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Fri Jun 20th 10:33 AM | Rating: 0 0
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Energy Conversion Devices Should Gain on Bullish Cowen Call

The really bullish aspect here is that investors probably dont even know about the Ovonyx JV and how phase change memory will replace flash and even ram over the next few years. and guess what company invented it and holds all the basic IP.
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Mon Mar 3rd 10:50 AM | Rating: 0 0
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Suntech, SunPower, MEMC and First Solar: Four Solar Stocks Worth Investigating

Why would you exclude Energy Conversion Devices (Unisolar) given their rapid build out of capacity, lack of debt, and the fact that existing capacity is sold thru 2008 and most of 2009? Also they have a very good niche market due to thin film design (lightweight for existing roofs) and no polysilicon requirement.
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