John Ryden submits:
I think everyone can agree that solar company stocks have been volatile. There seems to be lots of disagreement on their current valuation. Some people see the stocks as having run up too much, over-bought and expensive, suggesting they should decline back to reasonable levels. Others see the stocks as cheap and are just getting started on major up moves.
All of these companies produce basically the same product. The product converts sunlight into electricity. Some of the companies use basic semi-conductor manufacturing processes to turn polysilicon into photo-electric cells. Other companies use more exotic (different) processes to make cells out of thin films.
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