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To: Eric who wrote (42)11/24/2008 5:02:54 PM
From: Sam  Read Replies (3) | Respond to of 82
 
Is LDK a supplier or a buyer of polysilicon? I thought they were a buyer. Just how firm are the contracts in terms of pricing? Anyone have a handle on how a crash in polysilicon prices affects different companies? Could some of them have hedged a fall in prices (like, e.g., LUV hedged the rise in oil prices)? Or was everyone stuck in the view that prices would just keep rising?

Apologies for all the questions. I am fairly new to the sector, and am just trying to get a handle on it now.