1 roundtable forum, 3 analysts and 7 sector firms examine the Alternative Energy segment in this 67-page report from The Wall Street Transcript.
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Roundtable Forum: Mehdi Hosseini, FBR Capital Markets; Pavel Molchanov, Raymond James & Associates Inc.
Outlook for Alternative Energy: Sanjay Shrestha, Lazard Capital Markets LLC
Investing in Green Technology: Theodore O'Neill, Kaufman Bros., LP
Solar Energy Generation: Steve O'Rourke, Deutsche Bank
CEO Interviews (average 2,500 words): Top management from 7 sector firms examine the outlook for their firm and sector. Firms interviewed include: Carbon Sciences, Inc., C&D Technologies, Inc., Energy Savings Income Fund, Evergreen Energy Inc., Plug Power, Inc., Spire Corporation, TNR Gold Corp.
Topics covered: Tough industry conditions - Changing business models - Policy and technology improvement - Commodity weakness - Near-term volatility - Solar energy generation - Potential liquidity issues - Electric costs - The stimulus package - Buying opportunities - Long-term secular growth trend - Technical breakthroughs - The installed system price
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Companies covered: First Solar (FSLR); SunPower (SPWRA); Suntech (STP); Itron (ITRI); Quanta Services (PWR); EnergySolutions (ES); Westport Innovations (WPRT); Clean Energy (CLNE); MEMC (WFR); GT Solar (SOLR); Cree (CREE).


