Steve Pluvia

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  • My Top 5 Alternative Energy Stocks - and 10 Honorable Mentions
    Andrew, one other thing re: AMAT -- from my discussions with AMAT, nobody is really considering buying their a-SI line as the efficiency is way too low.
    May 16 09:36 am |Rating: 0 0 |Link to Comment |View article
  • My Top 5 Alternative Energy Stocks - and 10 Honorable Mentions
    Andrew -- Re: AMAT's Sunfab line:

    "Their Sunfab line utilizes readily available amorphous silicon instead of more exotic rare metals such as tellurium in cdte or indium in CIGS."

    Actually AMAT has a CDTE and a a-Si line; The last time I talked to AMAT's people, the a-SI line efficiency is expected to be 5-6% -- not 9% as you suggested.

    I am not aware of any a-SI that produces 9% efficiency from a commercial line, I would not expect AMAT who is new and well behind the curve in this technology, to break any records with Gen-1 equipment.
    May 16 09:34 am |Rating: 0 0 |Link to Comment |View article

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