Energy Conversion Devices Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Energy Conversion Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: alfranco who wrote (7749)	8/31/2004 2:17:04 AM
From: alfranco	Read Replies (1) of 8393

Correction: Lockheed HAA decision any day I bumped into my own post while googling and want to correct an error. The Lockheed HAA approval (or not) to build a prototype is due approximately 60 days after the end of June, which is now. I am sure most have noted from the recent "commercialization" CC that PV may be strategically divided into terrestrial and space divisions. I suspect ECD already anticipated my suspicions of a positive outcome for Lockheed to go ahead with the HAA prototype buildout... and there is still the AFRL 3kW satellite prototype project. Pure speculation but I think Unisolar is machine-constrained to some extent in this high-demand market and knowing the reportedly proven (see Dr. Ellison's multiple machine reports to the NREL year after year) of the back-reflector/triple-junction/ITO deposition machines, that leaves the final module assembly process as a rate-limiting step IMO... or lack of demand which I choose to dismiss. At 7MW last year growing to runrate equivalent of 16-17MW as of July, I do believe they are anxious to find funds to build the next terrestrial PV plant and probably located in the available space they already have in Michigan. So. Cal and EU are probably considered alternatives but the machine and solar cell team are already in place in Michigan to progressively increase quality and lower cost onsite and shipping peel n stick is almost trivial cost. Of course, I am awaiting any news of a Chinese partner and expect that to be preferably a module assembler deal, a la SIT/Alwitra/Thyssen, for China... and a deal where our roll-to-roll machinery/solar cell deposition is not put in front of reverse-engineers. Awaiting financing for some or all of this to proceed and hopefully (likely judging by stock strength) before the 10K accountant judgment... they'll have to make that in about a week and we'll see the 10K in about 2. Meanwhile, I keep watching for any news on membrane roofing on the big box stores, Walmart etc, with SIT in discussions and I am wondering when the SIT's Dusseldorf module assembly plant will be completed. Anticipating the future (long overdue IMO) I'd like to say Goodbye ECD, hello Ovonic. Al

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next