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

To: Allen Bucholski who wrote (7145)	2/17/2003 3:42:46 AM
From: alfranco	Read Replies (1) \| Respond to of 8393

Allen, I think $40M is a good number if ECD decides to roughly duplicate the current '30MW' machine. Bekaert analysts mention that the building has room for another machine, as we've heard, and the current machine cost migrated from $55 to $59M and I would hazard a guess of $10M in initial design costs and would guess that a repeat (likely slightly improved, no?) could be done for $40M. The space cells were always centered around the possibility of putting them on kapton with promised 2500W/kg power density. This IMO won't happen on the 30MW machine because it would have to be shut down and reloaded with kapton but it seems to me that the now idle (I hope) 5MW awaits such possible use... if lab prototypes meet Air Force and commercial satellite specs and then perform well in space and then budgets are allocated and real deals signed and then the 5MW is turned on for let us say $20-30/W production runs. This could be a high margin operation but the years are rolling by without any specific performance data on our space PV progress and I prefer numbers, not words, after this many years. Al