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Technology Stocks : HDWR: Headwaters (alternative energy) -- Ignore unavailable to you. Want to Upgrade?


To: MKTBUZZ who wrote (14)3/15/2003 7:11:58 PM
From: MKTBUZZ  Read Replies (1) | Respond to of 26
 
2 From fossil@yahoogroups.com::

I decided to entitle this post Part II rather than simply admit that
I just plain forgot to include another bit of potentially
interesting information in the previous post.

When asked about the current state of the HTI/Shenhua project, the
Chairman was reticent to say anything other than 1) the Chinese are
extremely difficult to work with and, 2) he believes HDWR will
realize an economic benefit from the project, but he made this
comment without quantification. His view is that the true value of
Shenhua will be the ability to prove, on a large scale, the HTI
technology. Further, and this is where it gets interesting, in
responding to a question about the SASOL plant in PA, Mr. Benson
said, again in his carefully trained and oblique style, that SASOL
may have an interest in some facets of HTI's direct liquefaction
technology. My read on his statement is that the two may already be
talking.

I would welcome the perspective of others who were in attendance on
this topic.