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September 10, 2009
The PV Newsletter
Investing In Solar Stocks

Book coverLinx-AEI Consulting would like to congratulate partner Joe Berwind on the publication of his new book!  Joe Berwind is the founder of Alternate Energy Investing, LLC (AEI), a top market research and financial analyst firm specializing in renewable energy. Joe is the sole author of Investing In Solar Stocks, published by McGraw Hill. The book describes the renewable energy landscape focusing specifically on solar power for institutional investors, asset managers, and fund managers involved in the PV industry.
Linx-AEI helps clients to succeed in this industry through our analytic rigor and translating our perspectives into actionable recommendations that our clients can take advantage of.
More information on the book can be found here.
Linx-AEI Speaks at the SEMI New England Solar/PV Manufacturing Market Outlook

Joe Berwind will be speaking at the SEMI New England Committee and PV Group Solar/PV Manufacturing Market Outlook on September 30, 2009 at the College of Nanoscale Science and Engineering (CNSE), Albany NY.  The meeting includes speakers from the University of Albany, Spire Corporation, and SpectraWatt, and will provide different perspectives of market developments and trends for PV manufacturing equipment, materials, cells and modules. 
For more information contact Mark Thirsk, Vice Chairman of the New England Committee, at mthirsk@linx-consulting.com or register with SEMI.
As Industry Challenges Keep Mounting; Linx-AEI Offers Services to Help Our Clients Succeed

Key future unknowns in the Solar industry include:
      What will be the impact of the upcoming election in Germany?
      What is the impact of China's industry support initiatives
      What actions will be taken in the US?
      How will the Polysilicon oversupply impact industry cost structure
      Who will be the winners and losers of the recent industry upheaval?
These are all tough questions.  Our services are designed to provide the critical insights and perspectives necessary to succeed.  Linx-AEI offers services that cover  the following areas:

PV Custom Services

Linx Consulting also offers custom reports on the electronic materials industry. If you don't find exactly what you're looking for in a Linx report, we can design a custom report for your company to address your unique decision-making needs.

Call +1.617.273.8837 or +1.973.437.9517 or email us at info@linx-consulting.com for more information.
Come Meet with Linx-AEI at PVSEC
Mark Thirsk and Joe Berwind of Linx-AEI will be attending the 24th European Photovoltaic Solar Energy Conference and Exhibition in Hamburg this month.  They will be available for meetings from 21st - 24th September. 

Contact Linx-AEI to schedule a meeting

Mark Thirsk

Mike Corbett
Tel: +1.973.437.4517
email: mcorbett@linx-consulting.com

PV Report
Linx-AEI released an updated PV report earlier this year entitled Chemicals and Materials for Solar Cells and Modules.
For more information about this report, call Mark Thirsk at +1.617.273.8837 or Mike Corbett at +1.973.437.4517.
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