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Gold/Mining/Energy : Arconenergy, Inc. (Long Term Investors and Fundamentals) -- Ignore unavailable to you. Want to Upgrade?

To: Ga Bard who wrote (1136)	5/7/1998 11:38:00 AM
From: E Richter	Read Replies (2) \| Respond to of 1757

Something that I have been wondering about... It seems that if DF-144 is as big a hit as is expected, Arcon does not have a chance to build the plants as quickly as needed. Most likely, they will have to JV with their customers - the big oil companies. There may be 2 bil. worth of DF-144 sold annually few years down the road, but how much of it will go to Arcon's bottom line? No doubt this will still be a great investment, but I am trying to keep my expectations realistic. ER