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Strategies & Market Trends : The New Economy and its Winners

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To: Bill Harmond who wrote (5010)1/23/2001 4:46:36 PM
From: Glenn D. Rudolph   of 57684
 
We gotta get those utilities off the dime:

Bill,

I agree. I did not see your post until after mine. Except for the weak spending by the utilities, AMSC looked fine from their fundamental and rollout perspective. I did not listen to the conference call as of yet.It would see GE Capital would be one of the few firms with enough equity to supply the needed credit for the utilities.
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