Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : All Clowns Must Be Destroyed -- Ignore unavailable to you. Want to Upgrade?

To: yard_man who wrote (28153)	4/22/2000 11:15:00 AM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 42523

air conditioning is responsible for high rates of growth in the past 10 - 15 years, but saturation is already quite high - Do you know how high? I do not have a clue. it is the temperature sensitive loads (ac) coupled with larger sq footage that has given the accelerated rate in very recent history, but it is this very recent rate that folks are extrapolating to buy generators going forward - Would not the recent rates be indicative? It seems during very hot summers we have inadequate ability to produce electricity. There is overinestment and a concentration of assets which has come about from the Fed's looseness and the monetization of debt, but there are other regulatory factors which have served to further distort investment in the utility industry ... Has not most governments local state and federal been advocating an increase in the ability to produce electricity? heaven help us if natural gas prices go through the roof in a few years about the time prices are deregulated for electrical power. There is a huge suuply of natural gas so I can't see why theprice would go through the roof. Again, there are some things peculiar to the industry, but I think it is an economy-wide phenomena. If our policy makers weren't so screwed up -- we'd be building a few coal plants here and there and scads of folks wouldn't be buying up gas turbines without a clue where they are going to put half of them ... I hear it over and over again: "The market can't be wrong ..." Why build very dirty producing facilities? Glenn