LDK:WFR, cash flow to cash flow, 1:3 now,

WFR at 87 ==> LDK at 65,

But, growth rate, LDK:WFR = 3:1,

LDK's 2008, 2009 wafer production all booked out, clients returning for 2010 and 2011 per CFO's last interview,

poly business coming in line in 2009, by then they not only control their own fate, they get another new big, and currently fattest in terms of margin, piece of pie... and Q-Cell already jumped into the line,

do the math,

cash flow, cash flow, cash flow,

that's what wins MMs' heart,