November 5, 2011 2:15 am | Edgar A. Gunther

GUNTHER Portfolio twitter Weekly Updates #Solar #PV – 2011-11-04

$GTAT Corp. sues Poly Plant Project Inc. – http://t.co/ViXXziOy http://t.co/mym57MS6 #PolySi #Solar ->
Polysilicon Drop May Halt Output From 90% of China’s Factories, Group Says – Bloomberg http://t.co/CURsbFsg via @BloombergNews #Solar ->
Occupy Rooftops on Nov 20 – more smiles, more sunshine http://t.co/HQMZJy6t via @votesolar #Solar ->
If Steve Jobs Were Looking For Funding Today He Wouldn't Get It — He's A Marketeer – SVW http://t.co/cRAPporh ->
Photowatt France filing for bankruptcy: ATS Tooling also puts Photowatt Ontario on sale | PV-Tech http://t.co/zaTnzDjS #Solar ->
#BIPV Poised for Explosive Growth http://t.co/z9Q4DHlw via @reworld -> oh, was it rescheduled for the tenth time? #Solar ->
Digitimes Research: Greater China polysilicon spot price drops below US$30/kg http://t.co/uopCuxPn #Solar Cn $25-30/kg that's a crash folks ->
DIGITIMES: #Solar wafer/cell makers ask for higher purity polysilicon http://t.co/IMaz5Def supply glut, flight to purity ->
RT Thx & #FF @2ndGenSolar @jbarnesca @WalkeWilAir DraPolhwundr ->
RT Thx & #FF @tassos_g @ddbits @EcoOutfitters @Cogenra @frenchrh @Intrepid2011 @jurylady @miasolesolar @dannyksfun @agentmcclure ->
RT Thx & #FF @ER_Solarsmart @energynet @HenrikKruepper @nan_fischer @YourPatentGuy @SEIA_USA @katiefehren @TJGorny ->
RT @sclavennaGTM: RT Thx & #FF @edgunther @ewesoff @cleantechvc @farahmandich @votesolar ->
RT @jbarnesca: @edgunther Now all the man hours being put into the tiny RAM allocations for #solar. Amazing ->
RT @UciliaWang: Why First #Solar is popular in India, in my @GIgaOm post http://t.co/jMGkI0X3 $FSLR ->
Siicon Valley style tech bubble overbidding RT @nytimesgreen: Solyndra Auction Draws Huge Crowd http://t.co/QuGXwX9k #Solar ->
RT @RhoneResch: Bold statement @Energy Sec.! Agree w @BrewersAssoc that #solar, #beer complementary. http://se… (cont) http://t.co/clllEQ0V ->
RT @votesolar: China bans incandescents. Tell me again why China is the reason the US cant act on climate? http://t.co/iAZLJaio boost LEDs ->
RT @sclavennaGTM: Korea Midland, Posco Unit Win $1 Billion U.S. Solar Project – http://t.co/JeviNk8F Kore… (cont) http://t.co/unPiAaaM ->
RT @pvmagazine: LG-Suntech acquisition rumors denied http://t.co/Ko7YGPdC $STP sepculative #Solar acquisitions ->
Last San José Green Vision Clean Energy Showcase Public Tour Day! Saturday,Nov 5, 2011 9AM-1PM http://t.co/UWLDvuLo #Solar ->
First Solar to Build, Operate and Maintain 66 Megawatt Alpine #Solar Project for $NRG Energy http://t.co/L6Gw7O72 via @YahooFinance $FSLR ->
RT @PVBlog: Ohio National Guard Camp Perry goes Nanosolar http://t.co/WpdGTsve #Solar #CIGS ~$4.50/W #DoD ->
#Fail RT @LRiddellSF: Hass' Severin Borenstein says the technologies that will solve climate change – haven't been invented yet. #climateone ->
RT @ewesoff: Not sure if that is 20 units or 20M Nest Labs “Sold Out” Until 2012 on Its Fetish Object Thermost… (cont) http://t.co/yyqCD7sw ->
RT @pvmagazine: Q-Cells announces 91 MW #PV project http://t.co/as8IJzZ6 €QCE #Solar ~383K c-SI modules ->
RT @pvmagazine: First #Solar inaugurates second German plant http://t.co/jO2SU22v ++250MW $FSLR ->
Seems rosy RT @sclavennaGTM: #LED lighting penetration to reach 25% in 2013: Epistar. Price remains the bigges… (cont) http://t.co/IGTAjuVc ->
RT @REWorld: Has #Solar Market Fragmentation Continued in 2011? http://t.co/1PTCcxsS SolarCity $8.05/Wp installed cost ->
RT @IMSResearch_PV: #PV module manufacturing capacity hits 50GW in 2011 http://t.co/5y4oiwqj #solar ->
RT @PVBlog: Ohio National Guard Camp Perry goes Nanosolar http://t.co/WpdGTsve #Solar #CIGS ~$4.50/W ->
