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Strategies & Market Trends : Rande Is . . . HOME

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To: jason pate who wrote (35339)9/19/2000 9:09:50 AM
From: Rande Is  Read Replies (1) of 57584
 
Great post, Jason. Thanks. As I see it, the problem with EFCX is that investors thought it was a fuel cell company and it is not. This is important. The money is being liberally thrown at FUEL CELL companies for R&D, because they are our future. . . Batteries are our past. Fuel cells can displace our dependence on oil. Batteries had their chance and greatly disappointed [granted mostly for political reasons].

So if EFCX is not a fuel cell company, then they no longer deserve the premium they are enjoying.

The fact that they can be profitable faster, therefore is moot.

Rande Is
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