solf tsl comparison

	mkt cap		revs		PPS		EPS		Total MWs
SOLF	$784m		$100.6m		$16.35		$0.17		27.3
TSL	$1070m		$82.6m		$42.85		$0.28		21.2	
CSIQ	$429m		$97.4m		$15.72		$0.02		35 MW expected in Q4

So CSIQ is definitely WAY undervalued.  Expect to ship 200-220 MW in 08.  Expect 35 MW in Q4 to translate to ~$0.30 EPS, so 200 MW = 2 bucks?  

This math may be off due to the fact $0.5m in revenue may not directly translate to $0.02 EPS per share.  I extrapolated this to figure the $8M they expect in net income next quarter will translate to approximately $0.30 Q4 EPS.  

And there is the dilutive offering, but it is not a bad thing, these companies need capital to grow and I don't mind it that they don't want to over-lever themselves with debt.  But this will dilute earnings a bit.  But the numbers we are talking about are so massive that a 10 or 20% dilution is basically a non issue.