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

To: Raymond Duray who wrote (115)	8/15/2001 12:52:32 PM
From: Daniel G. DeBusschere	Read Replies (1) \| Respond to of 555

<<CPN will be flat to slightly underwater in the next 24 months>> Ray- You are probably right. However CPN is the low cost producer except for Nuclear for the next 5-8 years and this should give them great cover to make their numbers in any "glut". If I can see better opportunities or use for the funds, I will likely rotate out. I am interested to see if CPN management is successful in convincing the analysts that they are in fact a growth stock so this is a kind of a Harvard Business Case Study for me and I am staying involved to stay tuned to the outcome of this effort. Also, there are a lot of businesses that are shut down now because of energy pricing and shortage such ALCOA and once there is availability of sufficient reliable power, then these users will come online and relieve any glut issues and provide growth opportunity for CPN. Dan