There are other high ways that solar technology can be widely adopted: continuously improved conversion efficiency per module and price lowering on both material and installation.
Nice piece. Miasole is a very good prospect and they are way further along that Nanosolar with their thin film product and have a stronger management team. Innovalight technology uses silicon nanotechnology and very slick silicon liquid processing. It is a more long term play. They also have a very strong team. I also like Solfocus concentrator technology.
Ken Nakagama
· 2 years ago
This is probably one of the best ideas I have heard for the Valley in a long time.
Our Global Economy is made of government intervention and this is possibly the only way the US will get more green. Its clear $60+ barrel of Oil has limited effect on us.
Alternative Energy is a natural arena where Silicon Valley can produce some miracles and let us hope it happens.
Unlike growing apples, electronics manufacturing and other past industry., GREEN is here to stay.
Yuri Ammosov
· 2 years ago
It is a nice proposal but what about when it gets cloudy? E.g. in San Francisco sun is a very rare qguest, and in Daly City there is no sun at all. What is going to happen to economy that is dependent on such inreliable source of energy?
Ben Shrigley
· 2 years ago
Great article. Well put, indeed! Couldn't agree more on everything!
David Swain
· 2 years ago
What's exciting here is the opportunity for solar companies to step up and claim leadership. There's a game of supply and demand, industry consolidation is starting and new technologies are springing up to lessen the need for silicon. While everyone is busy producing products/technologies and bidding for the big deals, an opportunity awaits for someone to emerge as the real industry leader in the press. Whichever company recognizes that they can turn on their perception building machine now rather than wait for supply to catch up with demand should have an impressive leg up when the industry hits a more realistic running rate in a few years.
All Comments
Miasole is a very good prospect and they are way further along that Nanosolar with their thin film product and have a stronger management team. Innovalight technology uses silicon nanotechnology and very slick silicon liquid processing. It is a more long term play. They also have a very strong team. I also like Solfocus concentrator technology.
Our Global Economy is made of government intervention and this is possibly the only way the US will get more green. Its clear $60+ barrel of Oil has limited effect on us.
It has been good to see Applied Materials take and entrance, http://chip.seekingalpha.com/article/27517 though investors didn't seem moved.
Alternative Energy is a natural arena where Silicon Valley can produce some miracles and let us hope it happens.
Unlike growing apples, electronics manufacturing and other past industry., GREEN is here to stay.
Couldn't agree more on everything!