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


To: MKTBUZZ who wrote (18)3/15/2003 7:14:53 PM
From: MKTBUZZ  Read Replies (1) | Respond to of 26
 
6 From fossil@yahoogroups.com:

Tho I was not in attendance, I did talk to a good friend of mine who was.
1. His comments were close to what Rongm stated
2. Additionally, he noted that tho all the plants were up and running,
production (as an average overall, I presume) was only at 50%, with a
"conservative" capability of that figure raching 119%. That means ther's a
huge upside to not only licensee income, but also reagent sales (and Kirk,
as always, might be expected to be conservative on this #.
3. ISG #'a are typically soft in this qtr. Texas experienced bad weather
etc.
4. Curious that noone mentioned the future of Flexcrete which apparently
was addressed. I thing this could be substantial with a number of sidebar
interests.....great substitute for wood (save the trees)....non-flammable.
Heard they'r building a first plant in Ariz.

5. Overheard that 30 or so analysts invited to HDWR for comapny
presentation end on month....love it!