Replies to post #606 on JA Solar Holdings (JASO)

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I am calling solar one of the best industries for 2010. Very good information coming from the majors.

Solar Industry Headed for Sunny Skies in 2010 but Obstacles Remain

U.S. solar executives expect significant growth for their businesses in 2010 and 2011, according to results from the 2009 U.S. Solar Industry Monitor survey. Over 90 percent of respondents forecast growth over the next two years.

Almost 38 percent of respondents expect a growth rate of more than 25 percent in 2010, while 55 percent anticipate the same growth rate in 2011, according to the survey.

In anticipation of strong demand and tough competition in 2010 and 2011, 60.2 percent of respondents said they will boost their U.S. supply. Approximately half of those polled will increase their assembly/production, while 38.6 percent will expand market share via transactions such as joint ventures, mergers or acquisitions.