Potential Impact on Solar Stocks First Solar, Sunpower, Evergreen Solar, Spire, SunTech and XsunX (OTCBB: XSNX)

POINT ROBERTS, WA -- (Marketwire) -- 03/13/09 -- www.RenewableEnergyStocks.com, a leading investor news and research portal for the renewable energy sector within Investorideas.com, presents the Green Investor report: "Solar PV businesses may benefit from the new incentives," for investors following solar stocks.

Green Investor at Investorideas.com

http://www.investorideas.com/gi/

Paulo J. Nery

Excerpt:

Solar stocks have taken a major beating in the past few months. The Claymore MAC Global Solar Energy Index ETF, TAN, has fallen 78% in the past six months. Most listed solar companies have fallen from 50% to 87% over that period.

A bright spark however, is the newly passed economic stimulus bill which should start boosting demand once again. With the extension of the Federal 30% tax credit and the removal of the $2000 cap, home owners will see the price of solar PV get much more affordable.

And, for commercial developers of solar facilities the new bill has provisions that would allow them to take the 30% tax credit as a grant instead.

Some of the companies best positioned to ride out the challenges of this year are the big market leading companies with adequate cash in hand. US manufacturer First Solar is one of these companies. Notice how their stock price collapse is far less than any of the other solar companies. First Solar also benefits because its panels are made from cheaper cadmium telluride rather than silicon. Also look at the other second generation solar companies I mentioned in my article of Jan 6, 2009. But even First Solar said last week that it would begin reducing prices on some of its panels to keep its competitive edge when it enters new markets.

Other well positioned companies include SunPower Corp, because its highly-efficient modules command a price premium. Now that SunPower also installs the systems they have the maneuverability to adjust their margins between the different parts of the business.

Also look at Energy Conversion Devices, makers of Uni-Solar amorphous silicone panels. They were the innovators of lightweight flexible roll out modules that can be directly adhered to roof tops, also known as building integrated PV.

SunTech too has bought into the installation and finance business since its acquisition last October of El Solutions, and its joint venture with MMA Renewable Ventures called Gemini Solar Development.