Solarfeen, there is nothing wrong with some diversity in your portfolio, the silex technology seems very promising, and they have the money to go further with it, also there are only a small number of shares in the company compared to many others! but as 3Boz said the biggest advantage with Silex is that they already have one proven technology in the enrichment process, of which we should hear something this month I believe, but also something else to consider is their other technologies they are developing as well, and there are many, they are not a one trick pony company!
This PDF below is a really good indication about which way things are heading, also worth noting is that the Author Michael Lebby, President and CEO OIDA, is also on a scientific panel for silex solar,have a look at page 113 of this PDF below, it gives a pretty good indication of the price and also the efficiency of thin film multi junction technology versus other technologies, yes there may be some in the future that are capable of better efficiencies? BUT you will pay for them!
www.optoresearch.com/Symposium/7th/Talks/Lebby/solarUNCCverFINAL.pdf
Here is one PDF that talks about some of the other stuff Translucent are working on (Translucent is a US company and Silex owns 60% of them and have the rights to go to 100% depending on milestone achievements)
www.translucentinc.com/OIDA-Si-Photonics-Feb2007.pdf
Happy Reading!
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