Plug Power (PLUG) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Plug Power (PLUG)

PLUG 2.185

-5.8%

Jan 9 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Stephen O who wrote (88)	1/9/2000 1:09:00 AM
From: Gary105	of 783

Re. backup power - you can spend several hundred $ and get an oil or gas fired generator - enough to keep essentials running - people are doing it today - thats a far cry from a $10K investment in a PP system. Re. PP - i think their distribution model and team are excellent and they have a realistic approach to market. i also think that they will benefit from economies of volume over time. However i do think the amateur pundits have overestimated the market potential and the current valuation overestimates the timing of market penetration. This technology is best suited for high cost electricity areas - the very areas targeted by merchant power plants many of which have already been ordered (look at GE's order rate and backlog of gas turbines) - as these merchant power plants are installed, electricity prices in these high cost areas will plummet.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next