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  • UniPixel: There Will Be Blood [View article]
    Chris: Because there weren't. Who, specifically, told you there were?

    I am truly looking for information, specifically, information about those names!

    Meanwhile, now I know that no one has ever seen EVEN ONE functional touch-enabled prototype display (10" or larger) using Unipixel's technology, despite Unipixel's heroic efforts over the past 3 years . Thanks again.
    Mar 21, 2013. 04:26 PM | Likes Like |Link to Comment
  • UniPixel: There Will Be Blood [View article]
    Chris: There were no functional touch-enabled prototype displays (10" or larger) using Unipixel's technology shown at that conference! Please do not lie!

    Chris, I have also seen a Windows demo with "a functional" UniBoss touch sensor. It is in your video - a super-thick, non-transparent touch-sensor box, connected to a regular netbook. The reason I am asking the names of those people is so I know that they are liars.

    So, no one, no even you or Scott, has seen EVEN ONE functional touch-enabled prototype display (10" or larger) using Unipixel's technology, despite almost 3 years of pilot production. Thanks.
    Mar 21, 2013. 04:17 PM | Likes Like |Link to Comment
  • UniPixel: There Will Be Blood [View article]
    Chris: Nice try. That video DOES NOT SHOW ANY TOUCH-ENABLED DISPLAY. It shows a super-thick touch-enabled BOX that is connected to a regular netbook by cable. Try harder!

    Please name those people that have seen fully functioning demos!
    Mar 21, 2013. 04:02 PM | Likes Like |Link to Comment
  • UniPixel: There Will Be Blood [View article]
    This is what I don't understand: Unipixel told investors in early 2010 that "it is currently scaling up the process for full scale production and plans to have pilot production quantities of UniBoss available by Q3'10." http://mwne.ws/16LUGDL So, if Unipixel's "technology" could be at all commercialized, why does it take three years to get from pilot to full-scale production? Has anyone seen EVEN ONE functional touch-enabled prototype display (10" or larger) using Unipixel's "pilot" product? Anyone? Scott, Chris, a non-existent Dell engineer, an N-trig buddy, anyone?
    Mar 21, 2013. 03:48 PM | Likes Like |Link to Comment
  • SunPower CEO Telegraphs Big Second Half [View article]
    ianxponent: You are funny - those Swiss, actually Italian, researchers cheated. The inverter failed within 10 years, so they had to replace it and disconnect and reconfigure the whole system, throwing 10% of the modules away. In the next 10 years, more modules developed hot spots and degraded beyond 20%, so they had to disconnect them to prevent fires. And that was in 2002 - by now the whole things has been dismantled. Good luck doing that on your roof! But hey, it will be tax-free for you...
    Mar 11, 2013. 10:07 AM | Likes Like |Link to Comment
  • What Are Suntech's Options As Debt Payment Looms? [View article]
    Mister Destructo: Not much fun beating a dead horse, or more precisely, a whole industry of dead and dying horses.
    Mar 9, 2013. 08:16 PM | Likes Like |Link to Comment
  • What Are Suntech's Options As Debt Payment Looms? [View article]
    Robert: What is the source for your statement that "the bond issue is resolved?" If the bond issue were resolved, why would the bonds be trading at 33c on the dollar instead of 100c? In other words, why are you leaving a guaranteed 35000% (annualized) return on the table? A shame, because I like and use your web site.

    Suntech will be bankrupt in a week, and its equity will be worth exactly zero. That is what the little bird called bond tells you.
    Mar 9, 2013. 05:14 PM | Likes Like |Link to Comment
  • SunPower CEO Telegraphs Big Second Half [View article]
    ianxponent: Sunpower and First Solar customers buy modules or systems, not cells (if "hero" cells were important, then Unisolar, ticker ENERQ, would not be bankrupt). How do you know that current production Sunpower panels are just over 20% efficient - I mean, what was the average efficiency of the Sunpower modules sold in Q4? Also, which current First Solar production panel has "about 14% efficiency?"

    The "discrepancy" in efficiency between SunPower and First Solar is not enough to justify the module price premium. And, of course, both SunPower and FirstSolar are currently nowhere near competitive with the Chinese manufacturers.

    The story about the so-called "panel" you found is a fairy tale. Even the head of sales and marketing of the manufacturer said it was "unbelievable.”
    Mar 9, 2013. 05:02 PM | Likes Like |Link to Comment
  • SunPower CEO Telegraphs Big Second Half [View article]
    ianxponent: The "higher energy output" is reflected in the efficiency adjustment.

    Systems using First Solar's modules have been shown to deteriorate worse than warranted performance within 5 years (See Tucson Electric 2003 installation), and First Solar has admitted to recent performance issues due to "defects." Even taking into account those issues and the higher long-term degradation associated with thin film, First Solar was still the "best" as late as year 2010. The situation changed as polysilicon prices continued to drop and the Chinese learned how to make modules.

