alpha24seven

Shadow Cast Over Solar Stocks

"could be a negative impact on solar-wafer producer MEMC Electronic Materials (WFR), pointing out that its largest customer, Suntech (STP), is “increasingly exposed” to the U.S. solar market."

All solar is exposed to the US market. It is fungible as we've seen in the last rush to ship all domestic product to Germany during their rush to subsidize. This is a fluid global market and their is no safe havens from market turn downs.