SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Non-Tech : Alternative energy
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Jacob Snyder who wrote (11576)8/22/2011 7:19:13 PM
From: brokenst0nes  Read Replies (1) of 16955
 
Jacob,

Interested to know how YGE/TSL have maintained margins yet others like LDK/JASO haven't, is it down to the losers being tied into higher polysilicon prices, either via their own inefficient manufacturing of poly, or via contracts with third party suppliers, or is the problem more to do with pricing that some companies obtain in the end market, or a combination of both?

Any concern that as poly prices tumble (if you believe CS) that FSLR will lose their current advantage? Have read somewhere that FSLR haven't been able to reduce their costs for a couple of quarters, thoughts on that?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News