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Technology Stocks : Energy Conversion Devices

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To: Jaknik2 who wrote (8032)	10/22/2005 10:35:48 AM
From: Extra Pale	of 8393

Like you, I've been following or invested in ecd for a couple of decades (geez that makes me feel old). My projection is that we see significant revenues in '08' based on the ramp-up that is now underway. Given that unisolar machines take 18months to build, potential new collaborations this year and next will not be fully productive until '08'. Given automaker timelines and recent announcements, COBASYS is unlikely to be generating significant revenues until '08' or later, unless NiMH batteries make headway into other market niches. With regard to stock price, I suspect we will repeat the past pattern big swings, only at higher levels of nuttiness. An oum announcement or large multi pv machine partnership could fuel a 3x rise in price, imo. What's now key with this investment, is that ecd's diversified technology is leading edge in nanscient markets that likely will grow quite nicely for the next 20 years. Yes there is always technolgy risk in each specific niche - but that's where I take comfort in the diversification. Talk to you in another 20 years, hopefully from pv powered home.

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