<html><head></head><body name="Mail Message Editor"><div><span class="Apple-style-span"><br></span></div><div id="replyPrefaceElement">On May 18, 2010, at 1:56:14 PM, "Joel Davidson" <joel.davidson@sbcglobal.net> wrote:</div><br><blockquote style="padding-left: 5px; margin-left: 5px; border-left-width: 2px; border-left-style: solid; border-left-color: blue; color: blue; "><span class="Apple-style-span" style="border-collapse: separate; color: rgb(0, 0, 0); font-family: Helvetica; font-size: medium; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; line-height: normal; orphans: 2; text-align: auto; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-border-horizontal-spacing: 0px; -webkit-border-vertical-spacing: 0px; -webkit-text-decorations-in-effect: none; -webkit-text-size-adjust: auto; -webkit-text-stroke-width: 0px; "><div style="width: 749px; "><div id="felix-mail-header-block" style="color: black; background-color: white; border-bottom-width: 1px; border-bottom-style: solid; border-bottom-color: silver; padding-bottom: 1em; margin-bottom: 1em; width: 749px; "><table border="0" cellpadding="1" cellspacing="1" width="100%"><tbody><tr><td width="70px" style="font-family: 'Lucida Grande'; font-size: 8pt; color: gray; text-align: right; vertical-align: top; font-weight: bold; "><span>From:</span></td><td style="font-family: 'Lucida Grande'; font-size: 8pt; color: black; text-align: left; vertical-align: top; padding-left: 5px; "><span title=""Joel Davidson" <joel.davidson@sbcglobal.net>">"Joel Davidson" <joel.davidson@sbcglobal.net></span></td></tr><tr><td width="70px" style="font-family: 'Lucida Grande'; font-size: 8pt; color: gray; text-align: right; vertical-align: top; font-weight: bold; "><span>Subject:</span></td><td style="font-family: 'Lucida Grande'; font-size: 8pt; color: black; text-align: left; vertical-align: top; padding-left: 5px; "><span style="font-weight: bold; ">Re: [RE-wrenches] W
hats with Kyocera</span></td></tr><tr><td width="70px" style="font-family: 'Lucida Grande'; font-size: 8pt; color: gray; text-align: right; vertical-align: top; font-weight: bold; "><span>Date:</span></td><td style="font-family: 'Lucida Grande'; font-size: 8pt; color: black; text-align: left; vertical-align: top; padding-left: 5px; "><span>May 18, 2010 1:56:14 PM PDT</span></td></tr><tr><td width="70px" style="font-family: 'Lucida Grande'; font-size: 8pt; color: gray; text-align: right; vertical-align: top; font-weight: bold; "><span>To:</span></td><td style="font-family: 'Lucida Grande'; font-size: 8pt; color: black; text-align: left; vertical-align: top; padding-left: 5px; "><span title="RE-wrenches <re-wrenches@lists.re-wrenches.org>">RE-wrenches <re-wrenches@lists.re-wrenches.org></span></td></tr></tbody></table></div><div id="felix-mail-content-block" style="color: black; background-color: white; width: 749px; "><div><div style="font-family: 'times new roman', 'new york', times, serif; font-size: 12pt; "><div>In 2002, Kyocera cut off American distributors shortly after hosting their distributor visit to Japan. Kyocera started shipping everything they could to Germany where they were getting over $1/W more than in the US. BP Solar also cut off American distributors. Remember BP distributor Mark Weidhaas in Temecula? Photowatt also cut off American distributors. Remember Bernard Stuart in Albuquerque? I'm sure wrenches can think of other foreign manufacturers that left us high and dry.</div><div> </div><div>PV manufacturing is nowhere near maxed out. PV industry manufacturing capacity utilization is now around 60%.</div><div> </div><div>See slide 2 <a href="http://www.luthcommunications.com/uploads/Paula_Mints_presentation.pdf" title="http://www.luthcommunications.com/uploads/Paula_Mints_presentation.pdf">http://www.luthcommunications.com/uploads/Paula_Mints_presentation.pdf</a><br></div><div style="font-family: 'times new roman', 'new york', times, serif; font-size:
12pt; "><br><div style="font-family: 'times new roman', 'new york', times, serif; font-size: 12pt; "><font size="2" face="Tahoma"><hr size="1"><b><span style="font-weight: bold; ">From:</span></b><span class="Apple-converted-space"> </span>Keith Cronin <electrichi01@yahoo.com><br><b><span style="font-weight: bold; ">To:</span></b><span class="Apple-converted-space"> </span>RE-wrenches <re-wrenches@lists.re-wrenches.org><br><b><span style="font-weight: bold; ">Sent:</span></b><span class="Apple-converted-space"> </span>Tue, May 18, 2010 10:59:04 AM<br><b><span style="font-weight: bold; ">Subject:</span></b><span class="Apple-converted-space"> </span>Re: [RE-wrenches] Whats with Kyocera<br></font><br><div style="font-family: arial, helvetica, sans-serif; font-size: 10pt; "><div>I've heard alot of manu's are struggling or will be struggling to meet demand this year- SunPower, Canadian and now it seems Kyocera.