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Hi Anurag,

Yes, that pretty much sums up the mainstream wall street view of solar. It is a very convincing view because it is true in so many places - think Idaho with natural gas sub $4.

Which leaves two thoughts:
- Is the worst case scenario already priced into the stocks? I think yes.
- Does solar need to compete on average or at the margins to be viable? I think on the margins, like every new technology.

tj
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