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To: Boplicity who wrote (12958)	4/23/2001 1:14:06 PM
From: bonnuss_in_austin	Respond to of 13572

LOL ... what do YOU know, Bop? I'd be very interested what you might know in terms competition ... direct, real-time, TODAY, competitors ... as well as 'secondary,' by which I mean competing technologies -- those pesky 'patented' platforms. ?????????????????????????? bia

To: Boplicity who wrote (12958)	4/23/2001 1:39:42 PM
From: mishedlo	Respond to of 13572

Greg .... Markets that CPST WANTS to address or WILL address and in what timeframe? Bear markets are about "show me the money" not about George Gilder promises. Straight from YHOO profile and I have looked at it many times previously Capstone Turbine Corp. develops, designs, assembles and sells Capstone MicroTurbines for worldwide applications in the markets for on-site power production, also known as distributed power generation, and hybrid electric vehicles that combine the primary source battery with an auxiliary power source, such as a microturbine to enhance performance. The Capstone MicroTurbine is a state-of-the-art system that produces approximately 30 kilowatts of electricity for commercial and small industrial users. It operates on the same principle as a jet engine but can use a variety of commercially available fuels, such as natural gas, diesel, kerosene and propane, as well as previously unusable or underutilized fuels. The Company's microturbine combines patented air-bearing technology, advanced combustion technology and sophisticated power electronics to produce an efficient and reliable electricity and heat production system that requires little on-going maintenance. ============================================================ Some of these markets are years away IMHO, like wide use of electric vehicles. As for industrial uses, hardly "gorilla" material IMHO. That they could not manage a profit in spite of booking a lot of new orders does not inspire confidence in me. ========================================================== Let me turn the tables When do you see significant improvements in revenue and margins? How long does it take for them to produce and ship these turbines and how fast are those orders coming in? When will the big buildout of these turbines occur or will it be very gradual over time. CPST share price was crushed for a very good reason. Poor earnings, huge market cap, and this is a bear market. The companies that will get hit the hardest in this next little dip down are precicely the BEAS's PMCS's CPST's that had horrible earnings and/or horrible PEs. CPST is just another Gilder story stock to me. M