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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: Think4Yourself who wrote (3311)	4/13/2001 11:21:35 AM
From: Think4Yourself	Read Replies (1) \| Respond to of 23153

Not sure if this already posted. New Raymond James report out. VERY bullish for power generation. Bottom line is that power needs are growing even as the economy slows down. raymondjames.com Interestingly. We are currently at the bottom of typical annual power output. Demand will rise from here.

To: Think4Yourself who wrote (3311)	4/13/2001 4:03:39 PM
From: jim_p	Respond to of 23153

John, Not an easy question. I would lean towards taking the stock for two reasons, first the stock ha been very stable and is now priced a tad over the $10.00 exchange price and second PEX is selling at 3.8 times last years cash flow and is buying SMOP at an incredible 1.5 times last years cash flow. The downside in PEX is that it has not been very liquid, but that be somewhat resolved by the merger. The upside is that the best time to sell the stock will be at the end of August when NG prices are ramping back up and there is speculation about NG shortages and hurricanes. Jim