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To: edamo who wrote (102873)	5/17/2001 8:13:29 AM
From: flatsville	Read Replies (1) \| Respond to of 436258

>>>utility and energy stocks are in vogue....they will fall out of favor when some sort of a plan, realistic or not, is announced by the administration. sort of "sell the news"....even if there is no news....<<< No doubt you're correct. I think that would be an excellent time to go back to add at lower prices or pick up stocks missed on the initial run up. There will be no realistic energy plan. More and more states are due to implement phases of dereg. This can only get worse.

To: edamo who wrote (102873)	5/17/2001 1:19:38 PM
From: FR1	Read Replies (1) \| Respond to of 436258

edamo - I have always felt the same way. Once the energy plan is presented and businesses can see that we will be out of the bad part of the energy crunch in X months, most investment dollars will leave because there is no obvious long term growth in revenue. Having said that, don't you think that the companies that build the power plants will be in for some strong revenue increases for a extended period of time? The only way out of the power crisis is to throw tons of money at the construction outfits. Do you agree? If so, who do you think will profit the most? It also seems that billions of dollars will be made available for the expeimental Hydrogen stuff. I bet the FCEL, PLUG, BLDP etc group gets a lot of government cash for an extended period of time.