His own words negate one of his arguments.
"Capstone finds most of its growth by taking away market share from the diesel and natural gas generator industry."
He says we're too expensive, but fails to mention TCO. Obviously some other players consider TCO or we wouldn't be gaining market share.
Reliability, no oil changes, ~5 nines availability, once/year service (filters), ...
Typical shorter methodology - accentuate the (supposed!) negatives.
MHO,
Bill