[LDK] return of MMs and MoMos,

MMs will come, it may take some time. MoMo will come, much soon, LDK is on top gainer list today with heavy vol. Momo traders will fly in very soon if not already.

It'd be interesting to see how pressure build up from here on,
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today's LDK news cleared a lot, as fear is most at everyone wonder "what the @$@% is going on?".

to me, that is a FA-changing piece of news.

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long term perspective beyond 2008 is still unclear, but as of now, LDK's net earning is very much the same as STP, the valuation gap is a bit too big to ignore. It's hard to argue that upstream silicon wafer price is going down faster than the module price, given that there are much faster capacity buildup on the module side, (which is easier and cheaper to do).

ymyd,