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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Grommit who wrote (31089)	5/31/2008 11:02:24 PM
From: Jurgis Bekepuris	Respond to of 78773

Personally IMO, solar area is way too momentum driven right now. The only positive I see in solar is that perhaps it does not require multibillion build outs like nuclear or even new gas/coal/tar sands/etc. initiatives (both E&P, refining/CTL and power plants). If solar can become economic on small scale where homeowners/farmers/whoever can install panels and get off the grid, then it will be huge. Especially if it gets to developing countries price point. I was in Cambodia last year and a lot of electricity for poor people is based on guys charging car batteries and then using them for light/TV/radio, etc. If this can be replaced by cheap solar, it would be huge and also remove some need of diesel/oil. So solar could be viable. Still not much to invest into without high risk. Unless one wants to buy CRDN. ;) (I still have a large position in that). I may need to buy GE. It really has hands in a lot of pots. The only problem is that it's also so very big.