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Subject:  Re: 3M is buying Ceradyne Date:  10/3/2012  8:08 AM
Author:  TMFGebinr Number:  803 of 1287

You still need inverters with wind. PWER has them in a renewable energy wind brochure.

Yes, I know. I may be a bit out of date on this one, but I believe Power-One's management has said that the wind turbine sellers (such as GE) tend to have the inverters built right in, using their own technology, so the inverter market is not as big as it is in solar. If that's still true, it's too bad because Power-One's tech is really quite good and wind, at least right now, is the bigger renewable energy source compared to solar. That might be sufficient reason for GE to look at acquiring the company, but I hope that doesn't happen for quite a while, if ever.

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