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Technology Stocks : Ballard Power -world leader zero-emission PEM fuel cells -- Ignore unavailable to you. Want to Upgrade?

To: Sid Turtlman who wrote (2579)	5/12/1998 5:10:00 PM
From: Randy Ellingson	Read Replies (1) \| Respond to of 5827

Hawkeye: " My feeling is that they must know something you do not, which I think is a fair assumption to make." Well, what do they know? Is it some secret? Not knowing all the details (admittedly), I agree with the original statement and add that, yes, there are secrets in this business, and many of them. It appears you may be overlooking the environmental aspects of Ballard's technology. Isn't it true that factory-reforming results reduction of undesirable hydrocarbons released into the atmosphere by at least 50%? Aren't we talking about a company that is banking on the willingness of society to transition to cleaner energy? And isn't the difference of 36% vs. 31% pretty small for such a relatively young implementation of the technology? Randy

To: Sid Turtlman who wrote (2579)	5/12/1998 9:58:00 PM
From: Hawkeye	Read Replies (1) \| Respond to of 5827

One thing I think you're forgetting Sid is the markets BLD is going after including premium power, remote power and back-up power, all of it off-grid, quite different from ERC. We've been through this before as you know. If you are running a computer centre, you need instant power if you experience a blackout, PEM's can do that, just how long does it take to start up an ERC molten carbonate fuel cell? Can it be left unattended for long periods when it runs so hot? Seems to me that ERC just demo'd a 250kw fuel cell for the first time this week. As I remember, BLD had their's working back in Sept. BTW, I think the Iceland deal is very interesting and brings to mind another renewable source of energy that can be used to produce hydrogen, geothermal! I believe Iceland is well equipped there. When I get the chance I will quote from an interesting article in the April 15th Economist, which details the dramatic cost decline in solar electricity, another area in which Sid appears to be off-base. Sid, get your Economist out, I know you read it! smw3 this is for you. Regards