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


To: Krowbar who wrote (7267)7/23/2003 2:26:49 AM
From: Allen Bucholski  Respond to of 8393
 
Del,I see some serious problems for ECD. I can also see the positive prospects for which I put my money down and I am on the long side.

ECD is trying to get G.E. to partner up with them to make a cheaper disk.
One problem I see is G.E. wants to sell these fade away disks for 5-7 dollars a disk. If ECD was to make regular disks and under sell, the fade away disks it wouldn't make much business since for them to help us put them out of business.

Not many American companies in manufacturing any more. I seen on TV today even Levi Jeans (an American Icon) doesn't have an American factory for manufacturing in U.S. anymore. Yet ECD has the problem of looking for a company to manufacture these small fuel cells. I think their going to have to look overseas to find one.

The solar plant is different it low manpower and very automated. I think were in better position their because companies can see the books and a all ready going on operation.

The cognitive computer needs more research were talking big money probability more than one company to get it done.(Stan mentioned this.) Stans, been working on this project a long time. I think his problem is getting the consortium of companies.(Even more than science problems.)

Intel delaying its introduction of OUM for reasons of keeping up with their moores law time table doesn't help. (Opinion not fact.)

That leaves the batteries start up operations will it mean more losses? We investors don't know who's buying them or how much they will cost. Come hell or high water were in full production in September. This is not all negative its just unknown. However I did hear a auto radio news program say the 42 volt system is now out of favor of the auto companies to many connections could cause to many repair problems. I haven't read anything like this but it didn't sound good.

Del, ECD has to show progress in solar and batteries and get some partners in its other projects. This company has the patens and ideas it just hasn't followed through with them.

Remember this is all shooting from hip stuff opinion not fact. Anyone want to correct me welcome to do so. ECD has not turned a profit on its electrode production or its 3 meggwatt solar production not enough volume in both cases. I think that was major reason for this.

Allen