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To: BigBull who wrote (58596)	1/16/2000 11:27:00 AM
From: BigBull	Read Replies (1) \| Respond to of 95453

Everybody, FYI: API's and DOE's to be published Wed. and Thurs. due to MLK day. Have a good long weekend folks. Bull

To: BigBull who wrote (58596)	1/16/2000 11:55:00 AM
From: SliderOnTheBlack	Respond to of 95453

Bull; Forbes had a piece on Duke Energy's Vertical Integration quest... We've seen just he begining Vertical Integration - with all of the JV's, or acquisitions by Nat Gas/Utiliities - a few quickly come to mind; RRC a new JV with FirstEnergy, even little PGEI had an investment from III, ONEOK has some JV's with E&P's - this is a large growing trend. They'll control everything from the point of exploration & production to lighting the flame on the stove in your home... Buffet wasn't stupid moving into Utilities here... NG is a great LT story. I looked at Hanover compressor a year ago and thought what a great little LT company for this story - lots of ways to play this. Analysts are still looking for $2.50 NG over the next two years - companies like BR NBL EOG are incredible values here - NBL has been tic's away from a 5 year low of late ! Tallking about Utilities; a company I mentioned a long time ago was Suez Lyonnaise: adetocqueville.com - I don't follow it now; but they are huge in European & Intnl Water & Waste and Utilities and are moving into the US market - some analyst a year ago; said this was the most intriguing longterm upside play he has seen in years - I may be wrong here, trying to remember; but they will control something like 65% of the "water & waste" in some Intnl markets. Could make an interesting small addition to longterm portfolio's. An arguement can be made that "water" will be more valuable than Oil in the next millenium...