I didn't have time for the conference call, I'll have to check in later today with the replay.
In the meantime here's the supplemental info. (8 Page PDF)
- Guiding Q1 lower sequentially on margins, higher on shipments.
- Still driving down cost/watt.
- Cutting exposure to Germany, Belgium.
- Projecting dramatic growth in China, U.S.
- Solid balance sheet.