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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Oak Tree who wrote (39188)	7/18/2001 10:22:44 AM
From: Jim Willie CB	Read Replies (2) \| Respond to of 65232

on energy front check out a couple more UTX United Technology -- only fuelcell vendor breaking even, sells to NASA also airconditioners and elevators (not quite a godzilla-cap, but big) CPST Capstone Microturbine -- $40k microturbines power small buildings, put a string together and you have electrical independence watch this microcap fly when Calif AND NewYork go dark PLUG PlugPower -- has backing of General Electric my fave among Ballard, PlugPower, FuelCell I am doing more researching than investing with energy costs dropping due to recession, aint investing yet natural gas dropped over 5% last month, largest drop in history of course from a higher previous month this electrical sector will get lulled to sleepy that is time to invest with NewYork state adopted the identical utility provisions governing electrical generation and distribution, expect NewYork City to go dark sometime before long expect all of Calif's neighbors to have the same blackout problems the "grid" concept means shared power, shared misery, shared darkness if/when the recovery ever happens, the electrical troubles of California will spread nationally let the politicians control the dial, and we go dark very simple rule / jim