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To: dass who wrote (73295)10/14/2006 9:32:19 AM
From: CommanderCricket  Read Replies (1) | Respond to of 206181
 
dass,

I've read the SEC filings and to your point haven't committed any money yet.

With SOEN factory about to be completed in Shanghai along with their efforts in Northern California, they are one of the better upstarts to take advantage of the new California Solar initiatives.

Keep in mind, the fundamentals mean very little in the valley if they can get some momentum going. It only takes one deep pocket firm on Sandhill Road to make these companies go.

Watching for an opportunity and buzz. Its more an emotion trade to pick some pockets from my old hunting ground.

CC