petyaczar

As Solar Sector Flies, Pay Attention to Values

Solar energy has a bright future, The U.S. government tax credits will serve all providers well as the market gains momentum.
The biggest players will be the biggest winners.
STP is both a solar play AND a China play AND one of the largest most profitable suppliers on a global basis.

IMO

Solar Gets What They Want, But Stocks Still Suffer

IMO

Once the dust clears on the misnamed "bailout bill" and word gets out
on the renewal of the solar tax incentives then solar will rise again.

Subject of course to what happens to the irratic and illiquid and fearful financial industry - with no small thanks to "MArk to Market" and Sarbanes/Oaxley and the politicians who created this mess by foisting "Mark to Market" upon us along with the requirement for social engineering in lending thru forcing -under penalty of criminal prosecution - social engineering and requiring all lenders make loans to unqualified borrowers, especially minorities, in the name of "Social justice.

With special notice of disdain and dishonor on the major proponents bubba bill clinton, janet reno, paul sarbanes, oaxley,barney frank,al schumer, Chris Dodd, joe biden, hillary clinton, and of course frank raines of fannue mae and his major crony buddy Barak Hussein Obama, a supporter of the radical odmestic terrorist group ACORN and major recipient of politcal donations from Fannie Mae and his buddy frank raines..

The politicians caused this fiasco, not Wall Street. A Pox on both your houses.

IMO

Solar's Brightest Companies Named; Sector Outlook Is Dim

It Trade,

I'm with you, Apparently some "talking heads" have decided that while Moore's Law did wonders for the computer industry, Petyaczars "Solar Corollary to Moore's Law" will not do the same for the solar industry.

The soct of solar panels will continue to drop significantly, as their energy production efficiency continues to improve significantly. The resulting drop in cost per unit of power will result in MORE DEMAND, INCREASED PRODUCTION, and further lower costs of production.

This will indeed drive cost downs while increasing demand and thus drive revenues and profits up! IMO. When did the solar industry go from "a critical silicon shortage" to "an oversupply of capacoty" apparently at some time the solar industry must have been in perfect balance, when and where? - never happened, more growth, SHINE SHINE SHINE is the solar equivalent of DRILL DRILL DRILL for oil.

You said it best IMO

Cheaper panels = more panels sold = good thing.

These talking heads need to go back to school, stop talking and start listening and thinking.

SunPower, Solar Stocks Hit By Panel Price Prediction

Paultaut,,

So is iron, copper, gold, silver, ALL ore requires refining. So why should sililcon "ore" be any different. Don't be so lazy... refine and pusify.

PS in the face of rising demand, and with essentially unlimited supply of raw ore, build the facilities to meet the demand AND = THEY WILL COME.

Seriously I do not understands the point of these comments of yours.

PS recycling "old panels" for their materials is also a growing and profitable business.

SunPower, Solar Stocks Hit By Panel Price Prediction

Paulaut,

To your comment "where are the 5-10G computers that were supposed to be on the shelves by now"

That's why I saidthe "old computers had the capaicy but not the power of today's laptops.

The cheap price/performance of cheaps went into bigger chips, faste chips,more graphics capability, wireless etc. = and still the price continues to drop and price/performance improves, funtoinality increases and ever more units are sold.

IMO same will happen in solar, And already effeciency ratios are improving dramatically (1 sunny day of ergs in = much more useful watts out) That's Watt's it all about -as they say in physics.

PS th material for solar panels is abundant and it will come from the Earth - go take a walk in the Mojave desert and you'll figure out the answer to your question.

Every month, the Sun pours more energy onto the Earth than mankind has used up since the DAWN of his existence.

SunPower, Solar Stocks Hit By Panel Price Prediction

Supershort,

I get revenue growth in excess of 55% a year, I get profitabiliy and improvements in profitability of 20% a year +/-
I get that ALL Presidential Candidates AND CONGRESS on both sides of the aisle = favors solar energy industry as an essential alternative to oil.

What do you get supershort = a Giant wedgie!!!!!!!

You are standing in the water trying to turn back the tide. Start swimming with the tide, because it ain't stopping for you.

IMO

SunPower, Solar Stocks Hit By Panel Price Prediction

Universal Huckleberry!!

Exactly, thank you! As we all should know - even the Ivy League educated - in the face of growing demand, as production volumes increase, and cost of production is driven down, and the price per watt continues to drop, this drives more shipments resulting in more revenues, and higher profits as 50% of costs remain fixed and 50% are variable.

Anyone who disputes this can go talk with GM, Ford, Chrysler and ask them about production volume, cost per unit production, selling price, demand,revenues and resulting profits.

This is GREAT news for Solar = see STP today, once again the short sellers are taking it in the shorts!!!!!!!!

SunPower, Solar Stocks Hit By Panel Price Prediction

Moore's Law should apply ONLY to microprocessor chips?
Look what the price drop, perfomrance increase paradigm has done for the computer business!!!! Seems to have helped hasn't it.

Petya/s Solar Corollary to Moores Law: the price performance of Solar panels will continue to improve (doubling) every every 3 years with prices continue to drop and Ev output continuiing to go up. This will drive expanded demand, larger production volumes, and GROW unit shipments as well as increasing revenues and profits.

