What we’re reading to look for opportunities and opinion.

1. The Chinese are encroaching on… Intel
2. Tellurium supply an issue for thin film solar like First Solar (FSLR)?
3. The cost and benefit of solar
4. Online education is disrupting university model
5. Supercomputers will fit a sugar cube, according to IBM
6. Danger looms in emerging markets
7. Cisco shortfall shows risks in public sector spending cuts