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To: yard_man who wrote (103060)	5/17/2001 6:30:44 PM
From: Earlie	Read Replies (1) \| Respond to of 436258

Tip: Been working diligently on some comparisons of all-up "cost-to-produce" per KWH. No doubt in my mind that you are right about the efficiency of the large generators compared with any other means. Obviously water falling down through a low speed turbine is hard to beat, but I am quite surprised as to how remarkably efficient the big fuel-burning turbines are. I love the opportunity that this whole situation creates. Not for me to argue how it came to be or what should be done in the long term...... I'm interested (and digging into) which small companies are likely to make dough (and see their share prices vault) through the provision of services or systems that alleviate (or solve) the problem. What is fascinating to me is how efficient some available new fuel cell technologies are, especially when combined with good "reformer" equipment and when intelligently installed. Given the rather dazzling tax advantages the government will be providing to those who install equipment that will alleviate the problem the "pay-back period" for some of this stuff is remarkably short, which means it is not going to be a tough sell to carefully chosen (targeted) industries or companies. Initially I investigated whether large (and preferably wealthy) companies or industrial sectors exist that are sufficiently desperate for good back-up power that they will happily pay the large bills that early stage deployment of a new technology requires. Delightfully they are there and they are more than willing to foot the bills. With this requirement put to bed, I am now investigating individual companies that are able to integrate and install new fuel cell technology (which I consider to be more important than the manufacture of the technology itself as these types of companies are the ones that can get the sale made successfully and ensure themselves of follow-on accelerating sales by not botching the all-important early installations). So far, a few good companies have turned up on the radar scope. More as things evolve. I think one or two of these little dickens will prove to be excellent investment situations. Best, Earlie