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

To: Walkingshadow who wrote (34610)	9/13/2000 8:08:27 AM
From: alruss	Read Replies (1) \| Respond to of 57584

RE: cpst turbines I appreciate your analysis of these turbines. I have a question about their patentability, including the "air" bearings. A company called Ormat produced what seems to me to be a nearly identical vertical turbine in the 70's-80's. They were an Israli co. The turbines were less output, heavier, more expensive, etc, and were used only for off- grid highly reliable power, including gate valves on the Alaska pipeline, satellite systems in Antartica, etc. I sold these systems myself, then working for a company now called Northern Power systems. So if this technology is so "ancient", how can CPST be so well protected that a GE or GM couldn't begin producing a competing product? I appreciate how first to market can be valuable, but there seems to be few barriers to entry, and little development cost? I'm not a CPST short, just a trader, usually long, so not trying to crap on this nice story. Thanks in advance.

To: Walkingshadow who wrote (34610)	9/13/2000 8:44:35 AM
From: Rande Is	Read Replies (2) \| Respond to of 57584

Walkingshadow, thanks much for your well thought out discussion of Fuel cells. You make many good points which need explored. . .and I would love to address each point individually. . . but have a pretty busy morning. Several folks here have taken my quote out of context. << Not buying FCEL, CPST, HPOW or other "me too" recent IPOs. >> If you look at what came next, I state that the reason that "I" was not buying these. . .was that I have not had time recently to do the DD. Remember the words "poke around" or "stick a pin in it"?? In other words, I stick to what I know, unless I know something better or more accurate. That way I never ASSUME that a company is real or has real products or is anything other than the brainchild of an investment banker. [Reason for not being able to do DD as I did in past? I am still officially "on vacation" . . . for the purpose of building a website. . .the hours I would spend digging through 10Ks are now spent on HTML, phone calls, cutting deals, etc.] Rande Is