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To: John Koligman who wrote (74477)	11/8/2007 11:57:05 AM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 77400

you didn't see me jumping into PEIX did you. Thats because I did research, something you know nobody does when they compare ethanol to solar. totally different business. I am certain Eric agrees. One really great thing about these silicon valley VCs taking up greentech as an initiative, is they analyzed the business value of all alternatives since they get hundreds of bizplans a day from all over the world. Corn based ethanol is not a value proposition. It is a pork program for the farm belt and only that. There is hardly any VC money in biofuels of any kind. Yes there is some but not much, thats because these guys will throw money at the infrastructure of an emerging business even if they don't believe in the business. Otoh, thin film solar was THE investment in 2005 for VCs they were chasing it so fast they could hardly stop from running over each other. The hyped up thin films didn't really materialize for a number of reasons but FSLR which has the alternative technology (CdTe vs CIGS) did. thats why I bought thin film, I saw the VCs chase it, I knew the economics of it had to be outstanding and guess what- they are. Its one thing to look at a cheapie stock like PEIX and say the public was snookered, but quite another to take a highly valued heavily covered stock like FSLR and say its a flameout. wheres the perspective.