The 'difficulties' may not be any worse than any other player in...

The 'difficulties' may not be any worse than any other player in the PV game. As the McKinsey study pointed out the closer a company is to the nuts and bolts and panels the harder it is to make a buck - locked in tech, supply lines, changing markets.

Much better and more opportunity downstream in the project finance area. The successful companies will transition there as SOO is doing. It is a logical and sound move.