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Hi.
FYI.
Yesterday a deal was submitted to the California Commission (without just about everyone in the industry signing) to restructure Socalgas.
More details to come, but wanted to give a flavor, knowing that you're actively engaged in negotiations.
Assuming a 10.01.00 approval date by the Commission: 90 days aft... | Deal Struck in CA to Restructure Socalgas |
FYI.
******************************************************** Reuters -& CNBC *PG&E <PCG.N> SAYS PACIFIC G&E FILED FOR CHAPTER 11 VOLUNTARY BANKRUPTCY RELIEF NEW YORK, April 6 (Reuters) - Pacific Gas & Electric Co., which is California's largest investor-owned utility and has been struggling with that state's powe... | *PG&E <PCG.N> SAYS PACIFIC G&E FILED FOR CHAPTER 11 VOLUNTARY |
Greeatings Tom: I'm looking at hard copies of documents titled: Emergency Measures for Western Power Markets Possible Western electricity emergency plan elements Could you send me electronic versions?
Much appreciated.
I'll get back to you with more siting information (per your email) on Monday.
Best,
| Electronic copies of a couple documents |
Scott/Cameron: OK, wondering why there ain't no charges on your credit card from our FABULOUS trip to Squaw Valley?
I just found out that they're all on mine!!?!?!?
I had the best time up there, but I couldn't figure out how it coulda cost $1700.
Just called them to inquire.
They said: There's no mistake those ... | Merry Xmas? |
Eldoni: I'm assuming, since I haven't heard back, that we're going to take a pass this time on the Dome road, and perhaps have Jeff Green do it another time?
If I'm incorrect, we'll need to get things squared away, like today.
Let me know, Jeff
| No Road? |
Greetings: Sue Landwehr will be sending around a more comprehensive summary of what happened at today's FERC hearnig in Boise but asked me to pass along the following.
Each state was only allowed to have two people at the table.
For California it was Assembly Speaker Hertzberg and Geoff Brown (newly appointed CA PU... | FERC Hearing in Boise |
Hi.
I've got all the paperwork.
The bill (on my bill) for you guys is $740.
I'll get you the paperwork tonite.
Sorry for the mix-up (should I ask Squaw for a discount due to all the mess!?!?).
Best,
| Grand total is....! |
As I feared, Belden's on vacation this week.
I've left a message with him to call, however.
Will let you know just as soon as (and if) I hear anything.
Best,
| Belden--TX Anecdotes |
Harry: At the meeting yesterday, we concluded that it would be a good idea to take the proposal that you put together based on your meeting with EES and use it as the "base case" to start running the numbers.
Idea being that before we shop anything around, we need to know what the numbers look like to determine ... | PG&E Proposed Solution |
OK folks.
It's about 80% of the way there.
My brains are oozing out looking at cells, so I want to get this around so Mark can get started on refining assumptions and other folks can examine as well.
I'll continue to check it and de-bug it.
Mark, you and I should talk, too.
(You'll note that at this point, the valu... | OAT Valuation Model |
Here's the original note that I sent about the bill (yours and ms cameron's) that ended up on my bill.
************************************************************************ Hi.
I've got all the paperwork.
The bill (on my bill) for you guys is $740.
I'll get you the paperwork tonite.
Sorry for the mix-up (should I ... | Squaw Bill |
FYI.
The agenda for the legislative oversight committee's gas hearing tomorrow includes two Brattle Group consultants, Paul Carpenter and Matt O'Loughlin.
They will make up the first panel, titled, "California's High Natural Gas Prices: Market Power and Other Factors."
In California's gas wars, Edison hired these fo... | Legislative Hearing on Gas |
What time do you get home from school.
If it's before 5 could you stop by the Theater on the Square box office and get tickets?
Cameron said that she and Scott want tickets, too.
It's going to sell out (if it ain't already sold out), so we should probably do it quickly.
I love you.
| Sam Shepard Play |
Here's the document that I referenced.
Dan Allegretti asked me to forward it to you.
He'd like to distribute to the leadership team and have it on the agenda during his part of the conference call.
Thanks a million.
