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Microcap & Penny Stocks : DCH Technologies (DCH) -- Ignore unavailable to you. Want to Upgrade?

To: Scoobah who wrote (1773)	6/17/1999 9:32:00 AM
From: Sid Turtlman	Read Replies (2) \| Respond to of 2513

Excuse me, Steve: Are you giving me permission to release the private messages that you sent me about Antaeus? If I wanted to trash DCHT, I could have posted what you privately admitted to me about Antaeus some time ago. And now you are saying I should do some research on it? I fear the Mediterranean heat has temporarily addled your brain. I would hardly call the three or four posts in fc related threads linking an article about ERC's (and other's) stationary power efforts "spam". This was an article in the online version of a print magazine written by a reporter, not a paid promo piece by the company such as you, as Dr. Harvey et al, posted thousands of times all over the web for DCHT. My attraction to the higher temperature fc's (carbonate and solid oxide) are that they are much more efficient than PEM or phos acid and don't need a reformer. The heat makes them unattractive for cars, or the portable applications that DCHT is working on, but is a big plus for stationary power. Because high temp fc's are not easy to put together in someone's basement, there are very few competitors. PEM already has many dozens of competitors. Siemens (the leader in solid oxide) and ERC (the leader in carbonate) could easily jump into the PEM business if they wanted to. In fact, ERC has a government funded research project going on right now to develop a PEM membrane that would tolerate much higher temperatures, and thus be more efficient than everyone else's PEM (although still not as efficient as carbonate). But I don't think that any of the PEM players, including Ballard, could easily produce a successful high temperature fc. The potential for decent profit margins is always a lot higher in non easy entry businesses, which is one of the things that attract me to the higher temp fc's. But they may not end up being successful for any number of reasons; there are never any guarantees with developing technologies. Enjoy your vacation.