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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Webster Groves who wrote (16022)	5/17/2001 11:46:35 PM
From: Jdaasoc	Read Replies (1) \| Respond to of 30051

wg: Thanks. I think the energy infrastructure plays will make some money over the next few years. These 2000 power plants, thousands and thousands of miles of piplelines, transmission lines and whatever else are going to built is going to cost a lot of money and no one ever said that oil is going to go back to $12 a barrel leaving debts for these projects unpayable. I think the continually drumming up the fear of energy and electricity shortages will keep energy prices high enough to pay for a good portion of this infrastructure. It surely doesn't sound like the way telecom or internet backbone has played out with 97% of data line capacity not currently being used; networking companies with bad recievables and telecos with piles of junk bonds near default. john