RT @CBSSF: Apple Confirms iPhone, iPad Battery Issue (Software Fix Coming): http://t.co/mzmDt0m6 $AAPL -> blame iOS 5 ->
PR: MiaSole Achieves Production Milestone, Manufacture of the 50 millionth cell … http://t.co/C1QPrvZV via @miasolesolar #Solar ->
RT @marciachapman: Congratulations to Vahan Garboushian from @amonixsolar on being named to the @OCMetro Hot 25 list! #CPV #solar ->
RT @sclavennaGTM: MEMC Cuts 2011 Forecast on Falling Prices for #Solar Wafers – Bloomberg http://t.co/C8Sfnm75 "oversupply woes" $WFR ->
RT @ENERGY: Congrats to SunShot awardee Jennifer Dionne! Her work improving #solar cells got her named to Tec… (cont) http://t.co/8NhuUozJ ->
RT @danahull: In an e-mail, a former #Solyndra employee reacts to the bonuses. "I think I'm going to get sick." #Solar ->
RT @danahull: My story on #Solyndra bonuses up on Merc website now: http://t.co/WpNbN3uF #Solar ->
RT @katiefehren: Facebook turns to #solar for heat and power http://t.co/CaIG7nsN @Cogenra ->
RT @greentechmedia: Solyndra Executive Bonuses Kept Coming in 2011 http://t.co/3pRivhhI #Solar via @ewesoff ->
RT @katiefehren: RT @danahull: Tweeps, stories reporting that #Solyndra founder Chris Gronet got severance of $456K are misleading….. ->
RT @UciliaWang: Tigo Energy raises $5M for #solar power electronics, in my @GIgaOm post http://t.co/fi4SnFFW ->
Green Patent Blog: Hybrid Thin Film Solar Cells by the Startup Formerly Known as Sierra http://t.co/tS9Wpuu5 #Solar Silevo ->
More cracks found at nuclear power plant – Power Engineering: http://t.co/KDJ3rWNU #Nuke ->
Most non-Chinese rare earth projects doomed: consultant http://t.co/QaaFWnzh via @reuters heavy REM valued -> $MCP skewed light ->
DIGITIMES: Nichia files further infringement lawsuits http://t.co/gzPcVhh5 #LED ->
RT @sandraenkhardt: photovoltaik-Magazin online: Photovoltaik-Zulieferer leiden unter allgemeiner Flaute: http://t.co/sr6YFCr0 #Solar ->
OCI Says Polysilicon Prices Could Fall Some 40% – Report | Fox Business http://t.co/kpcYdNQA via @foxbusiness -> no 2H11 #solar recovery ->
DIGITIMES: Price competition between China and South Korea #solar firms heats up http://t.co/K1hkALcW -> caution: more dumping ahead ->
$LDK #Solar Shares Plunged: What You Need to Know (LDK) http://t.co/A6RCEWDY ->
RT @UciliaWang: Solar and electric cars should be friends, in my @GigaOm post http://t.co/Ldsx7Y1L -> Apple pie, Chevy Volt, & #Solar ->
Plan to Leave Euro for Drachma Gains Support in Greece: http://t.co/nlSX8kKr -> best option ->
RT @ddbits: Published 5h ago: "Ontario #Solar #PV FIT Program Review Commences" http://t.co/LtwTGKGl #onpoli #cleantech #renewables #wind ->
RT @cleantechvc: Anonymous negative blog comment trolls are generally one evolutionary step above myxomycophyta. ->
Is western society suffering from a collective anxiety attack? Occupy Wall Street may be… http://t.co/80y8O9cv via @Go2CleanBreak ->
Confusing post & graphic mixing in #CSP RT @greentechmedia: Q2 2011: #CPV’s Most Successful Quarter Yet http://t.co/RjLFsq4H #Solar ->
RT @power_one: Power-One is hiring! Please visit http://t.co/lavm8D1Z including #Solar $PWER ->
NYTimes: Solyndra Auction Brings Out Bargain Hunters: http://t.co/TzUFMjqn #Solar ->
Solyndra Surplus Asset Auction Information [PDF} http://t.co/0XmkXht1 #Solar ->
Solyndra #Solar Auction By Order of U.S. Bankruptcy Court, Case #11-12799-MFW http://t.co/eA0Fl9rE ->
RT @rlnicholson2: IDC Energy Insights MarketScape Evaluates North American Residential #Solar Inverter Market – http://t.co/wURG0sX1 ->
DIGITIMES: Technological improvement is key to survival of #solar firms, says Motech chairman http://t.co/lE2zZmaL ->
