Another PWER? CPST, a Gilder favorite and new IPO.
<<from Gilder's Digital Power Report
In the key segment of the power curve,on which it has chosen to focus, Capstone is well ahead of the rest of the pack.
A jet engine to power a dot.com? Yes. It looks like a top of the line refrigerator, and runs about as quietly. In a typical high 9's configuration, it will be set up down the hall, or in the basement, drawing its fuel from the local gas company's pipe via a standard quick-connect, with perhaps a standby tank of propane outside.
For hundreds of thousands of potential sites, Capstone's fits the bill.Deployed one by one, or in reduntant arrays, Capstones 30 to 60 kW microturbines fit the huge number of sites that represent loads in the 30 to 600kW range-the electrical loads now created by tens of thousands of high-end wireless base stations, fiber repeater shacks,digital offices,row houses, and the rapidly multiplying wired McMansions.
Ake Almgren's (CEO) 1998 move from ABB (former employer) to Capstone was the equivalent , roughly speaking, of IBM's chief engineer moving to Dell-in 1984. Microturbines and other short-wire generators are where the PC suppliers were back then, aware of the potential huge demand, but still guessing and groping their way toward meeting it.
Only this much is certain; great engineers have latched on to a stealth revolution in materials, manufacturing, and power-chips to create a Powercosm product quite unlike anything that has been built before.
Capstone is perfectly positioned as a leading-edge disruptor in the expanding new cosmos of the electron. >> |
