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Technology Stocks : Energy Conversion Devices

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To: Krowbar who wrote (7700)	5/19/2004 4:58:47 PM
From: Allen Bucholski	of 8393

Del, I am going to listen to replay and listen to them dance around your question. 3 megawatts of production this last quarter when capacity of 7.5 is possible is a little disappointing to me. However the space and air-force and military solar sales looks encouraging to them. The expanding sales is still depending on special markets. We investors will all be watching for improvements of sales each quarter. Tom, you picked up on a important point about Sanyo using small batteries? Will have to get to story behind this.(Your answer about not having U.S. rights sounds right.)

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