CY as a proxy for SPWR is very interesting it may well be that CY IS the way to play SPWR it's also down more than 41% in last month, but you have the semiconductor biz which is being given only a nominal valuation to factor in. I saw the CY ceo on Cramer i think and the valuation of CY was absurd based on their SPWR majority ownership. <a href="http://www.cnbc.com/id/15840232?video=603476688" target="_blank">http://www.cnbc.com/id/15840232?video=603476688</a> there may be some arbitrage trading between these 2 companies