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<BODY
style="WORD-WRAP: break-word; webkit-nbsp-mode: space; webkit-line-break: after-white-space"
lang=EN-US link=blue bgColor=white vLink=blue>
<DIV><FONT size=2 face=Arial>I asked the National Semiconductor people about
temperature affecting SolarMagic product life because its operating temperature
is -40F (-40C) to 158F(70C) and solar modules get hotter than 70C. I was
told that 70C is ok because their device is not in
direct contact with the module.</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=conradg@cape.com href="mailto:conradg@cape.com">Conrad Geyser</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> Saturday, June 20, 2009 3:55
AM</DIV>
<DIV style="FONT: 10pt arial"><B>Subject:</B> Re: [RE-wrenches] Solar
Magic</DIV>
<DIV><BR></DIV>
<DIV class=Section1>
<P class=MsoNormal><FONT color=navy size=2 face=Arial><SPAN
style="FONT-FAMILY: Arial; COLOR: navy; FONT-SIZE: 10pt">I was having a
conversation with Michael Rogol from Photon yesterday and his only concern was
the life expectancy. They are testing them.<o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT color=navy size=2 face=Arial><SPAN
style="FONT-FAMILY: Arial; COLOR: navy; FONT-SIZE: 10pt">Other than that they
are working as far as overcoming intermittent
shading.<o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT color=navy size=2 face=Arial><SPAN
style="FONT-FAMILY: Arial; COLOR: navy; FONT-SIZE: 10pt">Conrad
Geyser<o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><st1:PersonName w:st="on"><FONT color=navy size=2
face=Arial><SPAN
style="FONT-FAMILY: Arial; COLOR: navy; FONT-SIZE: 10pt">Cotuit
Solar</SPAN></FONT></st1:PersonName><FONT color=navy size=2 face=Arial><SPAN
style="FONT-FAMILY: Arial; COLOR: navy; FONT-SIZE: 10pt"><o:p></o:p></SPAN></FONT></P>
<P class=MsoNormal><FONT color=navy size=2 face=Arial><SPAN
style="FONT-FAMILY: Arial; 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">
<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">From:</SPAN></FONT></B><FONT
size=2 face=Tahoma><SPAN style="FONT-FAMILY: Tahoma; FONT-SIZE: 10pt"> <A
href="mailto:re-wrenches-bounces@lists.re-wrenches.org">re-wrenches-bounces@lists.re-wrenches.org</A>
[mailto:re-wrenches-bounces@lists.re-wrenches.org] <B><SPAN
style="FONT-WEIGHT: bold">On Behalf Of </SPAN></B>Joel Davidson<BR><B><SPAN
style="FONT-WEIGHT: bold">Sent:</SPAN></B> Friday, June 19, 2009 7:45
PM<BR><B><SPAN style="FONT-WEIGHT: bold">To:</SPAN></B> <st1:PersonName
w:st="on">RE-wrenches</st1:PersonName><BR><B><SPAN
style="FONT-WEIGHT: bold">Subject:</SPAN></B> [<st1:PersonName
w:st="on">RE-wrenches</st1:PersonName>] Solar
Magic</SPAN></FONT><o:p></o:p></P></DIV>
<P class=MsoNormal><FONT size=3 face="Times New Roman"><SPAN
style="FONT-SIZE: 12pt"><o:p> </o:p></SPAN></FONT></P>
<DIV>
<P class=MsoNormal><FONT size=2 face=Arial><SPAN
style="FONT-FAMILY: Arial; FONT-SIZE: 10pt" lang=EN-CA>(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?</SPAN></FONT><SPAN lang=EN-CA><o:p></o:p></SPAN></P></DIV>
<DIV>
<P class=MsoNormal><FONT size=2 face=Arial><SPAN
style="FONT-FAMILY: Arial; FONT-SIZE: 10pt" lang=EN-CA>Joel
Davidson</SPAN></FONT><SPAN lang=EN-CA><o:p></o:p></SPAN></P></DIV>
<BLOCKQUOTE
style="BORDER-BOTTOM: medium none; BORDER-LEFT: black 1.5pt solid; PADDING-BOTTOM: 0in; MARGIN: 5pt 0in 5pt 3.75pt; PADDING-LEFT: 4pt; PADDING-RIGHT: 0in; BORDER-TOP: medium none; BORDER-RIGHT: medium none; PADDING-TOP: 0in">
