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Strategies & Market Trends : The New Economy and its Winners

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To: David Bogdanoff who wrote (50287)7/2/2009 12:10:31 AM
From: David Bogdanoff  Read Replies (1) of 57684
 
The whole solar industry is hit by reduced spending in Europe, esp. spain and Europe, their major markets. Fslr had an investor's conference last week, after which the stock started sliding. Not a good sign. One issue I am aware of is that it is expanding into markets of its customers, something not appreciated by them. Private solar projects generally have trouble getting private financing because credit markets are still tight and the long-term illiquid nature of the projects make the less attractive as possible debtors in the eyes of private lenders.
BTW, the Jan. 2008 issue of Scientific American has an interesting lead article on how solar can free the US from dependence on foreign oil.
Bogtalk
p.s. the board is unusually quiet. Is everyone just following the breaking news on the tragic untimely passing of the greatest dancer ever?
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