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<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'>Wrenches,<o:p></o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'><o:p> </o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'>I agree with Bill Brooks on the risks of
purchasing from smaller less established companies. From what I understand
these modules are basically hand made and QC along with material selection can
make a major difference in longevity. <o:p></o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'><o:p> </o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'>I worked in a Chinese foreign partnership
for about five years and learned among other things that Chinese produced product
reliability can vary drastically. We would purchase say maybe 5000 units from a
manufacturer with perfect results and then purchase 5000 more a year later with
50% failure rate.<o:p></o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'><o:p> </o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'>Just my 2 cents. -August <o:p></o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'><o:p> </o:p></span></font></p>
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<p class=MsoAutoSig><b><font size=2 color=navy face=Arial><span
style='font-size:10.0pt;font-family:Arial;color:navy;font-weight:bold'>August
Goers<o:p></o:p></span></font></b></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'><o:p> </o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'>Luminalt Energy Corporation<o:p></o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'>O: 415.564.7652<o:p></o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'>M: 415.559.1525<o:p></o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'>F: 650.244.9167<o:p></o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'><a href="http://www.luminalt.com/">www.luminalt.com</a><o:p></o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'><a href="mailto:august@luminalt.com">august@luminalt.com</a><o:p></o:p></span></font></p>
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<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'><o:p> </o:p></span></font></p>
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<p class=MsoNormal><b><font size=2 face=Tahoma><span style='font-size:10.0pt;
font-family:Tahoma;font-weight:bold'>From:</span></font></b><font size=2
face=Tahoma><span style='font-size:10.0pt;font-family:Tahoma'>
re-wrenches-bounces@lists.re-wrenches.org [mailto:re-wrenches-bounces@lists.re-wrenches.org]
<b><span style='font-weight:bold'>On Behalf Of </span></b>Keith Cronin<br>
<b><span style='font-weight:bold'>Sent:</span></b> Monday, June 08, 2009 12:44
PM<br>
<b><span style='font-weight:bold'>To:</span></b> RE-wrenches<br>
<b><span style='font-weight:bold'>Subject:</span></b> Re: [RE-wrenches] Chinese
solar cells and modules and pricing</span></font><o:p></o:p></p>
</div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'><o:p> </o:p></span></font></p>
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<p class=MsoNormal style='margin-bottom:12.0pt'><font size=3
face="Times New Roman"><span style='font-size:12.0pt'>Andy, et al<br>
<br>
Good questions. The humanitarian one first. If we use a computer or cell phone,
we are probably contributing to the problem daily as these devices are made
there. The list of items we manu there is growing that we all seem to use in
our daily existence. This is a difficult and personal values decision for every
person to decide.<br>
<br>
The ugly word- globalization will be hard to remove from our lexicon, as we are
all inextricably connected in some direct or indirect way. It is like the 6
degrees of Kevin Bacon, but perhaps now 5. Live in the Hawaiian village and it
is perhaps 1 degree.<br>
<br>
On the economics equation- sure vote with your wallet to improve the balance of
payments and perhaps your client base is willing to pay a premium for the made
is <st1:country-region w:st="on"><st1:place w:st="on">usa</st1:place></st1:country-region>
solar panels, for example. Perhaps offering the client a choice deserves their
attention and let them choose. Having the trade imbalance conversation might
encourage them to choose differently, but this is a good topic for discussion.
Whether or not we "pay" for the modules or put them on "credit"
for x amount of months with interest (or if we are being offered interest free
loans) until sold/installed etc. is about the relationship you develop with
your counterpart. It is the "terms" that make the difference. A
protectionism type of only buy from the <st1:country-region w:st="on"><st1:place
w:st="on">usa</st1:place></st1:country-region> will hurt our economy and the
steel industry wants to do something similar, but its success is questionable. <br>
<br>
There are no clear answers to our sophisticated global economy, and as Adam
Smith postulated in 1776, "the free market, while appearing chaotic and
unrestrained, is actually guided to prodice the right amount and variety of
goods by a so called "invisible hand"."<br>
<br>
My sense is the hand is not invisible anymore.......<o:p></o:p></span></font></p>
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12.0pt'><o:p> </o:p></span></font></p>
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<p class=MsoNormal style='margin-bottom:12.0pt'><b><font size=2 face=Tahoma><span
style='font-size:10.0pt;font-family:Tahoma;font-weight:bold'>From:</span></font></b><font
size=2 face=Tahoma><span style='font-size:10.0pt;font-family:Tahoma'> Antony
Tersol <tony@appliedsolarenergy.com><br>
<b><span style='font-weight:bold'>To:</span></b> RE-wrenches
<re-wrenches@lists.re-wrenches.org><br>
<b><span style='font-weight:bold'>Sent:</span></b> Monday, June 8, 2009 9:09:15
AM<br>
<b><span style='font-weight:bold'>Subject:</span></b> Re: [RE-wrenches] Chinese
solar cells and modules and pricing<br>
</span></font><font size=2 face=Arial><span style='font-size:10.0pt;font-family:
Arial'><br>
So if we should choose to ignore the humanitarian issues, and just<br>
approach it from a financial sense, how does sourcing Chinese modules<br>
improve our balance of payments?<br>
<br>
<br>
<br>
Date: Mon, 8 Jun 2009 11:13:15 -0700 (PDT)<br>
From: Keith Cronin <<a href="mailto:electrichi01@yahoo.com"
ymailto="mailto:electrichi01@yahoo.com">electrichi01@yahoo.com</a>><br>
Subject: Re: [RE-wrenches] Chinese solar cells and modules and pricing<br>
To: RE-wrenches <<a href="mailto:re-wrenches@lists.re-wrenches.org"
ymailto="mailto:re-wrenches@lists.re-wrenches.org">re-wrenches@lists.re-wrenches.org</a>><br>
Message-ID: <<a href="mailto:873930.98326.qm@web46108.mail.sp1.yahoo.com"
ymailto="mailto:873930.98326.qm@web46108.mail.sp1.yahoo.com">873930.98326.qm@web46108.mail.sp1.yahoo.com</a>><br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
Joel<br>
<br>
Chinese quality will improve for sure and trust is something we ought<br>
to get used to. The Chinese own more US Treasuries than anyone<br>
breathing on this globe, so we are married at the wallet. If our<br>
government can have this type of relationship, it is only going to<br>
"grow" as time moves forward. I want to more call it a shotgun
wedding<br>
of sorts- we both need each other and our parents (government) have<br>
decided it is going to be forever.<br>
<br>
Not to digress down an economics discussion, but their sovereign fund<br>
is deeply embedded in our dollars, even though the yuan has gained<br>
more in value over the last 4-5 years, hurting their investment in<br>
"US". Our foreign deficit to them will continue, as our national debt<br>
was 41% of the economy last year.....now this is<br>
unsustainable.......we are over leveraged as a society as a<br>
whole.........<br>
<br>
I wonder who the dictators are anymore?<br>
_______________________________________________<br>
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