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To: Ken98 who wrote (42039)5/21/1999 12:07:00 AM
From: NickSE  Read Replies (1) | Respond to of 86076
 
Ken,

I was solely following the DJU index as an interest rate indicator and did not realize that many utility cos. are currently exploring the communications area for additional income. Thanks for the heads up.

enron.com
williams.com

have you looked at the extent, if any, that ENE and WMB have influenced the DJU recently

Regards,
Nick



To: Ken98 who wrote (42039)5/21/1999 10:49:00 AM
From: Bonnie Bear  Read Replies (2) | Respond to of 86076
 
re ENE and WMB: could one of these become the intel of the utilities?
I think so...the business of trading bandwidth and energy is much bigger than the yen-carry trade that intel made its money on.
IMHO a REIT and a utility stock should be in the top ten megacap stocks..we will see this happen in the next twenty years.


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