BigVinnie

Wells Fargo Banks on $100M Solar Financing

Please know what your talking about.
A 1MW project last year for sunpower roof top systems roughly cost 6Million dollars.
A 1MW sunpower ground system last year roughly cost 7Million dollars.
First Solar sells junk PV. SunPower Sells high efficiency PV.
Sunpower cost more per watt because it's a quality solar module product VS. First solars thin film product.
Thin film PV which first solar produces costs a fraction of the amount of what it takes to produce sunpower PV. While sunpower PV requires less surface area to produce almost 3 times the efficiency of what most thin film produces.

Also take a look at your inverter systems, sunpower typically goes with higher end xantrex inverters.

You are comparing apples to oranges when it comes to cost per watt. the product lines between the 2 are not at all the same. Sunpower has proven to provide a much more superior product.


On Jul 02 01:36 PM Steve Pluvia wrote:

> "A 1-megawatt system, in general, could cost roughly $7 million to
> install."
>
> Sooo, $7/watt installed cost while FSLR is installing for less than
> $3.50/watt?
>
> As usual Rickman, you re-report pr from others that makes no sense
> or is flat out wrong. If you spent a little more time familiarizing
> yourself with the solar market you wouldn't constantly make these
> amateur mistakes.

Four Semiconductor Stocks Worth Owning in 2009

SPWR use to be the joint venture. Cypress Semi Conductor sold it's "joint venture" half making spwr two separate stocks. One being spwrA and the other being spwrB.

I'm selling short until January 29th. The price will bottom to $18~$20 and will come up to about $25~$28 by feburuary.


On Jan 09 01:46 PM anand wrote:

> As I understand it, SPWRA (or more precisely its joint venture) buys
> polysilicon, produces ingots, converts ingots into wafers (SPWRA
> buys ingots from its joint venture), converts wafers into cells,
> converts cells into modules, and installs modules.
>
> Do you have a good estimate of what SPWRA's cost of goods sold is
> per watt excluding polysilicon (which SPWRA buys from suppliers)?
> What are your projections for how quickly SPWRA's cost of goods sold
> per watt excluding poly will drop over time.

Three Solar Picks That Should Thrive, Even with Reduced Subsidies

Sunpowers growth is right on point at 30%.
Even with a sluggish market 2008 3q growth achieved was roughly at 28%.
This is defenitely a company to invest into during a sluggish market especially when there are ITC's, and rebates offered to the consumer, offer more buying power.
I've purchased hundreds of the SPWRB stock for voter rights and more control. Honestly 'B stock" the best bargain which I believe is overlooked by many skeptics.
I've served as a sub contractor for sunpower corp and business is booming even with the economic slow down. The outlook is very good.