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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Allen Furlan who wrote (13732)	1/20/2002 5:57:13 PM
From: 249443	Read Replies (2) \| Respond to of 78559

Allen, I have attempted to learn as much about the Calpine situation as I can. I have listened to the below Williams conference call a few times. The call is about 2-hours in length. Previously, I had listened to Calpine's update conference call on operations -- caused by the Enron concern -- and had thought the call went well and management had credibility. Then I listened to the Williams call. There are a few questions pertaining to what Calpine & industry does vs. what Williams does -- and I decided Calpine had way to many risks for my tastes. In my opinion, the Williams call is a must listen when assessing the Calpines, Dynegys, etc. Especially since you indicated that this would be a "conservative play". williams.com shareholder.com Williams Update 2001 Webcast Dec. 19, 2001 8:30 a.m. ET