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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 71.68

-0.6%

3:57 PM EST

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To: ciskokid who wrote (74435)	11/7/2007 8:28:22 PM
From: Eric	Read Replies (2) of 77397

My favorites from a pure play perspective are: FSLR (First Solar) and SPWR (Sunpower) First Solar makes the lowest cost per watt panel in the world currently. Their manufacturing cost is about $1.10 per watt. These panels are pretty much used by utilities. Sunpower makes some of the highest efficiency silicon based panels. In excess of 22% efficiency. Silicon based panels cost roughly two to three times as much. With more silicon ingot production coming online those prices should drop. In Europe I like Q-Cells of Germany and REC of Norway. Sharp and Kyocera of Japan, but those are not pure plays. I have stayed away from the Chinese market but if I was to buy one it would probably be STP. Going forward PV faces a threat from solar thermal electricity after about 2010. I expect that area to revolutionize electric generation and as a result obsolete nuclear,coal, oil and natural gas electric generation IMHO. PV's will still have a position and continue to grow worldwide. As long as oil continues to go up these PV manufactures and others will continue to rise.

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