kewlhand

China's First Round of Solar Project Applications

What would you estimate the production capacity is for 2009 of the combined SOL/JC Solar? and how much overlap do you think there is in their bids? It strikes me that the best case scenario (ie no overlap) would show SOL still has a very low market cap for it's probably future earnings compared to its peers.

Q-Cells and LDK Solar Announce Joint Venture

It means they have the confidence in their cost/megawatt to build pre-emptivly. I take that as a sign they believe their finances are strong enough to do this kind of speculative business.