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To: Robert Rose who wrote (108606)	9/19/2000 4:59:21 PM
From: GST	Read Replies (1) \| Respond to of 164684

Hi Rob: The web is going to be littered with road-kill -- of that I think we can all be sure. My opinion on ISLD is that they are in the right business at the right time -- but I could be wrong as any of us could. I don't have the kind of problem with the fuel cell companies that I have with web-based business -- it is not impossible to understand the business model of a fuel cell company. The issue for fuel cells is one of timing and the rate at which they will ramp-up. I think we are now arriving at the point of mass application in some devices (not necessarily cars quite yet) -- and I have been waiting for twenty years so I think it is not something that happened overnight and I know enough not to think that the transition issues are trivial. That said, we are seeing more than one technology revolution - biology, energy, and information. Energy might be the least well understood of these from an investment standpoint. Information might already be past its peak in terms of investment potential. And the web -- the web is going to be littered with road kill (and road kill attracts flies).