3 posts and columns on oversupply

Who Will Take a Bath With Mr. Tablet Bubble?

in News on March 15, 2011 at 3:30 am PT

Other tablet vendors may want reconsider their build plans for 2011, given the iPad 2?s opening weekend stock-outs. Because the disparity between market adoption rates for the iPad and its rivals suggests the tablet bubble could burst before the end of the year. And if it does, tablet market hopefuls could find themselves with an ugly oversupply.

Evergreen Solar: Piper Downgrades, Cuts Target

in News on February 6, 2009 at 10:54 am PT

Piper Jaffray’s Jesse Pichel chopped his target price for Evergreen Solar in half this morning, from $5 to $2.50, after disappointing Q4 results. His cautious approach is also a result of what he sees as a possible lack of resources to execute expansion and outsourcing plans in Asia.

Solar: Goldman Turns Cautious; Fears Over Supply; Spreading Concerns on Impact of Tight Credit

in News on October 7, 2008 at 6:30 am PT

Solar stocks are trading sharply lower this morning after Goldman Sachs analyst Michael Molnar declared he has become cautious on the solar group, “as less generous subsidies combined with a wave of supply pose a real risk.”