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Strategies & Market Trends : Rande Is . . . HOME
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To: Paullie who wrote (31932)8/13/2000 10:18:42 PM
From: Rande Is  Read Replies (1) of 57584
 
Hi, Paullie. Search "full text" for the words "Fuel Cells", or "this subject only" for "Fuel Cell Rande" for more discussion and for replies with more plays. I just posted on this a few days ago. Briefly PLUG leads in home fuel cells. . . large capacity manufacturing plants in upstate NY. BLDP is a Canadian company that leads automotive. EFCX leads in tiny fuel cells. MKTY is like an incubator for fuel cell companies, owning pieces of many. Some utility companies like DTE also own chunks of companies like PLUG. GE will be selling PLUG [and other] home fuel cells to utility companies, who will market them to us directly. There are a number of other companies that deal with fuel cells. . .but they do so in a far smaller capacity. . . including two recent IPOs, HPOW and CPST. . . the former just came public and hasn't decided what biz it is in yet. . .the latter deals with large turbines, but claims to be on top of the automotive biz, too. . . though I doubt the extent of their involvement. Ballard Power has been around for years and has made rock solid in roads into the automotive biz. There have been about another half dozen or more suggestions for other fuel cell related issues. . . but I have doubted most of what I've seen outside the leaders. Just don't forget all that short interest. . .it can lead to frustration when trying to go long only.

Hope that helps,

Rande Is
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