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Technology Stocks : Fuel Cell Investments -- Ignore unavailable to you. Want to Upgrade?


To: jbkelle who wrote (159)12/11/2001 4:09:05 AM
From: SemiBull  Read Replies (1) | Respond to of 280
 
"P&W is in the midst of rough waters in the commercial market...it remains to be seen how well they'll do going forward."

I am well aware of that....though do note, that even in trouble, P&W is still draws a big revenue stream compared to the unforeseen size of what UTFuel Cells might grow to.

"Carrier appliance of the future is a fuel cell..."

I doubt that UTFuel Cell (IFC was renamed last week) will be reorganized under Carrier.

"The automotive fuel cell market will be huge...."

And UT Fuell Cells is not alone. I am a big booster for UTX for a number of reasons, and I have no doubt that UT Fuel Cells will be in the thick of things, but I do know a thing or two about the auto industry. Margins are not pretty over the long haul with any technology. So while fuell cells do provide considerable sizzle for UTX, I am hoping it isn't entirely focussed on the auto-industry.

Just one man's spin.....SemiBull



To: jbkelle who wrote (159)8/4/2002 8:01:53 PM
From: Oak Tree  Respond to of 280
 
What do you think about the HPOW fuel cells, and how do they all compare to BLDP? HPOW and BLDP are one technology companies thus have more upward potential (especially HPOW if they are really better than BLDP as they say).