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Solar Headwinds, Part II

13 March, 2010 - 19:35

Tom Konrad, CFA



Prospective investors in solar
manufacturers should consider the competitive forces that constrain the
industry's long-term profitability.



In the target="_blank" href="http://www.altenergystocks.com/archives/2010/03/solar_headwinds_part_i.html">
first part of this series, I showed how a target="_blank" href="http://www.altenergystocks.com/archives/2007/05/is_the_ethanol_industry_too_competative.html">
competitive analysis of the corn ethanol industry in early 2007
illuminated the forces that soon caused target="_blank" href="http://www.altenergystocks.com/comm/content/ethanol-stocks/">ethanol
company
stock prices to collapse in late 2007.  I also implied
that the solar cell manufacturers, including industry leaders such as target="_blank" href="http://www.altenergystocks.com/comm/content/sunpower/">Sunpower
(SPWRA) and
[Published in GreenNews - Read the original article]