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

To: Metacomet who wrote (3046)	1/22/1999 10:06:00 PM
From: Joe Master	Respond to of 8393

I agree. I have never said throw stan out. Just put him incharge of the technology and let someone else put together a strategic plan and drive thast sucker home and you got a $100 stock.

To: Metacomet who wrote (3046)	1/22/1999 11:31:00 PM
From: Ray	Read Replies (1) \| Respond to of 8393

Del, you wrote: "This company has yet to demonstrate that it has a clue how to profit from its technology. I think it is at least plausible that Ovshinskys skills are not in management but in technology. That would appear to be a valid observation based on the empirical data." This statement shows that you have not comprehended Don Devlin's recent message. "Observations based on the empirical data" show that few if any companies have yet made money in the markets that ECD's products address. No one will until these markets become sizable - which now seems to be happening. Eventually, soon IMO, ECD is quite likely to make excellent profits because its products are so outstanding. Why would you think otherwise? If you like investing in companies that are already making profits, I suggest you look elsewhere - or sell your ENER stock until ECD shows substantial profits, then buy in at several times the present level. As for me, I am content to buy now, when the stock price is low, and wait patiently (well, impatiently - but without losing sight of the fact that ECD's markets are not going to explode immediately).