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To: Glenn D. Rudolph who wrote (116795)	2/1/2001 7:16:12 PM
From: H James Morris	Respond to of 164687

>What companies stand out to you in the alternative space as having the best sort of technology management marketability? Reaves: Capstone is the one that we would feel by far the best about. They're the closest, they've got something awfully, awfully good, it essentially breaks the mold. They are in the phase of rapidly increasing the manufacturing of actual units and sending them out. Luftig: On fuel cells, we don't invest in these companies. Fuel cells, I don't really know. There's been a few of them out there, we mentioned the names, and one's as good of a bet as another. You stay out of this area basically because of the risk side, right? Luftig: Yeah. I mean, they're not utility. In terms of the distributive model, what companies would benefit from that trend? Luftig: Well, the big one on a 250-megawatt generator is GE (GE:NYSE - news). But it's not a big enough part of their business to make any difference in terms of investing in the stock.