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Technology Stocks : Energy Conversion Devices -- Ignore unavailable to you. Want to Upgrade?

To: jacq who wrote (6926)	10/6/2002 8:55:45 PM
From: alfranco	Read Replies (1) \| Respond to of 8393

Jacq,$4/watt average sales price is a rough number for last year since Stempel didn't put a decimal point on his MW answer. Pricing may go down as industry costs fall although BIPV products should warrant a slightly higher price since they have more utility to the buyer and ours may wind up being easier/cheaper to install than conventional PV. Plus Unisolar's PVs give a bonus 10% higher energy payback than crystalline silicon panels. Just wondering about a figure or two that you use: 60 employees is less than the recent Detroit PV plant article mentioning 90 employees. I asked the reporter, James Higgins, if this was 90 employees/shift or total and he said he 'didn't get a breakdown' so I am still wondering if it isn't the 270 direct jobs mentioned in the Sept 2000 plant announcement. Higgins did say that BESS is building a 'substantial sales force' which is surely needed... if BESS is to sell it by the mile and by the ton. $1/watt production cost figure is optimistic IMO. Stempel said $2.50/watt and even if he is sandbagging, scuttlebutt I've heard is that they are aiming for under $2/watt. Exactly how much below $2/W depends on production/sales volume. Al