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Gold/Mining/Energy : First Solar, Nasdaq: FSLR -- Ignore unavailable to you. Want to Upgrade?

To: Road Walker who wrote (401)	4/9/2008 9:58:30 AM
From: Hawkmoon	Read Replies (1) \| Respond to of 912

There probably will be 1000's of new hot companies in the coming years, and just a few gigantic winners. Wish I were prescient. I hear ya there.. I missed out on FSLR and now I'm looking at the next "big thing".. And then I came across EMKR which had been beaten down on a "bear raid".. They still have a bit of work to do, but I like their idea of spinning off their solar business into a separate company to unlocked hidden value. Right now they're categorized in the Semi sector and their solar business is not being properly factored into their potential, IMO. Message 24482032 Hawk

To: Road Walker who wrote (401)	4/9/2008 1:00:30 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 912

with just a little homework, you would see that FSLR is moving more and more ahead. Primestar was one competitor we discussed here a few mos ago. They were intesting because they hired Zweibel the former head of NREL as CEO. As of a few weeks ago Zweibel is no longer their CEO, which means that even though Primestar had access to the CdTe tech from NREL, which is the secret sauce behind FSLR, they couldn't make a go of it. As for the silicon glut, thats just speculation that has been going on for years.