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

To: Erik T who wrote (31)	1/25/2000 1:58:00 PM
From: Krowbar	Read Replies (1) \| Respond to of 83

Eric, I don't believe that PLUG's unit emits any NOx. When calculating the overall effect on the environment, line losses need to also be taken into account. I think the CO emissions problem will disappear in PLug's unit. Does the gas turbine, that you mention, have conversion efficiencies of 38%? I would be surprised. Can you buy a unit for your house? The Plug Power unit is not meant to replace most existing systems, it is meant to give you the option of switching. I think that they will sell plenty of units in the rural market where the cost of running traditional power lines is $25,000 per mile. Even where power is available, there are plenty of people spending 200K and higher on building houses. I don't think that they will balk at spending 10K for the security of virtually uninterruptable power at lower cost per month than the electric utility. I just finished a 77 home gated community where several of the buyers put carpet in their garages. There will be plenty of buyers out there. Del

To: Erik T who wrote (31)	1/28/2000 11:14:00 PM
From: Mr Bones	Read Replies (2) \| Respond to of 83

Hi Erik, I just started researching PLUG and so I really enjoyed your analysis of the current stock price. <<< I agree...that there is a niche market for Plug's product. >>> Care to speculate on the niches? Here's who I think of: - Rural dwellers - Businesses anywhere who want a very reliable power supply. (I refuse to call anything as complicated as a fuel cell "virtually uninterruptible") - Developing areas of the world where electric lines are a faraway dream. Granted, a peasant earning $30 a month growing potatoes isn't going to plunk down $7k for a fuel cell (so he can power his 52 inch TV set) but maybe his government will in order to supply power to a small village. - Environmentalist wackos (like myself) who would prefer to generate less pollution. Good luck to all, Mr Bones