Orr

Broadwind Energy: Cramer, Someone Had to Say Something

It is my understanding that GE and Gamesa already have contracts with Broadwind Energy. Could you list the direct competitors to Broadwind Energy? With on-going substantial investment in German precision gear-making machinery and continued expansion at several manufacturing sites I am trying to assess who else is competitive with Broadwind who is also expanding a manufacturing capability. There is probably economies of scale in terms of volume and I suspect that fewer and fewer companies will have the cost advantage that Broadwind is building. I have read that their manufacturing process "can be done by just about any gear manufacturer". If this is so then how come we do not see the presence of major competition? John Deere and Cat probably have this kind of expertise but it is my understanding that both of these firms are at capacity with their core business. Comments?