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Obama’s Economic Policy

Posted on Saturday, Sep 6th

Here are some comments from Forbes readers on my last column. My response is below. Please feel free to chime in.

Multi-Billion Dollar Venture Ideas for Indian Entrepreneurs

Posted on Sunday, Jul 20th

For Indian entrepreneurs looking for scalable venture ideas, here is a list to work on. I have modeled one venture for each category, which you will be able to access from the Vision India 2020 series:

Infineon: Wireline Communications Business

Posted on Friday, Jun 27th

By Vijay Nagarajan, Guest Author We have, so far in this series, reviewed Infineon’s financials, Qimonda and the industrial and automotive businesses. As we continue to dissect Infineon in our valuation analysis, we will now take a look at its wireline business.

Forbes Column 08: How To Heat Up Solar

Posted on Friday, Jun 13th

Here’s my new Forbes column, How To Heat Up Solar, addresses what it would take to get solar energy to account for a meaningful portion of the global energy needs.

Water Desalination

Posted on Sunday, Jun 8th

The Economist has an excellent overview of Water Desalination in the current issue. The Sea Water Reverse Osmosis technique that it discusses has been discussed here and on Forbes (Read Hydro-Alchemy) by me before in the context of Energy Recovery, Inc. which is about to go public.

Poetry and Cleantech Investing

Posted on Saturday, Mar 8th

By Lance Glasser, Guest Author I am occasionally asked by friends about prospects for all sorts of “green” technologies to have an impact on satisfying the world’s energy consumption.

Germany and Renewables

Posted on Saturday, Feb 2nd

Here’s another good piece from Business Week on Germany’s Renewable Energy efforts: The Wind at Germany’s Back : Cutting-edge tech and government incentives have made it a world-beater in renewable energy. Some excerpts:

Sunpower Seems Unreasonably Slaughtered

Posted on Tuesday, Jan 29th

Sunpower’s (SPWR) Q4 stock performance has been scary as the company’s stock reached heights of $160/share in intraday trading and then plummeted on general market madness and company outlook to $73/share recently. It is worth looking at the company to see what has been going on.