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Why LDK Beats First Solar

To the earlier poster who brought up LDK's polysilicon price for 2008: They have already contracted 75% of the raw material for 2008, based on what they mentioned in their conference call.

To the other poster who does not believe the future margins: LDK's polysilicon plant is slated to come online in the latter half of 2008. The increasing raw material cost is the biggest detriment to the margins, which will be addressed by in-house production(vertical integration), thereby increasing the margins.