We also think that the late 2011 demand surge, although it will very likely reverse in Q1, is evidence that demand price elasticity exists in solar.

FORBES: Trina: Merrill Turns Bullish

What is more, recent productivity gains have been exaggerated not just by the cyclical impact of the boom, but also by an unsustainable surge in investment in information technology that has now gone into reverse.

ECONOMIST: American productivity