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lang=EN-CA link=blue bgColor=#ffffff vLink=blue>
<DIV><FONT size=2 face=Arial>(I'll change the subject.) I have some clients with
shading problems that may be potential Solar Magic retrofits. I've
been to National Semiconductor's presentation and was impressed with their
demonstration and professionalism. Does anyone have Solar Magic experience
to share with us?</FONT></DIV>
<DIV><FONT size=2 face=Arial>Joel Davidson</FONT></DIV>
<BLOCKQUOTE
style="BORDER-LEFT: #000000 2px solid; PADDING-LEFT: 5px; PADDING-RIGHT: 0px; MARGIN-LEFT: 5px; MARGIN-RIGHT: 0px">
<DIV style="FONT: 10pt arial">----- Original Message ----- </DIV>
<DIV
style="FONT: 10pt arial; BACKGROUND: #e4e4e4; font-color: black"><B>From:</B>
<A title=w.vercoelen@dommelvalley.ca
href="mailto:w.vercoelen@dommelvalley.ca">Wilco Vercoelen</A> </DIV>
<DIV style="FONT: 10pt arial"><B>To:</B> <A
title=re-wrenches@lists.re-wrenches.org
href="mailto:re-wrenches@lists.re-wrenches.org">'RE-wrenches'</A> </DIV>
<DIV style="FONT: 10pt arial"><B>Sent:</B> Friday, June 19, 2009 3:55 PM</DIV>
<DIV style="FONT: 10pt arial"><B>Subject:</B> Re: [RE-wrenches] Enphase
Recall?</DIV>
<DIV><BR></DIV>
<DIV class=Section1>
<P class=MsoNormal><FONT color=navy size=2 face=Verdana><SPAN
style="FONT-FAMILY: Verdana; COLOR: navy; FONT-SIZE: 10pt">An alternative
could be using the Solar Magic with a string inverter reducing shading
efficiency losses. Provide easy monitoring and you still would be able to keep
your client happy. ;)<o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT color=navy size=2 face=Verdana><SPAN
style="FONT-FAMILY: Verdana; COLOR: navy; FONT-SIZE: 10pt">Just a
thought.<o:p></o:p></SPAN></FONT></P>
<P><FONT color=#003366 size=2 face=Verdana><SPAN
style="FONT-FAMILY: Verdana; COLOR: #003366; FONT-SIZE: 10pt" lang=EN-US>Kind
regards,</SPAN></FONT><FONT face=Verdana><SPAN style="FONT-FAMILY: Verdana"
lang=EN-US><BR></SPAN></FONT><FONT color=#003366 face=Verdana><SPAN
style="FONT-FAMILY: Verdana; COLOR: #003366" lang=EN-US>Wilco
Vercoelen<BR>President</SPAN></FONT><FONT face=Verdana><SPAN
style="FONT-FAMILY: Verdana"><o:p></o:p></SPAN></FONT></P>
<P><FONT color=navy size=2 face=Arial><SPAN style="FONT-SIZE: 10pt"><IMG
id=_x0000_i1035 alt=new-logo-email.gif
src="cid:85A92DCF9290407693712CC8E053B835@JOEL" width=79
height=42></SPAN></FONT><B><FONT color=#003366 face=Verdana><SPAN
style="FONT-FAMILY: Verdana; COLOR: #003366; FONT-WEIGHT: bold"
lang=EN-US><BR>Dommelvalley Green Power Inc.<BR>Solar Energy
Solutions<BR></SPAN></FONT></B><FONT color=#003366 face=Verdana><SPAN
style="FONT-FAMILY: Verdana; COLOR: #003366" lang=EN-US>Utopia, Ontario,
Canada<BR></SPAN></FONT><FONT face=Verdana><SPAN
style="FONT-FAMILY: Verdana"><A href="http://www.dommelvalley.ca"><FONT
color=#003366><SPAN style="COLOR: #003366"
lang=EN-US>http://www.dommelvalley.ca</SPAN></FONT></A><BR>T</SPAN></FONT><FONT
color=#003366 face=Verdana><SPAN style="FONT-FAMILY: Verdana; COLOR: #003366"
lang=EN-US>el. 705-423-9699<BR>Fax. 705-423-9880<BR>Toll Free
1-877-889-7657<BR></SPAN></FONT><FONT size=1 face=Verdana><SPAN
style="FONT-FAMILY: Verdana; FONT-SIZE: 7.5pt" lang=EN-US><BR>This e-mail
message is intended only for the person or entity to which it is addressed and
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this in error, please contact the sender and delete all copies of the e-mail
