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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Trumptown who wrote (11674)	9/5/1999 8:31:00 PM
From: Rande Is	Read Replies (2) \| Respond to of 57584

Great job on UTX, Sting. . .I like it. . .but have a few concerns. . first this. . . OT>> I am not wasting my time responding to each A%P crony du jour. . . I asked for evidence of these nonsensical claims; but none was provided. The questions were asked and answered. . . I will not respond to the grade school level military intimidation tactics from the pawns sent here daily. . .best we stay focused on our goals and our work at hand. And right now, the job is determining the worth of UTX. This was primarily a defense contractor that has successfully moved into the private sector. When I asked for fuel cell tech companies, I was hoping to find some pure plays. . .certainly there are some out there... now UTX looks like a good growth/value play. . .as it has consistently outperformed the S&P 500. . . But as far as fuel cell explosion significantly raising the bottom line of this diversified company. . .I doubt we will see much of that any time soon. . . . I wonder what percentage of revs are based on this new technology. . .and what percentage change is represented. . . but again, I would suspect it to be insignificant. . so, while we will keep our eye on UTX for any signs of significant growth in the fuel cell tech area. . the search is still on for pure plays. Thanks again for the terrific presentation on UTX, Sting. . . we all appreciate the time you spent on it. Rande Is