gogo <nw200...@gmail.com>

http://seekingalpha.com/article/146703-solar-stocks-j-p-morgan-shuffl...

July 02, 2009  | about: ASTI / ENER / ESLR / FSLR / SPWRA

First Solar (FSLR): Downgraded To Neutral, from Overweight. “We the
current stock price does nto reflect a potential negative margin reset
or the possibility Germany could make a larger than sceduled subsidy
reduction in 2010,” he writes. The analyst all worries that
crystalline silicon modile makers who are benefiting from low poly
prices will continue to price aggressively, even at their own cash
costs.