<DIV>
<P class=MsoNormal><FONT size=2 face=Arial><SPAN
style="FONT-FAMILY: Arial; FONT-SIZE: 10pt" lang=EN-CA>----- Original
Message ----- <o:p></o:p></SPAN></FONT></P></DIV>
<DIV style="font-color: black">
<P style="BACKGROUND: #e4e4e4" class=MsoNormal><B><FONT size=2
face=Arial><SPAN
style="FONT-FAMILY: Arial; FONT-SIZE: 10pt; FONT-WEIGHT: bold"
lang=EN-CA>From:</SPAN></FONT></B><FONT size=2 face=Arial><SPAN
style="FONT-FAMILY: Arial; FONT-SIZE: 10pt" lang=EN-CA> <A
title=w.vercoelen@dommelvalley.ca
href="mailto:w.vercoelen@dommelvalley.ca">Wilco Vercoelen</A>
<o:p></o:p></SPAN></FONT></P></DIV>
<DIV>
<P class=MsoNormal><B><FONT size=2 face=Arial><SPAN
style="FONT-FAMILY: Arial; FONT-SIZE: 10pt; FONT-WEIGHT: bold"
lang=EN-CA>To:</SPAN></FONT></B><FONT size=2 face=Arial><SPAN
style="FONT-FAMILY: Arial; FONT-SIZE: 10pt" lang=EN-CA> <A
title=re-wrenches@lists.re-wrenches.org
href="mailto:re-wrenches@lists.re-wrenches.org">'RE-wrenches'</A>
<o:p></o:p></SPAN></FONT></P></DIV>
<DIV>
<P class=MsoNormal><B><FONT size=2 face=Arial><SPAN
style="FONT-FAMILY: Arial; FONT-SIZE: 10pt; FONT-WEIGHT: bold"
lang=EN-CA>Sent:</SPAN></FONT></B><FONT size=2 face=Arial><SPAN
style="FONT-FAMILY: Arial; FONT-SIZE: 10pt" lang=EN-CA> Friday, June 19,
2009 3:55 PM<o:p></o:p></SPAN></FONT></P></DIV>
<DIV>
<P class=MsoNormal><B><FONT size=2 face=Arial><SPAN
style="FONT-FAMILY: Arial; FONT-SIZE: 10pt; FONT-WEIGHT: bold"
lang=EN-CA>Subject:</SPAN></FONT></B><FONT size=2 face=Arial><SPAN
style="FONT-FAMILY: Arial; FONT-SIZE: 10pt" lang=EN-CA> Re: [<st1:PersonName
w:st="on">RE-wrenches</st1:PersonName>] Enphase
Recall?<o:p></o:p></SPAN></FONT></P></DIV>
<DIV>
<P class=MsoNormal><FONT size=3 face="Times New Roman"><SPAN
style="FONT-SIZE: 12pt" lang=EN-CA><o:p> </o:p></SPAN></FONT></P></DIV>
<P class=MsoNormal><FONT color=navy size=2 face=Verdana><SPAN
style="FONT-FAMILY: Verdana; COLOR: navy; FONT-SIZE: 10pt" lang=EN-CA>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" lang=EN-CA>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">Kind
regards,</SPAN></FONT><FONT face=Verdana><SPAN
style="FONT-FAMILY: Verdana"><BR></SPAN></FONT><FONT color=#003366
face=Verdana><SPAN style="FONT-FAMILY: Verdana; COLOR: #003366">Wilco
Vercoelen<BR>President</SPAN></FONT><FONT face=Verdana><SPAN
style="FONT-FAMILY: Verdana" lang=EN-CA><o:p></o:p></SPAN></FONT></P>
<P><FONT color=navy size=2 face=Arial><SPAN style="FONT-SIZE: 10pt"
lang=EN-CA><IMG id=_x0000_i1035 border=0 alt=new-logo-email.gif
src="cid:2C01D40ED7E64FDCA234BFC6EF94CE78@JOEL" width=79
height=42></SPAN></FONT><B><FONT color=#003366 face=Verdana><SPAN
style="FONT-FAMILY: Verdana; COLOR: #003366; FONT-WEIGHT: bold"><BR>Dommelvalley
Green Power Inc.<BR>Solar Energy Solutions<BR></SPAN></FONT></B><st1:place
w:st="on"><st1:City w:st="on"><FONT color=#003366 face=Verdana><SPAN
style="FONT-FAMILY: Verdana; COLOR: #003366">Utopia</SPAN></FONT></st1:City><FONT
color=#003366 face=Verdana><SPAN
style="FONT-FAMILY: Verdana; COLOR: #003366">, <st1:State
w:st="on">Ontario</st1:State>, <st1:country-region
w:st="on">Canada</st1:country-region></SPAN></FONT></st1:place><BR><FONT
face=Verdana><SPAN style="FONT-FAMILY: Verdana" lang=EN-CA><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">el. 705-423-9699<BR>Fax.
