growth of an industry is consolidation, with fewer players as the market matures. And, huge government subsidies, perhaps really making the market at this point. We've seen two countries threaten to reduce subsidies, which has taken 30-40% off solars in recent weeks.

This industry holds great promise, but danger as well.