Tuesday, May 29, 2007

STP looking very GOOD...CC Analysis !!!!

STP CC was very upbeat and discussions with analyst was very CREDIBLE.

STP raised the gross margin from Q1 of 19.9% to an improvement of 1 to 2% for Q2....that is a 5 to 10% BETTER sequentially than just completed Q1.

I expect STP to easily achieve this improvement in gross margin on Q/Q basis.

Spain has 5% better pricing than robust Germany.

Korea & Italy is the new growth area for 07.

Breakdown of sales by markets for Q1:

Germany 46%

Spain 46%

US 7%

STP REMAINS Sales leader in Solar sector compared to SPWR & FSLR.............

With todays HIGHER Sales guidance for Q2 & 07 STP ......remains BEST OF BREED !!!!

STP will be a strong performer going forward.

Good luck on today's STP trading as it is already HIGHER in pre-market by +$1.54...so far $$$

Please do your own due diligence.

BLOG does not give BUY or SELL.

Saleem

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