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Technology Stocks : ESLR - Evergreen Solar

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To: Jim Oravetz who wrote (35)	7/28/2006 11:28:33 AM
From: Daniel Simon	Read Replies (2) of 112

Wowsers selling has been fierce. ESLR must not have met expectations. Partly, company has/had rich valuation and partly (I think) investors might not have a clue how solar industry works. A couple questions about the CC: Was anyone else bothered by the fact that they gave no info about ASPs/W? or is that pretty standard? (Sunpower gave out ASPs forward, backward and sideways.) Also...it seems like they are desperate to go from 14% to 15% eff. Is that simply a pride thing or is that 1% a make or break in the market? Eslr is approaching where it was a year ago (price-wise) has the business improved?

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