tag:blogger.com,1999:blog-29297569.post8575782469397870930..comments2024-03-26T23:33:33.839-04:00Comments on Notable Calls: MEMC Elec (NYSE:WFR): Sell-Off offers entry, Reit Buy & $70 tgt - Merrill Lynchnotablecallshttp://www.blogger.com/profile/11353264365980606102noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-29297569.post-59829229081222079932008-09-15T17:22:00.000-04:002008-09-15T17:22:00.000-04:00Thank you for your response, shortbus. The one th...Thank you for your response, shortbus. The one thing I have stuck in my mind is that WFR's silicon wafer technology in particular isn't cost effective with historically priced oil, nat gas, etc. This probably isn't the forum for the discussion, I have a note to learn more and keep up better.dcxavierhttps://www.blogger.com/profile/17215383069141197123noreply@blogger.comtag:blogger.com,1999:blog-29297569.post-69753575842550756642008-09-15T15:01:00.000-04:002008-09-15T15:01:00.000-04:00dcxavier - I would say that you have not been foll...dcxavier - <BR/><BR/>I would say that you have not been following the solar sector close enough from a technical perspective. <BR/><BR/>Solar efficiency conversion has improved dramatically, and the cost of producing the solar technology has also come down dramatically.<BR/><BR/>The old argument that Solar is not cost effective at anything below $70 is not true any more. It is almost to the point where it is cost effective even without the subsidies.<BR/><BR/>I do not know what the current numbers are because they change so often.SBTradeshttps://www.blogger.com/profile/05733253279331854250noreply@blogger.comtag:blogger.com,1999:blog-29297569.post-67107083997969934822008-09-12T09:18:00.000-04:002008-09-12T09:18:00.000-04:00I have no opinion on a trading basis, but long ter...I have no opinion on a trading basis, but long term WFR, like POT, trades with energy. If oil drops back to $60-$80 and stays there, solar isn't going to be cost effective and the demand will go away. <BR/><BR/>These same brokerages were emphasizing 2001 forward EPS based on backlogs for tech stocks when the market was falling apart in 2000. We know how that turned out.dcxavierhttps://www.blogger.com/profile/17215383069141197123noreply@blogger.com