Recent Posts:

What Did We Learn This Week?

Daniel Englander: February 29, 2008, 2:52 PM
Stop! Turn around! See what we learned this week!

Solexel: The Incredible Missing Stealth Company

Daniel Englander: February 29, 2008, 10:56 AM
Yesterday Eric Wesoff reported that Solexel, a stealth, Kleiner Perkins-backed company was hiring for epitaxial silicon and MEMS engineers. MEMS, or micro-electro-mechanical systems, is a microfabrication technology used to integrate mechanical features and microelectronics on a silicon surface. Interesting, right? After reporting this, (almost) all mentions of Solexel were removed from John Denniston's page on the KPCB wesbite. But a deeper look on their site shows someone in the KPCB IT department most likely didn't finish in the top of their class at Stanford. I did a search for "Solexel" and turned up this page, which clearly shows Solexel listed as one of Denniston's companies....

Frost & Sullivan Drops Data, Uses Ouija Board

Daniel Englander: February 29, 2008, 8:07 AM
A press release put out last week by consultancy Frost & Sullivan points to the "Global Solar Photovoltaic Market" hitting $6.49 billion in revenues in 2005, with revenue projections of $16 billion in 2012. It's so important they had to capitalize it, but clearly not important enough for F&S to really know what they're talking about. I just got off the phone with our man Travis Bradford, who told me "this is not being specific enough to be useful. In 2005 the market at the module level was probably something close to what they're saying, but that's just for the modules" not the entire market. And once Travis starts talking...

The Morning Feedstock

Daniel Englander: February 29, 2008, 5:30 AM

Melting the Ingot with Bob Ford, CEO of Solaicx

Daniel Englander: February 28, 2008, 10:02 AM
Solaicx is a venture-backed startup hell bent on reducing costs in the PV supply chain. Since breaking ground on their new Portland, OR, factory in November, the company has worked 'round-the-clock to stabilize their innovative wafer manufacturing technology, with an eye towards full-scale commercial production in the first half of 2009. Solaicx was also one of Greentech Media’s top ten startups. I had the opportunity to talk with Bob Ford, the company’s CEO, a few days ago about his company’s progress, supply issues in the PV market, and the possibility of a solar shakeout. Bubbling silicon, after the jump.