The Solar Trade
Sanjay is debating a joker from The American Enterprise Institute. Sanjay puts up a strong defense of FSLR and SPWR's potential to become price competitive with Coal. In particular, he points out that the typical price given for Coal-generated power is at the "point of production" rather than at the "point of consumption."
As for the opponent, he's a senior fellow at the American Enterprise institute. These guys are Neocon and Big Oil all the way.
Kudos to ibcnu2day69 of Yahoo for the find.
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