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To: Robert Rose who wrote (118020)	2/17/2001 2:04:21 PM
From: Mark Fowler	Respond to of 164684

As we all know, CA is in deep doodoo and there is no quick fix. While large high tech companies like csco can weather the increase using their own generators, or in other cases, pass utility costs onto their shareholders <sic>, small businesses are being forced to lay off and shut down pronto. This morning's article cited one small company which saw it's utility bill escalate from 200k in 9/00 to 1.1M in 1/01. It was suggested that growth in the state's economy cannot resume until the crisis is resolved. (Makes sense to me!)<< Last time i look Exd's Utility bills have been running about 2-3% of sales. Those energy companies i have in my portfolio make a nice hedge. :)

To: Robert Rose who wrote (118020)	2/17/2001 2:05:17 PM
From: 10K a day	Read Replies (2) \| Respond to of 164684

yeah energy perception is probably a fraud too. just like the gas crisis of the 70's.... It's big daddy trying to show you who's boss... tell me the power companies aren't more efficient and can't handle 6 percent growth.... Tell me that PG and E goes down 10 times more than some local Municipal electric companies..... Tell me they (PG and WE) don't have anything else to do but send guys out to turn off people's power. #It's a fraud. Man. Just like they'l tell you .... #YOU NEED TO BUY 500 APACHE HELICOPTERS>.... #TO KEEP THE NATIVES FROM HURTING THEMSELVES>>.

To: Robert Rose who wrote (118020)	2/17/2001 2:21:18 PM
From: H James Morris	Read Replies (2) \| Respond to of 164684

>As we all know, CA is in deep doodoo and there is no quick fix. Thanks to CA my coal stocks are going up...while the techs are coming down. Check out ACI, CNX and this new peabody IPO coming out. BTW I do not get my research from the Motley Fool! >NEW YORK, Feb 14 (Reuters) - No. 1 U.S. coal producer Peabody Group's filing on Monday for an initial public offering (IPO) of $100 million, should grow to $300 million, an industry source said on Wednesday. Peabody has been owned by Lehman Brothers (NYSE:LEH) since 1998. Lehman paid $2.3 billion, including $400 million of equity, for Peabody when it was adviser to TXU, the U.S. power company, on the purchase of Eastern Group, a British regional electricity operation

To: Robert Rose who wrote (118020)	2/18/2001 11:21:32 AM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

In a recent post i mentioned that electricity consumption in silicon valley was growing 6% per yr in the 90s. The same SJ Mercury News article mentioned server farms such as Santa Clara-based exds as contributing significantly to that growth rate. I am sure this is an ignorant question but I am wondering why these server farms have to locate in silicon valley. It has become evident that increasing the power supply in that area is going to be a costly and time consuming task. It would seem cost advantageous for the server farms or at least many of them, to relocate to where power is currently more plentiful. I know many of the high tech employees reside in silicon valley but would not many relocate to where the work is too? This seems like common sense to me. Glenn