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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (81284)	4/29/2007 2:49:29 AM
From: Perspective	Respond to of 110194

The trouble I have with solar is that the companies are very expensive relative to earnings - which is OK if you are a Google or and Apple with an established name that's worth a bunch. But in a fledgling commodity industry like solar, name just isn't that important. TSL has a $1.3B market cap, but it looks like their book value is around $13M: finance.yahoo.com so if there's so little capital investment here, and the field is so undifferentiated, why not dump $13M of my own money into the fray, build a competing company for 1% of the cost of buying TSL. Hell, I'd be willing to sell it for half the $1.3B market cap of TSL! BC

To: Lizzie Tudor who wrote (81284)	4/29/2007 6:31:18 AM
From: TobagoJack	Read Replies (2) \| Respond to of 110194

platinum - coating on most hard drives, catalytic agent in enough gasoline, most diesel powered cars, and used in fuel cells silver - conductor in new generation power plants, kills germs in new era refrigerators and sox gold - emperor of all cash, which in turn are soon to be king to all assets