Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : Home on the range where the buffalo roam -- Ignore unavailable to you. Want to Upgrade?

To: T L Comiskey who wrote (2690)	6/23/2000 8:14:00 PM
From: Boplicity	Read Replies (1) \| Respond to of 13572

Tim, When I read that kind of news release about a stock like RMBS I can feel the lack a baggage and how large unrealized promise RMBS has now. Nearly the perfect environment to invest in is when the largest amount of unrealized promise is still in front of a company and no one fully understands what that promise is but they know it's large (almost like having Carl Segan chanting billions and billions in your ear <gg> boy do I miss him), and here is the kicker, yet they can understand what the technology is. You need news, surprises, additional market segments to address, to add fuel to the fire till it reaches a fire storm, then you need jump out of the way and sell which by far is the hard part. Take QCOM as an example. Try to remember how you felt about QCOM when you read a news releases during the run and how you feel now at this level. The QCOM run like so many before it, IOM, AOL, and DELL are perfect stocks to dissect and learn from to try and understand how the market works. Greg

To: T L Comiskey who wrote (2690)	7/7/2000 12:53:36 PM
From: jhg_in_kc	Read Replies (1) \| Respond to of 13572

Another PWER? CPST, a Gilder favorite and new IPO. <<from Gilder's Digital Power Report In the key segment of the power curve,on which it has chosen to focus, Capstone is well ahead of the rest of the pack. A jet engine to power a dot.com? Yes. It looks like a top of the line refrigerator, and runs about as quietly. In a typical high 9's configuration, it will be set up down the hall, or in the basement, drawing its fuel from the local gas company's pipe via a standard quick-connect, with perhaps a standby tank of propane outside. For hundreds of thousands of potential sites, Capstone's fits the bill.Deployed one by one, or in reduntant arrays, Capstones 30 to 60 kW microturbines fit the huge number of sites that represent loads in the 30 to 600kW range-the electrical loads now created by tens of thousands of high-end wireless base stations, fiber repeater shacks,digital offices,row houses, and the rapidly multiplying wired McMansions. Ake Almgren's (CEO) 1998 move from ABB (former employer) to Capstone was the equivalent , roughly speaking, of IBM's chief engineer moving to Dell-in 1984. Microturbines and other short-wire generators are where the PC suppliers were back then, aware of the potential huge demand, but still guessing and groping their way toward meeting it. Only this much is certain; great engineers have latched on to a stealth revolution in materials, manufacturing, and power-chips to create a Powercosm product quite unlike anything that has been built before. Capstone is perfectly positioned as a leading-edge disruptor in the expanding new cosmos of the electron. >>