Wayfarer

The Sharp Edge of Solar: Are Solar Stocks Cheap?

Yes, I was aware Sharp was a big solar player but like GE they are so diversified you can't make a targeted play. For instance, they make wonderfully dependable cheap microwaves.

Off subject but SPWR up about 17% this morning on a 250meg sale to PG&E. This also includes their two direction tracking system. Optisolar, startup thinfilm, got 500megs too but theirs is just rack mounted. I found it real interesting that Optisolar has the manufacturing capacity to quickly produce 500meg. They use a amorphous silicon which is not toxic like FSLR's cadTe. Might be time to start shorting FSLR

Thanks for your post,

Way