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To: Les H who wrote (149628)	2/7/2002 12:37:16 AM
From: yard_man	Respond to of 436258

DUK I can understand, but don't think I'd put FPL in the same class ... there was a mad scramble for assets the last couple of years and that may have been kind of artificial given what de(re)regulation of transmission did for the industry, but ENE was asset poor. Maybe it doesn't matter, if you overpay for assets and all the credit guys come in and try to get you to MTM, you are probably hosed. I sounded a cautionary note every time we added something that looked like it was excessive, but we never bought excess with the intent to market it (at least not much).

To: Les H who wrote (149628)	2/7/2002 1:55:47 AM
From: oldirtybastard	Respond to of 436258

well if those crazy bears are right, 6-12 months before the depression starts the energy complex should start to price that in -g- As Mario Dumbaromo says, "the market always discounts 6-8 months, blah blah blah, buy micron and bizthnessss iz bizthnessss"