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Cypress Semiconductor Corporation Message Board

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  • floppy_6 floppy_6 Mar 17, 2006 8:18 PM Flag

    ESLR Trouble Is It A Positive For SPWR?


    >dependent on ONE single supplier

    I think MEMC for their US plant. Their primary future is on the JV at German between Q-Cell, ESLR and one other Norwegian wafer maker. Heard some talks about that wafer maker still trying to figure out how to produce wafer good for solar use. I almost feel sorry for ESLR, the company does have good technology.

    >Thirdly, CY has long-standing relationships with suppliers.

    Yes! We got to appreciate CY's parenthood.

    >Fourthly, SPWR is positioned to become a market leader.

    One report I read, I think it from Thomas Wisel, basically called - all dogs go to heaven. (My old dog just died, wish him go to heaven) The solar demand is so strong that probably for the entire 2006, you won't see SPWR's leadership creates any extra marginal sales momentum than the others. Because orders can't be filled by SPWR will naturally rotate to Q-Cell or Mobil-Cell. Everyone will have their lines fully utilized. SPWR's advantage will emerge by 2008 when everyone build plentiful production lines. With sufficient wafer supply, then there will be a choice between the best and the average.

    Overall, SPWR does have an amazing, excellent management team.

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