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To: bentway who wrote (103932)	2/7/2008 2:57:18 PM
From: Think4Yourself	Respond to of 306849

I had been tending to side with Lizzie but your logic is compelling. You are probably right.

To: bentway who wrote (103932)	2/7/2008 3:13:32 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 306849

because in early stages of every growth business, (I would love to hear an example where this ISN'T true)- those early businesses are recession proof. Here are some examples: - Horrible tech recession in 01/02, GOOGs search business was on fire, in fact if you weren't working at GOOG you were not working in tech was the slogan - "Homeland security" businesses during the same period, same story - SIV financial related industry which was emerging at that time, same story Solar is like that now, they are building at capacity, businesses like HP and Kohls are the customers, not some subprime wonk. I don't know what you are talking about, "a depression"- my area isn't even in a recession- probably because of the alt energy boom, if you spend too much time on this thread you wind up thinking this is 1930 or something.

To: bentway who wrote (103932)	2/7/2008 3:14:16 PM
From: Archie Meeties	Read Replies (2) \| Respond to of 306849

Ah, the crucial point! We are in a recession or slow growth period for the US economy as a whole, but some segments of the economy are on fire. Financials, Retail, RE - a lot of that stuff is actually contracting and is dragging the overall economy down. But look at manufacturing or tech, or green tech, here the guidance is either in line or up. In every case the growth is still there. Many tech names are guiding up - IBM, TXN - others. The beat rate on tech is the highest of any sector except metals, some are blowing out numbers - see JDSU. Solar is totally insulated from a contraction in US financial and real estate markets. Their customers are utilities and companies, and those have sterling balance sheets, are making long term decisions about profitability. The retail customer is not driving solar - that's in the future. Disclosure, long FSLR. AMAT.