Intersolar North America closes on a high


"If I look at the first half of 2010, it was all negative news, and if I look to the second half – you never know what kind of surprises can come – but at this point, with Italy's subsidy, the Green Jobs Bill [in the U.S.], more loan guarantees and whatever China does, I think Q2 and Q3 numbers, and maybe even Q4, should be pretty good for all the solar companies."

Pichel is part of a team of four analysts – including smart-grid analyst Elaine Kwei – who recently moved from Piper Jaffray to Jefferies and launched coverage of 15 cleantech companies on Wednesday. In a report released that day, the team projects the global solar market will reach 12.9 gigawatts this year, up 78 percent from 2009, and will grow a modest 15 percent in 2011 and 26 percent in 2012.

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