tag:blogger.com,1999:blog-2335748440449035592.post164187146955790848..comments2007-11-25T14:33:39.526-05:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-2335748440449035592.post-55144536355373980102007-11-25T14:33:00.000-05:002007-11-25T14:33:00.000-05:00Yes I found it via google after you send me the note. ThanksTraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-6287867496086114872007-11-24T22:51:00.000-05:002007-11-24T22:51:00.000-05:00http://finance.yahoo.com/marketupdate/inplay<BR/><BR/>Scroll towards the bottom of the page and the text that I copied is the second paragraph from the bottom of the page.Pankajhttp://www.blogger.com/profile/13478816568647309907noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-87709588282770788382007-11-24T11:10:00.000-05:002007-11-24T11:10:00.000-05:00Can you send me the link? That was my theory on the space as well - it is a commodity business. I think news from STP that they see ASPs flat in 2008 have believe believing this is not inevitable. In short it would help the larger players - scale matters in any commodity business.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-29097788524285766492007-11-23T17:56:00.000-05:002007-11-23T17:56:00.000-05:00Happy Thanksgiving Mark! Great performance in your fund given the rough environment we are in. Well, I wanted to share this piece of news with you and see what your take is on it. <BR/><BR/>=============<BR/><BR/>1:15AM 88% of Greater China solar panel suppliers set to lower or stabilize prices according to Global Sources' survey (GSOL) 28.24 : A Global Sources reports that despite higher polysilicon prices, most Greater China solar panel manufacturers say they plan to lower or keep prices steady to win market share. This is according to Global Sources' China Sourcing Report: Solar Panels. The Report shows 88% of suppliers plan to decrease or keep prices stable, while only 12% plan to increase prices. "With the polysilicon shortage expected to continue until 2009, most manufacturers are implementing measures to streamline production," said Report publisher, Spenser Au. "These include expanding to gain economies of scale, backward integration and R&D to produce thinner solar cells that require less polysilicon." <BR/><BR/><BR/>===================<BR/><BR/>Cheers.. AJPankajhttp://www.blogger.com/profile/13478816568647309907noreply@blogger.com