I was in the computer business back in 1971 until Ijust recently retired. Back then a computer (main Frame) cost about $2million and it had all the capacity - but not the power - of the laptop I am writing this on! My laptop cost me $2,400.

If autos did what computers did in terms of price performance, you could now buy a Ferrari for 5 cents.

Moore's Law was responsible for the growth of the computer business to the point computers are now ubiquetious!!!

Petya's Solar Corolaary to Moores Law will do the same in the Solar industry. Its great news. We will be buying Solar stocks on the dips.

The market has this backwards -for now IMO

Solars Should Bounce Today

PS supershort, She's a 3 AM girl!!!

My comment re solar to mobile was = Use solar panels at your house to charge up a battery (capacitor) which you then use during to plug into your hybrid and recharge.. not drive around on solar panels on your car.

I suggest the panel losing power issue is primarily 2 fold, the collector glass gets dirty and clouded, AND the cheap rechargeable batteries they put into those lights degrade their recharge ability quite quickly, The remainder is loss of solarefficiency thru the panel itself.

Remember, not even the "first Apple" was perfect.

Solar efficiency will continue to increase by at least 15% per year. Leading me to Petyaczar's corollary to Moore's Law "Solar panels will double in power generating capacity and reduce in cost every 4-5 years into the foreseeable future." - meantime all other power generating methods will increase in cost. The cost lines cross very near into the future - 3-5 years. Less time than it will take to bring ANWR oil onto the market-although we must do this.

Good luck to you, remember investing is not about the past, it is a little bit about the present, but mostly it is about the future.

Solars Should Bounce Today

Supershort : Tipper Gore comment was a joke! an attempt at degrading humor to belittle a luddite -ALGORE.

Sorry if you didn't like it, others did.

Solar power cleearly rquires a capital investment to set up.
So does ALL OTHER POWER
Operationally: Solar power is essentially expense free compared to the alternatives. No mechanical moving parts, no mechanical or thermal energy conversion. only photovoltaic.

One of solars other major competitive advantages is that it is essentially decentralized - no grid required in many applications AND solar is a perfect way to turn fixed energy production sites into mobile energy -read electric and hybrid vehicles.

Remember even the highly touted hydrogen conversion requires energy to "make it happen" ie generate pure hydrogen. Also windpower and nuclear have their own ongoing maintenance investment and drawbacks.

Generally speaking mechanical systems of energy production are operationally less efficient in that they require more maintenance and have more disposal problems.

kudos to capitalists like Boone Pickens and his wind farm initiative. It is individuals like him, looking out for their own profit motive, that will provide the creative solutions to our current energy problems which or the most part are brought on by the idiots in the U.S. Congress and the misguided liberals and tree huggers.

PS want to sequester CO2 naturally? -go plant some trees. Else forget about it!

IMO -lets go drill in ANWR and off all our coasts -lets build nuclear and wind and solar - the energy demand is there and growing - More power to you.

Good luck to you.

Solars Should Bounce Today

PS West1 = to your question "Is the transfer of wealth so bad."

MY answer would be a resounding YES = The transfer of wealth from the more productive to the less productive sectors of the planet IS ALWAYS A BAD THING in so far as it is forced, and its inevitable result is the lowering of overall productivity thru misallocation of resources = Read some economics.

that's it, I'm thru with you.

Solars Should Bounce Today

West1, It IS NOT my responsibility to prove something is NOT the cause of something else = ie human activity is the cause of global warming.

It IS the responsibilty of those proponents of a sepcific theory to PROVE their specific theory = especially as regards causality.

The Scientific Method does not accept anecdotes as evidence.

You citing ridiculous points of reference such as salon.com and wikipedia, it laughable. And it points out your liberal point of view.


PS Are there any rational, knowledgeable people out there who actually dispute the UN record of constantly attempting to transfer wealth from the First world =especially the U.S., to the 3rd and 4th world. I cite the actual UN record of UN resolutions as my source for that assertion. You cite the liberal wackos on MSNBC as - your (gag) "authoritative sources.

Your suspicions are also ill founded and without merit.

Frankly you are a typical liberal, don't know your A from a hole in the ground, and when you find youself stepping into a hole, you just keep digging deeper and harder.

I am reminded of the words of Will Rogers, and Mark Twain.

Will said "There is nothing dumber than a fool, except for the time a wise man spends trying to talk with a fool" = therefore this conversation is over, and I shall no longer respond to your liberal dribble and nonsense.

Oh Yeah Mark Twain said "Its better for a fool to keep his mouth shut and keep people guessing, than to speak and thereby erase all doubt" = That IMO would be you!

P/O A/O = I'm done with you, you have nothing of any consequence to say on this matter.

Solars Should Bounce Today

West1

Yes, I agree "As A Scientist, I DO NOT BELIEVE there is ANY sufficient data supporting the notion of human activity as a cause of global warming." And many preeminent scientists and climatologists are in agreement with me.

OK I will, for the rational people on this board.

