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Great insight, as usual. I agree that too much demand too quickly is a definite danger for AMSC. They don't want to just be in the wire business either ... they will want a decent cut of the higher margin products that are made based on the wire.
On question about capacity: all the current projections are based on thier single existing production line. Should major demand materialize, why couldn't they just build as many copies of the entire production line as necessary? One production line produces 1M meters/yr, two production lines produce 2M meters/yr, etc. Once the process/technology is perfected, they should be able to reproduce it (at much less cost, also, because the learning curve is already absorbed).
Mass politicians should be falling all over themselves to make their state the "superconductor capitol of the world".
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