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To: Chip McVickar who wrote (1741)	12/11/2000 7:22:35 PM
From: robert b furman	Read Replies (1) \| Respond to of 4583

Hi Chip, Still looking for that Lexus - Volvo . None last week going back on the 14th. Utilities are very interesting. Not so much the underlying industry but rather the new technologies being utilized to upgrade the quality of the power industry. Billions are lost to power surges in the manufacturing processes and computer memory. All this High tech requires the utilization of CONSTANT power. KVHI is in this field with their Fiber Optic Current Sensor. This is still early stages ,as it takes a more complete deregulation of the industry to open up the potential. Matin Kits Van Heyningen says that europe is closer to the deregulation of the power industry than North America is. There are many small companies. Some of them were just featured in Gilders Powercosm Seminar in New Orleans last week. See the KVHI thread for a list of the participants. Don't forget the Semi Equip Mfrs.. They are riding a technology transition to copper and 300 mm wafer disc. Hope tomorrow gives us another pop. Bob