Eric Crampton:

>The break-up value shouldn't be less than the value of the assets in
the country<

Only if the New Institutionlaists are all wet about asset specificity.
Me, I think that the value of individual assets is _embedded_ in
specific locations, relations, uses, contracts, plans, etc.

Michael

Michael E. Etchison
Texas Wholesale Power Report
MLE Consulting
www.mleconsulting.com
1423 Jackson Road
Kerrville, TX 78028
(830) 895-4005


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