Seasound, "but Siemens and GE are into gas turbines big time"
The thing to keep in mind is that the sizes they are currently competent at are outside CPST space, although I think I recall Siemens may be thinking of smaller ones.
There are so many applications of different sizes all over the space that no one product will be "the silver bullet". There's room for CPST and those others with little overlap as to size.
The entry of Siemens and GE into such spaces actually helps CPST, I think, because it validates the concept. And we already have a "working relationship" with GE that allows us to work our opportunities without competing with each other.
With the market-share of CPST in its space and a strengthening distributor network, our only real risk, IMO, is continued execution risk. That's my one complaint - they lost sight, I think, of managing to cash-flow that they originally had with the new management team. They were enticed by all the "big bucks" possibilities.
Then they had to start dancing around in the CCs and quarterly reports to try and support their image rather than coming clean.
Maybe they've learned now to stay focused - we'll see.
MHO,
Bill
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