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Technology Stocks : Fuel Cell Investments

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To: jbkelle who wrote (159)12/11/2001 4:09:05 AM
From: SemiBull  Read Replies (1) of 280
 
"P&W is in the midst of rough waters in the commercial market...it remains to be seen how well they'll do going forward."

I am well aware of that....though do note, that even in trouble, P&W is still draws a big revenue stream compared to the unforeseen size of what UTFuel Cells might grow to.

"Carrier appliance of the future is a fuel cell..."

I doubt that UTFuel Cell (IFC was renamed last week) will be reorganized under Carrier.

"The automotive fuel cell market will be huge...."

And UT Fuell Cells is not alone. I am a big booster for UTX for a number of reasons, and I have no doubt that UT Fuel Cells will be in the thick of things, but I do know a thing or two about the auto industry. Margins are not pretty over the long haul with any technology. So while fuell cells do provide considerable sizzle for UTX, I am hoping it isn't entirely focussed on the auto-industry.

Just one man's spin.....SemiBull
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