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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (122199)	4/21/2010 3:04:30 PM
From: GuinnessGuy	Respond to of 132070

Mike, you wrote- "HXL and Cytec look like the only pure plays. But my fear is that some big co. we don't even know is in the biz will grab the lion's share of the sales." Yep, the chinese in particular scare the crap out of me, especially since I don't see any government grants going into this like I've seen for advanced large scale batteries. I guess the government thinks we've got the lead here, unlike batteries, so they aren't pushing it. Actually, I'd be more worried about a smaller company taking the lead - sort of like Intel grabbing share from that pesky start up, Texas Instruments in the processor game. Anyhow, it should be an interesting race when it finally gets into high gear. craig