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Gold/Mining/Energy : Arcon Energy (MIDL Presently) The Ultimate Sleeper -- Ignore unavailable to you. Want to Upgrade?

To: Ga Bard who wrote (2736)	6/7/1998 11:19:00 AM
From: H-Man	Read Replies (1) \| Respond to of 4142

Any things possible and somthings might be probable. Looking at this company with a 3 year horizon, I hope not.

To: Ga Bard who wrote (2736)	6/7/1998 11:21:00 AM
From: Jeff Harrington	Read Replies (1) \| Respond to of 4142

I see what you're saying, I think. If they buy from them, they become competitors down the road. I was just thinking that as Gordon and Jay? have pointed out, these companies are slow as you know what. They have more layers of micro-management probably than Arcon's got employees! If as Joe says, Exxon is a very forward-looking company, than it might be one that buys DF-144 from Arcon for a few years while it attempts to create a DF-144 like replacement of their own. My guess, is that, from Gordon Stuntz's reaction (the Exxon chemist that was skeptical for those new to MIDL) that the breakthrough in catalytic chemistry embodied in DF-144 will take the industry by surprise. These reactions, as Gordon pointed out, are pretty well understood. The fact that it's possible to produce a substance like DF-144 may mean there is fertile territory yet to be discovered in ethanol chemistry. This could spur Exxon on to do more research. Research delays decision-making. Etc... it could be a factor in delaying Arcon's assimilation. Of course, I could just be rationalizing away my fear (LOL) that Arcon will get wolfed down by an Exxonzilla. JH