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run168

02/27/08 11:38 AM

#95711 RE: researcher59 #95683

researcher59 - solf: agree and will also add at these prices.
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Marvelmeister2002

02/27/08 11:48 AM

#95713 RE: researcher59 #95683

SOLF/Researcher

I agree, and added today at around 12.85.

Bank of America downgraded them because of margin worries. I find their logic questionable, because SOLF is one of the few solar plays with a good chance of expanding margins year-over-year from 2007 to 2008, per their recent presentation at the Piper Jaffray conference.
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theflyonthewall.com:
Follow-up: Solarfun Power-SOLF downgraded to Sell from Neutral@BOFA

Banc of America downgraded shares to reflect the uncertain outlook for silicon as they believe industry gross margins will continue to contract. Target lowered to $12 from $37. :theflyonthewall.com