together with any attachments.</SPAN></FONT><FONT size=3
face="Times New Roman"><SPAN
style="FONT-FAMILY: 'Times New Roman'; FONT-SIZE: 12pt"><o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT color=navy size=2 face=Verdana><SPAN
style="FONT-FAMILY: Verdana; COLOR: navy; FONT-SIZE: 10pt"><o:p> </o:p></SPAN></FONT></P>
<DIV>
<DIV style="TEXT-ALIGN: center" class=MsoNormal align=center><FONT size=3
face="Times New Roman"><SPAN style="FONT-SIZE: 12pt" lang=EN-US>
<HR tabIndex=-1 align=center SIZE=2 width="100%">
</SPAN></FONT></DIV>
<P class=MsoNormal><B><FONT size=2 face=Tahoma><SPAN
style="FONT-FAMILY: Tahoma; FONT-SIZE: 10pt; FONT-WEIGHT: bold"
lang=EN-US>From:</SPAN></FONT></B><FONT size=2 face=Tahoma><SPAN
style="FONT-FAMILY: Tahoma; FONT-SIZE: 10pt" lang=EN-US>
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>Mark Frye<BR><B><SPAN
style="FONT-WEIGHT: bold">Sent:</SPAN></B> June-19-09 18:38<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] Enphase
Recall?</SPAN></FONT><SPAN lang=EN-US><o:p></o:p></SPAN></P></DIV>
<P class=MsoNormal><FONT size=3 face="Times New Roman"><SPAN
style="FONT-SIZE: 12pt"><o:p> </o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT color=blue size=2 face=Arial><SPAN
style="FONT-FAMILY: Arial; COLOR: blue; FONT-SIZE: 10pt" lang=EN-US>Here is my
experience with bringing in the Enphase:</SPAN></FONT><SPAN
lang=EN-US><o:p></o:p></SPAN></P>
<P class=MsoNormal><FONT size=3 face="Times New Roman"><SPAN
style="FONT-SIZE: 12pt" lang=EN-US> <o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT color=blue size=2 face=Arial><SPAN
style="FONT-FAMILY: Arial; COLOR: blue; FONT-SIZE: 10pt" lang=EN-US>Week 0:
First contact with a customer that can benefit from micro inverter application
(site visit); Check with vendor - out of stock with 2 week lead
time</SPAN></FONT><SPAN lang=EN-US><o:p></o:p></SPAN></P>
<P class=MsoNormal><FONT color=blue size=2 face=Arial><SPAN
style="FONT-FAMILY: Arial; COLOR: blue; FONT-SIZE: 10pt" lang=EN-US>Week 1:
Develop design specificiation and bid incorporating Enphase micro inverter;
bid presentation</SPAN></FONT><SPAN lang=EN-US><o:p></o:p></SPAN></P>
<P class=MsoNormal><FONT color=blue size=2 face=Arial><SPAN
style="FONT-FAMILY: Arial; COLOR: blue; FONT-SIZE: 10pt" lang=EN-US>Week 2:
Customer selects my bid out of a pool of three competevive bids, other two
bids string inverters, wants to sign contract and start work
immediately.</SPAN></FONT><SPAN lang=EN-US><o:p></o:p></SPAN></P>
<P class=MsoNormal><FONT color=blue size=2 face=Arial><SPAN
style="FONT-FAMILY: Arial; COLOR: blue; FONT-SIZE: 10pt" lang=EN-US>Week 2
plus One Day: Before contract signing check in with vendor; Enphase still
completely out of stock and lead time is now 12 WEEKS......shock, heart
attack, knowing I am going to lose the job (could have bid a string inverter),
how can I face my customer now?.....</SPAN></FONT><SPAN
lang=EN-US><o:p></o:p></SPAN></P>
<P class=MsoNormal><FONT size=3 face="Times New Roman"><SPAN
style="FONT-SIZE: 12pt" lang=EN-US> <o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT color=blue size=2 face=Arial><SPAN
style="FONT-FAMILY: Arial; COLOR: blue; FONT-SIZE: 10pt" lang=EN-US>....I
ended up getting a line on the inverters I needed with a 6 week leadtime,
taking that to my customer and winning the job. We are both now waiting
to see if the alternate vendor will deliver the product as
