Again, you have this 180 degrees backwards. There was a huge rush to build out polysilicon module fabs in China that has caused a huge oversupply. Now module ma

Again, you have this 180 degrees backwards. There was a huge rush to build out polysilicon module fabs in China that has caused a huge oversupply. Now module manufacturers are going out of business daily, leaving an oversupply of polysilicon capacity. Here, from a few days ago: http://www.pv-tech.org/news/polysilicon_headwinds_unchanged_at_hemlock http://www.pv-tech.org/news/polysilicon_headwinds_unchanged_...