Big Blue is going Big Green. According to Neal Dikeman on Cleantechblog, all signs are pointing to IBM (NYSE: IBM) entering into the solar market in the next 18 months or so. Based on conversations with insiders and research which has uncovered (i) a number of vague references to solar research in recent press, (ii) sophisticated scientific journal articles on solar dating way back to 1978, and (iii) a string of solar-related patents filed by IBM, it looks like IBM is poised to leverage its competency in semiconductor manufacturing (reminiscent of Cypress Semiconductor's, NYSE: CY, foray into solar with its SunPower unit that was eventually spun off in the currently publicly listed SunPower Holdings, NASDAQ: SPWR) to achieve breakthroughs in PV manufacturing in advanced crystalline, thin-film/nano/CIGS technologies.I am looking forward to it.
1 comment:
Who SOLD OUT a piece of national treasure vital to our survival, to Russians, dirt cheap? On paragraph 4.
Watch out SWC on monday for earnings release after hour. Crooks knocked down SWC from $16.47 to $8.56 in less than 3 months, for no good reason. Maybe they want to sell the remainder to Russians cheap?
Deeply oversold, I expect a blowout SWC quarterly earning, and from here SWC MUST have a dramatic reversal and a great rally on the good earnings. Don't let go of the opportunity!
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