Bapcha's Stocks. The best insights into Silicon Valley & bio/pharma stocks, companies and their management.

The last time around that I picked on SunPower – there was a lot of opposition to my conclusions – most of which have proven to be true, plus, their [alternative energy's] situation has been worsened by a decrease in the price of crude oil, and the strength of the dollar [which will cut U.S. ...

SunPower is on a roll. Revenues for Q2-2008 were $383 Million – up 120% yoy. Guidance for 2009 was excellent, I think that SPWR’s management is excellent, and their products are the best in the industry. Until someone comes up with a cheap multi-junction solar cell, SPWR will be the top dog for cell efficiency ...