Dark clouds threaten solar's sunny spell

Listed solar companies have had a great start to the year, but even though competitors have dwindled from 750 to 150 in just two years, more attrition is needed before any share surge can be maintained.

Solar stocks kicked off 2013 with a sharp rally, prompted in part by last week's news that a company controlled by Warren Buffett's Berkshire Hathaway Inc would pay up to $2.5 billion for two SunPower solar projects in California.

This week, stocks retreated after many investors and analysts called the moves overblown, making the Buffett rally look more like a short-term bump.

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