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Strategies & Market Trends : The Residential Real Estate Crash Index -- Ignore unavailable to you. Want to Upgrade?

To: Smiling Bob who wrote (144216)	9/4/2008 6:37:39 PM
From: Archie Meeties	Respond to of 306849

Could work. The Chinese solar plays have seen margins hurt by higher shipping and silicon costs, but both of those are moderating. And when Chinese domestic demand occurs, the domestic manufacturers will be heavily favored by the government. The near term headwind is slowing European growth and stubbornly high polysilicon prices. I don't own any Chinese solar, have been following LDK for a while. Their approach to the polysilicon shortage is to manufacture their own, a very difficult process, and a 2009 story.