Best,
| NRDC's Proposed Competitive Default Provider Leg for California |
Dorothy: Thanks very much for the meeting yesterday.
From my perspective it was ver= y=20 useful.
Per yesterday's conversation.
More (much) to follow (soon).
This is what = we=20 gave the Govenor, Hertzberg, Burton, Brulte, etc., about 2 months ago (i.e.= ,=20 prior to Davis' 20-20 announcement, etc.)
You know how to g... | Demand Buy-down |
FYI.
Presentation by Brattle Group before CA leg committee yesterday in which they assert market power at the CA border (held by "out-of-state suppliers") explains high gas prices in California.
If you have any questions, call me at 415.782.7822.
Please forward to others whom you think might be interested.
Stephani... | Sacramento Pres Final 4_13_01(projected).ppt |
Jennifer.
I apologize.
I have to turn to assignment that Steve Kean just gave me.
I made it almost all the way through the document.
You did a fantastic job under the circumstances and given the time constraints.
If I can get Steve's assignment finished quickly, I will turn my attention back to this.
Hope it helps.... | CA Solution |
Today's the 7th anniversary of the release of the California Commission's now infamous "Blue Book" that launched Direct Access.
Would it be bad taste for Skilling to note the anniversary on the call with Bryson?
Viva Choice.... Best,
| I'm Choked Up |
Karen: See highlited section of story below.
PG&E's got it right.
Recall that DWR was only buying power that it determined was "priced reasonably."
Consequently, the net short wasn't getting picked up.
That meant that the ISO would have to go to the real-time market to close the gap.
The ISO would then charge the ut... | CA legislature in doubt |
Greetings TJ: Well I'm in a pickle.
The memo you sent said we had from 11:30 AM to 10:00PM on 4.19, and from 7 AM to 9 AM on 4.20.
But the documentation I received from Telebears said from 1 PM on 4.19 to 1 PM on 4.20.
All that aside, I have obviously missed the times, it's my fault, and I apologize.
I spoke with Di... | Class Registration |
Hey there stranger: By the looks of your attire (very nice), and the pace of you walk the other night, looks like you're back in the working groove.
Hope work is fun and your classes are good.
I'm trying to get used to the "no life" thing again.
And you slacked on the happy hour.
Best,
| Hectic? |
I nabbed the Co's 4 tickets (not great, but free) for the game against the Bums on Wed June 27th.
Starts at 4 PM.
Interested.
The Tuesday game's at 7:30, but thought it'd be nice to see an early game.
Let me know.
Best,
| The Bums |
FYI: Here's monthly share price date over last five years for: OAT, KO, PEP, S&P, BRKA, BRKB.
(I included Berkshire in the event we want to say something about Buffet's recent performance.
I've attached another file with a chart that shows Buffet versus S&P for 1, 3 and 5 year performance) For the OAT, KO, PEP,... | share price data |
Christine: My apologies.
My schedule melted down after we talked on Monday.
Here's where folks came out.
There's some concern about size.
We're supposed to be no larger than 3, but we lobbied Aceves and he apparently Ok'd our "oversized" group.
The other folks in the group--who talked to him
| Teams |
No smoking gun in natural-gas cost probe By Jim Sanders Bee Capitol Bureau (Published April 23, 2001) It strikes at the heart of an energy crisis that has caused multibillion-dollar losses and could plunge California's economy into a tailspin: Did private companies manipulate markets to get rich off consumers' pain... | El Paso Hearings at PUC Legislature |
Here are my comments.
Great job.
I think that the rate design table is a little impenetrable for folks who ain't close to it.
It might benefit from an addition bullet of explanation.
Best,
| comments on CA solution |
Gang: I'm finalizing what we talked about yesterday and something struck me w.r.t.
siting reform.
One of our key messages in California and nationally is that price spikes are due in no small part to outmoded, arcane siting rules and a shortage of power as a result.
Price spikes have led to wholesale and retail pric... | Siting strategy |
Greetings folks: Just checking in to see how we're doing and if folks got the files that I sent last night.
Should we try to meet at 5:30 to do a final run through?
