SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

   Technology StocksCisco Systems, Inc. - Off-topic postings


Previous 10 Next 10 
To: Eric who wrote (218)10/5/2008 10:20:17 PM
From: Lynn
   of 230
 
Scientists develop solar cells with a twist By Julie Steenhuysen
Sun Oct 5, 1:02 PM ET


CHICAGO (Reuters) - U.S. researchers have found a way to make efficient silicon-based solar cells that are flexible enough to be rolled around a pencil and transparent enough to be used to tint windows on buildings or cars.

ADVERTISEMENT

The finding, reported on Sunday in the journal Nature Materials, offers a new way to process conventional silicon by slicing the brittle wafers into ultrathin bits and carefully transferring them onto a flexible surface.

"We can make it thin enough that we can put it on plastic to make a rollable system. You can make it gray in the form of a film that could be added to architectural glass," said John Rogers of the University of Illinois at Urbana-Champaign, who led the research.

"It opens up spaces on the fronts of buildings as opportunities for solar energy," Rogers said in a telephone interview.

Solar cells, which convert solar energy into electricity, are in high demand because of higher oil prices and concerns over climate change.

Many companies, including Japanese consumer electronics maker Sharp Corp and Germany's Q-Cells are making thin-film solar cells, but they typically are less efficient at converting solar energy into electricity than conventional cells.

Rogers said his technology uses conventional single crystal silicon. "It's robust. It's highly efficient. But in its current form, it's rigid and fragile," he said.

Rogers' team uses a special etching method that slices chips off the surface of a bulk silicon wafer. The sliced chips are 10 to 100 times thinner than the wafer, and the size can be adapted to the application.

Once sliced, a device picks up the bits of silicon chips "like a rubber stamp" and transfers them to a new surface material, Rogers said.

"These silicon solar cells become like a solid ink pad for that rubber stamp. The surface of the wafers after we've done this slicing become almost like an inking pad," he said.

"We just print them down onto a target surface."

The final step is to electrically connect these cells to get power out of them, he said.

Adding flexibility to the material would make the cells far easier to transport. Rogers envisions the material being "rolled up like a carpet and thrown on the truck."

He said the technology has been licensed to a startup company called Semprius Inc in Durham, North Carolina, which is in talks to license the technology.

"It's just a way to use thing we already know well," Rogers said.

(Editing by Maggie Fox and Eric Walsh)

news.yahoo.com

BTW, this is the first high speed Internet connection posting I have made in almost a year! I am in RI for a few days visiting friends after a yearly weekend gathering of the local amateur astronomy club. Getting back to dial-up when I get back to PA Wednesday is going to be more torture than usual.

Regards,

Lynn

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: Lynn who wrote (220)10/6/2008 9:13:52 AM
From: Eric
   of 230
 
Lynn

Good story.

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: Eric who wrote (221)10/7/2008 3:58:14 PM
From: John Koligman
1 Recommendation   of 230
 
Goldman issued a piece trashing the solar stocks today...

Best regards,
John

Solar: Goldman Turns Cautions; Fears Over Supply; Spreading Concerns On Impact Of Tight Credit
Posted by Eric Savitz
Solar stocks are trading sharply lower this morning after Goldman Sachs analyst Michael Molnar declared he has become cautious on the solar group, “as less generous subsidies combined with a wave of supply pose a real risk.”

Molnar asserts in a research note that the risk of oversupply in the solar market “will soon become a reality as considerably less generous demand subsidies take hold just as a wave of supply and tight financing hit the market.” He thinks that “liberal subsidies of the past in markets like Germany and Spain are unlikely to be replicated in the future givne fears of their ultimate cost in a bad world economy.”

As supply increases, he contends, prices will have to “adjust strongly downward to generate demand.” He thinks that trend will lead to below-consensus estimates for module manufacturers and compressed valuations for stocks in the sector.

Molnar today cut his rating on First Solar to a Conviction Sell from Buy, slashing his price target to $103 from $365. For SunPower (SPWRA) he goes to Sell from Buy, with a target of $43, down from $100. He also cuts his target on Evergreen Solar (ESLR) to $4.50 from $10.50.

He sharply reduced estimates for the solar stocks. For FSLR, he now sees $3.62 next year, and $5.92 in 2010, down from $3,75 and $7.13. For SPWRA, he sees $1.22 and $2.47, down from $1.27 and $2.63. For Energy Conversion Devices (ENER), he goes to $1.64 and $2.92, down from $1.72 and $2.87.

Meanwhile, Wedbush Morgan’s Al Kaschalk this morning cut his own target prices on the solar stocks this morning, asserting that “with negative macro economic conditions and concerns over availability of capital in the near term,” multiples are likely to remain compressed for now. He cut his target on FSLR to $225 from $350. For SPWRA, he goes to $100 from $125.

Piper Jaffray’s Jesse Pichel likewise cut his target prices and estimates on solar stocks today as well, asserting that checks with renewable energy project developers suggest “the cost of capital on renewable projects will likely increase despite potential Fed easing.” He says that “the problem is access to credit and not demand.” Pichel cut his target price on First Solar to $250, from $350, cutting his 2009 EPS estimate to $7.63 from $8.47.

