Replies to post #129 on Equity Field Notes from temporal sources

[DanWebzster]

ENPH 's IQ brand integrated solar energy system has been gaining traction, but it seems like a battleground stock.

Bulls note that gross margins are holding firm at 23% in a competitive environment

Bulls argue that TAM increases with new partnerships and this will translate to Rev. growth as it as for competitor SEDG

Bears argue that SPWR has integrated SEDG inverters and that this product is considered higher quality than the ENPH IQ offering.

Bears argue that ENPH will suffer from component shortages in 2018 due to supply chain deficiencies.

Bears argue that the Sage division of ABB will be competing for market share against the SPWR-SEDG product.