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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED
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To: Clappy who wrote (648)9/12/2000 2:05:03 PM
From: surfbaron  Read Replies (2) of 65232
 
Claps: Re your interest in fuel cell stocks. I think they are the wrong play. They are capital intensive, how many heavy capital companies do you own.Plus too many of them to decide the winners. Go with GTL companies. GTL fuel will supply the fuel cells. Better business model, sell royalties to produce GTL, ala our beloved Q. Which company. RTK, Sasol, SYNM. My bet is on RTK, purely from a mgmt standpoint. Sorry to bore everyone with this. I worked in the industry so I have a passion for earl.
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