I do not necessarily think its the bottom of the sector because i do not think we are near done with this recession. Matter of fact, a few of the smaller solars may not stand up to the few big solars and could eventually go under.
Take a look at LDK right now - seriously. They come out with earnings on Wednesday morning and are set to blowout. They already raised guidance 3 times this quarter, and came out with preliminary 3Q numbers a few weeks ago - which are blowout!
Read there last few PR's - other solars are coming out with warnings, and LDK has stated they are overbooked and cannot expand fast enough!
Seriously do a couple hours DD on LDK - you wont regret it. I run the LDK board and have a ton of DD on there already to give you a good start:
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