First Solar Inc (FSLR)

[MilesTeg]

I don't even really disagree with you.

I'm a FSLR bull for life, but the S6 timeline has already been laid out. Minus inking a S6 deal, which very well could happen, I'm not seeing a ton of upside in the next year.
I think the S6 deals start coming once the technology is proven.

S6 in general, is a huge improvement over their existing panels, just in form factor alone. The guys installing panels in the field are already used to the 4x6 modules, so moving to that is a huge win.
As for the tech, the underlying process doesn't change much, it simply gets bigger. I'm fully confident they can pull it off, but the timeline is insanely tight.
I'll continue saying what I've always said, FSLR will be a winner for those with patience and foresight.

Thanks for the replies.