SI
SI
discoversearch

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


To: SiouxPal who wrote (429)4/17/2008 4:20:14 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 912
 
I haven't had time to listen to the call, but my guess is they didn't give any indication of silicon shortages going away, which is what SPWR has a problem with. I don't think silicon shortages can go away mostly because silicon is a commodity suffering from the same dollar declines that are driving gas and gold prices up. So silicon might be abundant but it doesn't matter the pricing will still be a problem unless the dollar stops crashing. As for FSLR its a different beast so probably just trading in sympathy