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To: The Reaper who wrote (3671)	8/13/2000 10:25:12 PM
From: Boplicity	Read Replies (2) \| Respond to of 13572

Kirby, Right on. Not only that, I see the uts as play on the increase in power needs for the new economy that runs on electrons. Somebody has to create all those electrons that are pumped in to all those IC we are manufacturing, or is the holes that are in need to be pushed? <gg> I also see a need for more power plants. The first indication of that need is happening in Cal. so maybe the big engineering firms or manufacturers of gas turbines could be a play on that. Greg

To: The Reaper who wrote (3671)	8/13/2000 10:40:01 PM
From: DlphcOracl	Respond to of 13572

kkirby: You are dead on with your take on utilities. With deregulation, the most acquisitive and aggressive are now high-growth companies with P/E's of 40-60 and this trend is only in the first or second inning. Aside from REI, here are some other leaders in the "new-age" energy sector: Dynergy(DYN), Peco(PE), Enron(ENE), Duke Energy(DUK), AES Corp(AES), Calpine(CPN), NRG Energy(NRG), and Dominion Resources(DN). I have bought a "basket" of these stocks and will be adding to these holdings over the next 6-12 months. If we have a cold winter in the US this year, you will see the prices of these stocks take off. The US is way behind -- it has nowhere near the generating capacity to meet our power needs, and the rate of construction of new capacity is not nearly adequate. The energy consolidators listed above will be able to sell energy more cheaply than the old legacy power plants and companies on the free market and will prosper disproportionately.