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GLG News by Photovoltaic/Solar Cells and System Experts

Mark Burger, Principal
Mark Burger, Principal
Kestrel Development Company
Analysis of: Pepsi Bottlers to Buy Energy-Subsidy Vouchers (online.wsj.com)
PepsiCo's acquisition of renewable energy certificates ("REC's" or "green tags") may be a sign that another big corporation is getting serious about reducing pollution or long-term energy costs.  Or it can just be public relations fluff for a corporation used to spending huge amounts of money for...
Mark Burger, Principal
Mark Burger, Principal
Kestrel Development Company
Analysis of: Economics 101: Oil Rises on Supply Questions (www.forbes.com)
American consumers have demonstrated great resilience in absorbing higher gasoline costs, whether in trade off of expenses, deferments or going further into debt.  It may be a function of overall energy costs exceeding a certain percentage of household incomes.
Mark Burger, Principal
Mark Burger, Principal
Kestrel Development Company
Analysis of: Cheap alternatives (www.economist.com)
The bias in our present way of doing things is a snapshot mentality that if something doesn't work the way it is supposed to right now, we tend to discard it.  Thus a report like Greenpeace's premise that renewable energy can be cheaper than non-renewables is discounted, because, after all, it...
Mark Burger, Principal
Mark Burger, Principal
Kestrel Development Company
Analysis of: Democrats Push Energy Bill, No Car Fuel Savings (www.nytimes.com)
New federal energy legislation that will promote greater efficiency and less pollution will be extremely difficult to enact because of the political, geographic and social complexity of the United States.  Even if this legislation is enacted into law, the effect will be slow in forthcoming because...
Mark Burger, Principal
Mark Burger, Principal
Kestrel Development Company
Analysis of: Solar Power Wins Enthusiasts But Not Money (www.nytimes.com)
I wish I could give a snap answer to this question.  It's one thing to predict how particular companies and technologies will do, another to predict massive societal shifts.  For going to solar power a a predominant energy source will be a massive shift, which will result more from the...
Mark Burger, Principal
Mark Burger, Principal
Kestrel Development Company
Analysis of: Florida Governor Signs Executive Orders On Energy (www.nawindpower.com)
Another day, another Republican Governor decides to free lance on climate change and renewable energy policies, including working directly with European countries.  This time, it's Florida, and if proposed actions are carried out, it could move the solar and even wind power markets forward in the...
Mark Burger, Principal
Mark Burger, Principal
Kestrel Development Company
Analysis of: Offshore Score since 2001: Europe 24, U.S. 0 (www.renewableenergyaccess.com)
The status of offshore wind power in the US is certainly a present day embarrassment and could lead to long-term competitive disadvantages, but for now, there's plenty of American real estate to install wind farms before going offshore becomes a necessity.
Mark Burger, Principal
Mark Burger, Principal
Kestrel Development Company
Analysis of: Slimmed-Down U.S. Energy Bills Raise Major Questions (www.renewableenergyaccess.com)
The US solar and wind power markets show great promise, maintaining global healthy growth rates for the wind and solar markets.  The US could rival present leader Germany.  However, Congressional inaction threatens this promise.  Lack of decisive legislation this year can harm US...
Analysis of: Oracle's Profit Shows Acquisition Spree Is Paying Off (online.wsj.com)
1) Oracle's stock is back to it's 12/06 level and I see upside in Q4'07. 2) Now you don't get fired if you buy Oracle, however it may not be the same story if you buy SAP. 3) Oracle is now spending about one third more than SAP on sales and R&D.
Paul Fox, President
Corran Tuathail Inc.
Analysis of: Philips Pact Expands Its Lighting Business (online.wsj.com)
Philips acquisition of Color Kinetics (CK) helps move Philips LED offerings into a higher value proposition.

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