I think that we might be the very first presentation (yikes).
Best,
| Checking in |
FYI.
As you recall, based on the meeting that I attended at SVMG with Karen Denne and Jeff Skilling, they put me on their internal distribution list (though I'm not sure that they realize it).
Here's the latest from Carl Guardino, the groups Exec Dir, and Davis appointee to the ISO.
Best,
| Important - Save Money/Energy |
Greetings Rosie: As you confirm meetings with Mr. Lay next week, could you drop a line to Maureen, Janel and me?
Thanks very much.
Best,
| Mr. Lay's Meetings in California |
Just for the record, I just reviewed my "Jeff's Goals for 2001" that Paul and I worked up, and "doing time for the company" didn't make the list this year.
Paul, I double-checked and "dating Loretta Lynch" is, likewise, not on the list.
Best,
| If it don't fit, you must acquit |
Jim: Here's the DG stuff from the Hertzberg letter ***************************************************************************= 8 Key Barriers to the Development of Distributed Generation and Proposals to= =20 Remove the Barriers Barrier: Excessive and Unnecessary Utility Stand-by Charges Solution The executive ord... | DG Impediments |
PR01: 174 FOR IMMEDIATE RELEASE 04/26/2001 GOVERNOR DAVIS SIGNS EXECUTIVE ORDERS TO PROVIDE POWER TO CALIFORNIA SACRAMENTO Governor Gray Davis has signed three executive orders to increase stabilization, conservation and generation of power in California.
Executive Order D-34-01 Many numerous and complicated statu... | GOVERNOR DAVIS SIGNS EXECUTIVE ORDERS |
Hi Anita: Thanks again for you help with the questions I had about the deals going on California.
I'd like to follow-up with you and Steve, particularly regarding the "not a telecom" aspect of the deal.
These deals are going to accelerate--very confidentially, they are directly linked to getting the
| Follow up |
Subject: LADWP, BC Hydro, Bonneville Accused of Gouging California Energy Cost Study Critical of Public Agencies Too Power: DWP is among three government-run producers cited as driving prices up.
Spokesmen deny any market manipulation.
By ROBERT J. LOPEZ, RICH CONNELL, Times Staff Writers ???
?Government-owned uti... | LADWP, BC Hydro, Bonneville Accused of Gouging California |
Received a call this afternoon from Gordon Smith, CEO of PG&E (I met Gordon when he was CFO of PG&E and I was a bureaucrat at the PUC working on the Blue Book).
He was following up from the meeting this morning with Bob Glynn.
He was very positive about the comprehensive solution that Ken Lay described to Glynn at ... | Call from PG&E's CEO |
Roger: We're still ruminating on this within Government Affairs and will continue to ruminate over the next few days, but wanted to fill you in on where we currently are and get your comments.
Thanks.
Jeff
| PG&E Proposed Solution |
FYI.
Ken Lay asked to have the pitch that he's been making California be quickly put into a few power point slides for use in meetings he's having this week at the gathering of the Business Council (back East) with a group of California CEOs (e.g., Sun, Chevron, Amgen, Bechtel and others).
This is the version that ... | Presentation for K. Lay to CEOs re: Proposal K. Lay's Been Making in California |
Met early this morning with Jack Steward (pres.
of CMA) and Keith McCrea (lawyer for CMA) to follow up on the meeting that Steve and I had with them regarding the proposal Ken Lay was pushing last week: They like taking Tx out of the MOU, they like getting DWR out of the power purchase business, and they think that... | Follow-up Meeting this Morning w/CMA |
My apologies.
I took a vacation that I was in much need of, and as you know, it's more hectic trying to take off on vacation than it is coping with the day-to-day mess.
And I came back to utter chaos.
Regarding my homework assignment, I checked my records and, lo and behold, I am completely vested.
That said, I also... | Late Homework |
This is a very good, easily digestible summary of the FERC order.
Alan Zaremberg, CEO of the Chamber and located in Sacramento, asked if we had a summary that we could provide him.
Zaremberg is convinced that no one in California understands what FERC did and wanted to try to educate them.
