AllThingsD » Richard Keiser http://allthingsd.com Sat, 11 Feb 2012 12:35:04 +0000 en hourly 1 http://wordpress.org/?v=3.3.1 http://allthingsd.com/theme/images/logo-rss.jpg All Things Digital http://allthingsd.com/ 144 22 Stormy Day for Solar Stocks; Too Many Panel Makers? http://allthingsd.com/20080908/stormy-day-for-solar-stocks-too-many-panel-makers/ http://allthingsd.com/20080908/stormy-day-for-solar-stocks-too-many-panel-makers/#comments Mon, 08 Sep 2008 22:04:20 +0000 Eric Savitz http://voices.allthingsd.com/?p=3608 Solar stocks are having another rough day, one which looks all that much worse with the Dow Jones Industrial Average up well over 200 points. A number of analysts this morning wrote notes on their trips to the recent European solar conference in Valencia, Spain. There were no bombshells that I found; but there does seem to be some concern about the pricing outlook for 2009, as Reuters noted today.

Richard Keiser, technology strategist at Bernstein Research, wrote this morning that an “astounding number” of solar panel companies demonstrated products at the show–and offered aggressive expansion plans. He says that suggests fears of commoditization and oversupply “are well founded.”

Read the rest of this post

]]> http://allthingsd.com/20080908/stormy-day-for-solar-stocks-too-many-panel-makers/feed/ 0