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Gold/Mining/Energy : Suntech Power Holdings Co. -- Ignore unavailable to you. Want to Upgrade?


To: bob zagorin who wrote (41)11/24/2008 4:07:23 PM
From: Eric  Read Replies (1) | Respond to of 82
 
Bob

I sold my entire STP position 33 days ago and would like to get back in and will sometime in the next 15 days or so. I kept my long position on SPWRA.

Obama is going to make this entire sector very attractive and I'd expect to hear the details in the next couple weeks.

The big question for REC, MEMC and the others including LDK is just how much "real" capacity of silicon ingots comes to pass.

It's beginning to look like a glut of that stuff. A lot of balls juggling in the air right now.

But the one big takeaway is good for all of us in the long run. We are finally going to get serious about implementing Renewables.

regards