I found this article that explains the drop more:
http://seekingalpha.com/article/83631-the-problem-with-solar-companies-is-not-really-a-problem?source=yahoo. I think it may have been more of what was said by Motley fool. Plus the market was down yesterday, and the solar names follow the Nasdaq it seems. Most of the bigger (by market cap) solar names were up today (FSLR, TSL, STP, JASO, SPWR, ESLR) and the smaller names seemed to be down (AKNS, HOKU, CSUN, ASTI). I looked into AKNS, but I went with ESLR instead because they have a bigger market cap and a better EPS (although still negitive). I also like the fact that ESLR makes the actual cells, panels, wafers, and final PV product themselves. AKNS is just an installer. Plus ESLR is ramping up production with a new factory and the soon will be profitable (early to mid '09 is what they have said). They also are one of the most efficient users of silicon and produce thin-film which I think is the future. I think it has alot of upside potential.