Plug Power Inc (PLUG)

[scubastevemd]

Yes, my biggest fear is that we become all things to all people but get beat of the parts with better technology and they just put their own system together from other suppliers that may be able to beat us on price. The competition is heating up, but maybe our jump in the pool first has bought us a lead, at least on new technologies. I still wonder at times if we spread ourselves too thin trying to hit all these different markets and not seeming, at this point making much, if any head way into the Bloom's or Ballard's arena. Maybe it is all, in the works, but just not seeing those big back up data center deals, trains, ships, or trucks up to this point. I do think Covid along with supply chains and labor have set us back 6-12 months, but they do not seem to wish to admit anything. It is like all the truck deal, consortiums and MOU's mentioned over the years. If they fail to materialize you never know unless someone brings it up as updates on arrangements of the past are just become part of stuff can happen statement.