Thursday, January 24, 2008

From the MEMC Conference Call.

On a potential polysilicon glut:

"if and when that sort of an environment occurs again if prices drop then the demand based on the elasticity of this market would rise pretty dramatically and it takes less time to install or actually consume solar module capacity then it does poly and so what would happen basically is you get solar module guys consumer in the poly, jack up the demand... price might fall, jack up the demand poly gets constrained again and your back in the same situation and maybe its 6 months later maybe it's a year late but I think that might be what happens."

Exactly. This is when Solar takes off like few could possibly imagine. It all hinges on poly supply.

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