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Greetings David: Just checking in to gauge how you folks are doing in cobbling together a proposal and to see if any roadblocks have been encountered.
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Hope all is well.
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Best, Jeff
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Greetings All: If memory serves, our filing in California is due on Tuesday.
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Steve Bowen & Co. should be getting me a draft today based on our discussion a couple of weeks ago in Houston.
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Soon as I get it, I'll be distributing for review.
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Aim would be to have it in shape COB tomorrow.
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Thoughts?
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P.S.
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Some good news.
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Recall from our meeting a couple of weeks ago that I mentioned that there were some preliminary filings we had to make in Arizona (in order to transact business there) prior to filing for a CPCN.
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Well, I've spoken with Robin Hill, and those filings have already been made some time ago, so that's one less thing to worry about.
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Best, Jeff
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We'll send a card.
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She's 19?
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Well, if we have to, we'll take some tomotoes.....Taking the suit and (if Prentice permits) Annie, too.
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Could you discuss with Eldon whether you guys want to do the Dome road while my is doing my road at the end of the month?
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He's going to fax me the estimate based on his visit when we were all up there last.
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To be honest, the deck's got me pretty darned gun-shy about "projects" and this guy is really nice and I want to work with him for years to come.
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He's pretty willing to do whatever you folks want, i.e., from Yugo-style road to Rolls Royce-style road.
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And if you want to take a pass, that's of course great, too.
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I just want to make sure it doesn't turn in to a cluster-you-know-what....Just let me know.
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Need Amber's address, too.
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Thank you.
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Yes, please forward along.
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Kathleen and Thom, Don Schultz is, and has been for about two decades, a rather earnest and tenacious crusader for DSM.
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Very detail-oriented sort of fellow.
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Works for the California Commission's "Division of Ratepayer Advocates."
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Just a heads up.
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Best, Jeff
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Greetings Dr. Gobbo: If my memory serves, you should have arrived back in Italy, or will return soon.
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Since we met, I have spoken with Severin Borenstein, who is intimately involved with California's electricity restructuring (melodrama?) and a renowned energy economist at UC Berkeley.
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Severin has offered to serve as a contact for you as you continue to take on the formidable task of restructuring your country's electric industry.
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I've included his contact information below.
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And, of course, if there is ever anything I can do for you, do not hesitate to contact me.
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All the best, Jeff E.T.
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Grether Professor of Business Administration and Public Policy Director Haas School of Business U.C.
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Energy Institute University of California 2539 Channing Way Berkeley, CA 94720-1900 Berkeley, CA 94720-5180 Email: borenste@haas.berkeley.edu WWW:
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That's fine if you don't want to do the road, but please tell Eldon and I'll tell Jeff (my road guy).
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Nope, not at this point.
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Rather than start with money, we'd rather start with getting the rules (i.e., the IOUs) fixed so that there ain't regulatoy roadblock after roadblock standing in the way of deployment.
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Sound reasonable?
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FYI.
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call me unreasonable.
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i can take it.
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been called worse, though, of course, coming from you, it hurts more.
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I don't we're ready.
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could call at some point so we can discuss?
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Alpert has passed both Assembly and Senate--on way to Governor.
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6.5 cent cap.
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Am faxing in case you don't have.
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Jeff
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Do you mind if I meet with Carl and Severin and Rich next time I'm over at Haas to discuss this a bit with them?
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I'm sorry, I'm losing my mind.
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did you send Amber's address?
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if so, i've deleted it.
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could you send again?
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also, are you sure you don't want the tickets?
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they come with free parking (it ain't the closest lot, but hey, it saves 20$).
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also, please let me know when you've confirmed with the G.O. that you don't want to do road, so that I can tell Jeff.
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And of course we'll pick up the football forms, just make sure they're somewhere easy to find (butcher block table?).
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we'll be coming up tomorrow evening to pick up all the stuff.
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how's the canopy?
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you and eldon playing ping pong?
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god bless you.
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California's Price Caps Raising Average Cost of Power The retail price caps imposed in California are leading to higher averageprices for longer periods of time as demand responsiveness is dulled and supply is retarded, according to a report released by Morgan Stanley DeanWitter.
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Traders interviewed by the firm said that calendar strips for 2001through 2003 have traded in excess of $100/MWh, or around $30/MWh higher than a month ago.
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What's more, the firm said, the expected trough in the forwardcurve * projected in the 2002-2003 time frame * "continues to move out in time."
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The Dean Witter study reported that the change in futures pricing for theCalifornia Oregon Border (a proxy for Northern California pricing) and atPalo Verde (a proxy for Southern California pricing) trading hubs show similar upward trends from June through August.
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The study said the most alarming thing for the state is the increased threaof power outages.
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Higher priced regions like the desert Southwest and theNorthwest "will suck exports out of the state and deter imports," Dean Witter said.
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The tight supply situation is pushing average prices higher, more often, and increasing the risk imports won't arrive at all when they are truly needed.
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I assume, since C1's stock rose 10 points yesterday, that you struck a deal with them!
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So far, all is well.
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Thanks for asking.
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Best, Jeff
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Hopefully you mean "buy?"
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You have access to generation daily?
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Just wondering if the guy wrote the story...
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Sell.
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Man, Illinois is tough.
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One has to submit testimony to get certified!
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How are things going?
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Got your voice mail.
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Hope all's well.
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Recovered yet from the conventions?
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what do you mean high?
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Cathy Van Way called asking my view on some names she'd been given to invite to the hearing.
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(I continue to cajole Jessie Knight to appear.) During the call, she mentioned that the committee intends to invite Steve Kean and that she needed someone to email here Steve's vitals so that they could write a letter inviting him.
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Got your message.
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You're a pal.
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Can't thank you enough.
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Wish you the best of luck on the options program.
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If you can send me a copy of the presentation on the options programs, boy, I'd love to have one.
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Please give our lovely counsel a big hug for me.
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And I plan to be out there again real soon.
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Best, Jeff
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Despite Its Depressed Stock, Commerce One Prepares for Blastoff By Joe Bousquin Staff Reporter 8/31/00 1:15 PM ET URL: Poor Commerce One (CMRC:Nasdaq).
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Despite its best efforts, including Wednesday's 21% gain, it's still less than half the stock it used to be.
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Trading at about $63 a share, it's well off its split-adjusted high of $165.50, reached near the end of last year.
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