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Gold/Mining/Energy : First Solar, Nasdaq: FSLR
FSLR 256.64-4.1%3:59 PM EST
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To: allatwwk who wrote (409)4/9/2008 3:18:33 PM
From: Hawkmoon  Read Replies (1) of 912
 
Glut? PV is barely a blip in the electricity market.

I think the argument that was being made in that article was that there was a glut in Si based PV..

But, like you, I'm not sure if I'm buying it.. But what I think we can all acknowledge is the FSLR has competition gunning for it. At they are going to need to reach efficiencies of greater than 13% in order to maintain their foothold against the likes of companies such as Global and Nanosolar.

Hawk
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