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Technology Stocks : Energy Conversion Devices -- Ignore unavailable to you. Want to Upgrade?

To: fred whitridge who wrote (2920)	1/6/1999 5:24:00 PM
From: fred whitridge	Respond to of 8393

Who's afraid of the Big Bad Fuel Cell? Seems like we're gonna have battery power for a while. Some snippets below from the current issue, volume XIV/No. 1 of the excellent Hydrogen and Fuel cell newsletter (http://www.mhv.net/~hfcletter/) "...Chris Borroni-Bird, DaimlerChrysler's senior manager for technology trategy planning, told H&FCL the 50kw Ballard stack producing 50kw on hydrogen is expected to produce only 15-20kw on hydrogen reformed from gasoline. ...Cost is another issue, both for the processor and the fuel cell system. Borroni-Bird didn't give any figures for the processor, under development at Delphi, but he said it was public knowledge that a 50kw Ballard stack's total price tag is $3 million-- about $60,000 per kw." And let us not forget: ECD is involved in hydride storage of hydrogen and each of these fuel cell vehicles will need our NiMh technology for peak acceleration, load leveling, startup of the stack and reformer, and as a repository for energy recovered on regenerative braking. So all these fuel cell vehicle announcements at the auto shows I take as good news...

To: fred whitridge who wrote (2920)	1/9/1999 2:31:00 PM
From: Michael Latas	Read Replies (1) \| Respond to of 8393

Fred, Honda ran a full page ad at the back of section C of yesterday's Wall Street journal. There is a @ five by ten inch photo in the center of the page of their Honda hybrid vehicle, surrounded by white space, with the following caption above it: "The new hybrid vehicle from Honda. What's next, perpetual motion?" Then at the bottom of the page is the following: "By combining an ultra-low emission engine with an electric motor, the Honda hybrid vehicle has brought the future of automotive transportation a little closer. Sooner than you might imagine. And before anyone else. You see, the Honda hybrid vehicle will be available later this year. At Honda, we're committed to developing environmentally responsible vehicles that reduce emissions and improve fuel economy. The future is, well, here." Honda Thinking This type of early advertising for Honda's November launch should also prod GM along. GM claims to be the first in EV's and also states that they intend to remain there. I guess it remains to be seen who is right. We have some very nice competitive forces working on our behalf, in particular, with William Clay Ford the new Chairman of Ford coming into office this month, among environmental flags being waved very vigorously. And with Okuda, chairman of Toyota, who is also aggressively pursuing alternative fueled vehicles. It is also interesting to note that Toyota is in serious negotiations with GM in jointly developing alternative fueled vehicles. We should be hearing more on this according to Automotive News. I'm still waiting to hear what news, if any, might come out of the LA auto show and the upcoming Detroit auto show on EV/HEV's. Has anybody heard any news? Or, will our first NiMH battery driven GM/EV01 continue to remain one of the best guarded secrets from the public? Regards.