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Biotech / Medical : Catalytica Energy Systems, Inc. (CESI) -- Ignore unavailable to you. Want to Upgrade?

To: Stu Bishop who wrote (1455)	1/28/2000 11:01:00 AM
From: WTMHouston	Read Replies (1) \| Respond to of 1514

The frustrating part of this stock price, is that there is no more than $1-$2 in the price for the potential of XONON and advanced research. So far, the market has not been impressed with the long term economic potential of XONON (especially since the "long" term keeps getting longer). The only way that will change, IMO, is the announcement of a large order, commitment, or contractual expectation i.e., $50-$100 million or more, for XONON. The potential has been there for a long time. Now, it is "show me the money, honey" time. The proverbial, "put up or shut up." I kept hoping Clinton would mention it last night. He sure mentioned almost everything else imaginable. Troy

To: Stu Bishop who wrote (1455)	1/31/2000 7:42:00 PM
From: Erik T	Respond to of 1514

Stu, There is no fundamental reason Xonon shouldn't work on F class if it works in the E. I agree completely. That is a reason that I would count the Enron Pastoria deal as an actual order. I think for legal reasons the release was worded the way it was. Until it is known that Xonon will work specifically on the F, and will last long enough to satisfy commercial operating needs (about one year per catalyst, I suspect) it remains "the preferred emissions control technology." Here is hoping for a strong Q4 earnings release. An announcement of a Xonon order would be especially nice, as it might give us enough power (clean power at that) to move through 15. Erik (IMO)