It was in a conference I attended (I think in 2006), if I can find it I'll see if it's postable. If not, well, I'm not going to go digging.
Same conference was briefing their solar furnace power plant technique that is being tested/built out West. Basically they were speaking to the viability of x, y, and z technology power plants. IEEE also has a few decent sources.
And again, there's a lot more than just the module that you have to factor in to the cost. It takes a lot of equipment to condition solar energy for use in our grid. Those studies are great for rating individual use. Things like RVs, boats, water heaters, etc.. Silicon is more geared toward individual use anyway. A ~2000 kWh/m2 footprint is not viable to supply a population with electricity. The urban area around Baltimore consumes ~1.25 billion kWh in one year. Need the emerging, more efficient, technologies for that.
Short version:
Individual use = good (if price point is low enough)
Power grid use = not quite there yet beyond small scale
I'm basing it on research, though admittedly I work more with multijunction cells than silicon. I'm not aware of any trade studies yet but there's probably one on thin films floating around somewhere.
It could compete with subsidies, but short term those subsidies should go to taxpayers installing the cells at home. I don't see how they could compete on a cost basis when they'd need a 10+ square km array to match the plant's output (with silicon). Land costs money too, and roof space is free and mostly unused.