First Solar, Nasdaq: FSLR Message Board

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Gold/Mining/Energy : First Solar, Nasdaq: FSLR

FSLR 255.97

-0.6%

3:59 PM EST

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To: Keith Feral who wrote (202)	12/17/2007 8:15:44 PM
From: Lizzie Tudor	Read Replies (1) of 912

FSLR and others are at capacity... but every quarter they revise their factory lines to produce more panels and more efficient panels. So they can exceed estimates if they achieve good gains there like last quarter. The thing I think a lot of people don't get is, if FSLR is able to bump up their efficiency and number of panels produced, they can then apply that methodology to every line they have, even the new ones in Malaysia and all those efficiencies flow through the whole supply chain.

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