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Technology Stocks : Ballard Power -world leader zero-emission PEM fuel cells
BLDP 2.905+4.5%3:59 PM EST

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To: david sosiak who wrote (3333)12/1/1998 3:02:00 PM
From: riposte  Read Replies (1) of 5827
 
Got It!

Hi David -


<<You guys either don't get it or you live on another planet. >>


Speaking only for myself (although I believe Stephen also "gets" it...) :

First, I've been working on Information System Y2K issues all year, for my employer, who will spend North of $750 MILLION on the problem.

I most certainly "get" Y2K issues.

Secondly, as I understand it, you're arguing one of two things:

1) That Y2K concerns have driven organizations to contract with Ballard and its affiliates, to conceive, design, test, produce in "retail" quantities, ship, install, and test again at the customer's site, and have "on-line" by 1/1/00, a broad range fuel-cell based power generation solutions which the customer will then use to mitigate any potential Y2K-induced problems.


According to my "Time Remaining" clock on my desk, there are 395 Days, 8 Hours, 22 Minutes and 58 Seconds until 1/1/00.

Seems like quite a lot of work needs to get done prior to the Big Event, no?



2) That, on 1/1/00, Y2K-related failures will drive organizations to place orders with Ballard, and its affiliates, who will then have to conceive, design, test, produce in "retail" quantities, ship, install, and test again at the customer's site, fuel-cell based power generation solutions which the customer will then use to mitigate any Y2K-induced problems which they are experiencing at that moment.


In this scenario, the fuel-cell power generation products would need to be delivered via non-functioning gasoline/diesel/jet fuel methods of transportation, in a short enough period of time that it would actually be able to make a difference. (In other words, in days or weeks, not months or years.)


In either scenario, hydrogen generation and delivery facilities would need to be conceived, designed, tested, produced in "retail" quantities, installed, and implemented. With the second scenario, with a currently gridlocked gasoline/diesel/jet fuel) infrastructure.

Perhaps on Planet Sosiak, these things could happen...

Do I correctly perceive your argument?

Never mind; let's move on; this is a silly tangent of discussion.

Regards,

Steve
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