Replies to post #7521 on SunWorks Inc (SUNWQ)

[fmeded]

hmmm had to sleep on that one to dream up an answer...

first a few comments on the first part:

- you have progressive neighbors; mine are totally lame and I am the only one with solar
- my assessment when getting solar was that you wanted payback of < 10 years
- the actual economics are a bit hard to figure; a lot of people forget to figure in they will probably have to replace their inverter (central types) within the lifetime of the panels & will micro-inverter really last > 20 years?
- here in Australia solar leasing is not common so I am unfamiliar how that works in detail

now on to your question:
lets assume SLTD does come up with a "game changer" solar cell;
I think the ideal way to go would be the "floppy disk" selling strategy - remember those hard ones... the guy who invented them got a small amount (trivial) per unit sold and consequently made heaps
so re-working for SLTD:
- JN licenses out the solar cell to all comers on a small charge per cell basis
- perhaps the first comer gets an exclusive period
- the cell then propagates through the industry and heaps are sold
- us shareholders sit back and count the money rolling in