I'd like to see any discussion of this moved over to the RE-markets list. While 
it is marginally on topic here since it has to do with your businesses, you 
will find that there are some non-wrench-member folks on that list that may 
have some helpful insights.

Marco Mangelsdorf wrote at 11:48 AM 9/8/2011:
 
>In 2008, about 200 Net Energy Metered systems went in on this Big Island of 
>Hawaii, where I live.  About 400 in 2009 and over 800 in 2010.  The same 
>increase in adoption rates took place across the Aloha State.
> 
>I think that the next two years or so will bring a stop to this kind of growth 
>most likely because of the fed grant in lieu of tax credits very likely going 
>away come 1-1-2012 and a likely change to the HI. state tax credits as well 
>after this next legislative session as well as the continued progression of 
>our small island grids becoming more closed to PV due to grid saturation 
>issues.
> 
>Be that as it may, until there’s a contraction in the PV biz in our Aloha 
>State (not a question of if but when), we’re going to continue to be in an 
>insanely competitive sales environment.
> 
>My commercial sales these past 9 months have been kinda light and I’m bothered 
>by that.  Our standard approach is to always offer the highest efficiency mods 
>from Brand X.  But we’ve been losing sales to others who are undercutting us 
>by as much as 30 or more percent.  No surprise, really, since these mods are 
>so much more than pretty much the rest of the market, aside from Brand Y with 
>its HIP and HIT lines.
> 
>I’ve resisted going all in or even mostly in as far as getting container loads 
>of good quality Chinese mods as we’ve been hyping ourselves as providers of 
>the highest efficiency production mods on the planet along with our solid 
>econoline of U.S.-made mods with a minus zero PT and flash test data for every 
>mod.  But if you hit ‘em with Brand X and they’re not really educated on Brand 
>X nor asking for the best, any other quotes that they’re considering from 
>others will make the Brand X quote look way high.  And at that time you can 
>usually kiss the sale good-bye.
> 
>So I’m considering a substantial change in our approach to selling PV.  Go 
>mostly Chinese, go low price to keep up with the competition, offer quotes 
>using Chinese mods as a standard matter of course and perhaps offer Brand X on 
>a more limited basis.  It just seems to me that the commoditization of the PV 
>biz these days has most consumers concluding that price is the most important 
>factor whether the mods come from China, the U.S. or Timbuktu.
> 
>Let the fireworks begin.
> 
>marco

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