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If
our strategy is working, why did we revise it?
It became
clear that we would meet all the intermediate goals we set for
ourselves by 2002 or 2003. But the overriding goal - to be the
best investment in our industry - was not being met. That to me
said it was time to review what we were doing, how we were going
about it, and what we could do better. The review showed that
we could achieve a better return for our shareholders by adding
more growth to our plans. And that's what we've done.
How
much growth?
Over the next
five years, we're looking to add about 20,000 megawatts of electric
generation in the U.S. markets we've targeted. We've already begun
those efforts with the 3,065 megawatts we're buying in California,
the 1,776 megawatts we're buying in New York, and the 1,267 megawatts
we've bought in New England.
How
do environmental considerations affect that growth?
Environmental
considerations factor into every business decision we make. I'm
not just talking about compliance. I'm talking about environmental
leadership. While we are providing significant support to various
types of environmental research, we are also working to reduce
the environmental impact from our existing generating plants.
We want every megawatt-hour we produce to be cleaner - on average
- than it was the year before.
How
does our more aggressive growth strategy affect our investors?
Stronger growth
should help us achieve better total shareholder return. A difference
is that a larger portion of that return should come from stock
price appreciation and a smaller portion from dividends. Along
those lines, in January 1999 - for the first time since 1991 -
we decided not to raise the dividend. Lowering our payout
ratio and retaining more cash will help to finance our growth.
How
important is our business in the southeastern United States?
The southeastern
region is still the source of our strength, and it continues to
perform very well. It is also the reputation on which we build
everything else. If we don't do a good job serving our customers
in the Southeast, our reputation suffers. So the Southeast is
the foundation of our success. It also is an important part of
our growth. We plan to add generating
capacity for our retail and wholesale businesses in the Southeast.
How
does our regulated
business continue to prepare for eventual deregulation?
Any business
- whether it's deregulated or not - has a couple of very simple
things it must perform to be successful. You have to serve customers
well and appreciate them. And you have to serve them at a reasonable
price. That's customer value. We've done a good job of that. We
must continue to do that, regardless of whether we have regulation
or not. That's the winning formula.
What
do we mean by sharpening our focus?
We will concentrate
on competitive energy supply. We're looking for opportunities
to integrate natural gas capability with our electric generation,
and we're targeting wholesale and very large industrial customers.
It also means we are focusing on those countries that meet our
targets.
Why
did we choose the countries we did?
It was a matter
of looking at favorable market structures, attractive risk profiles,
and our ability to take advantage of growth opportunities. For
example, we already have experience in Asia and have had success
in the Philippines and China. So we want to build on that. Europe
adds another twist. If the European Union develops as one energy
market, then we'll capitalize on that, growing from our platforms
at Bewag in Germany, SWEB in England, and our newly opened trading
office in Amsterdam.
How
do we manage risk in our international operations?
First, we
exercise great care in evaluating business and political risk
elements before we make investments.
Once we make
an investment, we put our people in senior management positions.
They have access to the tremendous depth of operations and financial
expertise we have here in the United States.
That
shows the importance of having capable people.
That's one
of the great advantages we have at Southern Company. We have tremendous
depth in terms of employees and their skill levels. As we work
for more aggressive growth as a company, we're also working hard
to retain and add to that depth and expertise. Our employees are
special. That's because of a set of values we call Southern Style.
By practicing those values, our employees think like customers
and act like owners.
What
do you see as our main challenge?
I believe
we are one of the best energy companies in the world. We are a
very successful company. We are a leader. We are innovative and
creative in finding and taking advantage of new opportunities
created by change in our industry. That must continue. Success
will not happen without work. It will take hard work. It will
also take concentration. Our challenge is to continue the momentum
we have in building value for our shareholders.
What
will your priority be in 1999?
With our strategy
review, I called 1998 a year of strategic decisions. In 1999,
we will continue translating those decisions into additional growth
and value for our shareholders. That's my priority
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