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Strategies & Market Trends : Picks of the quarter -- Ignore unavailable to you. Want to Upgrade?

To: Taro who wrote (5847)4/30/2008 8:39:12 PM
From: Road Walker  Read Replies (3) | Respond to of 20435
 
Solar without silicon (shortages), a pretty good idea actually.

One of the keys with FSLR is that they are projecting "grid parity" in a few years. No one else is doing that.

If you can produce electricity with solar, without subsidy, at the same price as it costs through the grid, then that is a real game changer. And they are doing it at a profit (though their margin percent will probably go down).


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