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Author: TMFBreakerRob Big gold star, 5000 posts Old School Fool Home Fool Supernova Phoenix 1
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Subject: Re: Earnings report Date: 2/23/2008 1:14 PM
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sm, there is much here that I don't understand either.

I see huge growth in PV ahead, but I'm not sure how well it will translate for shareholders.

Customers are buying watts and evaluating it on installed cost. At some point, this will be a commodity business. Some projections point to a PV oversupply in a year or so with all the capacity coming onstream. That's a scenario that will benefit the low cost producers, but it will probably mean margin compression and uncertain earnings growth rates.

I'm holding STP for now because I expect good earnings growth this year, but the future is pretty cloudy for PV in general. I think investments in this industry need to be watched closely and folks need to have a plan if they don't like what they see....

Maybe I'm just concerned over nothing......or maybe something. I've learned to not ignore concerns though.

Rob
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