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Strategies & Market Trends : The New Economy and its Winners

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To: Eric who wrote (44422)	9/12/2008 11:19:01 AM
From: Berk	Read Replies (1) of 57684

Thanks. Although long some PV stocks, my stance is that the most likely scenario is that they are in a trading range of some sort which may be what you anticipate. I don't like the fact that the CEO sold a significant number of shares of FSLR and also note that CY is divesting themselves of SPWR next week after having sold $250MM worth earlier. Additionally TJ Rogers sold a large number of shares of CY last October (caused in part by the SPWR holdings). The market will also need to sort out the oil mess, whether it is a bubble or not.

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