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Technology Stocks : SatCon Technology (SATC)

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To: kinkblot who wrote (270)	9/8/1998 10:58:00 PM
From: James Mortensen	Read Replies (2) of 440

I don't know how many flywheels will replace the battery racks. I think you are correct that KwHours will be a better predictor than # of terminals. I also doubt that BA will immediately refurbish all 20,000 sites immediately. I've seen hi-tek manufacturing operations get off the ground, and I imagine that Beacon is going to have a trial-and-error period as they ramp up production. So I would be surprised if demand is the limiting part of the equation. I would expect supply to be the choke point. Here's someone's conjecture that I pulled off of Yahoo!. I think Salley probably has an inside track on info. pts of interest pksalley Sep 8 1998 8:04PM EDT THE NEWS RELEASE: 20,000 terminals x 3 ups/site= 60000.......approx 5,000 /ups........potential mrkt=300mil................financing almost done......problem: to many interested parties......financing will be bigger than originally expected i think...............i also continue to hear of good things happening at FMI........also waiting to hear of big cable companies evaluating these systems......whoo, whoo

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