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Non-Tech : Alternative energy
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To: Dr. Stoxx who wrote (118)5/13/2001 9:33:25 AM
From: Stephen O  Read Replies (2) of 16955
 
BLDP is number 1 in PEM fuel cells, however how big will the market be and WHEN. There is no hydrogen infrastructure, there is not a vehicle running using a PEM cell with gasoline or natural gas. BLDP was the first public company in the area and is extremely well promoted. Having Ford and Daimler put in hundreds of millions a few years ago helped put BLDP on investors screens. Since then SOFC fuel cells have come along and are better suited for stationary power generation, remote sites and homes. SOFC cells have appeared in a BMW and they generate all the electricity a car needs. The SOFCs BTW are made by Global Thermoelectric (GLE.TO). I agree with you, I think that Ballard shares will decline for fundamental reasons, you think for technical.
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