tag:blogger.com,1999:blog-2335748440449035592.post7599876488880579008..comments2007-11-07T19:07:58.923-05:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-2335748440449035592.post-35100935016796563592007-11-07T19:07:00.000-05:002007-11-07T19:07:00.000-05:00Yes it is unfortunate<BR/>I figured 2008 estimates were understated but not by this factor (FSLR)<BR/>JASO has surpassed anything I could imagine as well. IT placed a secondary and went UP. Talk about rare. I like the sector for the long run but its in mania mode right now so I have to protect profits (half the battle) People in solar feel unbeatable right now. Just like people felt in dry bulk shippers 2 weeks ago. Just like people felt in Chinese large cap 2 weeks ago. Just like people felt like in Chinese small cap 3-4 weeks ago. Nothing goes straight up, and when a lot of new to town bandwagon people start jumping on a sector I get nervous. They don't know much about the sector. So I will remain patient and find better opportunities down the road. I think the sector needs a correction - although FSLR is sort of stand alone at this point on its own. I am talking the polysilicon based companies.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-51197946617489076442007-11-07T18:44:00.000-05:002007-11-07T18:44:00.000-05:00FSLR is far and away the best positioned solar company fundamentally, its unfortunate you missed on that one. But just so you know, JASO is considered to be the second best (a distant second). I never see you talk about that one...you should check that one out.Anonymousnoreply@blogger.com