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Strategies & Market Trends : Classic TA Workplace

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To: John Vosilla who wrote (145733)	6/18/2007 1:08:29 PM
From: Lizzie Tudor	Read Replies (1) of 209892

OT Solar Yes, SOLF, TSL and all others have huge growth phases in plan. The demand for solar is exploding, true. The problem with the chinese solars is they are all coming online at the same time with the tradition silicon method which is close to a commodity. Silicon accounts for 40% of the cost of a solar panel currently and the price is rising just due to the number of suppliers coming on. Those estimates were made when there were fewer suppliers of this type. FSLR uses the much more complex silicon-free thin film technology. Much harder to produce but cheaper and more flexible product. You can make money in chinese solar players, but be nimble and get out when you can. I don't think three is a long term play there.

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