running scared, page-11

SITM, you need to read what Translucent are doing in order to understand what Silex are doing,this tie up with Suntech is just a means to an end IMHO, they first of all need the highest efficiency monocrystalline silicon solar cell, on which they will then use the technology developed by Translucent, and that will be game changing, it isn't your normal thin film or silicon cells they are talking about, you will need to read some of the patents listed under PUBLICATIONS in order to understand where they are coming from.
http://www.translucentinc.com/

Translucent Inc. specializes in earth abundant materials technology employing materials based on rare earth oxides. Much of the work focuses on lattice engineering and the fabrication of new materials and silicon based structures, such as our Crystal-SOI product line for the semiconductor industry. Where needed a custom epitaxial solution can be packaged with an equipment solution, drawing on the companys experience in both material and equipment engineering.

Translucent has also designed and modeled new devices for silicon photonics and electronics applications; furthermore Translucent can develop custom solid state epitaxial reactors for manufacturing. The company is active in the fields of silicon photonics, and photovoltaics. Solar materials research is aimed at higher efficiencies (through spectral conversion) and cost reduction technologies. One-step epi solutions for silicon-on-insulator based wafers can be produced with engineered solutions for volume production available.

Translucent has an extensive intellectual property portfolio and is open to licensing both material and equipment technology.
-----------------------------------------------------------
For those interested this was from Solarbuzz
http://www.solarbuzz.com/Marketbuzz2010-intro.htm

Looking forward, the industry will return to high growth in 2010 and also over the next 5 years. Even in the slowest growth scenario, the global market will be 2.5 times its current size by 2014. Under the Production Led scenario***, the fastest growing forecast, annual industry revenues approach """""$100 billion by 2014.""""""