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Non-Tech : Amati investors -- Ignore unavailable to you. Want to Upgrade?

To: riposte who wrote (30011)	12/17/1997 7:20:00 AM
From: nic	Respond to of 31386

Steve, what keeps me out of BLDPF is their insane valuation - no matter how large their potential, I'm just not willing to pay so much for a company that may well need another decade to become profitable. IMHO too much could happen in the interim. There's also the medium-term threat of gas/electric hybrid vehicles to consider. The only other pure fuel cell play I'm aware of is Energy Research Corp (ERC). Their design should be inherently cheaper than Ballard's for stationary power generation, but isn't suitable for vehicles. Low-hype, low-valuation company, with a good balance sheet and an interesting battery technology on the side. They have an SI thread: Subject 11531 Disclosure: I'm long ERC, and thought BLDPF overvalued when it was half today's price... - nic

To: riposte who wrote (30011)	12/17/1997 10:26:00 AM
From: Dug	Read Replies (1) \| Respond to of 31386

[Chat-Steve Sacco] Wow, thanks for the very informative post. I couldn't have asked for more. Searching franticly for an Amati replacement has gave new meaning to Shrini's "Lets keep em all". <G> I could run out of $ real fast. I think it was you that had asked about ATM & from everything that Ive read it seems to me a fairly safe assumption that the near to mid term updates of the internet backbone will be this. Watch gigabyte ethernet & anything Lu, Coms, IBM, etc. might introduce. Maybe Metcalf meant GEDSL. :} Some of the others that have posted on this thread have a pretty good grip on ATM. As for Anicom. It was about this time last year I first heard it mentioned on Money Line or Nightly Business Report. It was about $10 @ the time & was a very serious consideration then. They had just bought a company & gaining market share. Still not bad @ $16. Re: ORCL I think that the viedo server product (I believe it was Orcl) should really fly. As to working there, sometime this last year someone called w/ a survey aking what companies I liked & would consider working for, Orcl was one of them & would be a good choice IMHO. Re: YURI You may have made a wise choice here. Coms @ 29 a few weeks back screamed BUY ME. Web TV is becoming very popular in the area which I live. Another trend Im statring to warm up to is the idea of caching web pages even though I didn't like it @ first. I think Mark L. watches this a little. Im not up on the others you mentioned but would like to thank you for your input. I holding 1000 shares of SSPIF @ 5.875. No Pat you can't have them @ 5.75 <G> But you know me hold on & you might get them @ $5 even. <VBG> Im watching WSTL cosely & feel as does Ray. After missing the run on AMTX the 13.375 price is hauntingly familar but Im like Ray, I can wait. I think we will see a downturn in the overall market for the next 6 months, (excluding the year end rally) level out, close @ about this years level & then thru the roof for the next five years. Pat can confirm my views on this via an e-mail I sent her earlier this year even though I can't exactly explain why I think I know this. I like Pat's approach in building positions & hope to hold a few during this time span since Im going to be covered up @ work in the coming year. I plan on doing some catching up the last week of this year & will post the links I find. Best Regards & Season Greetings to all Dug P.S. Just looked @ WSTL this morning & don't know if I can wait.

To: riposte who wrote (30011)	12/17/1997 1:49:00 PM
From: JW@KSC	Read Replies (3) \| Respond to of 31386

"I don't know squat about fuel cell technology" Steve, Here's a few resources for you. JW@KSC Hydrogen & Fuel Cell Letter 97's 12 Issues mhv.net Previous Hydrogen & Fuel Cell Letters 1994 - 96 solstice.crest.org Fundamentals of Fuel Cell Technology hpower.com Educational Fuel Cell Kit wplabs.com E-sources special topic: fuel cells e-sources.com PDF File U.S. DOE, Hydrogen and Fuel Cell Resource Guide - March 31, 1997 afdc.nrel.gov Hydrogen Fuel Cells starfire.ne.uiuc.edu