If we sanitize it to remo... | FERC summary |
Hi Alan: In our ongoing analysis of the MOU, and in our attempt to put together a solution for California, we need to do a reality check on the implied curves the Governor's consultants are using to arrive at their rate proposals.
To ensure an "apples to apples" comparison, we're hoping to get our curve data for 2... | More Curves |
OK, I apologize, I've been trying to lock myself to the computer and crunch some #'s, but can't seem to get control of my schedule.
Wanted to lay out the core/noncore model that's been pitched (and that CMA showed keen interest in this morning) to see if we're all on the same page; but perhaps this is the analysis ... | Concept for core/noncore Analysis |
Hi Maureen: Could you ask Steve if he will be able to make the 4:30 (CST) with Laura Tyson?
I think you 've got the call-in number.
Tell him it's not big deal if he can't--I can handle--but if he can, it might be useful for him to be on
| 4:30 with Steve |
Greetings Piper: My name is Jeff Dasovich.
I'm in Enron's San Francisco office.
I think you've spoken with Karen Denne.
Scott asked for some background materials on our proposed solution to California's electricity crisis.
I'll be forwarding those to you sometime between 5 and 6 PM PDT.
Does that work for you?
Best... | Materials for Scott McNealy |
Hi Piper: The email I sent on Friday to Scott McNealy's address (listed below) got bounced back to me.
Just wanted to make sure that you folks received the materials.
Best,
| Background for Enron Solution to California's Electricity Crisis--Follow up from Meeting on 5.10.01 |
Greetings: As folks heard, Ken Lay met with some California CEOs last Friday back East.
As a result of that meeting, McNealy, CEO for Sun, asked for some background and more detail on what Ken Lay proposed as a solution for California during his meetings in California over the past couple of weeks.
McNealy and others... | Backgrounder for McNealy |
It was a beautiful day (and evening).
Congratulations to you both.
It is a very sweet thing for two very sweet people, and I'm sort of choked up for being asked to be in the wedding party.
It was a great day for everybody.
Congratulations.
Best,
| Congratz |
"Plan B" As folks know, there's a group of moderate Democrats in the CA Assembly that has been working on a "Plan B."
They've been working on it because they're not satisfied with the Governor's MOU with Edison.
The Plan B group has been talking to a broad array of stakeholders, including Republicans, to get input i... | Legislators' "Plan B" to "Enhance" Governor's MOU w/Edison and Status Report |
Hi Maureen: Steve should have received via fax from Scott Govenar a letter to Hertzberg and Burton from the Republican leadership in the CA Legislature.
The letter 1) conveys a strong willingness on the part of the Republicans to work together to solve the problem and 2) provides an outline of the key components o... | Letter from California Republican leadership to Hertzberg/Burton--Proposal to Resolve California's Crisis |
The place (outside) is a mess and needs some clean-up (e.g., get all that old wood out of the front yard, whack down the weeds).
Possible for you guys to come up next Wednesday night and we can do a quick clean up on Thursday.
I'm going to try to hire a hauling company to help us and haul it away.
If Cameron has to... | Memorial Day |
Greetings: Please see attached file.
Do have have the information necessary to add a final column "Rates Established in Final Order?"
Could you let me know?
Thanks.
Best,
| Final Rates from Yesterday's PUC Decision |
Here it is.
See you at Sun bright and early.
At this point, I'm planning on accompanying you to LA, but we can play by ear.
Best,
| California Status Report |
PG&E will announce via press release very early next week an open season on Redwood, Baja and Silverado.
It comes in direct response to recent announcements of expansions into California by pipelines.
The bid protocols will be structured similar to original open season from the original Gas Accord.
The open season w... | More Info: PG&E to Announce Open Season on Redwood and Baja Early Next Week |
Power shortage shifts attitudes Posted at 10:51 p.m. PDT Sunday, May 20, 2001 BY NOAM LEVEY Mercury News Sacramento Bureau California's spiraling energy crisis, already menacing the state's economy and sucking billions of dollars out of the state treasury, has dramatically shaken Californians' confidence in their... | Power shortage shifts attitudes --Davis Plummets in Polls |
Hertzberg called.
