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.

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

To: Broken_Clock who wrote (15003)	7/31/2002 10:31:14 PM
From: Bob Rudd	Read Replies (1) \| Respond to of 78628

Papaya: <electricity from NG plants is still the future in North America, converting away from oil and coal>NG plants have an edge in costs which drives a more favorable spark spread, but is it enough to overcome the fixed costs of a new build...when the cost of capital is high...like now? One of the things I got wrong in the recent energy 'bubble' was the 'shortage' of generating capacity and how quickly it would transition to shortage of shortage, ie a glut of sorts.