BP Solar Closes Thin Film Operations and some people think conspiracy [RE-wrenc

[Mangelsdorf, Marco]

Since it's unlikely we're going to hear directly from our friends at BP Solar on this issue, let me venture forward some non-conspiratorial, unmysterious reasons that come from my industry sources as to why they're closing out the Apollo and Millenia lines: they've been a money loser these past years.  Prima facie, BP Solar management is choosing to focus on those lines (mono and polycrystalline Si) which make financial sense for them.  How much more "definitive" must this logic be?  A-Si and Cd Te hasn't panned out as a profitable enterprise for BP Solar.  Does this bode poorly for thin-films in general?  This remains to be seen.  Maybe First Solar will finally get their act together.  Maybe Pacific Solar in the land-down-under will make it big with thin-film spray-on crystalline Si...in a year or two or three or...But for now, one company, BP Solar, has made the decision to stick with crystalline Si.  Give it rest as to the REAL reason they're stopping a non-profitable section of their product line.

 

marco

ProVision Technologies, Inc.

Hilo, Hawai'i



	



	 Maybe Joel was right, they're just not

	that forward thinking at BP and they have shot themselves--through their

	Millenia module--into their feet.  What IS indeed the real story?  It IS a

	huge move financially and otherwise for BP, and their must be a more

	definitive statement in there somewhere.  I haven't seen anything convincing

	yet. 

	 

	Peter

	ASAP POWER!

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