Items Tagged With STP

How to Turn The Polysilicon Supply Problem Into a Profitable Solution (Part 1)
Written By: Eben Esterhuizen
2007-10-15 00:28:12

Photo:bibliogrrl, Creative Commons, Flickr
It looks like the glass is always half full at chip equipment giant Applied Materials (AMAT - Last trade $21.04). The company's Chief Technology Officer, Winfried Hoffmann, said in a recent Reuters interview that he expects tight supplies of polysilicon, a key component in solar cell production, to ease from this year. He projects that the market for solar power will grow by 25%-30% over the next 3-5 years due to the lower costs associated with expanded polysilicon supplies.

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Polysilicon Shortage - Investors Shouldn't be Swimming Upstream
Written By: Eben Esterhuizen
2007-05-14 23:09:51
I like to catch up on my reading while on the subway on the way to work (Warren Buffet once said that Wall Street is the only place that people ride to work in a Rolls Royce to get advice from those who take the subway). I came across an interesting article discussing the polysilicon shortage choking the growth of the solar industry.

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Solar Credit Crunch: Buy When There's Blood on the Streets (Part 1)
Written By: Eben Esterhuizen
2007-08-22 03:02:00
It finally happened! On Friday the Fed cut its discount rate - what it charges banks for direct loans - by 0.5% to 5.75%, in an effort to increase liquidity in longer-term loans and bonds. But Bernanke-bashing is alive and well, and there is a choir of analysts saying that Bernanke has gone soft on inflation. The Fed walks a fine line between acknowledging a problem and offering relief without saying anything that might spook investors further.

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Solar Credit Crunch: Buy When There's Blood on the Streets (Part 3)
Written By: Eben Esterhuizen
2007-08-28 02:19:54
Have we now found a bottom for stocks? In Part 2 we recommended the "wait-and-see" approach, as more economic data is needed to show the impact of the subprime meltdown. I'm not going to pretend that it's easy to call a top or a bottom, but I believe that there is good value out there.

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Sustainability to Drive Innovation
Written By: Mark Bershatsky
2007-06-14 21:28:50
So far, The Panelist has hit home on a few of the underlying benefits of exhibiting sustainability within the private sector, as well as shown how select corporations have taken the lead in raising the bar.

Successfully integrating sustainability practices within a company's business practices can simultaneously increase revenue and reduce operating costs, hence increasing the bottom line. But can sustainability actually be used as a crutch to spur innovation? From the bottom up, can a company base its own business model on promoting sustainability?

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