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John Frieh

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Actually, being in the water business, look at companies that deal more with infrastructure that provide water. There are water market indexes you can purchase. The main issue facing the majority of the world is a failing water delivery system. Desal is just the tip of the iceberg - pun intended- but with over 60% of our nation's water utilites in dire need of replacement, look for companies that are into couplings, fittings, piping,etc. GE is getting into it (as well as desal) and it is not that farlll-fetched to think of our public water supplies becoming privatized. Desal is speculation at this point, but infrastructure is a requirement. My two cents.

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