Not all semis are the created equal. Take SPWRA, a semi manufacturer for the solar industry. They're just not getting any loving here 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 Germany cutting back on their solar subsidies 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 flying 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 possibility of a DRAM shortage 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
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