SAN JOSE, Calif. ( TheStreet) -- Last week ended with a stellar Friday for the solar sector, and all the negative sentiment hanging over solar companies for months seemed to exit stage left, at least temporarily. A bullish report from bullish Credit Suisse led the charge, as the securities firm upped its already bullish solar demand forecast for 2010 up to 12.7 gigawatts -- as much as 4 GW above several other industry forecasts. Of course, given the kinds of capacity numbers that the solar firms have been talking in quarterly guidance - as high as 13 GW when you add up the forecasts of the biggest solar stocks -- without a bullish call on demand like the one issued by Credit Suisse on Friday, the never-ending debate on potential solar overcapacity was tilting in the direction of the bears. Also last week, industry consultant Solarbuzz put out a report that estimated the second quarter of 2010 alone could see demand of 4 GW. The entire 2009 demand figure from Solarbuzz was 6.4 GW. The Solarbuzz forecast for Q2 would also be 453% higher than the first quarter 2010 demand. The Solarbuzz data wasn't intended to be a call to send solar shares ever-higher. The consultant issued some words of caution along with the big forecast. "The data demonstrates clearly that managing quarterly corporate performance in 2010 will be even more challenging than it has been over the past two years -- a period that proved to be a roller coaster ride for sales revenues and profitability," Craig Stevens, President of Solarbuzz, said in a statement. "In the event that production is not moderated in the second half of the year, the outcome will be a return to more price disruption. However, unlike 2009, there will be significant consequences for high cost producers." The European nations were up to their usual political maneuvering in the past week also, and two of the countries that figure chiefly in the solar outlook, Germany and the Czech Republic, continued to battle over cuts to solar support programs . The reports from Europe sent mixed signals, but Trina Solar ( TSL), First Solar ( FSLR), and ReneSola ( SOL), were among the solar stocks surging ahead on Friday regardless of the twists and turns out of Europe.