We very briefly discussed the scenarios that he asked us to build for him.
I've attached the file.
the supporting spreadsheets are not included.
If folks would like them, let me know.
Please keep the file confidential.
Hertzberg wanted to see what happened to rates for large (noncore) customers if... | Follow-up with Hertzberg on Core/Noncore |
The advocacy ad blitz has started.
I don't know if I have the title correct, but the D.C. based arm of the Democratic National Committee has started an ad campaign against Republicans (in San Diego I believe).
The head of the committee was quoted this morning as saying something to the effect of, "the Republicans i... | Democratic National Congressional Election Committe Starts Adds in California |
I spoke again briefly with Hertzberg last night and had a lengthy discussion late last night with the guy from CSFB who's been providing Hertzberg with pro bono financial advice on the crisis.
Hertzberg is still hot on putting all of the utility past due on the noncore, though his consultant and I agreed that, poli... | More Follow-up with Hertzberg et. al. |
Good talking to you last nite.
Here's the summary with the 5th scenario.
The Speaker has it.
Give a call if you have any questions.
Best,
| 5th Scenario |
Rosalee: Could you please print out the following two documents for Mr. Lay?
One is an excel sheet showing the summary of the results of our analyis of the core/noncore market structure that Mr. Lay has been discussing with leaders in California.
The other is a word document explaining the summary tables contents.... | Summary of Core/Noncore Analysis |
Greetings: Have you seen this?
Any view on whether there's a group of economists who think otherwise and might be willing to express their views in a response to this letter?
P.S.
Talked to Tyson re: trying to get economists back in the middle of this, but I wasn't altogether successful.
Best,
| Economists letter on FERC and California |
Status of core/noncore proposal Buzz about the proposal in Sacramento is still significant and growing.
Our name is being tossed about, but in the context (apparently) of "some parts of Enron's core/noncore proposal."
Hertzberg is slated to meet with his caucus this evening to discuss the plan.
Conversation with Gover... | Gov's Financial Advisors Run Core/Noncore Numbers and other news from the day |
I've received a copy of the powerpoint presentation Hertzberg made to the his caucus.
Unfortunately, it's a fax and hardly legible.
I can make out, however, that it is the core/noncore plan.
I'm attempting to get a better copy and will distribute as soon as I get my hands on it.
Please keep confidential that we hav... | Hertzberg's Plan |
Folks: Here is a rewrite of the power point presentation referenced in the previous note.
Again, please keep confidential and do not distribute.
It's the copy that Hertzberg used to present to his caucus.Thanks.
Best,
| Hertzberg |
I've had several phone calls with large customer groups over the past 24-hours, mostly explaining our noncore/core proposal (in contrast to the one that the Assembly Democrats have launched which would saddle business with 100% of the utilities' past debts).
As folks know, the cost shift provision of the Dems plans... | Phone Calls w/Large Customers re: Core/Noncore Proposal |
I think Dennis, Shawne and I were supposed to work more on #2, but since I can't recall, I'm sending to all.
First, I apologize.
I tried to work directly with the excellent spreadsheet Carolyn put together, but I kept fumbling, butchering, etc.
So I canibalized her great stuff and created a new spreadsheet, attempti... | Team Project #2---Problem #2 |
FYI.
Rebecca got back in touch wanting to talk about the history of dereg in California.
Been trading messages.
When she gets back to me with what she wants to discuss, I'll check back in before having the conversation.
Question: What about giving her a copy of our high tech slides with the intent of getting her to... | Rebecca Smith |
Mitch: Paul Kaufman mentioned that you'd like to see the testimony that Steve Kean (at a congressional field hearing in San Diego) and I (at a FERC field hearing in San Diego) gave a few weeks ago.
Steve had prepared remarks.
They are attached.
I did not have prepared remarks, but I've attached my talking points.
M... | FERC Hearing |
BEEP stack is the supply curve for real-time energy that the ISO develops on the basis of bids and offers.
