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To: $Mogul who wrote (103600)	2/6/2008 10:43:09 AM
From: Think4Yourself	Read Replies (5) \| Respond to of 306849

ot: I am becoming less sure on solar and alt energy in the short run. Did you see the EIA report just out? Refinery utilization down but big builds in everything: Oil, Gasoline, distillates. The economy is CLEARLY tanking and thus needs less energy. The price of energy is going to come down, which makes solar and alt energy less attractive financially. Longer term solar and alt energy are definitely the places to be. Timing may just get pushed out for investing in them. The EIA report also confirms that yesterday's ISM report was no fluke. It is accurate. Wall Street is so clueless that they will probably rally for a little while because the cost of energy will come down. They will eventually start to wonder WHY those big builds occurred on lower refinery utilization. That's not supposed to happen. The only explanation is simple: Refiners expected demand to drop so they lowered utilization but demand dropped so fast that they still made too much product.

To: $Mogul who wrote (103600)	2/7/2008 10:19:59 AM
From: SouthFloridaGuy	Read Replies (2) \| Respond to of 306849

I'm scared of all "risky" investments right now and solar stocks are probably high on that list. I'm going into my cave, not trying to be a hero here.

To: $Mogul who wrote (103600)	2/7/2008 1:41:38 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 306849

business fundamentals for solar are the same as the internet in 1994. Business is on fire and margins are expanding for everyone. The reason ASPs are not through the roof is because companies want to gain share. I am very excited about solar and alt energy. The numbers finally make sense and for those that think oil prices are falling and will curtail solar growth, it would take oil below $40 to make a difference here. edit well cisco is green whod a thunk it