Sid, you wrote "The US government has tossed a few tiny crumbs on the table, on which DCHT gets to share a nibble."
Have you determined how much funding went into sensor research prior to DCHT acquiring rights to sensors? Same Q for DCHT fc's. I didn't think so. Point is, prior R&D gives DCHT a viable product today. Your comments don't touch that fact.
Then you wrote "None of
them(Fuel Cell Companies) are in the sensor business, so that is irrelevant." HUH? Obviously your following statement recognizes that the sensor business is VERY relevant to DCHT, "it will be interesting to see how much business DCHT does, now that it is in "full scale production"
of its sensors... ." And so obviously you recognize other FC companies can't say that. Talk about the pot calling the kettle black! Steve's statement was an AND statement, which means assertions on BOTH sides of the "and" must be true for the statement to be true. Thus, by the rules of logic and given that no other FC company has sensors to offer, the answer to his question is "NO others can say that", just as he rhetorically implies.
Half your post bashes Steve, rightly or wrongly, half the rest is self-contradicted, and the rest is potentially misleading. Swell.
Misleading, yeah. You imply that "we should know" how the sensor business goes by mid-November. Talk about loose statements holding false implications. Kinda short-sighted, isn't it?
Right now sensor revenue growth looks explosive. In November perhaps it will look flat(I doubt it, bwdik). Perhaps by Feb. it will look explosive again. So what? Have you any good information that would indicate reasons why Dch's Sensors won't be useful to the many Excellent customers who have used and/or are evaluating them to date? I didn't think so.
Dan B
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