Monty Bannerman
ArcStar Energy
646.402.5076
From: Monty Bannerman [mailto:mbannerman@arcstarenergy.com]
Sent: Wednesday, December 16, 2009 10:50 PM
To: 'Allen A'; 'rgarrity@arcstarenergy.com'
Cc: 'Chick Wassell'; 'Albert Pope'
Subject: Report: Solar photovoltaics materials could be billion dollar opportunity - Utility Automation/Electric Light & Power
Early signal that base components and materials may be exiting glut. Margin compression will soon end as new manufacturing processes & technology shave costs and market demand firms up pricing leverage.
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