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Technology Stocks : Cisco Systems, Inc. - Off-topic postings
CSCO 49.02-0.1%Jan 17 4:00 PM EST

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To: John Koligman who wrote (222)10/13/2008 9:20:28 PM
From: Eric   of 230
 
I think Goldman jumped the gun a little. If the tax credits had not passed I would have agreed with his comments. I just don't see silicon increasing enough to create a glut in the next few years. The planned increase in capacity is having real problems of Si ingots with virtually every new foundry.

Of course my big question is how much the financial meltdown really affects the economy going forward. Most of solar stuff on the roofs of individual's homes is financed. Commercial stuff is done because of the paybacks over time, especially the for utilities and environmental factors.

regards,

Eric
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