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Technology Stocks : Energy Conversion Devices
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To: Allen Bucholski who wrote (7376)10/19/2003 5:53:45 PM
From: Extra Pale  Read Replies (2) of 8393
 
Allen, I find ener (temporarily enere...) very frustrating; however, I did not find the conference call to be completely negative. They scewed up on re-financing the Unisolar deal.... On the other hand, I was please to hear about the telecom battery potential, especially since u.s. auto programs have been delayed. Their claims of low-cost status for solar cell production will likely be debunked or proven quite soon. GE research project is promising. Did not hear anything about OUM (fortunately I inadvertently skipped the 1st 20 mins of Stempel reading p.r.'s) Heard Stan's enthusiasm for the cognitive computer program - tho I doubt if he will be at ECD another 20 years to sheperd the project to completion. To me the major issue with this company is Stan - both a creative genius and a management problem. Stan's creations have changed the world; and I greatly appreciate being able to invest with him. On the other hand, his technologies are long-term, much longer than a typical public company shareholder can wait. My bet is that a couple of Stan's creations pay off in the next few years, which ones and how much, I have no idea.

Gotta have a lot of patience and a sense of humor to be a shareholder in this company. (and hopefully only pocket change invested...)
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