Hi MarkThanks for the great explanation.

2008-10-07T13:48:00.000-04:00

Hi Mark
Thanks for the great explanation.

Hi Bowlerthere is a piece I wrote nearly a year ag...

2008-10-07T11:54:00.000-04:00

Hi Bowler

there is a piece I wrote nearly a year ago titled "The long term in solar" - you can search in upper left box for that piece

basically this analyst says what my fear is for the "long run" but right now its overblown

ITaly is reducing incentives but a host of other European countries are taking its place i.e. Italy for one
and finally the US is on the bandwagon
and China has yet to begin

in the long run China and US will be the important markets

Now, i will say this sector is going to consolidate severely as there are too many players but someone like a FSLR would be one of the ultimate winners over the next few years.

The timing is very curious to me. No incentive issue just came out and in fact the US situation got much better last Friday with the inclusion of 8 years of subsidies in the bailout bill.

My main worry with solar in the near term is the lack of capital - its capital intensive and if credit markets stay broken into mid 09 this could create issues down the road.

But the scenario the analyst points out is a bit priced in, I mean most of these stocks trade at single digit multiples now - not FSLR and SPWR which have been enjoying a "US premium"

Unrelated to SQNM, what do you think about today's...

2008-10-07T11:11:00.000-04:00

Unrelated to SQNM, what do you think about today's downgrade of solars? Thanks.

Comments on Fund My Mutual Fund: Sequenom (SQNM) Down 8% on "Competition" Threat

Hi MarkThanks for the great explanation.

Hi Bowlerthere is a piece I wrote nearly a year ag...

Unrelated to SQNM, what do you think about today's...