Composite Technology Corporation (fka CPTQE)

[derxanman]

My Opinion on the AEP Focus and the Eventual Second Order:

The good. AEP's second order verifies ACCC benefits for the largest manager of grid in North America. For other utilities it may satisfy the need to feel secure in making a decision to buy ACCC if a significant customer orders a second time. Also gives potential and current CTC investors a confidence boost. I am told other utilities are waiting for this order to be placed before they buy for the first time.

The not so good. This industry has a hard time changing. The utilities that say they are waiting for AEP to buy again will find another reason not to buy as the change to something new is difficult for them. The sales guys that are using the "waiting for a big customer to place a second order excuse before my customers will commit" will find another reason not to sell.

I agree with what you are thinking but not saying. "Get off your ass and get some orders - 99% of the rest of the transmission world isn't affected by AEP."