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Solar Sector Stinks of Overvaluation: Selling Suntech Power

In no way am I criticizing you for taking money off the table, there is a lot of risk embedded here. But, I don't think it's a matter of ignoring the weakening margins or the P/E multiples. A lot of people are betting against these names (short ratios in the 30-50% range) and they are going to get squeezed when someone announces 300% revenue growth/$1 billion contracts/or the split analyst community capitulates and joins those with buy targets.