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Non-Tech : Alternative energy -- Ignore unavailable to you. Want to Upgrade?

To: brokenst0nes who wrote (10245)3/9/2011 10:46:12 PM
From: Jacob Snyder  Read Replies (1) | Respond to of 16955
 
re: inverter companies:

Actually, I think Eric has followed them much longer than I have, and knows the technology better.

I've never owned anything in that segment, and haven't decided whether they are going to be a commodity low-margin business. I also haven't decided how successful micro-inverters (by Enphase) are going to be, versus traditional inverters (SMA). Too much I don't know, to have an opinion.


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