A couple quick excerpts on Apple and SunPower: 
What’s Up With Apple?
"Apple (AAPL) shares are getting hit hard in today’s broad market selloff. While there are some minor news developments involving Apple – a lawsuit over the use of the phrase “Mighty Mouse,” a report that the company will use blue LED displays in future laptops – there’s nothing obvious that would be pressuring the stock.
One item worth noting which I missed yesterday: Piper Jaffray’s Gene Munster in an unusually cautious (for him) research note on Tuesday advised investors to keep their expectations for the capabilities of the 3G iPhone “in check.” He said the phone is likely to be nearly identical to the current iPhone in form and function…"
SunPower: Utilities Like Solar More Than You Think
At the JP Morgan technology conference in Boston, I had a chance today to chat with Julie Blunden, who is VP of public policy for SunPower (SPWR), which makes solar panels. I asked her about the opinion held by some that electric utilities in the US may be slow to adopt solar because they can’t be certain yet of the technology’s long-term reliability.
As Eric mentioned in a post today, Friedman, Billings Ramsey downgraded First Solar (FSLR), a solar technology firm, in part because the firm is concerned that First Solar will find adoption by utilities to be slow.
But Blunden thinks utilities will step up to adopt the technology faster and more aggressively than some think, based on her 25 years in the energy business. “They need solar to meet their targets for their renewable energy portfolios,” she says. The portfolio is something that’s regulated by states and municipalities, and so it’s not an easy mandate for utilities to get around…
Click here for more.