</div><div><br></div><div>Who is next?</div><div><br></div><div>Seems like 2006 all over again.</div><div style="font-family: arial, helvetica, sans-serif; font-size: 10pt; "><br><div style="font-family: arial, helvetica, sans-serif; font-size: 13px; "><font size="2" face="Tahoma"><hr size="1"><b><span style="font-weight: bold; ">From:</span></b><span class="Apple-converted-space"> </span>Steven Lawrence <SLawrence@smartenergygroup.net><br><b><span style="font-weight: bold; ">To:</span></b><span class="Apple-converted-space"> </span>"re-wrenches@lists.re-wrenches.org" <re-wrenches@lists.re-wrenches.org><br><b><span style="font-weight: bold; ">Sent:</span></b><span class="Apple-converted-space"> </span>Tue, May 18, 2010 7:51:51 AM<br><b><span style="font-weight: bold; ">Subject:</span></b><span class="Apple-converted-space"> </span>[RE-wrenches] Whats with Kyocera<br></font><br>It's the same thing here. They aren't taking any large orders from us. <span class="Apple-converted-space"> </span><br><br>Steven Lawrence<br>NABCEP Certifie
d Solar PV Installer(tm)<br><br><br>------------------------------<br><br>Date: Mon, 17 May 2010 18:22:27 -0700<br>From: i2p <<a href="mailto:i2p@aol.com" rel="nofollow" target="_blank" ymailto="mailto:i2p@aol.com">i2p@aol.com</a>><br>To: "List for complaining about anything RE."<br> <<a href="mailto:re-bitching@lists.re-wrenches.org" rel="nofollow" target="_blank" ymailto="mailto:re-bitching@lists.re-wrenches.org">re-bitching@lists.re-wrenches.org</a>><br>Cc:<span class="Apple-converted-space"> </span><a href="mailto:re-wrenches@lists.re-wrenches.org" rel="nofollow" target="_blank" ymailto="mailto:re-wrenches@lists.re-wrenches.org">re-wrenches@lists.re-wrenches.org</a><br>Subject: [RE-wrenches] Whats with Kyocera?<br>Message-ID: <<a href="mailto:A1E17F2D.C667.4A0B.80D8.4725C33305E2@aol.com" rel="nofollow" target="_blank" ymailto="mailto:A1E17F2D.C667.4A0B.80D8.4725C33305E2@aol.com">A1E17F2D.C667.4A0B.80D8.4725C33305E2@aol.com</a>><br>Content-Type: text/plain; charset="iso-8859-1"<br><br><br>Without any word, they have stopped taking orders.! Not only could they not fulfill an immediate need, they refused to even take a pretty nice order for future delivery.????<br><br><br>Who is still getting Kyocera? Whats the deal.? Are they dumping the small accounts??<br><br>If you are still doing business with Kyocera, what size orders are you placing.? Not looking for biz intelligence here, just respond as small , medium or large.<br><br>Thanks for comments and information. Just trying to figure out where to go from here. Like I'm looking for a supplier who treats smaller shops with some respect. My comments do not reflect on my salesperson at Kyocera who is very upset by being forced to refuse orders.<br><br>Don Loweburg<br>Offline Solar<br><br>*******************************************<br>_______________________________________________<br>List sponsored by Home Power magazine<br><br>List Address:<span class="Apple-converted-space"> </span><a href="mailto:RE-wrenches@lists.r
e-wrenches.org" rel="nofollow" target="_blank" ymailto="mailto:RE-wrenches@lists.re-wrenches.org">RE-wrenches@lists.re-wrenches.org</a><br><br>Options & settings:<br><span>http://lists.re-wrenches.org/options.cgi/re-wrenches-re-wrenches.org</span><br><br><span>List-Archive: http://lists.re-wrenches.org/pipermail/re-wrenches-re-wrenches.org</span><br><br>List rules & etiquette:<br><a href="http://www.re-wrenches.org/etiquette.htm" rel="nofollow" target="_blank">www.re-wrenches.org/etiquette.htm</a><br><br>Check out participant bios:<br><a href="http://www.members.re-wrenches.org/" rel="nofollow" target="_blank">www.members.re-wrenches.org</a><br><br></div></div><div></div></div></div></div></div></div><div style="font-family: monospace; color: black; background-color: white; font-size: 8pt; ">_______________________________________________<br>List sponsored by Home Power magazine<br><br>List Address: RE-wrenches@lists.re-wrenches.org<br><br>Options & settings:<br>http://lists.re-wrenches.org/options.cgi/re-wrenches-re-wrenches.org<br><br>List-Archive: http://lists.re-wrenches.org/pipermail/re-wrenches-re-wrenches.org<br><br>List rules & etiquette:<br>www.re-wrenches.org/etiquette.htm<br><br>Check out participant bios:<br>www.members.re-wrenches.org<br><br><br></div></div></div></span></blockquote><div>Thanks Joel, the piece by Mints really makes it clear that capacity is not the problem. <b>Policy</b>,however, leaves lots to question.<div><span class="Apple-style-span" style=""><br></span></div><div><span class="Apple-style-span" style="">Don</span></div></div><div class="aol_ad_footer" id="uD00DAE4BD1594AFFBAA871497796CE56"></div></body></html>