gga

SunPower Is a Semi - It Deserves to Be Valued Like One

"My real hunch though, is that this pie is going to be big enough to sustain a lot of players for the next decade. "

I agree--just as there were lots of semiconductor companies in the 90's chasing the expanding PC pie. More than a few leaders then are still around and prospering...

Cypress Semiconductor owns a chunk of SPWR. Wouldn't their design/management expertise provide some advantages? Granted, CY is not considered a tier 1 player but they do have chip design knowhow.