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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Bruce Brown who wrote (15820)	1/21/2000 1:26:00 PM
From: Triffin	Read Replies (1) \| Respond to of 54805

Bruce .. Fuel Cells as possible breeding ground Bruce, I noticed that you, StockHawk, and John Strichnoth made a few posts on this topic in Aug 1999 and again in Oct 1999 .. The two viable pure plays in this technology are BLDP for PEM fuel cells primarily for the automotive market and a November IPO .. PLUG a manufacturer of small scale distributed fuel cell power systems primarily for the residential/commercial market .. Since the time of the Oct posts the sector has attracted some re-newed investor interest and the fact that crude is trading near $30.00 a barrel again always sparks some talk vis a vis 'alternate energy' BLDP has advanced from 28 - 80 PLUG has advanced from 15 - 105 Message 11082321 The 'tornado' for this technology 'appears' to be no more than 2 years out for both markets .. Is this still on anybody's radar ???? Jim in CT ..