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Technology Stocks : Energy Conversion Devices
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To: Ray who wrote (7144)2/16/2003 9:35:36 PM
From: Allen Bucholski  Read Replies (1) of 8393
 
Ray,thanks for the good posts its a lot harder to post when Losses are reported and their are unknowns to be answered. The stock is down when your a long long like me you have to remember what got you to invested in the first place. One positive post to me is Walt Reisch posts on Mr. Ovshinsky thoughts post no. 6812 right here on SI.

55 million for machine cost was mentioned by Fred Whitridge. post no.6819 SI. He also mentions no expansions mentioned at opening by most asked. Fred Whitridge also ask about room for another machine post no.6826. Stating their was room for another machine so called "TWIN". Also their where a lot of other machines their for trimming other tasks described.

Now for Speculation and Opinion as I can't back up what I say. I thought someone asks what another machine would cost and answer was 40 million at one of conference calls???? where i heard it i cant remember anyone? Low design cost and testing start up costs. (Could one save that much?)This is where it really gets speculative. I did ask at opening of 30 meggwatt PV plant about the outer space solar sells and was told not being made by this plant. May be the 40 million being spent on sales and marketing also include trim machines a processes to make outer space solar panels?

Allen
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