tag:blogger.com,1999:blog-2335748440449035592.post1836687385675878382..comments2008-11-12T10:52:41.486-05:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-2335748440449035592.post-45699896369438882152008-11-12T10:52:00.000-05:002008-11-12T10:52:00.000-05:00JASO had a poor reportTraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-20787851046743362252008-11-12T10:38:00.000-05:002008-11-12T10:38:00.000-05:00Any reason SOL is selling off so hard today?Willyhttp://www.blogger.com/profile/10880069777522410783noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-66953481242051541002008-10-05T16:34:00.000-04:002008-10-05T16:34:00.000-04:00I've had STP in the past<BR/><BR/>There is a lot of currency risk right now due to the Euro movement that could hit multiple module makers. So I've focused on the wafer suppliers whose customers are mostly in country, hence no currency risk. The one exception is Trina Solar which is valued at about 20% of Suntech Power.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-87117202459822859632008-10-05T16:22:00.000-04:002008-10-05T16:22:00.000-04:00Just curious - why not STP? Hear numerous good things about them.<BR/><BR/>I am wondering which will win - the boost from the solar ITC vs the massive contraction in the money supply - in the price of the solar names.Solar flyerhttp://www.blogger.com/profile/08737886761769436744noreply@blogger.com