Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: ItsAllCyclical who wrote (11048)	12/12/2001 3:48:19 PM
From: Second_Titan	Respond to of 23153

As someone who works in the industry, specifically in the unregulated side, I would advise some caution and look back 3-4 years at the UTIL chart in stock charts. One of the things that drove utilities higher was growth in sales and margins. Electric demand may increase smartly when manufacturing recovers and weather cooperates, but I suspect competition for sales will be brutal in many regions. Old regulated utilities that may be thought of as safe, could be the big losers to the new competitors who survive. Death will be slow and painful as their old assets cant compete because of inefficiencies with equipment and union personnel. The new players who have good strategies from the gas well to the burner tip and good financial management will survive IMO. The old utilities with antiquated assets will be weak. So the ones getting beat up now, REI DUK EPG D MIR NRG would be my choices. But who will be the winners from this group remains to be seen. My bet is with EPG & D. CPN is not something I would bet the farm on.