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Technology Stocks : Energy Conversion Devices
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To: Don Devlin who wrote (3697)5/30/1999 10:17:00 AM
From: fred whitridge   of 8393
 
Don just pointed out to me that Golden Genesis (GGGO on NASDAQ) is being taken over by Kyocera-- a USSC competitor in panels. My view is that GGGO did an initial good job early on as our exclusive distributor and then their own management changes and our high prices slowed orders to a trickle (how many times have we heard that the 5Mw machine is going to be sold out a couple of quarters hence?).

Let us see how soon USSC cuts off their exclusive or what reasons they give for staying.
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