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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: mmbw who wrote (38122)	1/18/2001 4:04:57 PM
From: BirdDog	Read Replies (1) of 54805

I don't know that temporary power problems would affect any of our companies. Reasons? One) Agreed that many have backup. This is because they live in earthquake country. They needed the backup before this occured. Two) Even if they are scrambling for backup now. There is alot of it out there. There are generators mounted on 18 wheel tractor trailers that are readily available for rent. Three) The electric companies are going to hit residences harder than companies in this. Have you already seen that pg&e chose to blackout northern cal cities; not silicon valley recently? They look out for their big customers. Four) How much actual manufacturing is done in Cal? Five) I don't think energy costs are but a tiny bit of many of our companies overhead. I admit, I haven't checked to see it in any of their books though. I wouldn't think energy costs would significantly cut into margins. Also would like to add. My father called my two evenings ago. He is in Orange County. He said they were expecting a blackout at any moment. Don't know if it occured though. BirdDog

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