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Re: mcmike post# 162407

Monday, 06/30/2008 11:24:50 AM

Monday, June 30, 2008 11:24:50 AM

Post# of 376171
CPST Russell 3000, conversation with IR + wild card

CPST's recovery this year has put it back into the Russell 3000

I called IR to inquire about their inclusion in the new wind etf:FAN

They knew nothing about this, but we had a nice conversation re. some other areas:
I was pleased to hear that the Walmart demonstration in Colorado which first piqued my interest in CPST is not moribund, but still very much on the table.
The installation was done in conjunction with UTX in what is now called a "PureComfort" system
http://www.purecomfort.com/fs/com/bin/fs_com_Page/0,5672,0127,00.html
[this link has pics of both the above & below systems]
I was also told that the recent 7th annual JMP Securities Reserarch investment conference at the Ritz-Carlton in San Francisco offered a kicker to interested participants who were invited to see the hotel's CCHP installation
http://www.chpcentermw.org/rac_profiles/pacific/RitzCarlton_v1_2.pdf

CCHP stands for combined cooling, heating and power
http://www.fuelcellsworks.com/Supppage3716.html
http://www.microturbine.com/_docs/CaseStudyRitzCarlton.pdf

The staff at the Ritz-Carlton who led the field trip to the Pure Comfort system said that the savings was substantial and that he would install them systemwide if he owned the hotel chain!

here is the powerpoint link for that webcast:
http://media.corporate-ir.net/media_files/irol/12/120708/presentations/JMP_Securities_Research_Conference-May2008.pdf

Wild Card
Peter Castellanos – Glacier Partners
Do you think we might see a deal for your air bearing technology in a parallel market or in another vertical going forward this year?

Darren Jamison
I would say the answer is yet but I’m not sure on the timing. We are in conversations with probably a half dozen companies. Unfortunately we are under NDA with all of them. But we see lots of opportunities for our air bearing. It is the only bearing that works in a hot section of a jet engine. So we are seeing large turbine applications, helicopter engine applications, airline APU applications, compressors, all the way down to the turbo chargers.

So we have a team within Capstone that is out there actively demonstrating our product and working on developments with other companies. We are very open to that. I think the company in the past was a little more restrictive on sharing our technology but I think the best way to keep somebody from stealing it is to sell it to them at a reasonable price. That will not be our core business though. That will be an ancillary product line for us.



http://seekingalpha.com/article/81155-capstone-turbine-corporation-f4q08-qtr-end-03-31-08-earnings-call-transcript



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