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To: marginmike who wrote (56881)1/11/2001 11:17:06 AM
From: pater tenebrarum  Read Replies (1) | Respond to of 436258
 
i have no idea. frankly i don't think so...most people think of electricity as something that magically emanates from wall sockets....i don't think they're worried yet.



To: marginmike who wrote (56881)1/11/2001 11:27:20 AM
From: Mike M2  Respond to of 436258
 
Mike, the thread should float an IPO . The business model alternative energy Windmills, Solar geothermal. Don't worry if the business makes money we'll make money selling stock. We can tell Maria we expect major sales in soize. ho ho ho Mike



To: marginmike who wrote (56881)1/11/2001 11:34:58 AM
From: yard_man  Read Replies (2) | Respond to of 436258
 
Siemens, GE -- there has been huge demand. prices promptly went up by about 33% for combustion turbines when we witnessed the first appearance of the huge volatility in electrical energy prices 3 years ago -- there has been a backlog ever since -- many of the large energy players locked up large numbers of these machine which they have been marketing agressively -- there are some signs of easing now (a year ago we had slated two machines for 2003, but went ahead and bought a third because of a discount offered -- wouldn't have happened 6 months earlier).

The CT market has been in a bubble because of the new volatility and linear projections of demand growth that are (in my opinion) ridiculous ...

In 2 years, there will be oversupply for peak periods (gas combustion turbine generation capacity) and the volatility (in electrical energy prices) for much of the country will be gone ... I wish I knew where average prices were headed ...



To: marginmike who wrote (56881)1/11/2001 11:51:40 AM
From: patron_anejo_por_favor  Respond to of 436258
 
Coleman is a big one, but I think they're owned by SOC unfortunately....



To: marginmike who wrote (56881)1/11/2001 12:14:07 PM
From: Oblomov  Read Replies (1) | Respond to of 436258
 
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