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Politics : Formerly About Applied Materials
AMAT 256.72-1.7%12:59 PM EST

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From: Gottfried1/20/2001 11:54:47 AM
   of 70976
 
The CA power crunch may well throw a monkey wrench into Silicon Valley's recovery efforts. Here's Jubak's take...

Jubak's Journal "Winners and losers in the power crunch"
Like most trends, this one starts in California. You can expect teetering utilities, soaring electricity rates and uncertain supplies to ripple outward -- and you can be in the right stocks to profit from it.

moneycentral.msn.com

Gottfried
If you had invested in one of the two large CA utilities in September you would now have lost 2/3 of your investment. Remember when utility stocks were for widows and orphans?
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