How about you just explain this sentence:

"IMO global warming is a purely political and financial scam. A power grab by the U.N. to steal America's wealth and transfer it to the "poor countries" thru an international tax."

I think you may be on to something. The powerful third world lobby cooked up this global warming thing to try and grab money from rich countries like the United States. Then (some) scientists (not all) just fell into (the party) line:


My reply:

1)Yes we agree the UN is the powerful lobby AGAINST the U.S. and in favor of wealth transfer from the U.S. into the 3rd and 4th world. No doubt about it, just look at the histroy of UN resolutions
2)The Global Warming treaty (KYOTO) EXEMPTS most of the 3rd and 4th world from compliance with its CO2 production limits
3)Kyoto treaty EXEMPTS the largest and fastest growing polluters = China and India = from its compliance limits
4)Co2 production limits are essentiall a "TAX" that puts additional cost burden on those who produce. Since the U.S. has by far the largest GDP/GNP and produces far more goods/services than any other country in the world. The U.S. economy would be overburdened by the additional costs as compared to 3rd and 4th world economies that would incur no such additional cost burden.
5)This additional $$$$ incurred by the U.S. producers would end up in the coffers of the U.N. = more largesse to distribute to the 3rd and 4th world for the so called leaders of the 3rd and 4th world = politicians,generals, dictators to buy even more mercedes benz, rolexes and other assorted crap to prove they are our equals. (sic)
6)The U.S. is already the world's most productive user of energy, as our use of energy (energy consumption) as a percent of the world's total energy consumption is far less than our GDP/GNP produced as a percent of the world's total GDP/GNP production

The U.S. produces more goods and services than anyother country, AND in doing so the U.S. obviously must consume more energy to produce the goods. BUT our energy consumption per unit of production is less than that of most other countries.

ERGO Global Warming (sic) -including the so called cap and trade methodology is merely and essentially a TAX on the most productive = U.S. = and as we all know, TAXES don't sit in a hole, the TAX $$ gets spent by the politicians, and so the $$ gets transferred from the productive to the less productive,, all the while excluding China and INDIA = because they said "NO Fxxxx Way"

These are commonly called "externalities" in economic terms. And in this case Global Warming imposes an additional tax burden and thereby increases the cost of production in the U.S. = thereby slowing economic growth and making us less productive. While imposing no such additional cost burdens on 3rd 4th world AND transferring our money (by way of the tax) to those least productive sectors.

That's a fact Jack! Like it or not. to say otherwise would merel be another liberal perversion of the truth. Hope you finally get it!

IMO

Now P/O A/O

Solars Should Bounce Today

West1 = Why so ludittes like you can try and stalk me?

I state a righteous assertion founded in documented fact.
For you to say otherwise is merely a liberal perversio of the truth.

Left wing liberal wackos = just cause they "feel" it is so, don't make it true. Just cause they happen to agree in the madness of their pc crowd, don't make it true.

My scientific credentials are in the areas of Chemistry,Physics, and computer Science (modeling)


Jack, My response to you, is part of a personal commitment to NEVER again allow anyone to state that the science is concluded, and consensus exists among scientists that man made global warming is a fact. It is a myth, til proven. You know anecdotes do not a hypothesis make.

My contention, and that of many other scientists is "MAN MADE global warming has not been proven, there is no credible scientifically valid support for the hypothesis.

Like I say I respoect your right to your own opinion, but please don't go around misstating a myth that "Scientific consensus on man made global warming has been reached" IT HAS NOT.

I'll bet you that within 20-30 years the notion of Global Warming will go the way of inclusion in " Madness and the Delusion of Crowds"

Just as the "ICE AGE IS COMING, the ICE AGE is coming" scientific (sic) sacre of the mid 1970's 75/76 went by the boards and disappeared as a false notion some researcher wrote into a grant application - Boy! that 1976 ICE AGE was a quick one!!!

We share a common belief in the emergence of solar. In one month (24hoursx30) = enough solar radiation (energy) pours onto the Earth to (measured in standard definition ERGS) equal to ALL OF of the energy employed by mankind in since the DAWN of time -pun intended.

Solar -the future is bright, and the U.S. can once again grasp a technological lead, shift the energy paradigm, and re emerge as the world leading competitive power.

PS ALGORE thinks Global warming is real because he spend too much time around Tipper Gore - SHE IS HOT!!!!

Solars Should Bounce Today

Jack, While you are certainly entitled to your opinion.

As A Scientist, I DO NOT BELIEVE there is ANY sufficient data supporting the notion of human activity as a cause of global warming.

IMO global warming is a purely political and financial scam. A power grab by the U.N. to steal America's wealth and transfer it to the "poor countries" thru an international tax. And a financial scam by the ALGORE types who are in it strictly for the $$$ - well at least their motives are pure.

IMO -as a scientist - the Earth began warming following the last ice age, and the Earth will continue warming until the next ice age.

There is no scientific consensus on this topic - podiatrists and dentists do not count as scientists, neither do social workers and politicians.

BUT we are in agreement that solar is one of the answers to our driving need for energy.

PS IMO if there is general material statistically significant global warming -doubtful at best - THEN the most likely cause is a change -increase - in solar radiation.