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Gold/Mining/Energy : Global Thermoelectric - SOFC Fuel cells (GLE:TSE) -- Ignore unavailable to you. Want to Upgrade?

To: blue_chip who wrote (727)	4/18/1999 5:36:00 PM
From: Tom Drolet	Read Replies (4) \| Respond to of 6016

Folks: Don't have GLE or BLD ( anymore)-- but watchout for the inappropriare comparison of potential market due to the high temperature regimes that come with the operation of all Solid oxide cells-- even 650 degrees is very tough for pure transportation applications. The low temp of the diffusion types like BLD makes them the inside track for vehicles--cars and buses etc. Perhaps the GLE one could find a home in Amoured Personal Carriers(APC's), Tanks etc. Remember-- GM produces army vehicles-- this could be the sole reason for their (Delphi)interest at this stage They are best suited for stationary power applications -- i.e. distributed power generation for: -remote sites -commercial sites (eventually home based maybe-- in competition with micro gas turbines) Not trying to talk the stock up or down-- but IMO- I have never seen such hype on this SI thread. Again watchout for potential that the temperature will limit the applications. All the above said-- it is a neat effiency gain-23 % lower temp and double the power-- not revolutionary-- evolutionary. From a semi informed engineer with an interest in distributed generation. And no, I will not buy any GLE on monday. Tom D.