Solar stocks ... one trick ponies or long term cash cows?

I'm not a big fan of solar as a green energy, I'm not a big fan of how reliant solar companies are on gov't subsidies. How long will that subsidy sugar high last? Even with subsidies, some solar companies have less than stellar quarterly reports. Now picture these same quarterly reports, less the monies derived from subsidies. It's not a pretty picture.

Costs of solar just aren't coming down fast enough, and R & D is getting more expensive, as they are continually coming up with better technologies to harness the suns energy.

What are these companies going to do when the sugar high runs out?

Will solar prices have dropped enough by then, to be affordable for coporate and home consumers without the aide of incentives or rebates?

Ride the wave, trade the solar sector while it's hot and dump it before it cools off, don't stay in the sector long term, FSLR stock performance should be all the evidence you need for a great reason to only trade solar stocks with current market conditions. FSLR 1 year chart below click to enlarge.