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To: patron_anejo_por_favor who wrote (93382)8/9/2001 7:07:52 PM
From: Frank Pembleton  Read Replies (2) | Respond to of 95453
 
Patron, I was wondering when someone was going to make a comment. I felt both stories on the economy and on analysts was nicely timed for this morning. The problem as Slider so eloquently stated is that these articles are about 8-12 months late, we new this allready, this is old news and that's why we manage our own portfolios.

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Yesterday, I pasted two stories I felt had some significance to the energy crowd and to the commodity players -- us? The nuclear story about unused capacity raised my eyebrows. Is there really unused capacity in America? Along with the notion that a uranium mining company is making a market by investing in "idled reactors or completing unfinished facilities."

Message 16184344

-- and the RJ document saying the nukes are in need of refueling and maintenance, which may cause another, bull market in gas.

Message 16184407

Regards
Frank P.