Replies to post #2485 on Natcore Technology Inc (NTCXF)

[teq0904]

I think anyone who takes criticism personally on an anonymous chatboard should reevaluate their outlook on life. This board should be about making money, so I am a bit blunt about irrelevant ideas but try to focus on reality.

I am glad that you maintain contact with Scarpa to get opinions, but was pointing out to anyone discouraged that so far MX has said there is no technology that stands out like NXT.

[vankent]

With regards to TC, I think its important to note that their focus is on reducing the amount of silicon used in the cell.

My assumption is that they started their research efforts many years ago when the price of poly was significantly higer hence their focus on reducing the amount of poly.

While the price of silicon is still a critical cost component of the cell, what has increasingly become a focus is the amount of energy needed in the CVD process, especially in countries where domestic sources of energy are not abundant making energy expensive like in Italy or India.

My understanding of TC's process is that it fundamentally relies on a heating process, whether that is the CVD process I don't know. But it is clear to me that they are not targeting the energy side of cost equation, which Natcore is focusing on with LPD passivation.

Thats my take.

I'm sure Teq will have something obnoxious and demeaning to say with regards to my analysis.