Wednesday, August 1, 2007

Interesting point from Nanosolar CEO:

"All things being equal, given the $/kg economics of solar panels, I don’t think the competitive end game is to be shipping them from China. The end-game winners will be optimized for net working capital days and proximity to customers. (Btw, shipping from China costs ten times as much as shipping to China these days…) The middle game will be dominated by quality issues; this is a product that people expect to last for decades."

I'd never thought of it, and don't actually know it to be true, but it makes sense that they don't want empty boats traveling back from the US to China.

I count this as a good thing for US exports, even if it's a small effect...

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1 comment:

JJ2000426 said...

I have noticed NanoSolar for a while. Have they go public yet. Or planning to?

Who SOLD OUT a piece of national treasure vital to our survival, to Russians, dirt cheap? On paragraph 4.

Watch out SWC on monday for earnings release after hour. Crooks knocked down SWC from $16.47 to $8.56 in less than 3 months, for no good reason. Maybe they want to sell the remainder to Russians cheap?

Deeply oversold, I expect a blowout SWC quarterly earning, and from here SWC MUST have a dramatic reversal and a great rally on the good earnings. Don't let go of the opportunity!