Although I am pleased we have moved up well and appear to have some real traction I still think we need that huge order. A Wal-mart or other huge company order from the U.S. will help tremendously. Also do we have the capacity to produce if we do get a huge order?
Renee, IMHO at this stage of the product life cycle the management and staff of this firm are establishing credability. They are doing this by doing the following:
o Managing the expectation of their customers o Managing the quality and performance of the product o Managing the distribution to select customers o Managing all peripheral functions related to the product o Other management functions related to the establishment of credability
All of the above functions require the establishment of standard processes and procedures that will allow larger numbers of employees to perform these functions at a standard level of competancy.
My guess is that the folks at Capstone are managing the growth of their business in such a way that will not only allow for an increase in production numbers year over year, but will also provide higher performance and quality capabilities as their products mature.
Bottom line: IMHO when these folks are ready for higher dollar orders they will get these orders with no loss in performance or quality.
The only Wal-Mart with Capstone Microturbines is the Aurora Store. They have (6) C60's in a PureComfort 360 system there. This is a 3 year test which will end November of this year. They're currently comparing data with a same-size conventional store in south suburban Denver.
No other Wal-Marts have Cappers. You may be thinking of Cramer's BS story from a couple of years ago that ran the stock up artificially.
My wife and I shop at the Aurora store a couple of times a month. I try to get some info on how things are going with the MT's while we're there, but everyone is either very tight-lipped or they'll say they don't know what they are.
hey i don't know if this is true or not but didn't wal-mart have their turbine's in a store to see if they were efficient like a year ago? for the longs here does anyone remember that? i seem to recall this bit of news