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Technology Stocks : SatCon Technology (SATC)

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To: Cabrina Dieters who wrote (202)	5/17/1998 1:38:00 PM
From: James Mortensen	Read Replies (1) of 440

Cabrina, I don't like the numbers on Yahoo! Too fast and loose. If Delco or Satcon won't provide a sales projection, some questions need to be answered to do our own forecast, such as... How do they define a heavy truck? Do they sell only domestic? How soon before they start incorporating Power Smart, ie. 1999 model year? Etc. It's great to see SatCon return to the black. Even though the stock doesn't reflect it, that's a bellweather event. Notice that the pr also said that the majority of revenues are commercial, not government. That's a huge step. I think this Delco deal is just the first of many new deals we see with SatCon/FMI/Beacon products. Regards, Jim

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