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The company stated, "Our objective is to increase the operating temperature of large-scale electrical equipment, such as motors and SuperVAR synchronous condensers, much further - to about 55 degrees Kelvin - which will increase these savings further."

That sounded good in 2006. But, consider this. SuperPower (a partner with Sumitomo) is producing wire that operates at 77 K.

AMSC has had great success with Windtec. That is what is driving this stock. If AMSC' 2G is going to be a market leader has yet to be proven.

Just one person's opinion (who doesn't own the stock).


Thanks, W.D.

It seems SuperPower is, in addition to a Sumitomo partner, a wholly owned sub of "Philips Holding USA, the US holding company for Royal Philips Electronics N.V., following Philips' November 2006 acquisition of SuperPower's previous parent company, Intermagnetics General Corporation."

At 77 degrees K, the SuperPower cable appears capable of operating at nearly 50% higher temperature than AMSC's 55 degree Kelvin product. SuperPower, on the other hand, is not yet positioned to produce its cable on a mass scale. AMSC will have large scale production capacity for its cable on line before the end of the year and has established relationships with GE and Siemens.

It would be nice to hear Yurek address the issue of 77 K vs 55K during the upcoming conference call.
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