705-423-9880<BR>Toll Free 1-877-889-7657<BR></SPAN></FONT><FONT size=1
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size=3 face="Times New Roman"><SPAN
style="FONT-FAMILY: 'Times New Roman'; FONT-SIZE: 12pt"
lang=EN-CA><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"
lang=EN-CA><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">
<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">From:</SPAN></FONT></B><FONT
size=2 face=Tahoma><SPAN style="FONT-FAMILY: Tahoma; FONT-SIZE: 10pt">
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> '<st1:PersonName
w:st="on">RE-wrenches</st1:PersonName>'<BR><B><SPAN
style="FONT-WEIGHT: bold">Subject:</SPAN></B> Re: [<st1:PersonName
w:st="on">RE-wrenches</st1:PersonName>] Enphase
Recall?</SPAN></FONT><o:p></o:p></P></DIV>
<P class=MsoNormal><FONT size=3 face="Times New Roman"><SPAN
style="FONT-SIZE: 12pt" lang=EN-CA><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">Here is my
experience with bringing in the Enphase:</SPAN></FONT><o:p></o:p></P>
<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">Week 0: First
contact with a cus<st1:PersonName w:st="on">tom</st1:PersonName>er that can
benefit from micro inverter application (site visit); Check with vendor -
out of stock with 2 week lead time</SPAN></FONT><o:p></o:p></P>
<P class=MsoNormal><FONT color=blue size=2 face=Arial><SPAN
style="FONT-FAMILY: Arial; COLOR: blue; FONT-SIZE: 10pt">Week 1: Develop
design specificiation and bid incorporating Enphase micro inverter; bid
presentation</SPAN></FONT><o:p></o:p></P>
<P class=MsoNormal><FONT color=blue size=2 face=Arial><SPAN
style="FONT-FAMILY: Arial; COLOR: blue; FONT-SIZE: 10pt">Week 2:
Cus<st1:PersonName w:st="on">tom</st1:PersonName>er 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><o:p></o:p></P>
<P class=MsoNormal><FONT color=blue size=2 face=Arial><SPAN
style="FONT-FAMILY: Arial; COLOR: blue; FONT-SIZE: 10pt">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 cus<st1:PersonName w:st="on">tom</st1:PersonName>er
now?.....</SPAN></FONT><o:p></o:p></P>
<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">....I ended up
getting a line on the inverters I needed with a 6 week leadtime, taking that
to my cus<st1:PersonName w:st="on">tom</st1:PersonName>er and winning the
job. We are both now waiting to see if the alternate vendor will
deliver the product as promised.</SPAN></FONT><o:p></o:p></P>
<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">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><o:p></o:p></P>
<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">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
cus<st1:PersonName w:st="on">tom</st1:PersonName>er
expectation.</SPAN></FONT><o:p></o:p></P>
<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">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><o:p></o:p></P>
<P class=MsoNormal><FONT size=3 face="Times New Roman"><SPAN
style="FONT-SIZE: 12pt"><BR></SPAN></FONT><FONT size=2 face=Arial><SPAN
style="FONT-FAMILY: Arial; FONT-SIZE: 10pt">Mark Frye</SPAN></FONT>
<BR><FONT size=2 face=Arial><SPAN
style="FONT-FAMILY: Arial; FONT-SIZE: 10pt">Berkeley Solar Electric
Systems</SPAN></FONT> <BR><st1:address w:st="on"><st1:Street w:st="on"><FONT
size=2 face=Arial><SPAN style="FONT-FAMILY: Arial; FONT-SIZE: 10pt">303
Redbud Way</SPAN></FONT></st1:Street> <BR><st1:City w:st="on"><FONT size=2
face=Arial><SPAN style="FONT-FAMILY: Arial; FONT-SIZE: 10pt">Nevada
City</SPAN></FONT></st1:City><FONT size=2 face=Arial><SPAN
style="FONT-FAMILY: Arial; FONT-SIZE: 10pt">, <st1:State
w:st="on">CA</st1:State> <st1:PostalCode
w:st="on">95959</st1:PostalCode></SPAN></FONT></st1:address> <BR><FONT
size=2 face=Arial><SPAN style="FONT-FAMILY: Arial; FONT-SIZE: 10pt">(530)
401-8024</SPAN></FONT> <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><FONT
size=2 face=Arial><SPAN
style="FONT-FAMILY: Arial; FONT-SIZE: 10pt"> </SPAN></FONT>
<o:p></o:p></P>
<DIV>
<P class=MsoNormal><FONT size=3 face="Times New Roman"><SPAN
style="FONT-SIZE: 12pt"> <o:p></o:p></SPAN></FONT></P></DIV>
<P class=MsoNormal><FONT size=3 face="Times New Roman"><SPAN
style="FONT-SIZE: 12pt"><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">
<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">From:</SPAN></FONT></B><FONT
size=2 face=Tahoma><SPAN style="FONT-FAMILY: Tahoma; FONT-SIZE: 10pt">
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> '<st1:PersonName
w:st="on">RE-wrenches</st1:PersonName>'<BR><B><SPAN
style="FONT-WEIGHT: bold">Subject:</SPAN></B> Re: [<st1:PersonName
w:st="on">RE-wrenches</st1:PersonName>] Enphase
Recall?</SPAN></FONT><o:p></o:p></P>
<P class=MsoNormal><FONT color=#1f497d size=2 face=Calibri><SPAN
style="FONT-FAMILY: Calibri; COLOR: #1f497d; FONT-SIZE: 11pt">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"><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">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"><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">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"><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">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"><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">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"><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">Bill.</SPAN></FONT><o:p></o:p></P>
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