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Yingli Green Energy: Tidy Earnings Bump Up Against Anti-Solar Sentiment

This is the worst report I have ever seen you do. You are normally so good and I do enjoy reading you. I hold YGE and I think it has some down side but not because of any negatives about the company. All of the negatives are in this market and most believe that there are many more write downs coming. All of us are wondering if they will be able to hide this stuff and muddle through or is it going to blow up.

The only problem thatYGE had was the currency appreciation of China. You will note their stats against FSLR I hink you will agree that YGE should be in the $90 dollar neighborhood. It isn'tan earnings thing at all

This whole thing rests on the alternative energy legislation which is purely political- as is almost everything else. Prior to the first of the year you will see these solars, wind, and geo-thermals take hold.

I have half of the position I want in YGE and I am patiently waiting. If we have another major sell off- and I am looking for one towards the end ,or before, of the third quarter when guidance begins coming out on the financials I will increase my holdins in YGE.

You are dead wrong on ENER - it is victim of the market as well and will decline to the $36 to $44 dollar range before it goes pastits recent high. If I had an address I would be glad to send you charts of both YGE and ENER