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

To: alruss who wrote (34612)	9/13/2000 11:51:57 AM
From: Walkingshadow	Respond to of 57584

alruss, I can only encourage you to examine CPST's 27 patents, and come to your own conclusions. Whatever those conclusions are, you seem to be in a unique position considering your previous experience selling similar turbines, and so I'd like to know your thoughts. Barriers to entry are not prohibitively high, as you say. Many companies are on this path, but none are as far along as CPST, or are targeting the wrong part of the power curve, or both. One of Capstone's major improvements relates to their power electronics which control seamless, instantaneous, but nevertheless rock steady power transfer functions. The power electronics are the real meat and potatoes of the Capstone micro, and the appeal of the Capstone micro to the market it is targeting is critically dependent on the ability of the power electronics to do what it was designed to do (no easy design feat, BTW, by any means). The technological breakthroughs enabling this have occurred relatively recently. Among CPST's advantages at this point is IP, their patent portfolio, simplified (and thus more reliable) design, power electronics (which make up about half the unit, and focus on exactly the right market at the right time. They gotta clue, for sure. Regards, Walkingshadow