http://www.renewableenergyworld.com/rea/news/article/2010/08/keep...

http://www.renewableenergyworld.com/rea/news/article/2010/08/keeping-pace-with-cost-reduction-as-module-prices-continue-to-decline

This article, apart from being a pump for hydrogen-diffusion-stressed-fracture-cleavage of very thin crystalline silicon wafers patented by SiGen, emphasises that profit/module will have to decrease as module components get cheaper.

This was part of my argument that re-sellers (such as CBD/SOO/AFT/AIR) cannot continue to hold the current profit amounts on each installation at current levels as the price of the components going into those installations falls. Labour, warehousing, planning are just another cost like bolts and inverters and will fall.

And CBD's profit per installation will fall with them.

Interestingly, the article starts with a silicon/Watt cost of 38cents/W, in line with Solarfeen's estimate of 38cents/W in his/her post. And the article is arguing cost reductions from that number down in the near future.