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Steve had prepared remarks. | dev33 |
They are attached. | dev33 |
I did not have prepared remarks, but I've attached my talking points. | dev33 |
My talking points were not made public, however, so please keep them private. | dev33 |
Finally, I'm trying to get a transcript of the FERC hearing. | dev33 |
If you would like a copy, please let me know. | dev33 |
And if there's anything else that I can do, please don't hestitate to contact me. | dev33 |
Best, Jeff | dev33 |
BEEP stack is the supply curve for real-time energy that the ISO develops on the basis of bids and offers. | dev33 |
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 uses to determine ultimate dispatch. | dev33 |
Everyone, including Belden, thinks it can and ought to be a helluvalot more transparent. | dev33 |
Yes, will be on call. | dev33 |
I apologize for being tardy. | dev33 |
I can have my IRS to you by Monday. | dev33 |
Hi Delaney: I won't need a room. | dev33 |
Did you want me to participate on a panel? | dev33 |
If so, which day and at what time? | dev33 |
Who else will be on the panel? | dev33 |
Inquiring minds would love to know. | dev33 |
Best, Jeff "Delaney Hunter" Please respond to dhunter | dev33 |
Susan Scott is a senior attorney with the pipeline group (TW). | dev33 |
I met her as part of the California PUC's gas restructuring case. | dev33 |
For some time she's been inquiring about Government Affairs. | dev33 |
She called me yesterday and mentioned that she's very interested in exploring if there are any opportunities in GA. | dev33 |
From my experience, Susan is highly competent and very professional and I think TW would say the same. | dev33 |
She likes her work but wants a new challenge. | dev33 |
I told her I'd inquire about whether someone would be interested in talking with her. | dev33 |
I think that it would be useful for you to chat with her. | dev33 |
Thoughts? | dev33 |
Susan would like to keep it confidential at this point. | dev33 |
I don't think that the stranded cost issue has been squarely addressed. | dev33 |
Has Sue gotten in touch with you. | dev33 |
And have you contacted Tim Belden in Portland? | dev33 |
He is the absolute guru on this stuff. | dev33 |
Lee: I'm not certain that it will be possible to get Skilling, but I'll get back to you soon. | dev33 |
Also, I want to manage expectations a bit about the possibility of having Enron stream the conference. | dev33 |
Just don't want us to get ahead of ourselves. | dev33 |
I'd prefer that it not go out in any announcement at this juncture. | dev33 |
Thanks a bunch. | dev33 |
Best, Jeff | dev33 |
Couple of brief comments: 1) There is a new and growing drum beat to reduce California's wholesale price caps further (i.e., below $250, with some suggesting $100). | dev33 |
We need to discuss strategy very soon. | dev33 |
2) I'm attempting to arrange a meeting between ENA (Calger) and Sempra (CFO) to discuss commercial opportunities. | dev33 |
FYI. | dev33 |
Great news. | dev33 |
PUC "fixed" the language glitches in the original decision granting ETI its certificate and voted it out yesterday. | dev33 |
So we're good to go on filing our final tariff. | dev33 |
It's attached. | dev33 |
Please take a look and let's discuss ASAP (Monday?) so we can get if on file at the CPUC. | dev33 |
Best, Jeff | dev33 |
It was covered extensively in today's LA Times. | dev33 |
Will do. | dev33 |
Chris: Here are the slides with your suggested edits incorporated. | dev33 |
Take a look. | dev33 |
Also, feel free to integrate the portions that you're working on ("deal bench," pre-quals, etc.) directly into the presentation, or I'd be happy to do it. | dev33 |
I'm at 415.782.7822. | dev33 |
I'm contacting Benevides about putting an illustrative slide together representing the base and peak blocks. | dev33 |
Best, Jeff | dev33 |
Prentice ever get back to you regarding logistics about tomorrow nite? | dev33 |
What time is dinner by the way. | dev33 |
I'm supposed to do something from 3-4, but could come up directly thereafter. | dev33 |
Rebecca Smith called. | dev33 |
She wants to have coffee on Monday at 10 AM California. | dev33 |
Topics: 1) How California got here. | dev33 |
2) How California can get out of it. | dev33 |
Any chance of talking Monday AM prior to 10 AM California time? | dev33 |
I think I've got the messages pretty well down, but might be useful to touch base. | dev33 |
Let me know. | dev33 |
Hear's a message I'm practicing: "Shapiro and Steffes went to FERC on Friday----problem solved." | dev33 |
Best, Jeff | dev33 |
Here's the article that I referred to. | dev33 |
Could you please email or fax to me the Commission's decision denying Edison's emergency motion? | dev33 |
Greatly appreciated. | dev33 |
Best, Al Gore | dev33 |
yes. | dev33 |
Well, wouldn't you know it. | dev33 |
I couldn't find the most recent version in my email. | dev33 |
But here's the 10.03 version with a few edits. | dev33 |
Couple of other points: I still very much like the idea of taking the table out and includling as an attachment. | dev33 |
I still think that the table doesn't explicitly address an option Rick may be thinking about "Maintain presence with fewer resources." | dev33 |
Think it's something we need to focus on. | dev33 |
Have a great weekend. | dev33 |
Spreadsheet to follow. | dev33 |
I confess that I haven't even looked at the bloody thing. | dev33 |
How many questions? | dev33 |
Should we divide them up and pass around as usual? | dev33 |
Heres' the spreadsheet. | dev33 |
I added "regulatory intelligence and expertise" right after the top 5. | dev33 |
Check it out. | dev33 |
Best, Jeff | dev33 |
Understanding there won't be a call on Monday, here's a draft of the auction slides that we've been working on for folks to review. | dev33 |
I'm slow, but I catch on eventually. | dev33 |
Steffes was fired up when he called. | dev33 |
Sounds like the meeting went pretty well. | dev33 |
Have a good weekend. | dev33 |
Best, Jeff | dev33 |
Haven't heard of them. | dev33 |
And I'm not aware of any new tariffs that offer those kinds of savings, but we'll check around. | dev33 |
Hello? | dev33 |
I guess everyone's wrapped up in the baseball playoffs and the debates. | dev33 |
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