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Strategies & Market Trends
IPPs and Merchant Energy Co.s

An SI Board Since September 2002

Posts	SubjectMarks	Bans
3358	82	0

Emcee: Larry S.	Type: Moderated

Introduction Compact

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Reply	Message Preview	From	Recs	Posted
2158	Goldman Sacks downgraded a bunch of utilities this morning including CNP and DUK	KyrosL	-	5/21/2003
2157	Recent market news is good IMO but the segment is down... Hard to believe that	fromBermuda	-	5/21/2003
2156	dilution...You are correct...the conversion takes place at a price of $10.89. (a	Jerome	-	5/20/2003
2155	Looks like we may be getting some profit taking and 'sell in May and go away	energyplay	-	5/20/2003
2154	Reuters New Issue-El Paso Production Holding sells $1.2 bln notes Tuesday May 20	wildandwonderful	-	5/20/2003
2153	Unless I am missing something there is no dilution to the WBM shareholders until	NDBFREE	-	5/20/2003
2152	The dilution of shares by WMB is about 5%, and the gain from paying off the loan	Jerome	-	5/20/2003
2151	think this has something to do with WMB today: Tue 6:58am WMB InPlay: Williams	Larry S.	-	5/20/2003
2150	I doubt that this entire sector is as bad as it appears today. WMB is taking us	kcmick	-	5/20/2003
2149	duplicate - deleted - eom	Larry S.	-	5/20/2003
2148	WMB down today, I thought all this was great news for the future of the company.	Larry S.	-	5/20/2003
2147	Mirant Reaches Agreement to Sell Birchwood Virginia Assets PR NEWSWIRE - May 20,	Paul Lee	-	5/20/2003
2146	Good article: This column in the Wall Street Journal notes the continued march	jim_p	-	5/20/2003
2145	Williams Takes Actions to Redeem and Repay Buffett Investments; Company to Acces	Paul Lee	-	5/19/2003
2144	Here are some words on Texas electricity prices that will be thrown back in the	DELT1970	-	5/19/2003
2143	Calpine CPN could be in for more gains. The company reported a narrower-than-exp	aniela	-	5/19/2003
2142	From the DYN Yahoo board: -------------------------------- Well, Well, Well, I	aniela	-	5/19/2003
2141	If You own DUK...this is interesting..... charlotte.com This probably speaks w	Jerome	-	5/19/2003
2140	MIR-A is giving signs that investors think that that hi payout is sustainable	tom pope	-	5/19/2003
2139	CommanderCricket, I believe that the MIR chart is showing remarkable strength.	aerosappy	-	5/19/2003
2138	Aero, What's your take on MIR these days? Are you a buyer? Michael	CommanderCricket	-	5/19/2003
2137	MIR shareholder meeting?? fB, are you coming to Atlanta for the MIR shareholder	aerosappy	-	5/19/2003
2136	YTD - our portfolio is up 63.8%. The portfolio assumes all stocks were purchase	Larry S.	-	5/19/2003
2135	Hi JM - Thanks for the detail - gives a useful prespective. Means MIR (Mir	energyplay	-	5/19/2003
2134	energyplay, The peak load last summer in this area (ISO New England) was about 2	J. M. Blackburn	-	5/18/2003

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