Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: HarveyO who wrote (3470)	12/21/1998 3:27:00 PM
From: Hawkeye	Respond to of 5827

Harvey, I've seen published rumours about Ford bidding for Honda, Volvo and now BMW. Industry consolidation is happening quickly. Auto.com has several article of interest today to BLD holders re pollution controls in EU and industry consolidation. auto.com Click on the various news sections.

To: HarveyO who wrote (3470)	12/21/1998 3:41:00 PM
From: Sleeperz	Respond to of 5827

Well MicroSoft is in a different industry and developed an O/S to use in computers. For electrical power production, the standard is already set. Mother Nature made electricity either AC or DC. For a FC vehicle it does not matter whether I use FC a, b, or c, as long as it developed the amount of electric power I require in a small package. If the package is the size of a microwave even better. Thus for FC the company that comes out with the best power to size ratio will have the best product. Thus that company will set the benchmark that others will have to follow. But there is no barrier to entry like the Monopoly Microsoft has. CL Yes, today you can assign a P/E ratio to their operations but that wasn't always the case. When a new industry is developing, you put your money with those who are in the lead, even before they have earnings because they are the one's who will more than likely set the standards, and consequently they will capture a large percentage of the total market. Microsoft is a great example of that.