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Gold/Mining/Energy : Big Dog's Boom Boom Room

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To: ChanceIs who wrote (102798)	6/13/2008 7:36:56 PM
From: Archie Meeties	Read Replies (2) of 206085

Face it man, coal is going to get it ass kicked by solar. -g- I haven't added any to any solar plays since the February swoon. I just sold AXTI because I think it's margins are going to be hurt by having its manufacturing base in China (that's a strange twist). I do think you and CC are right though, at some point the margins on the manufacturers are going to collapse, but that point isn't now. As you do your dd you'll probably find a good case for the opposite in the short term. Good luck with round two of shorting FSLR. Your first entry point a few months ago was pretty good iirc. Some answers regarding margin and valuations here. greenecon.net

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