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To: jhg_in_kc who wrote (2837)	7/11/2000 2:54:49 AM
From: Walkingshadow	Respond to of 13572

jhg, CPST is a compelling story, and demand seems to be taking off nicely, so it's looking good revenue-wise also. But I do have some concerns, brought to my attention by Ray Duray. 1.How loud are these micros? Are they really suitable for indoor use? 2. In the S1, Capstone states that their sole source of recuperator cores is Solar Turbine, which evidently is a division of CAT-----a potential direct competitor to CPST. I see at least the possibility of a problem brewing here. Does anyone have any insight on how CPST might be planning to address this? 3. CPST seems to have made little inroads into markets other than the US, Japan, and to a very limited extent, Asia. Granted, growth in these markets alone should be explosive, and the company hasn't been in existence all that long, but still I wonder why there's been no penetration into Europe and South America, and very little into Asia. Anyone with any insights/comments here? Oh, and a perhaps not-so-minor point: it's not Gilder's Digital Power Report; it's the Huber-Mills Digital Power Report, written by Peter Huber and Mark Mills, published (oh yes, and endorsed) by the GTG. Dr. Mark Mills is a physicist and a research fellow who has written extensively (and quite understandably) on power, the environment, and digital power requirements. Dr. Peter Huber is a MIT-trained mechanical engineer, was on the faculty of MIT for six years, then went to law school, got a JD, clerked on the Supreme Court, and writes with impressive insight and clarity for a variety of publications, including Forbes and [thankfully] the Huber-Mills Digital Power Report. Although you'll note a curious lack of gushing hyperbole and overly verbose editorializing in the DPR, nevertheless Huber and Mills manage to somehow fill considerable space with........uh.......relevant facts and incisive analysis. Granted, facts and analysis might not be very popular, they might not sell lots of subscriptions, might not cause stock prices to double and triple within 10 minutes or so on huge volume [only to fall just as far or farther], but they can actually be eminently useful and illuminating nonetheless. WS