Thoughts on FSLR Analyst Day
Ishita ManjrekarFriday, June 26th, 2009
We were at the FSLR analyst day on Wednesday. I have to say I was surprised at how easily everyone let management off. I would have expected to hear more pressing questions on:
* Current market conditions in Europe
* How is FSLR combating the financing bottleneck?
* How exactly does the company expect its business model to evolve?
* What needs to happen to hit the 12.5% efficiency target by 2012?
* What parts of the manufacturing process offer potential in terms of hitting these targets?
* Clarity on Phoenix’s recent comments on the solar market
Tags: FSLR Analyst Day
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