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Technology Stocks : FCL - FuelCell Energy -- Ignore unavailable to you. Want to Upgrade?

To: billkirn who wrote (369)	3/5/2000 6:14:00 AM
From: Sid Turtlman	Read Replies (1) \| Respond to of 407

Bill: Still quite long. At the rate the stock has been rising, to get your $200,000,000 they may only have to sell 1m shares. (That would be nice.) While I agree completely that FCL should take advantage of circumstances and do a stock offering, I'd rather see them raise something closer to $100,000,000. That would be more than enough to tide them over for several years, and possibly forever. BTW, the contract announced Friday was very significant for the long run. The government is financing FCL's taking a small turbine and hooking it onto the fc that has been providing power to the Danbury facility. The waste heat from the fc eliminates the part of the turbine that must burn, with attendant emissions, natural gas to create heat to make steam to turn the turbine. In other words, this system converts the fc's heat to electricity, raising the overall efficiency of the unit. Turbines are relatively cheap, especially when you eliminate their front end, so this fc/turbine hybrid, compared to just a fc by itself, should have a lower initial cost per kW of capacity, be much more efficient, and have the same nearly non-existent emissions. This to me is FCL's "killer ap", the thing that could get them a big share of the general power generation market, measured in the many tens of billions annually.