Goldman upgraded of FSLR to doubling the price in 6 mos stirring up prices for solar stocks. They must have done their channel checks and found out demands are stable, spot prices will stop declining since the small vendor will run out of their inventory and run out of business. Consolidation will take place and that will help margin.
All of this will happen in 2012, when it will be normal again. Right now, buy cheap solar stocks anticipating that. Double from here and in some cases, 3X from here.