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	<title>Comments on: Q&amp;A: Crosslink Capital&#039;s Alain Harrus on Solar Investing in Tough Times</title>
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		<title>By: Rooferguy</title>
		<link>http://gigaom.com/cleantech/qa-crosslink-capitals-alain-harrus-on-solar-investing-in-tough-times/#comment-25028</link>
		<dc:creator><![CDATA[Rooferguy]]></dc:creator>
		<pubDate>Wed, 22 Jul 2009 16:25:40 +0000</pubDate>
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		<description><![CDATA[&lt;p&gt;VCs invested billions in companies that had a solution to the &quot;silicon is too expensive&quot; problem that the solar industry experienced from 2004 to 2008.&lt;/p&gt;

&lt;p&gt;When silicon got cheap again, the value propositions of all these thin film and concentrating products disappeared.  Now they&#039;re all trying to figure out what to do.  Temporarily they may get a DOE loan, but long term, good and cheap Chinese and FirstSolar panels are likely to dominate the market.&lt;/p&gt;

&lt;p&gt;VC investments in energy need to look at areas away from the solar cell itself.  Software, installation services, mounting systems, inverters, financing, etc.&lt;/p&gt;]]></description>
		<content:encoded><![CDATA[<p>VCs invested billions in companies that had a solution to the &#8220;silicon is too expensive&#8221; problem that the solar industry experienced from 2004 to 2008.</p>
<p>When silicon got cheap again, the value propositions of all these thin film and concentrating products disappeared.  Now they&#8217;re all trying to figure out what to do.  Temporarily they may get a DOE loan, but long term, good and cheap Chinese and FirstSolar panels are likely to dominate the market.</p>
<p>VC investments in energy need to look at areas away from the solar cell itself.  Software, installation services, mounting systems, inverters, financing, etc.</p>
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		<title>By: Rise &#38; Shine: July 21, 2009 &#124; Sweet Solar Home</title>
		<link>http://gigaom.com/cleantech/qa-crosslink-capitals-alain-harrus-on-solar-investing-in-tough-times/#comment-25027</link>
		<dc:creator><![CDATA[Rise &#38; Shine: July 21, 2009 &#124; Sweet Solar Home]]></dc:creator>
		<pubDate>Tue, 21 Jul 2009 16:30:19 +0000</pubDate>
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		<description><![CDATA[&lt;p&gt;[...] NEWS &amp; MARKETS  Crosslink Capital’s Alain Harrus on Solar Investing in Tough Times At Intersolar North America, we sat down with Alain Harrus to get an update on what’s happening [...]&lt;/p&gt;]]></description>
		<content:encoded><![CDATA[<p>[...] NEWS &amp; MARKETS  Crosslink Capital’s Alain Harrus on Solar Investing in Tough Times At Intersolar North America, we sat down with Alain Harrus to get an update on what’s happening [...]</p>
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