Share RecommendKeepReplyMark as Last ReadRead Replies (2)


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

Share RecommendKeepReplyMark as Last Read


To: John Koligman who wrote (222)10/24/2008 3:56:28 PM
From: Lynn
   of 230
 
BUY OR SELL-Are solar stocks too cheap to pass up?
Mon Oct 20, 2008 4:09pm
By Nichola Groom

LOS ANGELES, Oct 20 (Reuters) - Shares of solar power companies had already been battered when widespread turmoil in the financial markets prompted a bigger sell-off over the last few weeks.

Solar stocks were among the top performers last year as rising fossil fuel prices and mounting concerns over global warming pumped demand for alternative energy sources.

But this year, most solar stocks have lost about half their value on concerns that falling oil prices, a weakening global economy and pullback in government subsidies for solar projects in Germany and Spain will dampen demand for the clean technology.

So, are these stocks cheap enough to buy? There are two opinions.

CREDIT: THE HAVES AND HAVE-NOTS

Mark Bachman, solar analyst with Pacific Crest Securities in Portland, Oregon:

"One of the differentiating factors is trying to find those stocks that are not dependent upon the credit markets right now for additional financing. A name strictly comes to mind in First Solar Inc (FSLR.O: Quote, Profile, Research, Stock Buzz). Here is a company that is 100 percent self-funded ... And then if you want to look beyond that, take a look at a company called Solarworld AG (SWVG.DE: Quote, Profile, Research, Stock Buzz) out of Germany that is integrated ... from (its biggest raw material) polysilicon all the way through end market distribution ... it doesn't have to rely on the capital markets as much, as well.

"Of the stocks I cover, I would have to be most concerned about Evergreen Solar Inc (ESLR.O: Quote, Profile, Research, Stock Buzz) ... in order to meet their manufacturing targets for 2010 at least through 2012 they need to build additional factories. And the only way that they are going to do it is to go back and tap the capital markets.

"Akeena Solar Inc (AKNS.O: Quote, Profile, Research, Stock Buzz), that's another company where they are going to have to figure out how to go back in and figure out how to do some funding next year.

"Q-Cells AG (QCEG.DE: Quote, Profile, Research, Stock Buzz), out of Germany, does have a lot of debt that needs to be renegotiated this year. Rates are higher now, especially on the short term. Here is a company that could be looking at increased interest income."

COSTS ARE KING

Carey Callaghan, manager of the Lebanon, New Hampshire-based American Trust Energy Alternatives Fund:

"It's looking to us like it could be a difficult couple of years, and the financial picture doesn't help because it will hit people's pocketbooks and residential customers or government programs as well. But it could be explosive on the other side, and the way to get in would be with the low-cost producers.

"First Solar, which was north of $300, closed Friday at around $140. To us, that starts to look quite intriguing. It was too expensive for us previously, but at these levels it's now a significant holding of our fund. It's got by far the lowest cost position in the industry ... Margins could come down, but the stock is half of what it was.

"The other place to be is the highest efficiency, so SunPower Corp (SPWRA.O: Quote, Profile, Research, Stock Buzz) is also one that we like. A more efficient cell and module translates into lower system cost. There are going to be people who are willing to take a lower return if they can expand the power by 50 percent or more. That's the other end of the spectrum.

"Some of the suppliers, like Meyer Burger Technology AG (MBTN.S: Quote, Profile, Research, Stock Buzz), that market is going to really grow nicely over the next couple of years. I met with Meyer Burger last week, and they are seeing no slowdown in sales ... It has no debt, so that's one that looks to be very well-positioned."

(Reporting by Nichola Groom; editing by Susan Kelly)

reuters.com

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: Lynn who wrote (224)11/18/2008 6:38:12 PM
From: Eric
   of 230
 
Lynn,

Are you still around? Things have been quiet except for the markets.

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: Eric who wrote (225)12/1/2008 11:09:54 AM
From: Lynn
   of 230
 
Hi Eric,

I'm around more off than on since the rug got pulled out from under the market. Right now I don't fell like buying or even researching anything although I hope this changes (researching, at least) sooner rather than later.

BTW, I have checked-into SI since your posting, but did not pay attention to the number for my Inbox. Today I looked.

Best regards,

Lynn

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: Lynn who wrote (226)12/1/2008 2:06:20 PM
From: Eric
   of 230
 
Hi Lynn,

Yeah, I've hunkered down too.

regards

Share RecommendKeepReplyMark as Last Read


From: The Diversified Bro8/22/2017 7:37:36 PM
   of 230
 
Has anyone been followoing Edgewater Wireless Systems (YFI.V)?

Share RecommendKeepReplyMark as Last Read


From: hollyhunter8/28/2017 7:32:07 PM
   of 230
 
Bullish crossover in MACD and Stochastic oscillators.

Share RecommendKeepReplyMark as Last Read
Previous 10 Next 10