Kaminis might have a point as far as FSLR and a couple of others but certainly not LDK which by the way, already went trough an approx. 50 % correction. Fundamentals as well, are different for LDK and I think the following link mirrors the situation more accurately.
//GE thinks nuclear plants are "renewable energy". Furthermore, they are pissing all over themselves to increase their wind sales. Don't you realize this stuff is all competing with each other on installed price? The nuclear guys can make solar look like a bad joke on a spreadsheet. (I don't believe it but may do)//
1. >>GE thinks nuclear plants are "renewable energy".<< This is your assumption to piss off some folks here
2. >>Wind sales<< Even if wind energy is currently cheaper, most region on earth receive more energy by solar tech.
3. >>nuke power cheap<< Where do you want to place a nuke plant - close to your home ? Guess not ! Nike power is save but one mistake and a complete U.S. state has to be evacuated.
Baseline - GE investing in alt energy means that there must be DEMAND for alt energy. And that is why wind, solar and bio energy will have future.
//4. Solar stocks at risk. Markos Kaminis says that hype over solar has reached a crescendo, and the solar stocks are ripe for a correction. After the huge run up in 2007, he thinks investors may sell the stocks now that the tax year is over. And econonic weakness in the U.S. is driving down the price of oil, weaking the case for solar energy. The stocks at risk of "a momentary eclipse", he says, are First Solar (FSLR), Trina Solar (TSL), Evergreen Solar (ESLR), JA Solar (JASO), Suntech Power (STP), and LDK Solar (LDK).//
Did this guy watch the solar tickers this year ? I would suggest that correction is over - even for FSLR.
// 5. IBM, the alternative energy stock //
Are these folks paid by the numbers of characters they post ?
Markos Kaminis blog is linked and was posted at the 9th, after this we had a decline of 10 - 20 %, so the timing of his blog was perfect, but I agree I think the main correction is over, oil may shortly go down but no on the long run - All in all very shortsighted blog