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Strategies & Market Trends : The New Economy and its Winners

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To: Eric who wrote (45313)	10/7/2008 7:02:06 PM
From: Lizzie Tudor	Read Replies (3) of 57684

oh, well if you have something new then maybe Nano has improved. This is my sense of what happened to nano- - original plan flexible backpanel, cheap with 15% effiency - time passes and no production units over 6% - CTO quits and goes to AMAT (his patents obviously DIDN'T WORK and thats what Nanosolar was based on) - New nano team drops the flexible backpanel and adds a rigid one, but now what is their key differentiator from FLSR? - even with RIGID backpanel, no PRs or product spec sheets from Nano claim efficiency directly (unlike FLSR which puts it right on their PRICELIST) that was a few mos ago. So maybe they have retooled and now have 10%. What they used to say was a lot of wordsmithing like "optimum efficiency CAN BE AS HIGH AS 10%" and other BS like that which means they were really half that, then. Anyway we can't have enough thin film solar startups so hopefully nano gets their act together. What I find really exciting is the electric cars though. Those are cool.

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