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Suntech Power Holdings Co. Ltd. Message Board

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  • lookoutgrady lookoutgrady Apr 5, 2008 11:57 AM Flag

    Who are the real solar players?

    I do concur with the above assessment. FSLR for excising thin film technology, STP for best traditional and future (ramping up) thin film technology, SPWR for having silicon supply from CYPR (parent).
    There might be some good trading opportunity with the ‘other’ solar companies and there is always a chance that a break thought discovery pops up, but I believe the above companies can weather possible storms because of size, existing infra-structure, capital accessibility, etc.
    There is more and more concern with the smaller players, see below…



    Pessimism builds toward LDK Solar (LDK), Evergreen Solar (ESLR), and Applied Materials (AMAT)

    http://www.schaeffersresearch.com/commentary/observations.aspx?ID=83800&c=obsfeed

 
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