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Tcsxyz

11/14/18 9:59 AM

#490 RE: Osterby #489

I said what last time? Fact is fro their own mouths, they cannot sell product they cannot produce. You think all these installers will put their business on hold and wait for 3 months for Enphase to fix their fuck ups?

1) They won't turn shit for revs in Q4
2) SEDG is crushing ENPH and owning solar right now and this obvious amateur hour mistake of not foreseeing a supply shortage at the same time they were touting this will happen months ago....tells me and anyone else with half a brain that they knew was going to happen and didn't hedge. Meanwhile the installers that have jobs under contract and a lot of these contracts have install dates on them per local and or fed reqs must be installed on time. Take a wild guess which system they will be using.


Enphase still over here charging for monitoring their systems....How is 2012 treating you anyway?