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To: Think4Yourself who wrote (68158)	6/13/2000 5:11:00 PM
From: Wowzer	Read Replies (2) \| Respond to of 95453

Hot damn!! If history is any guide, the API numbers should be good for a 10% drop in the OSX tomorrow.

To: Think4Yourself who wrote (68158)	6/13/2000 5:14:00 PM
From: Think4Yourself	Read Replies (1) \| Respond to of 95453

Here's an idea for a summer play... In reading the thousands of energy articles this year I noticed that Duke Energy is making a very strong move to be the number one producer of electricity via NG. Their massive GE turbine purchase, their marketing agreements with EEE and others offer ample evidence. Everything I see indicates we are going to have severe problems with electricity this summer. Brownouts and blackouts could be the norm. Anyone remember that last year NYC's distribution system had a partial melt down last summer? I also remember a transformer here in a wealthy suburb of Detroit DID literally melt because the residents refused to conserve electricity (They f'd themselves royally!). Computers have been adding to the system load since then. Don't kid yourselves - it adds up fast! I am playing the combination via DUK. AES could also be a good play but I don't like their management and they are in hot legal water with the EPA for plant violations - a LOT of them. If anyone has other ways to play this likely problem in a few months, I'd love to hear them! An important issue: Buying a utility based just on excess generation capacity is a MISTAKE. The national distribution system was saturated last summer. It is important to make sure that excess capacity is near where it will most likely be needed, or that the utility generates power nationwide. Someone will probably give Slider credit for this, as has been done with numerous other ideas I have posted in the past. Oh well, as long as the quick thinkers make money...