Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Technology Stocks : Energy Conversion Devices -- Ignore unavailable to you. Want to Upgrade?

To: jacq who wrote (7560)	2/20/2004 1:57:03 AM
From: alfranco	Read Replies (1) \| Respond to of 8393

I am not a mind reader but I think I have settled on this simple explanation for "equivalent of 15%". I think Stan is referring to Unisolar's 10-20% higher energy output per rated watt versus crystalline and polycrystalline solar cells as reported in Europe, No. America and Australia. If this is true, then Stan will still have to raise the stabilized efficiency of Unisolar's modules to 12-13% to approach an "equivalent of 15%". I had wilder/darker thoughts (juggling the efficiency numbers as an equivalent for a ramped-up machine output capacity; increased equivalent efficiency via thin film concentrators,etc.) but, on reflection, I think the above is most likely what Stan had in mind and it is consistent with his reminder of the Frito-Lay roof's higher energy payback during this and a previous CC and his support of Unisolar's performance versus higher efficiency Sanyo panels on this CC. I don't know how he is going to do it (raise both efficiency and machine speed)nor when. Stan gave no timeline. Al