Sectors - Archived StockBuz Market Discussions - StockBuz2024-03-29T15:22:28Zhttp://stockbuz.ning.com/discussion-archives/feed/category/SectorsSolar Semiconductorshttp://stockbuz.ning.com/discussion-archives/solar-semiconductors2010-01-14T22:03:55.000Z2010-01-14T22:03:55.000ZStockBuzhttp://stockbuz.ning.com/members/1t2xbcvddkrir<div><p>Not all semis are the created equal. Take SPWRA, a semi manufacturer for the solar industry. They're just not getting any loving here <a class="noborder" href="http://storage.ning.com/topology/rest/1.0/file/get/361193?profile=original" target="_blank"><img src="http://storage.ning.com/topology/rest/1.0/file/get/361193?profile=RESIZE_320x320" alt="" style="float: right;" height="106" width="200"></a>and it's my belief that it's due to #1 lower crude pricing and #2 high unemployment where people just plain can't afford to begin solar projects. Then there's word of <a href="http://uk.reuters.com/article/idUKLDE60D27320100114" target="_blank">Germany cutting back on their solar subsidies</a> going forward; just another sign of worldwide economic belt tightening. [Hat tip to T-Bird for this article] Now don't get confused over semiconductorss used for DRAM, or computer memory. Tickers such as Micron Technology [MU] have been <b>flying</b> and have a great 2010 forecast as well. Inventories are down and with the release of touch-screen technology - demand is expected to rise even further. In a piece I wrote December 26, 2009 I talked about the <a href="http://tradebuz.wordpress.com/2009/12/26/short-memory-or-memory-dram-shortage/" target="_blank">possibility of a DRAM shortage</a> in the coming years, so in my humble opinion we traders/investors should stay out of the solar sun for the time being - and getting long DRAM...........but that's a subject for a different forum; a DRAM Forum <a target="_self" href="http://storage.ning.com/topology/rest/1.0/file/get/361216?profile=original"><img class="align-left" src="http://storage.ning.com/topology/rest/1.0/file/get/361216?profile=RESIZE_320x320" width="300"></a></p></div>GOOG Pulling Out Of China?http://stockbuz.ning.com/discussion-archives/goog-pulling-out-of-china2010-01-13T02:32:36.000Z2010-01-13T02:32:36.000ZStockBuzhttp://stockbuz.ning.com/members/1t2xbcvddkrir<div><p><a class="noborder" href="http://storage.ning.com/topology/rest/1.0/file/get/361198?profile=original" target="_blank"><img src="http://storage.ning.com/topology/rest/1.0/file/get/361198?profile=RESIZE_320x320" alt="" style="float: left;" height="44" width="200"></a>If you weren't around AMC today, you missed all of the excitement as The Official Google Blog announced that GOOG will no longer censor any Gmail flowing to/from China and if talks with the Chinese government conclude without a solution, they are willing to close shop and pull up stakes. <a href="http://googleblog.blogspot.com/2010/01/new-approach-to-china.html">http://googleblog.blogspot.com/2010/01/new-approach-to-china.html</a> Immediately GOOG shares fell after hours but somewhat recovered only loosing $7/share. Chinese rival BIDU however, soared an estimated $30/share; happily poised to take up the slack when/if GOOG gives back its marketshare.</p></div>