    Note, however, that there is little evidence that SunPower's modules won't violate their warranty in the long term either (especially where trackers are involved). Of course, you can prove me wrong by showing me even one SunPower installation that has survived at least 25 years in the field and is still performing as expected.

    The fact that SunPower management are less than forthcoming about actual module ASPs, average efficiencies, and costs of manufacturing per Watt tells me that Sunpower is in trouble.
    Mar 8, 2013. 04:18 PM | Likes Like |Link to Comment
  • SunPower CEO Telegraphs Big Second Half [View article]
    PTSD: First Solar and Sunpower are both in trouble and they will be trading in the single digits within a year or so. I never liked First Solar's stock as an investment (I knew margins would compress), but First Solar did indeed produce the "best" modules on efficiency-adjusted basis for about five years (no longer true, unfortunately). By "best," I mean lowest cost on efficiency-adjusted basis (and that is the only metrics that matters in this industry).

    Total's "presence" is deadly - you should learn a bit about the history of the solar industry and what happened to Solar Technology International (bought by BP), Solarex (bought by BP), Unisolar Ovonics (funded by BP), Solar Power Corporation (funded by Exxon), etc, etc.

    Just covered my short in First Solar which I put after the irrational run-up this year, but am itching to open the position again.
    Mar 7, 2013. 10:05 PM | Likes Like |Link to Comment
  • SunPower CEO Telegraphs Big Second Half [View article]
    PTSD: If you can't answer the question about ASPs and average efficiency in the quarter, how did you conclude that Sunpower provides "the best ratio of kilowatts produced to module cost?" Suntech obviously does not make over "80% of the world's PV capacity" and never did, but its imminent bankruptcy will unleash enormous amount of inventory dump below cost and the effects will be felt not only this year but next year as well. I am afraid you misinterpreted Mr. Werner's sentiment. Sunpower's future is quite clear - just look at the history of all the solar companies that have received money from oil companies...
    Mar 7, 2013. 05:24 PM | Likes Like |Link to Comment
  • SunPower CEO Telegraphs Big Second Half [View article]
    ianxponent: Can you please tell me the module number of the 24%-efficient Sunpower module and the same for the 19%-efficient First Solar panel? For example, Sunpower's SPR-327NE-WHT-D module is only 20% efficient (calculated as 327Watt/(1.559 meter * 1.046 meter)/1000 W/sqm? Also, if it is not much trouble, can you tell me which solar installation (anywhere in the world) built in 1988 (25 years ago) is still operating within warranted parameters?
    Mar 7, 2013. 02:54 PM | Likes Like |Link to Comment
  • SunPower CEO Telegraphs Big Second Half [View article]
    What were Sunpower's ASPs ($ per STC-rated Watt) and the average module efficiency in Q4? And what was the average system ASP (that is, all-in costs to the customer)? The reason I am asking is that the Chinese seem to be flooding the market with $0.65-per-Watt modules that are 15% efficient and are finding ways around the "tariff," and things are going to get considerably worse when the world's largest solar module manufacturer (based on 2011 reported numbers) goes bankrupt in a few days.
    Mar 7, 2013. 01:59 PM | Likes Like |Link to Comment
  • Energy Conversion Devices Gets Boost From Solar Powered Kindle Cover [View article]
    #1 ENER bonds are trading above 90% yield, which means the company is insolvent.
    #2 No need to prove the obvious.
    #3 The solar charger cannot charge by light other than the sun (thus, the word "solar").
    #4 No more than 10 SolarKindle covers sold.
    #5 Julian Hawkins may have been a CEO briefly last year. Right now, ENER's web site say he isn't. I believe ENER's website.
    #6 ENER's bonds say Chapter 11 by end of June this year.
    #7 I have never advised anybody to sell or buy anything. That appears to be YOUR hobby.
    #8 You have been buying for years, all the way down from $80 and your "portfolio" has been wiped out.
    #9 ENER is not an American company - its modules are made in Mexico and China. It cannot rival any solar company, as it has not made any solar modules last quarter. If it made some, nobody will buy them for more than 90c/W, while they cost $3/W to make. Thus, Chapter 11.
    Jan 19, 2012. 08:39 AM | Likes Like |Link to Comment
  • Energy Conversion Devices Gets Boost From Solar Powered Kindle Cover [View article]
    None of the ENER insiders have disclosed any stock purchases this year. If they bought any shares, they did so in violation of SEC regulations.

    Issuing restricted stock, which is simply dilutive to common shareholders, has nothing to do with insider buying (which isn't dilutive).

    All this proves again that Chapter 11 will be filed one way or another within less than 6 months.
    Jan 19, 2012. 08:29 AM | Likes Like |Link to Comment
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