I can't remember the analyst's name or his firm, but he was on this afternoon on the show hosted by Pim Fox - "taking stock". He's predicting that it will basically drop another 30%.
His rationale was that the company was backpedaling on the idea that the polycrystaline manufacturers would never be a threat because their (FS) production costs were so much lower.
But apparently FS has stated that they are lowering prices to stay competitive with the traditional panel makers.
Say what?
I had actually bought into that argument myself, but however the other guys are doing it, they are managing to compete with the thin films.
How he gets to a price targe of <$100 is another matter. If you want actual facts and shit like that, you're in the wrong thread.
His rationale was that the company was backpedaling on the idea that the polycrystaline manufacturers would never be a threat because their (FS) production costs were so much lower.
But apparently FS has stated that they are lowering prices to stay competitive with the traditional panel makers.
Say what?
I had actually bought into that argument myself, but however the other guys are doing it, they are managing to compete with the thin films.
How he gets to a price targe of <$100 is another matter. If you want actual facts and shit like that, you're in the wrong thread.