Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The Residential Real Estate Crash Index -- Ignore unavailable to you. Want to Upgrade?

To: ChanceIs who wrote (104000)	2/8/2008 7:52:04 AM
From: alanrs	Respond to of 306849

Historically, more efficient energy production and use has lead to increased energy use overall as new applications take advantage of these efficiencies. New things that use energy increase faster than improvements/conservation cut the use to the existing things. Historically. ARS

To: ChanceIs who wrote (104000)	2/8/2008 10:05:04 AM
From: patron_anejo_por_favor	Read Replies (1) \| Respond to of 306849

I'm aware that in the past, electricity use hasn't actually gone below zero growth. But projections for grid equivalence typically don't even price in growth reductoin at all, ie, they are still 'optimistic'. I'm still bullish on the sector but a recession clearly poses risk to revenue growth (not to mention PE contraction). Worth considering when yer dealing with stocks with a 500 PE. I'm kinda waiting for the big solar thermoelectric plays to come public. I think they can be scaled very very rapidly (and we'll need them). I have a little SPWR, but that's gambling money for now.