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.

Technology Stocks : CYPRESS Semiconductor (CY) -- Ignore unavailable to you. Want to Upgrade?

To: blind-geezer who wrote (2573)	2/18/2008 8:25:57 PM
From: mlc178	Read Replies (1) \| Respond to of 2694

I think I am more worried about SPWR tanking Why? Solar cell oversupply in the future? I listened to FSLR's CC where they mentioned a possible oversupply in 2009. This industry lives on subsidies and tax breaks, hence the future depends on what the world's governments want to do.

To: blind-geezer who wrote (2573)	2/23/2008 10:54:55 AM
From: mlc178	Read Replies (1) \| Respond to of 2694

You are right - SPWR tanked. STP's guidance caused the silicon solar cell stocks to tank. In response to an analyst question, they said guidance is limited by silicon procurement. STP believes polysilicon prices will fall in 2nd half 2008 and have guided for 60% of their sales to be in the 2nd half and 40% in the first half. Polysilicon is too expensive and in too short supply for STP to issue strong first half guidance. Spot price is $350 to $400 per kilogram. Just two years ago this stuff was $100 per kg. Two strong solar stocks are FSLR and WFR, neither of which require a polysilicon supply. Silicon solar cell companies (SPWR, STP, SOLF, TSL, YGE, CSIQ, JASO, CSUN) are for contrarian buyers. Many are well beneath the 200 MA.