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Gold/Mining/Energy : Global Thermoelectric - SOFC Fuel cells (GLE:TSE) -- Ignore unavailable to you. Want to Upgrade?

To: speculatingvalue who wrote (2822)	7/29/1999 2:01:00 PM
From: GLE	Respond to of 6016

I would agree, but the automotive application is the market that is hot for development right now. The remote market will still be there for them in 5 years time, the auto market won't be.

To: speculatingvalue who wrote (2822)	7/29/1999 2:19:00 PM
From: blue_chip	Read Replies (1) \| Respond to of 6016

I would think a certain part of the valuation may have something to do with fuel cells but I believe on the whole the valuation is based on the companies existing business, i.e. generators and heaters. Now where I think the part of the valuation for the fuel cells is included is for remote power generators and not the home co-gen and automobile markets. I believe automobile applications will be part of the first implementation of a GLE cell however I also think that any cell that will work in a hybrid car will also have direct applications for other markets including stationary co-generation. I do not believe GLE will necessarily need to design to different kinds of cells for these markets. I believe the only changes which will need to occur would be those of size and perhaps the cell casing which would be governed by the intended use and required power output. Just my humble thoughts Chip

To: speculatingvalue who wrote (2822)	7/29/1999 5:25:00 PM
From: CH4	Read Replies (4) \| Respond to of 6016

The latest progress report (1999 quarterly report) was for a natural gas S.O.F.C. system. Global Thermoelectric's site update was specific about their progress in developing an Auxiliary Power Unit , plus a more specific use of an A.P.U. in trucks. The highest priority of the California Clean Air Board is to reduce the amount of particulates from diesel trucks. I interpret this as the diesel S.O.F.C. research is complete. Delphi's announcement (yesterday) of building a new line to produce a new generator for trucks indicates they have a licensing agreement with Global Thermoelectric. A point of interest is that Delphi was not shy to publicly dispel any misinformation when Toyota publicly claimed the two of them had talks. To me this indicates that if Delphi and Global didn't have a deal Delphi would of done the same thing by now. A food for thought question, is it normal for an "analyst" to set a one year target price and not publish how many shares the price is based on , a year is a long time. Is it $15.00 on 100 million shares or what?