promised.</SPAN></FONT><SPAN lang=EN-US><o:p></o:p></SPAN></P>
<P class=MsoNormal><FONT size=3 face="Times New Roman"><SPAN
style="FONT-SIZE: 12pt" lang=EN-US> <o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT color=blue size=2 face=Arial><SPAN
style="FONT-FAMILY: Arial; COLOR: blue; FONT-SIZE: 10pt" lang=EN-US>The main
thing that went thorough my mind was, "I thought we got over this kind of
thing with the module supply shortage, but it's deja vu all over
again."</SPAN></FONT><SPAN lang=EN-US><o:p></o:p></SPAN></P>
<P class=MsoNormal><FONT size=3 face="Times New Roman"><SPAN
style="FONT-SIZE: 12pt" lang=EN-US> <o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT color=blue size=2 face=Arial><SPAN
style="FONT-FAMILY: Arial; COLOR: blue; FONT-SIZE: 10pt" lang=EN-US>Enphase
may be diligent in managing quality during production ramp-up. However, going
from 2 weeks to 12 weeks leadtime in 2 weeks is no way to manage customer
expectation.</SPAN></FONT><SPAN lang=EN-US><o:p></o:p></SPAN></P>
<P class=MsoNormal><FONT size=3 face="Times New Roman"><SPAN
style="FONT-SIZE: 12pt" lang=EN-US> <o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT color=blue size=2 face=Arial><SPAN
style="FONT-FAMILY: Arial; COLOR: blue; FONT-SIZE: 10pt" lang=EN-US>In my mind
it's a black eye for Enphase. I am hoping that they will win a
feather back into their cap with an on time delivery of a
stellar product.</SPAN></FONT><SPAN lang=EN-US><o:p></o:p></SPAN></P>
<P class=MsoNormal><FONT size=3 face="Times New Roman"><SPAN
style="FONT-SIZE: 12pt" lang=EN-US><BR></SPAN></FONT><FONT size=2
face=Arial><SPAN style="FONT-FAMILY: Arial; FONT-SIZE: 10pt" lang=EN-US>Mark
Frye</SPAN></FONT><SPAN lang=EN-US> <BR></SPAN><FONT size=2 face=Arial><SPAN
style="FONT-FAMILY: Arial; FONT-SIZE: 10pt" lang=EN-US>Berkeley Solar Electric
Systems</SPAN></FONT><SPAN lang=EN-US> <BR></SPAN><FONT size=2
face=Arial><SPAN style="FONT-FAMILY: Arial; FONT-SIZE: 10pt" lang=EN-US>303
Redbud Way</SPAN></FONT><SPAN lang=EN-US> <BR></SPAN><FONT size=2
face=Arial><SPAN style="FONT-FAMILY: Arial; FONT-SIZE: 10pt" lang=EN-US>Nevada
City, CA 95959</SPAN></FONT><SPAN lang=EN-US> <BR></SPAN><FONT size=2
face=Arial><SPAN style="FONT-FAMILY: Arial; FONT-SIZE: 10pt" lang=EN-US>(530)
401-8024</SPAN></FONT><SPAN lang=EN-US> <BR><A
href="http://www.berkeleysolar.com/"><FONT size=2 face=Arial><SPAN
style="FONT-FAMILY: Arial; FONT-SIZE: 10pt">www.berkeleysolar.com</SPAN></FONT></A></SPAN><FONT
size=2 face=Arial><SPAN style="FONT-FAMILY: Arial; FONT-SIZE: 10pt"
lang=EN-US> </SPAN></FONT><SPAN lang=EN-US> <o:p></o:p></SPAN></P>
<DIV>
<P class=MsoNormal><FONT size=3 face="Times New Roman"><SPAN
style="FONT-SIZE: 12pt" lang=EN-US> <o:p></o:p></SPAN></FONT></P></DIV>
<P class=MsoNormal><FONT size=3 face="Times New Roman"><SPAN
style="FONT-SIZE: 12pt" lang=EN-US><o:p> </o:p></SPAN></FONT></P>
<DIV style="TEXT-ALIGN: center" class=MsoNormal align=center><FONT size=3
face="Times New Roman"><SPAN style="FONT-SIZE: 12pt" lang=EN-US>
<HR tabIndex=-1 align=center SIZE=2 width="100%">
</SPAN></FONT></DIV>
<P style="MARGIN-BOTTOM: 12pt" class=MsoNormal><B><FONT size=2
face=Tahoma><SPAN
style="FONT-FAMILY: Tahoma; FONT-SIZE: 10pt; FONT-WEIGHT: bold"
lang=EN-US>From:</SPAN></FONT></B><FONT size=2 face=Tahoma><SPAN
style="FONT-FAMILY: Tahoma; FONT-SIZE: 10pt" lang=EN-US>
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>Bill Brooks<BR><B><SPAN
