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To: BSD who wrote (34504)9/12/2000 1:18:54 PM
From: jbkelle  Read Replies (1) | Respond to of 57584
 
BSD, Fuel Cells and UTX...I bought UTX in early March for about $48, figuring it would be 1-2 years before their portfolio of fuel cell technology would become recognized. When it does the company will have to decide whether to spin off the fuel cell part, or everything else. In the meantime it's an aero/defense play that's done well. Many on this thread trade short-term with longer-term holdings. UTX is not a short-term play, it's a long-term holding with an opportunity to go up fast when their capabilities in this area are discovered. I thought there might be others on the thread who would like a "safer" play than PLUG, MKTY,or some of the others being discussed. Ultimately I believe IFC's home appliance will give PLUG's device a run for their money, but that's a personal opinion. I've never been impressed with MKTY's technical capabilities. Hope that provides some context. Best, JBK