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

To: JLS who wrote (21024)	3/22/2000 2:21:00 PM
From: unclewest	Read Replies (1) \| Respond to of 54805

Disclosure: long on PLUG since 16. I put those shares away with my ELON at 13. They are keeping each other company. wow! i like the way you pick em. i'll keep my panl until you give us your opinion.

To: JLS who wrote (21024)	3/22/2000 5:05:00 PM
From: tayspop729	Read Replies (6) \| Respond to of 54805

I have been a lurker here and wish to congratulate everyone on what is unquestionably one of the finest boards I've found yet. I would like to mention that I'm 90% through my first reading of TFM and once finished, will turn back to page one and do it again. So, I hope to one day be able to contribute accordingly. If its not too presumptuous on my part, I'd like to speak up as it relates to fuel cells. Discussion on the fuel cell industry, and Ballard in particular, recently took place at one of TMF's more respected boards and I voiced strong support for Ballard. At the time, oil prices had reached recent highs. It was my opinion that because of that and the ever-present environmental issues, fuel cells held a great deal of promise. (You will find out once I participate more often that I have pretty much mastered the obvious). :) But back to my point...After further reflection though, I have some reservations about the fuel cell industry being able to reach a full-blown tornado as I don't feel it will get out of the bowling alley. I voice this opinion because I question whether the give and take of international politics is going to allow it. Assume for a minute that the industry went full speed and was able to master this technology, making for an efficient, cost-effective fuel-cell to replace the internal combustion engine, among other uses, with the end result minimizing our heavy reliance on oil. If you think we have unrest in the Middle East now, just imagine what would happen if their economies had the rug pulled out from underneath them to such a degree. Because of this, I see politics, in many various ways, affecting the growth and adoption of the technology. This is turn would deter it from achieving the critical mass that it might otherwise, preventing it from becoming the tornado we as investors envision. I do feel it will ultimately succeed but not at the rate the GG strives for. As you know in life, often-times what seems to be a solution to one problem creates one even bigger. Because of such far-reaching political factors, I just feel the potential of the fuel cell industry becoming a tornado is going to be hampered by this unwanted but inevitable baggage. I hope I was able to contribute something of use. My apologies if my speaking up was premature or out of place. Regards, Scott W.