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Conference Call Takeaway      5-Nov-09 11:40 am    
I've just sold a few thousand shares, taking a large loss.

If you listen to the conference call, you can hear management's dismay that the US government is apparently incapable of providing support for US companies.

Most importantly, they don't expect to be able to lower their cost per watt in the next quarter or two. That means unless the ASP decline reverses itself immediately, their gross margins will go back down.

I hope to buy back in, but I'll be buying a Chinese Evergreen.

I don't have words for my feelings of shame at what we've all allowed America to become, but I think half of Wall Street and more than half of Congress should be relocated to Guantanamo.
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  Subject Author Rating Time of Post (ET)  
 
Conference Call Takeaway
M_Trachtenb... 5-Nov-09 11:40 am  
 
I second that. All talk no walk. No wonder t...
walter715 (1 Rating) 5-Nov-09 11:44 am  
 
agreed...rather than gitmo i suggest the french so...
mrkstck 5-Nov-09 11:49 am  
 
It seems all other countries can play protect...
mrkstck Rate it 5-Nov-09 12:01 pm  
 
You don't need any advanced economics de...
M_Trachtenb... 5-Nov-09 12:07 pm  
 
I agree with the regional battle wi...
mrkstck 5-Nov-09 12:11 pm  
 
Why wait? The union utopia of...
sumnerautom... (1 Rating) 5-Nov-09 01:14 pm  
 
I'll stick around just to...
mrkstck Rate it 5-Nov-09 02:11 pm  
 
Hey, I've been to De...
sumnerautom... Rate it 5-Nov-09 03:14 pm  
 
Legislators more worried about the ...
wright.tom6... 5-Nov-09 12:17 pm  
 
>>...topped off by the mantra ...
l_ccc_o_ccc... 5-Nov-09 12:33 pm  
 
And we have not had it si...
wright.tom6... (1 Rating) 5-Nov-09 02:18 pm  
 
The president is trying to give hea...
sumnerautom... 5-Nov-09 12:31 pm  
 
When will people like you unde...
drakenman23 (1 Rating) 5-Nov-09 12:34 pm  
 
Draken...your a better ma...
mrkstck (1 Rating) 5-Nov-09 12:39 pm  
 
mrkstck, It is alway...
drakenman23 Rate it 5-Nov-09 12:49 pm  
 
because someone...
p03_x50 (1 Rating) 5-Nov-09 01:00 pm  
 
PO, no I d...
drakenman23 Rate it 5-Nov-09 01:12 pm  
 
Darwinism ...
M_Trachtenb... (1 Rating) 5-Nov-09 01:16 pm  
 
what do you mean "take pr...
p03_x50 (1 Rating) 5-Nov-09 12:41 pm  
 
No -- obviously it i...
drakenman23 Rate it 5-Nov-09 12:45 pm  
 
drake, i dont u...
p03_x50 Rate it 5-Nov-09 12:54 pm  
 
PO -- the ...
drakenman23 Rate it 5-Nov-09 01:07 pm  
 
dra ke...
p03_x50 Rate it 5-Nov-09 01:18 pm  
 
OK, P...
drakenman23 Rate it 5-Nov-09 01:24 pm  
 
"te ac...
M_Trachtenb... (1 Rating) 5-Nov-09 01:24 pm  
 
>>Y ou...
depends_on_... Rate it 5-Nov-09 01:33 pm  
 
my wi...
p03_x50 Rate it 5-Nov-09 01:36 pm  
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no its not the ...
p03_x50 Rate it 5-Nov-09 01:09 pm  
 
i als...
p03_x50 Rate it 5-Nov-09 01:45 pm  
 
>>When will people like y...
depends_on_... Rate it 5-Nov-09 01:11 pm  
 
...
its_your_im... Rate it 5-Nov-09 02:38 pm  
 
it's not the govt's job t...
transversep... Rate it 5-Nov-09 04:18 pm  
 
"our nest" oh I see the entitl...
mrkstck Rate it 5-Nov-09 02:15 pm  
 
We have to get a control on he...
mtjudge06 (1 Rating) 5-Nov-09 02:33 pm  
 
Who said bailing out mult...
depends_on_... Rate it 5-Nov-09 02:42 pm  
 
>>We live in a country where tens o...
depends_on_... Rate it 5-Nov-09 01:06 pm  
 
dogg, If your idea of ...
depends_on_... Rate it 5-Nov-09 01:28 pm  
 
>>seems like yo...
depends_on_... Rate it 5-Nov-09 01:51 pm  
 
Tha tt...
depends_on_... Rate it 5-Nov-09 02:28 pm  
 
mdogg, I'll hav...
mrkstck Rate it 5-Nov-09 02:05 pm  
 
Who is Joh...
afarafarawa... Rate it 5-Nov-09 02:08 pm  
 
My he...
drakenman23 Rate it 5-Nov-09 02:09 pm  
 
May be...
afarafarawa... Rate it 5-Nov-09 02:12 pm  
 
That ...
drakenman23 Rate it 5-Nov-09 02:16 pm  
  See more replies  
 
>>If you listen to the conference call, you can he...
depends_on_... (1 Rating) 5-Nov-09 12:58 pm  
 
why can't exxon and chevron and the rest make...
pbgallant (1 Rating) 5-Nov-09 02:58 pm  
 
Damn good question!
drakenman23 Rate it 5-Nov-09 03:54 pm  
 
What handouts? Be specific.
depends_on_... Rate it 5-Nov-09 03:57 pm  
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Evergreen Solar Inc. (ESLR)

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