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To: energyplay who wrote (80035)	11/26/2000 8:21:16 AM
From: heraclitus	Respond to of 95453

I had some USU for awhile mainly because the dividend was pretty nice. Dumped it recently due to numerous lawsuits being filed. If the government ever fullfills their end of the bargain and starts to accept spent nuclear fuel for reprocessing and disposal, any contractors involved might be a good play. Again, corrosion of piping in these plants is not the life limiting factor. It is the inability to satisfy accident analysis acceptance criteria with respect to an embrittled reactor vessel. During an accident relatively cold water is injected by emergency systems to provide core cooling. If the vessel is not ductile enough (brittle) to withstand the thermal shock it could fail catastrophically. Alot of "pencil sharpening" has been done to get some of the older plants to pass this analysis to date. If some company comes up with a viable inplace stress relief process I don't see why the life of the plant could not be doubled. regards homer

To: energyplay who wrote (80035)	11/27/2000 1:52:18 AM
From: Douglas V. Fant	Respond to of 95453

energyplay, Yes there's still an overhang of weapons grade materials in the uranium market I understand. We visited Cal ISO's management in Sacramento about four weeks ago. They noted that Willie Brown said to them (Mayor of San Francisco) that after last summer's rolling blackouts in the Bay Area that his office received about 200,000 phone calls from constituents. On an average environmental issue Mr Brown noted that he would receive maybe 2,000 phone calls total. Message delivered. Mr. Brown too has moved to the middle on power issues as Mr. Davis, and believes that a few new power lines and power plants in the Bay Area would be, well a "beautiful thing"... Meanwhile the power problems in California. Have consumers in adjacent states awakened to the fact that they will also be impacted by California's higher rates? I'm not sure that that fact has sunken in yet....