Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Eric who wrote (44409)	9/11/2008 3:01:58 PM
From: bob zagorin	Read Replies (1) \| Respond to of 57684

i think thats a pretty fair assessment of the current situation but i think he's missed a couple things... 1. china is about to announce a massive economic stimulus program focused on energy and infrastructure... 2. as previously posted, spain cap should be better. france, italy korea etc. are coming on. will europe try to stimulate its economy. they have to get off imported oil cause they dont have any and dont want to be slaves to arab or russian oil.. 3. whats up with oil anyway. 3 mos. everyone was telling us its strictly supply/demand; no speculators; no dollar etc.. remember all that horse crap. nw, they say it was all dollar and speculators.. so the real answer is complex. some of all of the above but over time demand will outstrip supply and the trend is up... 4. meanwhile cost of solar is coming down with more wafer supply, better cell and module technology. demand should continue to rise.. 5. btw, climate change is real and drill drill drill wont do anything to fix that....