Comparing zero asset/zero revenue Dot.com with Hi capital revenue generating Solar is a bit off base.
True, the herd is out of solar, for the time being. Just like shipping, they come and go. The forward projections for Solar installations is larger YoY all the way 2020. It is not going away.
The real future in Solar investing is with PPA providers, financing and installations. The commodity end of the biz will be squeezed for quite some time until consolidation occurs. Every industry goes through a consolidation phase, solar is no different.
Only anomaly with Solar is the consolidation happened at a very early stage due to the mass amounts of capital that was over injected.
Bottom line is Solar produces ENERGY. You can have all the materials in the world (including) gold but you can do nothing with them until you obtain energy.
Energy will ALWAYS be a pursued commodity it's not going away. Asset void DOT.com's were/are a scam.