Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Ian@SI who wrote (31163)	6/25/1999 10:50:00 AM
From: Duker	Read Replies (1) \| Respond to of 70976

OTIan, Yes, CAT means POWER ... and they got bigger last year ... as they were kind enough to buy the Perkins Diesel business (Buffalo, NY ... small to medium horsepower engines) from my Lucas Varity before TRW finished the job ... Did CAT send you a gift certificate for a CAT/Tonka truck with your annual? If not, they should ... I heard that Komatsu will give you replicas of their entire lineup if you give them a call ... <g> --Duker

To: Ian@SI who wrote (31163)	6/25/1999 3:11:00 PM
From: Sid Stuart	Respond to of 70976

Much to my surprise with the first annual report received, CAT is in the power generation business. From diesel generators suitable for a home right up to generating power for major corporate users or cities in developing countries. Diesel generators might make an interesting technology play. As more and more commerce moves to the web, more and more ecommerce sites are going to co-location facilities. The first thing on my list when we were looking for a 7x24 facility was diesel generator backed power. Could be a growing business there over the next few years. Sid