Greenspan and Cramer have teamed up to openly bash the Chinese stocks. Then there are other factors like the belief of China bubbles which may or may not be true. Then its May. You know all this attitude will lift at one point or the other and probably in 2-3 months. The world isnt going to suddenly stop using solar power and these solar companies will grow their revenue substantially in the next 12 months. Nows the time to take a second look at the solar stocks while they get sold off. I looked at CSUN and compared them against a few other known companies. This is how I work. I read the 10-Q or Prospectus of the known successful companies, then I read the same of the known dogs and then I read up on the ones who are potential candidates. I get an idea of what the street wants and what they dislike. This is one data point: Employee headcounts TSL 2006-910 CSUN 2004- 17 2005- 228 2007- 1349 SOLF 2004- 84 2005- 241 2006- 502 2007- ?? SOLF Revenue- 2005-21M 2006-48M 2.28 times CSUN Revenue- 2005- 13M 2006- 149M 11.4 times TSL Revenue- 2005- 11.4M 2006- 75M 6.5 times Somehow CSUN appears very attractive and growing more aggressively then the King which is Trina. You can see why SOLF is the dog as it hasnt grown as aggressively as its peers. I believe in the short term CSUN and its counterparts will be sold-off aggressively and Im not sure how low they will go. I do know that someone bid up Trina 300% in the last few months for a reason. CSUN appears to be a company that has been able to grow its revenue twice that of Trina. The headcounts for CSUN demonstrate a very aggressive growth strategy. Up nearly 6 times in two years. I think CSUN will go lower in the short term, but at some point I will be looking to buy.