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Technology Stocks : Energy Conversion Devices -- Ignore unavailable to you. Want to Upgrade?

To: Michael Latas who wrote (4134)	10/25/1999 1:31:00 PM
From: gcrieff	Respond to of 8393

lets hope so as i managed to scoop some up on the dip today

To: Michael Latas who wrote (4134)	10/25/1999 10:02:00 PM
From: Michael Latas	Read Replies (1) \| Respond to of 8393

Another likely bit of news that could be forthcoming in our first quarterly newsletter might be the details of the preliminary agreement regarding our hydrogen venture with Royal/Dutch Shell. The press release this summer stated the details should be forthcoming in several months. We could then use that agreement in signing up the other oil companies. Another point to ponder on this subject. ECD has invested a considerable amount of time and money to bring our solid state hydrogen fuel technology to its present marketable state. Royal/Dutch Shell is supposed to handle the storage and distribution, while we provide the technology. What, if anything might they have to invest in ECD's technology, which appears to be the only enabling technology addressing the use of hydrogen as a safe, cost-effective environmentally friendly clean fuel. Something to think about. Look at how Ballard benefited from the infusion of cash from Ford and Daimler/Chrysler. Some additional food for thought: Stempel, in his hand out to the NY Society of Security Analysts and presentation in New York in July, stated that: * "1998 worldwide PV module shipments - 160 MW * Total revenue - more than $1.2 billion from modules and systems * Paul Maycock projections: Year 2000 Year 2005 Year 2010 210 MW 640 MW 1920 MW * Market growth inversely proportional to cost * Proprietary high-volume production lowers costs and opens markets dramatically * Earlier movement to high-volume production will accelerate market growth * UPVG - $3/watt; 600 MW in US alone If you crunch the numbers this turns out to be $7.5 million per MW for modules and systems. A 25 MW plant would result in $187.5 million in projected revenue from modules and systems. Perhaps someone out there has the rule-of-thumb formula to break out the module income from the systems, so we might get a handle on projected income when the plant is fully operational. We should also secure the contract to build the 25 MW plant, which should be an additional source of income. Then, the next question still unanswered is how much longer will it be before we can realistically build our projected cost-competitive to conventional fuels 100 MW plant? Satellite contracts will play an important part in the answer to the above question. Regards.

To: Michael Latas who wrote (4134)	10/26/1999 11:27:00 PM
From: Ray	Respond to of 8393

I do not rule out possible good news, in the quarterly newsletter, for ANY of ECD's product areas. I want to mention one possibility that might be overlooked. We have not discussed the coated film products at all -- at least I can recall no such messages. But, if ECD is correct in claiming much improved technology for coating such things as heat-blocking films for auto glass and barrier films for packaging, this could be very important. And, these products are for DEVELOPED markets! Yea -- what a difference!

To: Michael Latas who wrote (4134)	12/2/1999 8:56:00 PM
From: jacq	Respond to of 8393

Must be a sloww night on the internet. On Home and Garden T.V. tonight I just saw an advertisement for Makita cordless tools with environmentally friendly Nickel Metal Hydride Batteries. The story board of the commercial went "In outer space there is no margin for error, that is why NASA builds all of their own tools except for...ours with NiMH 50% or 90% more powerful I didn't catch which figure. Hooray Makita. It is enough to make me go right out and replace all my shop tools! Hey Don congratulations! Who said there was a conspiracy to keep you from touting how wonderful it is to drive a real electric vehicle. I am so happy for you. I would imagine that it will be a few days before you can be pried out of the driver's seat. Have fun.

To: Michael Latas who wrote (4134)	12/2/1999 9:32:00 PM
From: jacq	Respond to of 8393

honda2000.com

To: Michael Latas who wrote (4134)	12/2/1999 9:36:00 PM
From: jacq	Read Replies (1) \| Respond to of 8393

evworld.com evworld.com These two links from E.V. world help to bolster my sometimes flagging spirit regarding where E.V's are eventually heading. Even if Honda for some unknown reason is not going to use our batteries this year I am certain that they will have to see the light down the road but even if they don't there are all those other electric vehicles that will need our quality batteries. Click To Listen RealAudio Presentation - Length: 11:43 minutes Dr. Peter Harrop Dr. Harrop is the former CEO of Mars Engineering in the UK and recently completed a comprehensive survey of some 440 EV companies in 26 countries around the world, authoring a report entitled, "Electric Vehicles Are Profitable." He states that in the "solar system" there are some 6,000 companies involved in the electric vehicle business. 10% currently build or will be introducing EVs and 70% are profitable. He estimates by 2010 there will be 10,000 EV companies despite numerous mergers and acquistions. By 2000, he estimates there will be 7 million EVs in the world. Harrop stated currently industrial EVs are the largest sector with some $1 billion in projected sales for 2000. He also sees Toyota becoming the dominate EV manufacturer with its cars, trucks, buses and fork lifts. This is a trend that will threaten smaller, niche companies. He also pointed to the example of Yamaha which makes EVs for the disabled, electric bicycles and scooters. He suggests that people will buy EVs not primarily because of air pollution, but more because it makes "new things possible" and replaces human effort. An example is the growth of supermarket electric carts for the elderly and disabled. One company has build and sold 70,000 in the US alone. Another form of EV are the home robots that are selling in the "tens of thousands" in Japan which can vacuum floors. Currently the largest sector by dollar volume are heavy industrial EVs, golf cars, and light industrial EVs respectively. However, by 2010 Harrop sees cars taking the lead followed by heavy industrial and two-wheel EVs such as bicycles and scooters. In 1999, some 1.2 million EVs will be built and the growth rate will accelerate to 20% a year by 2010, at which time some 10 million EVs will be built annually.