SOL) reported a healthy fourth quarter but a weaker-than-expected module shipment outlook for the first quarter of 2011 and sold off by 16%, the largest loss among solar stocks in the post-earnings trade. As Italy contemplates major changes to its solar incentive scheme, SunPower CEO Zhengrong Shi has been vocal in comments to the press as saying Italy will not have a great impact on its business in 2011. Beyond the impact on pricing throughout the solar supply chain that could result from a slowing market in Italy, some of the Suntech Global Solar Fund projects upon which the non-cash equity value are in Italy. -- Written by Eric Rosenbaum from New York.
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