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

To: jacq who wrote (3369)	3/21/1999 4:48:00 PM
From: fred whitridge	Read Replies (1) \| Respond to of 8393

Geez, jacq, I'm blushing. Actually I am quite happy with where the board of ECD is headed with the addition of Tyler Lowrey and Ken Baker. Regarding the former, I've had to rely on the comments earlier on this thread, on the tremendous early performance of Micron under his tenure, and on some cheerleading off this thread by some of you. Regarding the latter, go pull a copy of Schnayerson's "The Car that Could" out of the library and flip open the index for Ken Baker. (or just read the whole thing-- it is on the required reading list for ECD shareholders and this SI thread). For a long time its seemed like we had too many chiefs on the board and not enough indians. Now we have some indians with the warrior's many trophy scalps on their belts in two areas of particular short term interest to the company. (Maybe we should take up a collection and buy Tyler a tie for the photos... [just kidding]). I'd feel even better if they would go out and attract another accomplished warrior to augment the solar area, and ad him/her to the board. OK, OK, I'd find a major order from one of the LEO satellite boys at $35/watt almost as good. I will be very interested in how the vote comes out regarding the super voting stock. The vote is likely to correlate well with the amount of institutional ownership-- institutions hate this kind of proxy item. There are a lot more elegant ways to protect the company than what they have tried in the proxy. It will probably win which i take to be the point of Michael Stavy's quest to have an ombudsman watching the foxes in their henhouse. Michael?