UPD 21. 12. 2009. :. The editors CleanTech brought me his apologies and confirmed that the crash occurred on their side. Accordingly, serious complaints against Andrei Music I do not have a version of an apology - accepted.
' Boil our minds disturbed '.
Dear Julia,.
Today I received the first issue of your magazine CleanTech and was surprised to learn that the correspondence was the author of one of the publications. In his article, our mutual friend Andrey music in the last paragraph of the lead ' own ' opinion, which miraculously almost literally coincides with abstracts published in the paper, I '. Investment in the production of solar modules. ' Printed another 1 July this year. I was especially pleased with the following passages:.
Music:. ' As we know, from raw material to finished solar power plant consists of the following steps: polysilicon, ingots and mono- multisilicon ' solar ' quality wafer, solar cells, solar panels, solar power system (standalone or network ). '.
In the original:. ' As you know, the chain from raw material to finished solar power plant includes the following ' links ':.
- Manufacture polysilicon;.
- Production of ingots of mono-and multisilicon solar grade;.
- Cutting silicon ingots into wafers;.
- Manufacture of photovoltaic cells ( solar cells );.
- Manufacture of solar cells;.
- Installation of solar power ( stand-alone or networked ). '.
and.
Music:. ... e. to raw materials, the higher the required capital investment and the more complex production itself. Toward the end of the chain requires less investment, research intensity of production decreases, respectively, but increased competition in the market. Reflecting on the question of ' how to start a business howling in the solar industry ', - you, above all, to answer the question ' how much you are willing to invest? '. If the investor is not less than $ 300 million. , It is tempting to invest in the production of silicon. But on the other hand, no one knows what surprises prepared the world's leading producers of raw materials. In my opinion (it is - just hit. , A. ) In the current environment for private business the right place to start ' solar ' business with the production of solar modules, and later extend it down (the production of solar cells, wafers, ingots ) and up ( installation systems). '.
In the original:. ' In general we can say this: we move closer to the top of the chain, t. e. to raw materials, the higher the required capital investment and greater complexity of the production, but at the same time, higher margins and, at the same time towards the end of the chain requires less investment, research intensity of production decreases, respectively, but increased competition in the market. Where should we start? . , It is tempting to invest in the production of silicon. The global shortage creates increased demand and make these investments very attractive at first sight. But who knows what surprises prepared for the world's leading producers of raw materials, which are unlikely to have decided to lay low and do not put into operation new capacities? . My personal opinion is that the business wants to stake out their place in the solar energy market, the most appropriate would be to start with the production of solar modules. And then gradually expand towards the installation of systems and the production of solar cells. '.
And more. quote from my publications. '. Is it worth it to invest in PV?. ':. '. <...>further expansion in the vertical both up (installation systems and solar power ) and down ( the production of silicon ingots and wafers ). '.
Well, the completion of the reviews of Music is remarkably similar to the end. My interview published July 24, 2009 online edition of the serious ' Markets. and. July 28 reprinted on your site. :.
Music:. ' Hardly anyone today can list many other industries, which even during the crisis showed a positive dynamics of growth. Investments in PV today can provide a good chance to take a seat on one of the most attractive and promising high-technology markets '.
In the original:. ' I do not think anyone can name many other industries, which, even in times of crisis such an impressive show positive dynamics. <...>Investments in PV today can provide a good chance to stake a place on one of the most attractive and promising high-tech markets. And this chance to be in no way to lose. '.
Here I sit now and think - whether to rejoice that my humble opinion stimulated point of view of one of the top managers of the only Ukrainian producer of components for solar power, or upset that my thoughts have been assigned to a person not having them completely irrelevant. But in any case, I would like to recommend Andrei Vladimirovich more closely relates to the preparation of ' own ' texts, or request the competent people who will be able to rephrase them so that the resemblance to the original is not conspicuous so much.
Julia, personally, to you and your magazine, I have no complaints. I understand that is almost impossible to keep track of everything that is printed on the network and assess what is the primary source of. I hope to someday be one of the authors not only of his blog '. Solar Energy. ' But your magazine. And do it under his own name.
Dmitry Lukomski, to. t. n.
e-mail: lukomskyy @ gmail. com.
_______________________.
Solar. UA. - European standard solar modules are already in Ukraine, the highest quality, most attractive conditions for the supply.
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