The problem is that the plants the ISO ultimately dispatches from the stack often conflict with the merit order developed from the bids/offers, and the ISO has never been clear about the decision metrics it us... | The ISO's "BEEP" stack |
Susan Scott is a senior attorney with the pipeline group (TW).
I met her as part of the California PUC's gas restructuring case.
For some time she's been inquiring about Government Affairs.
She called me yesterday and mentioned that she's very interested in exploring if there are any opportunities in GA. From my ... | Potential Hire |
FYI.
Great news.
PUC "fixed" the language glitches in the original decision granting ETI its certificate and voted it out yesterday.
So we're good to go on filing our final tariff.
It's attached.
Please take a look and let's discuss ASAP (Monday?)
so we can get if on file at the CPUC.
Best,
| Need to Review California Tariff Pronto |
Rebecca Smith called.
She wants to have coffee on Monday at 10 AM California.
Topics: 1) How California got here.
2) How California can get out of it.
Any chance of talking Monday AM prior to 10 AM California time?
I think I've got the messages pretty well down, but might be useful to touch base.
Let me know.
Hear... | Coffee w/Rebecca |
Greetings.
I'm going to read the material and the case today.
Should we compare notes (via email) on questions 3&4 by tomorrow (Sunday) before lunch?
Let me know.
Best,
| Case |
Please let me know if you want me to participate in any gas panels.
And my feelings won't be hurt if you say no.
Worry not.
Just need to know so that I can prepare some materials.
Best,
| Retreat |
Here's one that's "final," not draft, that just came out.
I'm assuming that this is the one the press is refering to.
Let me know that you think.
| Final report from the Cal PX on the summer prices |
Just spent about 90 minutes with Rebecca.
She left with a very good understanding of our view of the problem and the solutions.
She also spent time asking me how I thought other players would respond to the IOU request for a big check to cover the undercollections.
She expects to have a "big picture" story--covering... | Coffee with Rebecca Smith |
FYI.
Here's what Dave pulled together on Friday.
I talked to him and told him I was going to make a single power point out of the info and then run it by him for review and comment.
| Jeff Skilling talking points (from Dave Parquet) |
Ms Bennett: Thanks for the voicemail.
Couldn't locate the files you sent in August (uemail now deletes automatically, which may be the problem).
Could you forward a copy to Mr Yang?
Most appreciated.
Best,
| PG&E's Rate Design Update |
Harry: FYI.
First meeting to discuss how to dole out the $50 MM created by AB 970 is 10.7.
Someone I've worked with on DG-type deals in the past from EES is going to attend the meeting (Brian Smith from the Costa Mesa office).
Bob Frank and I had a conference call with him this morning.
URL for the event is include... | Energy Efficiency, etc. Incentives |
Mike: We'd talked about getting together to discuss the bills for the case.
We'd originally agreed to a flat fee of $13, 500 (if memory serves) with a bonus for coming in under the cap.
You've sent me bills (as of August 17 according to my records) for over $25,000.
As you recall, we had a very lengthy discussion ... | Bills for Gas Restructuring Activities |
Given that Peace is likely going to try to push legislation to merge the ISO and PX and other nasty things, likely makes sense to listen in on our message development, tactics in addressing the LMP problem.
You think there'd be any problem with that?
If not, could you pass along the call in number?
Thanks,
| # for Massey Call |
Hi.
Please set up a call for 60 minutes for tomorrow, 10.11.00 for 11 AM CALIFORNIA time and distribute info to the list of folks below.
Thank you very much.
| Discuss Upcoming Sempra Meeting |
Well, it's upon us again and that means X-Mas party.
Joseph and I have begun (barely) to plan for this year's festivities.
But before we get to far along, tried and true democratic (small "d") principles call for a wee bit of polling.
Because we're already in the middle of October we need your responses pronto.
If w... | That Joyous Time of Year |
Attached is a "plant siting" slide for the next Skilling/Davis meeting.
I developed it from background materials that Dave Parquet pulled together.
This version includes Daves' comments.
His comments are in CAPS.
Best,
| Siting Slide for Davis/SKILLING |
As a follow-up to our call.
Here is some additional information regarding QF pricing issues.
