Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 (11991)	3/27/2001 2:24:03 PM
From: A.L. Reagan	Read Replies (1) \| Respond to of 13572

Doug, couldn't get a whole lot of specifics from the website, and don't know the company at all. Caution flags would be: 1. Commercial r.e. is filled with slow adapters of any new technology. 2. The businesses that spring up to broker power in deregulated markets tend to be real low margin. 3. Be wary of any parallels between these guys and CLEC's and other SP's who were going to revolutionize the provision of data and comms services to commercial r.e. (and have since been more or less eaten for lunch by the RBOC's) i.e. the big utilities that control the transmission lines and customer premises equipment can make things hell for upstarts who base their business models on the premises that the incumbent won't either (a) lower prices or (b) do everything they can to frustrate the ability of the upstart to get customers. 4. What are the economics to the building owner of retrofits, or does on-site generation really mainly pan out for large new installations? I operate around 320K s.f. of commercial r.e. here and every tenant is individually metered and served by TXU, so where's the value prop to me? Dunno about this outfit, and of course California certainly is a unique situation, but I can share that in my neck of the woods, served by TXU, that the incumbent won't just stand by idly. They are already deploying field reps to call on customers like me and a literature and PR barrage as Texas prepares for 1/1/2002 partial dereg. About a decade or so ago the big thing in this field was co-generation, which got a ton of hype but went nowhere. An awful lot of money has been lost over the years on alternate energy schemes. Again, dunno about the company or its technology (nothing specific on the website), or its stock value.