9.27.04: Energy Technology Report
3 analysts and top management from 11 firms examine the energy technology sector in this 72 page report from The Wall Street Transcript.

  1. Investing in Energy Technology: John Quealy, Adams Harkness

  2. Energy Technology Stocks: Stephen J. Sanders, Stephens Inc.

  3. Fuel Cell Companies: David B. Smith, Citigroup Global Markets

  4. CEO Interviews (average 2,500 words): Top management from 11 sector firms examine the outlook for their firm and the sector. Firms interviewed include: American Superconductor Corporation, Clean Energy Combustion Systems, Energy Conversion Devices, Environmental Power Corporation, Evergreen Solar, IMPCO Technologies, iQ Power Technology Inc., MTI MicroFuel Cells, O2Diesel Corporation, Plug Power Inc. and Q-Cells AG.

    Topics covered: Reliability  - Automatic meter reading (AMR)  - Radio frequency technology  - Powerline carrier technology  - Penetration  - Utility industry  - Tax code changes  - Energy storage  - Power generation space  - PEM fuel cells  - Lead acid batteries  - Volume manufacturing 
    Companies covered: FuelCell Energy (FCEL), Plug Power (PLUG), Capstone Turbine Corp. (CPST), American Power Conversion (APCC), C&D Technologies (CHP), Itron (ITRI), American Superconductor (AMSC), Intermagnetics General (IMGC), IMPCO Technologies (IMCO), QUANTUM Fuel Technologies Worldwide (QTWW), ESCO Technologies (ESE), Baldor Electric (BEZ), Headwaters (HDWR), Hydrogenics (HYGS), Tyco (TYC).
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    The Wall Street Transcript does not endorse the views of any interviewee nor does it make stock recommendations.

 

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