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Non-Tech : Alternative energy
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To: Jacob Snyder who wrote (7842)4/15/2010 2:03:26 AM
From: Eric1 Recommendation  Read Replies (1) of 16955
 
So, margins will fall, and balance sheets will worsen, until the weak are allowed to die, and capacity gets shut down. That's how it works in the memory chip market, and that's how it's going to be in solar. As long as companies like LDK can do successful secondary offerings, the sector hasn't hit bottom.

That has been my feeling for the last two and a half years.

The "deep pocket" boys will survive. Personally a lot of the Chinese ones will fold with the amount of debt that they are carrying. PV's are almost commodities..

But.. we are getting or have achieved grid parity in a number of markets. That will only get better going forward. Conventional generating costs are climbing. And PV system costs are falling and will continue to fall for many years.

Intersection...
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