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Microcap & Penny Stocks : MECHANICAL TECHNOLOGY (MKTY) -- Ignore unavailable to you. Want to Upgrade?

To: Sid Turtlman who wrote (310)	7/17/1999 2:03:00 PM
From: Fisherman1	Read Replies (1) \| Respond to of 542

MKTY was working with FC's many years before Plug was started in 1996. In fact 23 people were sent to Plug in '96 from MKTY when Plug was formed. According to the DOE, Plug is one of the top PEM companies in the USA. IFC is working on PEM for auto's and the technology will also work for homes, the GE name has brand acceptance and IS the world's leader in micro generation. Avista is good but does NOT have the branding of a GE to provide parts, . It will be easy enough for them to work with an established appliance brand name GE to get distribution not only in the USA but the rest of the world.

To: Sid Turtlman who wrote (310)	7/17/1999 4:38:00 PM
From: Bread Upon The Water	Respond to of 542

Sid, Thanks for another interesting post. I mentioned your name for the fc efficiency data because I wanted everyone to know I was not asserting this myself and I wanted them to know my source. I myself know NOTHING (intrinsically) about this technology and, therefore, do not want to misrepresent anything to anyone on this thread. Its nothing personal understand. I only know that you assert that the technology is the way it is---and thats as far as I'm willing to go on it for now. If its any comfort to you, I placed some money on your horse, based on your assertions. Anyone else can make up their own minds. I am not doubting you----I am saying you are the source of this assertion in my post. Second, as to the residential units-----inasmuch as plug power is specifically targeting the residential market and has two utilities as well as GE Power willing to market the technology to their customers don't you think this gives them a bit of a leg up in this area? I would bet the utilities as a marketing device would be offering their customers low interest rate financing on plugpower's units much as my own utility did here in order for me to upgrade to a much more efficient heat pump. No? So in terms of the entire sales process plug power would seem to have the advantage right now. Third, you have not spoke to my assertion on another post concerning the use of plugpower units currently at commercial restaurant estblishments (MacDonalds) and the fact that plugpower is currently taking applications from homeowners for residential testing. IF this is in fact the current state of plugpower's fc marketing development this too would seem to give them the lead. No? I think you focus too much on just the technology aspects of the process---which granted is important----but miss sight of the necessity of having all elements of distribution in place (sales, marketing, access to cash rich partenrs etc.) Regards, Bill

To: Sid Turtlman who wrote (310)	7/18/1999 12:47:00 PM
From: Bread Upon The Water	Read Replies (1) \| Respond to of 542

Sid, After visiting Avista's web site and reading some of their news releases I agree with you that Plugpower won't find itself alone. Apparently there are going to be a number of players here. However, as an investor I favor MKTY over AVA because the only way you can invest in AVA is to buy the parent holding company--which dillutes the impact of the fc profits to the bottom line. In contrast the fc impact to the bottom line of MKTY will be tremendous---assuming it pans out---which will boost the stock. Additionally, DTE revenues are 3 times larger (almost) (11 billion vs. 4 billion) than AVA's--which means to me that its customer base is larger so its potential market is larger. I don't think DTE and SEMPRAS will let any other utility invade its terriotry with another fc. They will compete on price even if they have to take on loss on the unit in order to sell the residential customer the fuel. YOu seem convinced that MKTY will not be able to deliver a unit for $4000 , but I say two things about that. The consumer will buy it at a higher price (assuming the competition is not priced significantly lower), or that the utiltities will subsidize the price in order to get the technology established (and get the billings for the fuel). I appreciate you drawing my attention to the competition in this area. REgards, Bill