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Strategies & Market Trends : Value Investing

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To: Wallace Rivers who wrote (9887)	2/7/2000 3:05:00 PM
From: Archie Meeties	Read Replies (2) of 78673

The handwriting is on the wall for utilities. Generating and distributing electricity across wires for any distance is less efficient than distributing a hydrogen source which can then be cleanly and efficiently converted into electricity by fuel cells. I wouldn't be surprised to see every utility in the country try to jump on the fuel cell story in some way or another. BTW, sources of H+ used in FC's are derived from natural gas. I suspect that when PLUG cools off, DTE will soften. Currently the buyers of DTE and the buyers of PLUG are on different planets - so don't expect the PLUG mojo to rub off on DTE. This will change if PLUG proves itself through it's products. At some future point we will be better able to judge the merits of PLUG's products vs. Ballard's and others. In 2-3 years there will be one or two clear leaders in the field with a tight ring of patents around their products. Watch the doors the auto industry is knocking on - currently that's Ballard. As another plug for commodities, fuel cells require platinum for the basic reactions. Much rarer than gold.

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