Poly -silica is simultaneously used in micro chips and solar panels. Intel’s pain is Poli-Silicas pleasure. Stocks such as MEMC (WFR) and other alternative energy seem to be the play. Evergreen Solar(ESLR) Daystar technologies (DSTI). These are speculative. You might also consider basic materials. Cemex our of mexico has been on a tear and CRH out of Ireland has benefitted from emerging markets. If you like the Basic Materials sector but don’t like to play individuals stocks you could take a look at ICBMX.
