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Technology Stocks : Energy Conversion Devices

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To: Michael Latas who wrote (5167)	8/28/2000 1:03:03 PM
From: wily	Read Replies (3) of 8393

Michael, I got stonewalled in my followup questions to my visit (with al and Ray) to ECD. I can't say that it will definitely remain this way, but I'm not going to set my hopes on hearing anything until there is a demonstration. If that doesn't happen before the next shareholder's meeting, then probably we'll get some questions answered there -- or possibly at the upcoming conference call for the quarterly earnings around the end of September. In the meantime, I have a lot of digging to do to try to understand the physics involved in the device. Regarding the impact on the stock price, it just depends how the development works out. If it gets done close in time to forecasts (I think there were some, weren't there?) and is as good as is promised, the impact will be tremendous, IMO -- I think everyone agrees on that much. Lots of ifs, though, and wait-and-see's. wily

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