Chinese solars

TSL's numbers today are, making no mistake, GOOD, business is very solid, rev/earning is about 1/5--1/4 of STP, capacity in mid 2007 will be 150mw,

first support might come at 9day MA which is around 36,

sector is live and well, SOLF breaking out today, CSIQ will have to prove itself with its numbers but the future should be ok with the new contract news and its low valuation,

JASO is slightly over valued at this level based on its current production imho, but it has a claim of 175mw capacity in 2007, so the jury is still out there,

STP may start to lose its special status if the small tigers prove to be real and tough... but there are still 2 things going for it, the leader position which will fare better in raining days, and then the market might as well be big enough and grow fast enough to accommodate all the players,