DarkStealth

The Sharp Edge of Solar: Are Solar Stocks Cheap?

Solar is really simple once you understand it. First Solar has the cheapest panels & best balance sheet. SunPower has the best technology & the best business with utilities for the incredibly large scale (well, we should look at this newcomer OptiSolar, who I've never heard of until they announced their incredibly large deal (550MW!) in California). I'm not convinced the other solar companies will be around after a few years.

Isn't Sharp anything but a pure play? If you want to buy a company that mixes solar with some chip-making exposure, buy Cypress Semiconductor (who owns ~half of SunPower).