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Subject:  Re: Power-One--Lazarus? Date:  11/13/2010  7:37 PM
Author:  ProfStiglitz Number:  37 of 1287

hi Jim

I asked the question why the amazing growth for the last few Qs--both out loud and to myself. With no one client at more than 10% it was a mystery because I am so clueless about this sector

The answer is big spending in Germany that is not going to be in place in 2011. It is unlikely that the US is going to pour money into alternative energy and the rest of the world may not have the cash. Germany is doing pretty well during this recession and had money to spend.

I am putting a link here to an article that outlines the risks and gives a rough idea of value. The tenuous nature of 2011 would make me hesitant to buy without a lot of spare room to fall. At $8 it may not be quite there.

Read the comments too--excellent discussion
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