So tsl's polysilicon plant plans were flawed and a mistake because by the time it enters production in 2010 and beyond, polysilicon prices would tank and thus tsl would be producing into a glut. And yet ldk's polysilicon plant is immune to this?
So if silicon prices fall to the point it produces a glut of solar capacity, tsl would suffer and yet ldk would prosper? As solar modules approach grid parity, ldk's downstream partners will be squeeze to next to nil margins while ldk's margins will expand? O-K.
All these companies are interlinked and will generally prosper or fall in tandem. To make the case that one portion of the food chain will thrive with explosive growth while their downstream customers collapse, puts zero credit into your analysis.
Either you believe solar is a viable energy alternative or you don't. If the answer is yes, most likely both ldk and tsl will thrive. If the answer is no, they will both suffer together. I guess it was also your type who wrote that silly detailed analysis that showed how ldk would have asps of 1.65 in 2010 and gross margins over 60%. Yes, ldk will squeeze their downstream customers to zero margins while they enjoy 65% margins. Brilliant.