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Technology Stocks : AER Energy Resources (AERN)
AERN 0.0000010000.0%Jun 3 3:19 PM EST

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To: Alan C. Zezula who wrote (442)10/9/1997 8:31:00 AM
From: Ariel Warszawski   of 621
 
Thanks Al. I appreciate your response. I have not given up on AERN. I still have a small amount of dead, loss-making capital invested. I still think that there is a viable technology. I still do not believe that the laptop market is the holy grail for these guys. In fact, I believe that the market value should go up if they announce that they have given up on this application. However, I still contend that there are many other applications, some which exist already, and some which do not yet exist, for which the zn-air technology is the best solution. We have already seen two of these applications which I wouldn't have known existed: Satellite phones and the trade show registry/database thing. This is encouraging. However, I think it will be a while before we see any positive earnings effects from these. But, I'm still long and patient.

As far as my questions about NiMH and Li-Ion, I am interested in seeing what people's thoughts are regarding this battle. Will Li-Ion completely win out once more capacity is added, or while NiMH always remain lower priced and have a place among people who believe that it offers them a better value?

Ariel
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