Hi ftth,
While I got ya here.....
It seems you are trying to steal my thunder as the thread skeptic. Thanks for moving me back to the center. I've always been moderate.
Ahem, but maybe the days of revenue-growth tunnel-vision went out with the dot-bombs
I loved the recent Dog & Pony show acronym: "ROV" - Return on Vision.... In the Seventies, a design engineer pal of mine assures me, it was "IAaDD" - Ideas Are a Dime a Dozen.
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On a separate note, I was going to reply to your Quebec Hydro post on FCTF from a week ago, but I'll do it here.
I've found that there is a really kewl new URL for y'all:
williams.com
ENL reported today that Quebec Hydro will begin to curtail sales of grid power to the US starting Jan. 1 and will cease all cross border sales, excepting certain long term commitments to utilities in NY by Sept. 1, 2001. So, aside from a bum election, now we've got a humdinger of an energy crisis brewing.
Here's a snippet on that:
globeandmail.com
In California, for example, power generators are required by law to switch to gas — which helps explain why the price of natural gas in that state is about $37 per million British Thermal Units (one mmBTU is roughly equivalent to a thousand cubic feet or mcf). That's more than four times what prices are in other states, where gas is averaging $8.50 per mmBTU, and more than 16 times what they were last year at this time.
This is going to add a bit of complexity to the growth of the Last Mile, when Internet users are going to be regularly faced with rolling blackouts as a possibility in the mix. Velly, velly inturressing.
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Optically Yours:
In the face of an opening investigation by the SEC into special commissions being paid for participation in the lucrative IPO trade by pension funds and mutual fund managers, Tellium has filed an S1-A today. FO rolls on, and rolls out....
freeedgar.com
TTFN, Ray :) |
