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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (74246)	1/22/2000 10:19:00 AM
From: yard_man	Read Replies (2) of 132070

Opinion of ENE? They are late to the party for broadband services, IMO. The de-regulation of the electric markets is viewed as negative for many utilities --- I'm not so sure that these guys aren't going to make mistakes as well and look at how high the valuation is -- it is still a capital intensive biz -- increasing borrowing costs and carrying costs have to hurt. And the price of fuel is not going down right now ... I guess a lot turns on their competitive edge. I'm going to do some digging ...

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