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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: patron_anejo_por_favor who wrote (52452)12/29/2000 5:26:47 PM
From: yard_man  Read Replies (1) of 436258
 
I would warn u all to be careful <ng>... there is quite a bit of uncertainty with all of those --

first there is regulatory uncertainty

second it is not a given that unregulated suppliers are going to continue to rake in the dough -- some have both nat gas and good generation, but some are pretty leveraged, too -- having both and size isn't going to guarantee more profits -- they are already priced much much higher than utilities -- one day the build out on capacity in other parts of the country will be an overbuild -- if it happens conncurrent with a recession the volatility in electric prices could flatten out

these guys make most of their money in 40 - 60 days of the year. You may be buying yesterday's news ...
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