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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Donald Wennerstrom who wrote (60997)	8/8/2013 10:46:49 AM
From: Jerome	Read Replies (1) \| Respond to of 95616

Hi Don...another upgrade for SUNE by Bank of America "It is clear to us after this solar developer reporting season that investors still need to become more comfortable with swings in solar project revenue recognition that will continue to occur over the next 2-3 years, and the realization that margins on newer projects are tighter. Our long term view on solar is positive, and as a result we take a holistic view of company pipelines in our approach to valuation. Sun Edison added over 200MW to its pipeline, over half of which are contracted. Our value of the company’s project pipeline increases to $1.2 billion from $1 billion." The same things that were mentioned in earlier posts. Concerning the chart of earnings misses that you posted.....Was the tech market as a whole tanking about that time or was it just SUNE? The beauty of SUNE is that solar is going to keep growing no matter what the overall economy does. SUNE could just as easily trade a $9.00 a share or at $50.00 depending on solar installations worldwide.