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Gold/Mining/Energy : Strictly: Drilling and oil-field services

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To: Roebear who wrote (65781)5/7/2000 11:46:00 PM
From: Douglas V. Fant  Read Replies (1) of 95453
 
Roebear, Enron has a good business model- I like Slider's THX as a flyer on natural gas prices...there are a number of merchant power plants under construction in the US right now- also consolidation amongst the IOU's...With the whole regional transmission organization structure up in the air as to final forms right now, I'd probably pick a basket of utilities rather than one individual company....
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