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To: Archie Meeties who wrote (64422)	2/2/2001 7:09:12 PM
From: Mark Adams	Respond to of 436258

I haven't found a pure play. Originally was thinking engineering/construction firms, ie FLR or PWR. But it's hard to say if these guys will benefit, and if they do, if it will offset weakness in other segments. Certainly an area of potential research. The Great Reckoning suggested power outages, rolling blackouts similar to those seen in Buenos Aires, Argentina in December (year not stated), which resemble what has happened in CA. They suggest areas of concern include Connecticut, Maine, Massachusetts, New Hampshire, RI, Vermont, NY, NJ, Delaware, Maryland, and MI. This is dated info (published 93) and I understand massive power buildouts might help avoid problems on the midwest and eastern grids.

To: Archie Meeties who wrote (64422)	2/3/2001 9:33:17 AM
From: flatsville	Respond to of 436258

Arch-- IMG (amex) Intermagnetics High Temperature Superconductive Lines (wire/cable/tape/tubes) for electricity transmission. igc.com igc.com Not a pure power transmission play as IMG has other concerns that acutally make money unlike some superconductivity plays. Let me know what you think.

To: Archie Meeties who wrote (64422)	2/3/2001 4:07:26 PM
From: Mark Adams	Respond to of 436258

Another Construction&Engineering firm, WFC. They already ran up recently. Yet the five year chart shows a nasty picture. Coal Generation Coal plants tend to have a longer construction cycle time than NatGas, 7-8 years vs 3-4. And this says nothing about transmission grid improvements. The actual grid remains somewhat unregulated, yet responsible for significant constraints and power loss. I wonder if anyone will actually address the power loss by the transmission system? From: fe.doe.gov The Foster Wheeler Project Foster Wheeler is leading a team that also includes Bechtel Corp.; Allied Signal, Inc.; Research-Cottrell; TRW, Inc.; University of Tennessee Space Institute; and Westinghouse Electric Corp. In its project, Foster Wheeler will use a pyrolyzer to convert coal into a low-Btu fuel gas and char. The char is burned in a furnace which heats gas turbine air and raises steam. Because the fuel gas is relatively clean, it can be used to further heat the air to the gas turbine inlet. This approach uses coal alone as the fuel and avoids depending on high-temperature ceramic heaters.