Perfect bad timing? RT @pv_tech: $LDK #Solar subsidiary begins work on 30,000MT poly factory in Inner Mongolia http://t.co/rugogYuE ->
JA Solar to cut spending, output amid subsidy cuts | Reuters http://t.co/aJ4KdMIB via @reuters $JASO #Solar ->
Beacon Power bankrupt; had U.S. backing like Solyndra | Reuters http://t.co/yhKU4QCi via @reuters -> at least not solar this time ->
The updated Google reader is really slow. Is that supposed to be better or just look pretty? $GOOG ->
DIGITIMES: #Polysilicon firms willing to lower quotes http://t.co/LfeqQRjj #Solar yeah, we know ->
Mojave Desert Blog: All Eyes on Ivanpah: Will Federal Policy Finally Take Notice? http://t.co/mDq22Msx BrightSource #Solar #CSP @blmca ->
Ugh RT @katiefehren: Ener1 kicked off Nasdaq (subsidiary got $118M DOE grant) http://t.co/1HXZdfcV ->
RT @SolarFred: RT @nrel: Sun Trackers Gather at NREL to Calibrate Instruments -http://t.co/NH4cU6oH Pyrheliometers #Solar ->
RT @UciliaWang: #Solar incentives to fall amid uncertain global economy, in my @GigaOm post http://t.co/5uu8iCB5 +US #TGP expiration ->
RT @SolarPowerWrld: Solar Millenium's record gains a short squeeze with its stock: http://t.co/Dn4qc92B #solar €S2M ->
Green Patent Blog: Clean Tech in Court: Green Patent Complaint Update http://t.co/nv85cTBa HeliOptix LLC v. Enfocus Engineering Corp. #Solar ->
Lighting Sheets Made of Tiny #LEDs http://t.co/PfMnXFjX (via @TechReview) doesn't look aesthetic ->
RT @Real_MNA: Corzine’s MF Global Finance Files for Bankruptcy as Sovereign Debts Go Bad http://t.co/dU12vHhY via @BloombergNews ->
RT @barronstechblog: First Solar Slips As Merrill Cuts To Sell – Tech Trader Daily $FSLR … http://t.co/2CzB3zDC ->
DIGITIMES: GET posts gloomy 4Q11 forecasts http://t.co/BW1oPuDu #Solar balancing PolySi & mfg ->
RT @pv_tech: Wacker Chemie not immune from polysilicon pricing pressure http://t.co/qbjK57i7 #Solar #PV ->
RT @sandraenkhardt: photovoltaik-Magazin online: Masdar #PV baut Kapazitäten aus: http://t.co/OXeI9uEw #solar ->
RT @pvmagazine: Arizona: 34 MW of PV under AZ Sun Program online http://t.co/Tt3OTGdE APS $PNW #Solar ->
RT @nicholagroom: Another one bites the dust – Beacon Power bankrupt; had U.S. backing like #Solyndra http://t.co/wH5yjQFY 1705 project ->
Toshiba to participate in #solar photovoltaic and wind power generation project in Aichi http://t.co/CGbhf2R4 via @JapanToday ->
Presentation on Feed in Tariff #solar systems set – http://t.co/NDehgTab | The Maui News: http://t.co/vFBRyAzS #FIT ->
Have you voted in the #Solar #PV Poll: How much PV will be installed worldwide in 2011? http://t.co/Dbqs6zju ->
Dan Morain: Rich soak up #solar subsidies http://t.co/lNIWmRwV via @sacbee_news -> no one else to quote but Borenstein? ->
Felt sorry for the nor'easter snow folks, went cycling in the Bay area's 79F ->
RT @ER_Solarsmart: @SolFocusCPV @edgunther The following post has info on the Installation http://t.co/kvwJ8g6v http://t.co/LoIkVKNH #Solar ->
Ad seen on LinkedIn: Sol Haven Fund has the capacity to safe harbor up to $400 million in #solar #PV projects. http://t.co/P17Rl0AK ->
RT @ClaraJeffery: OMG this –>> RT “@jbouie: RT @allisonkilkenny: Holy shit. RT @chrislhayes: Wow: http://t.co/CdcmWcFw #classwar ->
RT @randyferrell: 10 Reasons Bank of America Is the Most Hated Bank in America http://t.co/EFJNQvaO #ows #politics $BAC ->
RT @PVBlog: GUNTHER Portfolio twitter Weekly Updates #Solar #PV – 2011-10-28 http://t.co/7EkApuZW ->
Nervy Checkpoint Charlie stand-off remembered – The Local http://t.co/D0PZG6EV via @TheLocalGermany ->
After Solyndra Case, Ex-Businessman to Review Energy Loans: http://t.co/de3wDYca #Solar ->