QFs who voluntarily switched to PX pricing have been getting paid full PX prices (and there seem to be a couple of thousand MWs that have switched.
The concern is that the Commission's ultimate decision on PX-based QF prices ... | Recent Info on QF Pricing-related Issues |
FYI.
Recently, Chris Calger has asked me to set up a meeting with Sempra.
ENA's seeking deals with the two big CA gas IOUs (PG&E and SoCalGas) that would give ENA access to their assets.
In short, ENA wants to offer a complete outsource deal for the IOUs' core gas load (i.e., rez and small commercial customers).
ENA... | Meeting w/Sempra |
FYI.
Just got a call from Jan Smutney-Jones.
Apparently, word is on the street that Peace intends to begin targeting Enron as an example of the "misconduct" that Peace alleges has occured in California's markets.
Smutney thinks Peace may be keying off the comments of the "unnamed" trader in the Dow article claiming... | Peace Targetting Market Players |
Hi Kim: Any luck withJackie re: getting together to start the project?
And if there's anything else I can do re: your meeting on Monday, don't hesitate.
Leave me a voicemail and let me know how the meeting goes.
I'll be in Vancouver with the EBS gang Monday/Tuesday, and if all goes well maybe I can chat up some folk... | Finance Project |
Greetings: Well, there's a finance midterm coming up and some of us have discussed getting together the weekend before for a study session.
I just grabbed an old list from last year so apologies if I've included folks who ain't even in finance, or if I've left some folks off.
Sorry to those who received in error, a... | Study? |
I think it would be a good idea to have Ron Carroll in Watkiss' shop to do a parallel analysis to what we're going to have Mike Day do.
Ron's very good and has done much work on these sortrs of issues.
You comfortable with that?
| Legal Analysis on AB 1890 |
I've been asked for a copy of the transcript from the FERC hearing in S.D.
Any chance of getting that?
And do you folks have a copy of the Peace letter (treatise) sent to FERC last week?
If so, could you fax it to 415.782.7854?
Many thanks.
Best,
| Peace Letter & FERC Transcripts |
Steve: I think I already forward these to you, but if not, they're the prices that Henderson came up with for fully shaped prices to the utilities.
May be useful re: conversations with the Street about getting the utilities out of procurement.
Note that the date on the prices is 10.02.00 so they're somewhat stale, ... | Pricing for California utilities |
Here are the very indicative prices Tim gave us for 5 year deals at SP15.
They'll likely change by the time we meet with Sempra on Thursday.
25 MW, on peak (6X16): $53/MWh 25 MW, base load (7X24): $45/MWh 500 MW, on peak (6X16): $55/MWh 500 MW, base load (7X24): $47/MWh
| Belden's prices |
They're still in the formative stage, and the title is korny, but wanted to get the ball rolling.
No pride of authorship.
Feel free to hack away.
Best,
| DRAFT slides for Sempra Meeting |
Attached for your review is a rough cut at slides we're preparing for the meeting with Sempra next Thursday.
Thoughts and comments are appreciated.
Please disregard korny title.
| DRAFT Slides for Sempra Meeting |
Good morning professor: Unfortunately, I'm traveling on business today (it's raing in Vancouver) and can't attend class tonite.
I was wondering if you'd be distributing the take home midterm in this evening's class.
Also, could you resend the access code for the Craftmade case?
I believe that I copied it down incorr... | Midterm |
Knew you'd be dying to know that Barry Staw will be teaching a class on "Creativity" in the Spring.
Be sure to reserve your place today!
Best,
| Great News! |
Hi Mary: When Seab completes the draft of his reader-friendly exec summary, could you make sure that Karen gets a copy to review?
Thanks a million.
Best,
| Summary of Seab's Paper |
Ok.
Here it is.
Quick and dirty.
Make any changes you like.
You're right, if anyone's going to beat St. Louis, it's going to be KC, but I took St. Louis.
| Picks |
Greetings Folks: Any chance of finalizing the California tariff Monday morning (have a call, say, 7:30/8:00 AM PDT)?
Let me know.
Hope all's well with all.
Best,
| California Tariff |
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