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That is harmful to them now but provides opportunity. Chinese manufacturers are – if we know anything about them – relentless in taking out costs. So my think is cost-per-watt will fall faster in the Chinese silicon manufacturers than in First Solar exactly because there are more opportunities for processing improvement.
Stephen Simko had the opposite view. He figured that the thin film is a new technology whereas wafers have been around for a long time. That means that there are more opportunities for transformation efficiency improvement in thin film than wafers – and he thought that could drive costs over time.
I have an answer to that – 10.7, 10.8, 10.9, 10.9, 11.0, 11.1. But really to get more comfortable with that I want to talk to a particle physicist who knows a lot about semiconductors. So there you own it – the complete First Solar thing modeled out. I think I am right – but sensible people take the opposite view – and one industry publication wants to create a piece about why they may be short Bronte Capital. If anyone tells you this investing game is simple to ignore them. This is hard – and the wagers we take sometimes fill us with angst.
So, it should work in any setting almost. Since this offer has been made by me for almost 20 years now, predating the MOOC boom and bust, I may offer some suggestions. I would love to let you know that I live a life of serenity which I am posting for commendable reasons, but that would not be true.
I am writing my course for the most selfish of most reasons. I am a performer (and every teacher is) and what performer will not wish for a more impressive audience? EASILY am going to prepare and deliver a class, would I not have thirty thousand people watch the course than three hundred rather.
If you get something of value from this class, and you are feeling the urge to repay me, I’ll make the same suggestion that I did last season. Learning is one of those rare resources that is never diminished by sharing. So, please pass it to someone else! See you in class!
Applied to HR, the basics are shaped by them of HR data analytics. There is some discussion whether the slice-and-dice kind of analysis that characterizes a lot of business intelligence applications falls into the HR analytics category. Some experts claim that the term HR analytics should only be utilized when we discuss advanced analytics, like the more complicated predictive analytics. Others, including myself, have a broader definition of HR analytics: HR analytics is data-driven people management.