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


To: Liatris Spicata who wrote (1480)2/23/2000 8:56:00 AM
From: Ben Wa  Respond to of 1514
 
fortunately, the share price incorporates only the drug packaging business. if xonon takes off, it is all incremental to expectations.



To: Liatris Spicata who wrote (1480)2/23/2000 7:27:00 PM
From: Stu Bishop  Respond to of 1514
 
Hi Larry,

re: "...H Series technology gives customers and regulatory agencies an attractive option to a Xonon-type solution."

The emission levels depend mostly on the combustor. With the same combustor in an F turbine, the same low emissions level can be attained. From GE power:

"7FA machines currently operating with DLN-2.6 in simple cycle are achieving 9 ppm."

gepower.com

and

"The 7H and 9H gas turbines are equipped with DLN 2.6 combustion systems which will achieve NOx emissions of 9 ppm ..."

gepower.com

I just want everyone to understand the H is not an emissions reduction technology. When they talked about the low level of emissions they have achieved, while announcing the H machines, it allowed people to incorrectly make this association.

The H is distinguished from the F by the use of steam, rather than air, for cooling hot parts.

Now, since the H is slightly more efficient, in that it can produce more power per unit of fuel. It would possibly produce less emission per unit of power produced. This is not the same as ppm.

Hence the comparison is not H technology vs Xonon, rather it's DLN 2.6 vs Xonon. DLN stands for Dry Low NOx, and it is an alternative to the "standard" combustor.

Hope this helps.

I'd like to know the cost difference between the 9 ppm DLN 2.6 technology and the sub 3 ppm Xonon. Anyone have an idea?

Thanks, and best of luck to us all.

SPB



To: Liatris Spicata who wrote (1480)2/25/2000 4:13:00 PM
From: Liatris Spicata  Read Replies (1) | Respond to of 1514
 
Back in at 12 1/8 today. I could say it's unfortunate that I could buy only half as many shares as I had before, because I'd taken some of the proceeds of my CTAL sale to buy AOL. However, since AOL is up nearly 20% since I bought it, I'm not too distressed. CTAL held up well in a down market today, losing only one half point to close at 12 3/4 on modest volume of 162,600 shares, while the Dow lost 230 and the Nasdaq was down 27. Hope that augurs well.

And a note of appreciation to Stu for his cost estimates. Hope someone responds to your question.