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Technology Stocks : Plug Power (PLUG) -- Ignore unavailable to you. Want to Upgrade?

To: Stephen O who wrote (88)	1/8/2000 11:48:00 PM
From: Makahadan	Read Replies (1) \| Respond to of 783

I'm new into this.....so sorry if I'm repeating an old question..... It seems to me that the economics may not work now as has been clearly delineated in posts....then the two main questions are: how long can the company stay afloat? is the technology refinable so that costs can come way down?

To: Stephen O who wrote (88)	1/9/2000 1:09:00 AM
From: Gary105	Respond to of 783

Re. backup power - you can spend several hundred $ and get an oil or gas fired generator - enough to keep essentials running - people are doing it today - thats a far cry from a $10K investment in a PP system. Re. PP - i think their distribution model and team are excellent and they have a realistic approach to market. i also think that they will benefit from economies of volume over time. However i do think the amateur pundits have overestimated the market potential and the current valuation overestimates the timing of market penetration. This technology is best suited for high cost electricity areas - the very areas targeted by merchant power plants many of which have already been ordered (look at GE's order rate and backlog of gas turbines) - as these merchant power plants are installed, electricity prices in these high cost areas will plummet.