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Strategies & Market Trends : The New Economy and its Winners
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To: bob zagorin who wrote (42773)6/2/2008 1:40:54 PM
From: Lizzie Tudor  Read Replies (3) of 57684
 
Cigs doesn't work and silicon has other issues beyond costs of material. The competitor for FSLRs thin films will be somebody that can tighten up the supply chain like FSLR has been able to do (only one supplier, them). Silicon by its nature has a fragmented supply chain that is the problem.

Every local yokle has opinions on solar now but the game was devised and played in 2006 and 2007. Now its just a bunch of know nothings on yahoo stock boards and here. FSLR is so far ahead in terms of costs and production capacity it is going to be very difficult to catch up for this generation of companies. Forget Silicon for now.
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