IPO by a direct competitor to LDK, I found this on the Yahoo board

http://www.marketwatch.com/news/story/story.aspx?guid=%7BA817CA90-148...
http://www.gcl-silicon.com

Here's their prospectus:
http://xml.10kwizard.com/filing_raw.php?repo=tenk&ipage=5782795

They seem to be ahead of LDK in poly-si production, but they are over
a year behind LDK on wafer production; LDK may also have a
technological advantage, though I'm not sure about this.

Wafer Capacity

We intend to produce both monocrystalline and multicrystalline ingots
and wafers in Xuzhou. We intend to begin constructing our first
multicrystalline wafer production facility and monocrystalline wafer
production facility in Xuzhou by the end of 2008 and to commence pilot
production by the third quarter of 2009. We intend to ramp up these
facilities to a combined 0.8 GW production capacity by the end of 2009
and to further expand our wafer production capacity to 1.9 GW by the
end of 2010. In connection with our expansion to 1.9 GW, we entered
into equipment supply contracts to purchase over one half of the wire
saws and squarers with the first deliveries expected to commence in
late 2008. We intend to build up both our ingot production and
wafering capacity concurrently as part of our wafer expansion plan.

GT solar IPO is big too (SOLR). PJ is underwriting, and GT supplies
LDK's plants... which PJ/Pichel says will not work on time because of
equipment ramp up... conflict eh Pichel?