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Solar_Express

01/23/15 2:15 PM

#34538 RE: dms1 #34537

We can safely assume that the QD demand is rising. It is possible for DOW and others to possibly subcontract QMC for QD supply. This is speculation only since QMC has not given details.
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dockzef

01/23/15 2:18 PM

#34539 RE: dms1 #34537

In reasonable assumptions of RFP specifications there would be a minimal requirement. Thus multiple sources can open the door for competition and better price points. What design engineer would not consider an out of the box approach? The sky is the limit and is not headed toward soil. If anything look back one year and see all the positive developments across the board, from there to here. TGIF


How many angels on the head of that pin?
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trevorbc

01/23/15 3:02 PM

#34540 RE: dms1 #34537

Over 30,000 KGs are required by 2016..Where are these amounts going to come from? Look at all competitors and figure it out..it will not come from one source and they will buy from whoever can achieve the best in price and quality. .that is basic business.. we WILL be a supplier..zero doubt.
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dplin2001

01/23/15 3:07 PM

#34541 RE: dms1 #34537

There will not be secondary suppliers.


How could you possibly know facts to make such a statement?
you can't.