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Gold/Mining/Energy : CPN: Calpine Corporation -- Ignore unavailable to you. Want to Upgrade?

To: Raymond Duray who wrote (107)	8/14/2001 12:41:54 PM
From: 99Dan	Respond to of 555

For those interested in CPN you can hear a replay of yesterdays "Calpine Energy Services Overview" or see it in Adobe PDF format here: corporate-ir.net Very interesting and worthwhile presentation in my opinion. Dan

To: Raymond Duray who wrote (107)	8/14/2001 5:41:10 PM
From: Don S.Boller	Read Replies (1) \| Respond to of 555

Oh Wise One - You are of course correct...what is "cheap" to one looks "dear" to another. We "all know" that P/E ratios are the RESULT of price movement - NOT the CAUSE. BWDIK Don

To: Raymond Duray who wrote (107)	8/15/2001 2:12:04 AM
From: Daniel G. DeBusschere	Read Replies (1) \| Respond to of 555

CPN PE is closer to 15 than 20- The CPN CEO claims that current guidance is over $2/share for the current fiscal year. At $31.50 PE is closer to 15 than over 20. Using the CEO's guidance of 40% year over year earnings growth, CPN should have a PE of 40 with a PEG of 1. CPN is now in the process of educating the street that they should view CPN as a growth play. So far, I like what I see and will buy more if the CEO stops selling his options. I don't think CPN has any real liability with respect to the California energy political environment and the anticipated FERC refund directives.