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Strategies & Market Trends : The New Economy and its Winners

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To: Elroy who wrote (44528)	9/17/2008 9:52:33 AM
From: Eric	of 57684

Polysilicon will become very, very plentiful in the next couple years as all of the scheduled production comes on line. You will see massive compression between spot and contracted prices next year. That will bode extremely well for the silicon PV manufactures and ultimately PV customers. Personally I would not touch the ingot suppliers. JMHO

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