To: Greg from Edmonton who wrote (2769 ) 3/16/1999 8:59:00 AM From: zonkie Read Replies (2) | Respond to of 3458
Thank you for a most informative post regarding trbd. You really did your homework. Do you have anything else you could add to this, you obviously know more about turbos than the touts on this thread do. ******* #reply-7458262 To: current trend (2764 ) From: Greg from Edmonton Sunday, Jan 24 1999 8:17PM ET Reply # 2769 of 3040 I will reply here as a interested bystander who holds no position on TRBD stock. I have a good technical understanding of engines as well as turbocharger and supercharger systems and fuel injection. I have just recently stumbled onto this thread and have read the recent news releases and looked over Turbodyne's website. The only real advantage that Turbodyne's products provide over a normal turbocharger is quicker boost (or reduced lag). At the expense of increased complexity and, of course, cost. I am quite skeptical of Turbodyne's products real-world marketability. Turbo lag? Faster boost times are available with the newer design turbochargers with variable A/R ratio turbine housings. The most state of the art example that I am aware of is the VATN Aerocharger by Aerodyne, which requires about half the response time of a conventional turbo (lag time reduced to half). Aerodyne Corp.: 716/345-0055, Fax 716/344-5623. I don't know if they have a website, and I am unaware if the VATN is currently being used in any OEM applications. And as for Turbodyne's claims of "excessive fuel and not enough air... during acceleration in stop-and-go traffic", any Electronic Fuel Injection system like Volkswagen's TDI (Diesel) system allows very precise metering of the fuel (dynamically, with changing engine requirements). Others are catching up, I assume that the big trucks are still largely using mechanical-based injection control rather than electronic control. Potential customers? Maybe, and Limited: Urban buses (thru test program evaluation). Large trucking fleets (limited test evaluation). Aftermarket suppliers serving niche customers. Very Unlikely (IMHO): OEM manufacturers (cost / complexity issues) Marine and other near-constant duty applications (see explaination below). OK some of the above info is quite involved for the non-technical people. Assuming you can understand the concept of turbo lag, here's why I believe Turbodyne's products are not viable as a long-term investment: Because turbo lag problems are not an urgent issue for OEMs! Also, there are alternative solutions to driveability and pollution control that are better integrated in new products. These advances come in the form of newer turbo designs and modern electronic engine management systems. Some examples: - the VATN turbo mentioned above (reduced lag thru improved turbo design) - electronic fuel injection, even for direct-injected and diesel-fueled engines (e.g. Volkswagen's TDI). - detroit diesel electronic throttle control in 'cut-and-thrust' driving (driveability) - The european ford escort rally cars use water injection and severely retarded ignition timing to maintain turbo boost. As a car guy, I am quite interested in seeing some use of electronic water injection although this application is certainly not for everybody and I would likely steer clear of it as an investment opportunity. One doesn't have to think for more than a second on this one, I believe that marine applications would have negligible use for Turbodyne's products. Why? Because turbocharged marine engines are under power almost constantly, boost lag is quite literally a non-issue. Somebody help me out here, I cannot clearly differentiate amongst Turbodyne's product lineup. Turbopac: electrical supercharger Dynacharger: turbocharger with electrical assist Turboflow: how is this product different from the others? I really couldn't find any info as to what the Turboflow does, and its website picture looks like a very low-tech casting. For all I can tell, the website picture of the Turboflow could even be a picture of a centrifugal pump housing. I wish you all best of luck with your investments, whatever side you might be on. But my gut tells me that Asensio will come out ahead on this one. Invest only in what you can understand, it worked great for Warren Buffett.<<<<<<<