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Technology Stocks : AER Energy Resources Comments?
AERN 0.000001000-90.0%Jun 3 3:19 PM EDT
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To: Guy Gordon who wrote (248)5/27/1996 9:03:00 PM
From: Ogen Perry   of 276
 
Guy,

First thanks for your work. I too found the information extemely useful and well organized.

However, I did not find the information itself to be very encouraging for the company. They continue to pursue the notebook computer market despite some very obvious hurdles. Their comparisons are often misleading (ie comparing actual performance of other battery chemistries with 'potential' performance of Zinc Air) The other thing which is clearly missing is any plans to move this from a development stage company to a manufacturing company. There is no mention of any large capital investment plans. Obviously, they are not ready to do that yet. A company with this kind of profile would usually be financed by VCs. Recently however, the IPO market has been a source for cheaper money, so we find companies like AERN publicly traded. Shareholders are going to need a lot of patience for this one.

Ogen
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