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Technology Stocks : FCL - FuelCell Energy
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To: Sid Turtlman who wrote (10)6/11/1997 8:08:00 PM
From: A.J. Mullen   of 407
 
OK Sid, you've got my interest. I called the Co. for an investors pack and a chat, but haven't been called back yet.

Your point about this being largely old-fashioned metal-bending is part of the attraction for me, and a detraction. It suggests there may be little intellectual property that can be protected. Surely the company must have learnt much with its Santa Clara facility, but any newly competing company might gain much insight too. Profits often go, not to the winner, but to those placed second.

The latest 10Q gives the impression that much effort went into the SC project. And now that's complete, the 10Q suggests an air of anti-climax, with no clear picture of what's next in the short-term. Do you share this concern of mine?
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