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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Joan Osland Graffius who wrote (95101)	3/17/2002 3:29:53 PM
From: Michael Bakunin	Read Replies (1) \| Respond to of 132070

In an investor's long term (not nuclear waste's half-life..), the demand will be there. Long-term demand is a necessary condition for USEC's business to survive. Who fulfills long-term demand? Marginal demand in the nearer term isn't coming from North America. It's nice to have growing local demand; if they had, they might be able to afford the R&D they need to cut costs. At least they seem to have received decent terms from the Russians. FD: I own USU in my nontaxable account for the yield and long-term potential. However, I am not buying here; given a 25%+ drop, ceteris paribus, I could change my tune. -mb