style="FONT-WEIGHT: bold">Sent:</SPAN></B> Friday, June 19, 2009 2:58
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] Enphase Recall?</SPAN></FONT><SPAN
lang=EN-US><o:p></o:p></SPAN></P>
<P class=MsoNormal><FONT color=#1f497d size=2 face=Calibri><SPAN
style="FONT-FAMILY: Calibri; COLOR: #1f497d; FONT-SIZE: 11pt" lang=EN-US>Peter
and all,<o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT color=#1f497d size=2 face=Calibri><SPAN
style="FONT-FAMILY: Calibri; COLOR: #1f497d; FONT-SIZE: 11pt"
lang=EN-US><o:p> </o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT color=#1f497d size=2 face=Calibri><SPAN
style="FONT-FAMILY: Calibri; COLOR: #1f497d; FONT-SIZE: 11pt" lang=EN-US>The
Enphase product is the only one of its kind on the market currently (there
will be more). Their sales are far beyond where they thought they were going
to be—good and bad news. Great for them to be confirmed in their market
prediction. Bad for the people who are anxious to get the
product.<o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT color=#1f497d size=2 face=Calibri><SPAN
style="FONT-FAMILY: Calibri; COLOR: #1f497d; FONT-SIZE: 11pt"
lang=EN-US><o:p> </o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT color=#1f497d size=2 face=Calibri><SPAN
style="FONT-FAMILY: Calibri; COLOR: #1f497d; FONT-SIZE: 11pt" lang=EN-US>Many
companies simply ramp up production and hope for the best. It is my impression
that this is not what Enphase is doing. They are trying to carefully control
production.<o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT color=#1f497d size=2 face=Calibri><SPAN
style="FONT-FAMILY: Calibri; COLOR: #1f497d; FONT-SIZE: 11pt"
lang=EN-US><o:p> </o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT color=#1f497d size=2 face=Calibri><SPAN
style="FONT-FAMILY: Calibri; COLOR: #1f497d; FONT-SIZE: 11pt" lang=EN-US>If
you are making sales based on the benefits and availability of the Enphase
product alone, that is probably bad business. Until the Enphase product is
widely available, I would recommend that you continue to use the product
wisely in specific locations where it will clearly outperform any other
option. If you are using the Enphase product where another mature available
product will do, you are not using your head or applying the limited quantity
of available product wisely. <o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT color=#1f497d size=2 face=Calibri><SPAN
style="FONT-FAMILY: Calibri; COLOR: #1f497d; FONT-SIZE: 11pt"
lang=EN-US><o:p> </o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT color=#1f497d size=2 face=Calibri><SPAN
style="FONT-FAMILY: Calibri; COLOR: #1f497d; FONT-SIZE: 11pt"
lang=EN-US>Continue to move with measured caution. The product looks good, but
it is not a silver bullet. Don’t push the company to make stupid mistakes and
overproduce—too many companies in the PV industry are doing that very thing
today.<o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT color=#1f497d size=2 face=Calibri><SPAN
style="FONT-FAMILY: Calibri; COLOR: #1f497d; FONT-SIZE: 11pt"
lang=EN-US><o:p> </o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT color=#1f497d size=2 face=Calibri><SPAN
style="FONT-FAMILY: Calibri; COLOR: #1f497d; FONT-SIZE: 11pt"
lang=EN-US>Bill.</SPAN></FONT><SPAN lang=EN-US><o:p></o:p></SPAN></P>
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