life, in my humble opinion, PV makers use the same high grade silicon that electronic industry folks use to make semiconductors (i.e. micro chips). From a recent research report I did on TSL, there seems to be a shortage of high grade silicon (see news on MEMC who plans to ramp up production along with other silicon manufacturers). Point for concern: Most silicon makers did not and have not benefited from the supply and demand imbalance which indicates to me there is more in play here. All just my humble opinion and not anything worth making stock decision on. DD required.