Dirk Van den Eede

The Current State of the Solar Energy Sector

How refreshing to contributions from people who obviously know what they are talking about, thanks!
One question though. I bought some LDK-shares. LDK solar is building an impressive polysilicon factory which should come on line in about a year. It seems that LDK will then hold a strategically very strong position indeed: they will sell polysilicon to the other players, which will no longer be so much their competitors as their clients. Smart move! Or is it? Jack Yetiv predicts that prices for polysilicon will drop with as much as 75%... My question is: is it smart to invest in producers of polysilicon?
(If you want to see LDK’s factory being build, here it is: LDK solar -- World Class Solar Wafer Manufacturer
www.ldksolar.com/progr...#