jailhouselawyer

SunPower, Solar Stocks Hit By Panel Price Prediction

Where will the wafers come from? LDK Solar! By 2009 they will be overtaking MEMC as the world's largest PV wafer maker, and LDK is "vertical" in making the TCS for their own plants and running them in close-loop systems designed and with construction of plants overseen by Fluor, maybe the largest A&E firm in the world?

Who the heck is LDK and how did their poly plants become Fluor's largest project going on RIGHT NOW?

And who the heck is LDK to place the LARGEST ORDER EVER for wafer machinery with AMAT?

And who the heck is upstart LDK to sign a 10-yr, $10 B take-or-pay contract with Q-Cells with Q-Cells paying them 10% of the face amount IN ADVANCE to build the plants needed to deliver the wafers they agreed to buy from LDK?

If Fluor, Applied Materials, and Q-Cells all see LDK as a company that will be here for the long haul, why has short interest in LDK ballooned up to 50% of the float with over 9 months on the Threshold Securities List?

What are they thinking? Is solar power just like the dot-com bom that had AOL and YHOO shares climbing hundreds of dollars a year? Is solar power something like cold fusion or radiation hormesis?

Duh!