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  • A Look at Four Polysilicon-Based PV Manufacturers' Funding [View article]
    Envoy global,

    One thing you seem to miss is the "scale". A good example will be Dell Computer, it has no proprietary technology, low threshold to entry, but it has the scale to become a $45B business today. That is exactly the 4 companies you mentioned are trying to achieve- scale. They could over extend themselves financially, if the demand does not keep up with the supply. But they bet on it with their money. All the major players are doing the same thing, including Q-cells and First Solar- your favorate solar company. Their huge investment in CAP-Ex may turn out to be a bad investment... we will see.
    Jul 08 13:18 pm |Rating: 0 0 |Link to Comment
  • A Look at Four Polysilicon-Based PV Manufacturers' Funding [View article]
    Envoy global,

    You said < In fact I am very bullish on solar and I 100% agree that the solar industry presents some great investment opportunities, but I don't think the companies mentioned here are one of those opportunities. >

    Name a few companies you think will do well, and explain why they are better than the 4 companies you are so bearish about.
    Jul 08 12:40 pm |Rating: 0 0 |Link to Comment
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