Global Thermoelectric - SOFC Fuel cells (GLE:TSE) Message Board

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Gold/Mining/Energy : Global Thermoelectric - SOFC Fuel cells (GLE:TSE)

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To: ddl who wrote (5731)	11/13/2002 8:52:31 PM
From: Gulo	Read Replies (2) of 6016

I would say "Show me the evidence and track record. If I like it, I'll put some of my speculative money into it, especially if you are well financed. " The message was always: sealing, degradation and cost/W, in that order. That has been the case since GLE got into the fuel cell area. My point is that that message has not changed. If you believed something else, I'm sorry. I don't want to talk you into buying GLE because a) I have no reason to, and b) I'd feel like a smuck if GLE crashed and burned because someone else beat them to commercialization. GLE might not make it. In fact, the history of technology development suggests that GLE is unlikely to make it in the long run. I just happen to think they are the best SOFC horse to bet on right now, not because I know they will win, but because the payout justifies the risk. -g

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