Yes BLDP and FCEL are in different markets. It is my opinion that those markets will never make money. Take FCEL, it looks like they will never get the cost down below $10,000 KW but PLUG will be selling it's units for under $1,000KW plus the waste heat can be used for heat and hot water for free. FCEL units can not be used for back up power as it takes up to days to bring it on line. It seems that 18 months is as long as an FCEL unit has been able to run. So who would buy an FCEL unit if they can get better with the same efficiency and a design life of 15 years for 1/10 the price?
Now take BLDP who wants the auto market. They will have to sell the units for under $50KW or about $3,000 per car PLUS the cost of the motors another $3,000 PLUS they want to do away with service stations and start an new H2 filling stations this would be each filling station to invest 300,000 just to fill their autos. PLUG fuel cells however can run on converted gasoline or other fuels and change the fuel source twenty to 50 years down the road.
I am sorry if others do not agree with me but I see the PEM fuel cell as the only fuel cell that will be mass produced in the next 10 years, that can sell for the same or less than people are paying now. PLUG is the leader in PEM fuel cells
If you do not agree with me then please do not buy PLUG if I am wrong I will lose some money, but if I am right than I will thousands of times more than I can lose.