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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Rande Is who wrote (31935)	8/14/2000 12:05:09 AM
From: jbkelle	Respond to of 57584

Fuel Cells...UTX...United Technologies is a well-positioned producer of fuel cells through their International Fuel Cell (IFC) subsidiary... internationalfuelcells.com IFC is working across a broad spectrum of sizes, for industrial, home, transportation. UTX is a good stock to own as they will benefit from the coming boom in defense (Sikorsky, P&W), the ongoing boom in commercial aerospace, and the future boom in automotive fuel cells (not to mention the revenue generated by Otis and Carrier). IFC intends to be a strong contender in the PEM space for automotive, and they have a strong technical position. Their larger fuel cells for distributed power generation have a strong position in the market as well. Given the overall uncertainty in the market, I like UTX as a fuel cell play. Given my personal experience with MKTY a few years ago, I wouldn't put tootsie-roll money on anything they do...but it was a few years ago and they may have changed...JBK