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Strategies & Market Trends : Wind Power

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To: sageyrain who wrote (157)4/30/2007 7:34:42 AM
From: Sam Citron  Read Replies (1) of 230
 
First let me say it has been quite a while since I've owned a utility so need to get up to speed on utility analysis. Also need to get up to speed on wind power and FPL in particular so as to better understand the sustainability of their apparent competitive advantage. Need further research. Agree it looks like relatively conservative way to invest in wind. Conservative is good.

They will be in a dominant position to ramp up solar as it becomes lower cost and will probably be their next big revenue ramp in coming years as wind becomes saturated.</>

This is the first I've heard anyone mention the possibility that wind could become saturated. Is there a timeline on this? What's the basis of this statement (cites please)? When and why do you see solar overthrowing wind for low cost renewable nrg leadership?

Tnx,
Sam
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