SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Pastimes : Home on the range where the buffalo roam -- Ignore unavailable to you. Want to Upgrade?


To: DOUG H who wrote (9410)1/28/2001 4:56:06 PM
From: Walkingshadow  Read Replies (1) | Respond to of 13572
 
Doug,

I just can't see why everything you say about commercial and light industrial properties would not also apply to residential developments, particularly those being developed. I have thought all along that ultimately this is where CPST really wants to go, because the volume of that market is potentially huge. The need for new office and manufacturing facilities will wax and wane with the business cycles and underlying macroeconomic trends, but people are being born all the time at a rate far higher than they die, and they will all need some type of housing. It would seem to me that exploiting the commercial market will be just the thing which will enable CPST to achieve enough economy of scale that their products will be cost effective enough for the residential markets, and also even irresistable, given the growing dependence of homes on digital components of various types, and the ability of CPST's micros to supply rock steady, clean, high-nines power with reliability many orders of magnitude higher than the utility grid could ever achieve. Almgren has said that he expects the price of their units to drop from roughly $1000/kW to about $200kW in time.

I think they have a very strong future long term, and will become a market leader in that still newly developing sector. And short term their chart looks very good also.

JMVHO, as always................

T

P.S. How much am I gonna win on the pool this year? Those guys are still p.o.'d at me for the time I won the halftime and the final pools. <ggg>