http://www.thestreet.com/story/11438917/2/the-biggest-first-solar-risk-of-all-is-just-one-of-many.htmlat this point FSLR does not tell me anything. advantage PV. and maybe TSL still has a chance. :)
<<Cd-Te era over ?>>Yes,, it is over.Short term,,, share prices wise,,,FuSLR drags down entire sector as inshore boats are lifted up or down depending on tide.Real business wise,,, installers will shun the stuff from FSLR looking for the replacements. So Si PV companies might encounter sudden demand upside.Billions of dollars worth of Solar Thermal projects have been cancelled to be replaced by Si PVs in the past. And Solar thermal is dying just as FSLR is.
<<Short term,,, share prices wise,,,FuSLR drags down entire sector as inshore boats are lifted up or down depending on tide.>>Like it or not FSLR is still the Alpha Dog of the pact to eyes of the institutions and is dragging down the sector.