营收数据有错，重打一篇。

现在就更清楚了， LDK 对比 FSLR 营收和EPS, 今年有机会全面超过FSLR。
LDK 没法超过 FSLR 的只有 Market.cap。
FSLR的季度报告说他的营收Q4比Q3少了$188M， 这Q1比Q4又少了$53M，
有没有办法达标还不知。

LDK的价值别说美国公司，连中国的下游太阳能TSL都比不上。
虽然LDK和TSL一样一季度赚$1。 但TSL就是LDK的2培多（26。6对11。5）
我买的是基础层面。


Earning Per Share
Company ------2010------------------2011--------- stock
Stock .... Q2 ..... Q3 ..... Q4 ..... Q1 ........price
LDK ...... 0.36 ... 0.72 ... 1.09 .... 1.00? .... $11.5
TSL ...... 0.52 ... 1.08 ... 1.87 .... 1.13? .... $26.6
SPWRA.... 0.15 ... 0.26 ... 1.36 .... 0.19? ..... $15.4
FSLR ..... 1.84 ... 2.04 ... 1.80 .... 1.21? ..... $150。0


Company ------2010-----2011------
Stock ... revenue .... revenue .... growth ....Market.cap
LDK ..... $2.23 B .... $3.70B ...... 66% ........ $1.66 B
TSL ..... $1.86 B .... $2.48B ...... 34% ......... $1.86 B
SPWRA... $1.85 B .... $2.04B ...... 29% ....... $1.41 B
FSLR .... $2.56 B .... $3.78B ...... 47% ........$12.86 B


Company ------2010--------2011------
Stock . revenue(Q4) . revenue(Q1) . drop ....Market.cap
LDK ..... $921M ..... $850M ...... 7.3% ........ $1.66 B
TSL ..... $642M ..... $615M ...... 4.2% ......... $1.86 B
SPWRA... $937M ..... $510M ...... 45.6% ....... $1.41 B
FSLR .... $610M .... $557M ...... 8.7% ........$12。86 B


Note: FSLR Q4 2010 net sales were $610 M (missed WS already lowed est by $38M), a decrease of $188 M from Q3 2010,
FSLR calculate 2011 revenue based ASP at $1.35 and 2012 ASP $1.30.
but its ASP likely drop below $1.20 on 2nd half of 2011.