CSUN falls after reporting Q3 loss,LDK remains flat

As I mentioned in my previous post, CSUN is a preteneder in the solar space . In my last post i had written how speculators were running up the stock , yesterday it posted yet another loss inspite of great conditions in the solar industry driven by the strong Spainish demand.The stock is now trading at $7 levels from $13 levels a month ago. Canadian Solar (CSIQ) is another stock which has run up on a couple of deals to as high as $18 . I think when I am writing again in a month this will go down as well as this is another company without any differentiation and when the industry goes into oversupply it will go belly up .
LDK is now at $35 levels after having gone down to $29 . The inventory issue has been like a cloud over the stock and till the indpnt audit is over I expect it to languish at these levels , but I would give it a high probability that it will come through with much higher prices in 2-3 months once the issue is sorted out. The industry is sufferign from a bottleneck of wafer cutting equipment and LDK with its earlier orders will gain as wafers become the next bottleneck after polysilicon