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To: Boplicity who wrote (10314)	2/16/2001 10:12:51 AM
From: JRI	Respond to of 13572

Oh...I agree in that medium-term it'll get solved....but, I don't know how you can build a power plant by June....or fix decades-old plants that breakdown when running near capacity.....I don't think it'll get fully solved by summer...maybe partially...but summer demand could really rock things.. On top of that, California consumers don't want to pay the bill...and they'll probably get away with (some of) it.... who's gonna pay for the upgrades Greg?

To: Boplicity who wrote (10314)	2/16/2001 10:40:58 AM
From: JRI	Read Replies (2) \| Respond to of 13572

Greg- Steve Mulonovich of Merrill just talking about tech stocks possibly being dead for next 2 years...that we are stuck in a "transition" to the next "new, new" thing....and that we'll just have to wait it out...likes NTAP, OPWV, CIEN as new generation leaders.....says avoid Dell, Intel (and a couple others, I forget)... Steve Mulonovich= Greg Mullineux? The names are too close to be totally un-correlated <G> (Dell better get off its keyster and soon, or it is heading towards a lame future..sad to see, remember the old dayz?)