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Technology Stocks : American Superconductor (AMSC) -- Ignore unavailable to you. Want to Upgrade?

To: Andrew Danielson who wrote (380)	6/28/2000 6:38:00 PM
From: RobertSheldon	Respond to of 973

You , like many folks (the analysts I mention), do not understand what I am implying . . . I am not speaking of traditional Utilities when I speak of "Power" - rather the companies that allow power to be manuipulated. How frustrating. Regarding my assertions about ramps, I am speaking of revenue ramps, not comodity (such as bandwidth) ramps. For telecom equipment companies to grow >35% for 5+ years, "Power" (how many times do I have to use the quotes?) related companies must grow revenues much more quickly. You speak of "disruption" but apparently are not aware of the catalysts involved. Power is a value chain from the HTS wire all the way to new generation gensets. The explosion in demand for raw power, much less very clean power, is providing a tremendous opportunity for investment. Thats all for now . . . gotta run.