Solar Growth Drivers & Headwinds In 2011
TWST: Please begin with a brief overview of your coverage areas, including some of the specific names you follow.
Ms. Hersey: I cover the solar-module manufacturers. Right now, I cover 10 companies, half of them are U.S. based and half are based in China. So I cover some of the well-known U.S. names, such as SunPower (SPWRA) and First Solar (FSLR), and some of the more well-known Chinese names, such as Suntech (STP), Trina Solar (TSL), Yingli Green Energy (YGE).
TWST: In a recent industry report, you wrote that the solar sector is going to continue to face significant challenges in 2011. Would you walk us through what you think are the biggest challenges the sector will face?