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


To: 249443 who wrote (13733)1/22/2002 5:44:35 PM
From: Allen Furlan  Read Replies (1) | Respond to of 78565
 
mrjcmoney, re cpn and mir
Thanks for your reply and links. The conference call is 159 minutes and I will listen when I can stay online for a protracted period. Do you know of any way to listen to segments, ie re enter if you can not complete call on initial entry?
In any case, I am getting somewhat leary of this sector and will have to do a lot more research.



To: 249443 who wrote (13733)1/24/2002 2:11:49 PM
From: Bob Rudd  Read Replies (1) | Respond to of 78565
 
<<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.>>
Could you briefly summarize those risks here?
TIA