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Technology Stocks : Semi Equipment Analysis

SOXX 312.18

-0.2%

Dec 9 4:00 PM EST

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To: FJB who wrote (53918)	9/27/2011 1:00:05 PM
From: Jacob Snyder	Read Replies (1) of 95546

Yes, that is a problem for the industry. There is a lack of geographical diversity, in both production and consumption of solar. Production is concentrated too much in China, and consumption too much in Europe. That creates too much reliance on policy in a few governments. In 2011 we are seeing, and indications for 2012 also, consumption growth will shift to the U.S. and China, and (relatively) away from Europe. I think, as the industry grows, more governments are going to demand more local content, forcing production to move out of China. That isn't happening yet.

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