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

To: Sam who wrote (11144)	6/10/2011 2:01:55 PM
From: Jacob Snyder	Read Replies (1) \| Respond to of 16955

Both. Sorry for my confusing the two. I tend to think of STP and LDK as similar companies with similar problems. Both have a lot of debt. Both had gross margins for full-year 2010 much lower than the industry leaders. If prices for panels keep falling (with prices for cells, wafers, poly following panel prices down), then both are going to have a hard time being profitable. And creditors for both companies are going to get very nervous, and then very demanding.