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To: fedhead who wrote (52442)	12/29/2000 4:44:02 PM
From: pater tenebrarum	Read Replies (1) \| Respond to of 436258

Anindo, i never looked at DYN, but CPN is one i own puts on, and unfortunately, yes, it does profit from the situation, greatly! i bought the puts because of its aggressive accounting practices, but obviously nothing untoward has thus far materialized, and i now wish i had gone long instead. their last earnings report contained no hidden time bombs as far as i could tell, it was a rather convincing result in fact. still, one needs to keep in mind that CPN has made Paul Berliner's list of suspect accounting practices, so there is certainly some risk associated with it. but you are correct, the power shortage is a boon for them.

To: fedhead who wrote (52442)	12/29/2000 4:58:00 PM
From: patron_anejo_por_favor	Read Replies (2) \| Respond to of 436258

Anindo...also consider REI and EXC. While all of the power generators have run up, these are "less expensive" than the ones you cited...and have fairly sizable nuclear assets to shield them somewhat from rising natural gas prices. Good luck to you in the coming year. Regards, Patron