twampus

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  • As Intel Joins the Solar Sector, Is There Room for Everyone?
    i think you are reading the hype wrong. IF the PV space future was going to bear gangbuster profits, they would bring existing mothballed small sites online and they would use this product line as a vehicle for growth on their fully depreciated capital equipment. this would grow production a lot faster than building a new site. seriously, if anyone could make Si based PVs, it would be intel. they're a juggernaut in Si, manufacturing, and the brand would sell itself at a premium. I see this between the lines: "yes, it could be profitable, on the order of 5-20%, which is a big step down in margins." i really could not envision intel walking away from major growth opportunity in their core competency unless they saw insufficient upside. solar will either commoditize rapidly or never meet intel margin expectations, intel makes these decisions often - just ask the memory folks that work for Numonyx.
    Jun 19 00:41 am |Rating: 0 0 |Link to Comment |View article
  • ReneSola: Secondary Offering Pressures Shares
    msa - good call on that website, i had not even thought to look at it. it is comical, from the zachzone podcast to the visually irritating choices of white font on black background. no lack of vanity with someone who has so many pictures of themself in one location. they're all from the same photoshoot too, same tie in each pic. SOL is a good buy, zach's listeners are a different kind of S-O-L
    Jun 13 18:37 pm |Rating: 0 0 |Link to Comment |View article

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