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(Steve: We may get asked to run a few more illustrative portfolios for the group.) I'll report back on what happens at the meeting on Friday. | dev33 |
If there are any questions, etc., just let me know. | dev33 |
Best, Jeff | dev33 |
Eve Elsesser AES--Aaron Thomas (retail) Munis Munis and Florio were not on the call today, but I suspect both will be OK with our proposal. | dev33 |
As we discussed, attached is a brief description of ENA's and EES' key goals in California and the actions underway to achieve them. | dev33 |
We'll update the status report weekly. | dev33 |
We hope that the weekly update will serve as a useful internal communication tool to keep folks abreast of activities and developments in CA. | dev33 |
It can also serve as a tool to help identify the need to modify our goals and/or actions as circumstances change. | dev33 |
Comments on the form and/or substance of the document and how we can make it more useful are welcome. | dev33 |
Best, Jeff | dev33 |
Joseph will set up the call and distribute to the list. | dev33 |
paul. | dev33 |
please leave the number on paul's voicemail since he's traveling. | dev33 |
thanks a billion. | dev33 |
NRDC, TURN, Edison, Sempra, CLECA (large industrial), AES (formerly NEV), Munis, PX, CMA, Enron. | dev33 |
Though TURN and Munis, while not opposed, are posturing at this point as "noncommittal." | dev33 |
Hmmmm. | dev33 |
The world is no longer safe, not even for we relics. | dev33 |
Well, I'l glad to know that at least one adult is involved. | dev33 |
yes, and we can discuss storage further if you like. | dev33 |
Being a true blue American, I support expansion. | dev33 |
If you get a free minute, can you give me a call to discuss. | dev33 |
My short answer is--no problem, looks good. | dev33 |
I'll get you my comments ASAP. | dev33 |
Has Shelley Corman seen it? | dev33 |
Kahn's secretary has left messages that he's "very tied up" and continues to try to contact me. | dev33 |
Suggests to me that they may be planning something and he's reluctant to contact folks. | dev33 |
I'll poke around. | dev33 |
I thought our stock would go UP when an announcement about Skilling was made. | dev33 |
I guess this means you'll be going to D.C. with Lay. | dev33 |
I was thinking that you might be able to bring a modicum of legitimacy to it.... | dev33 |
I was thinking that I should probably get another case of coastal. | dev33 |
1) What do you think? | dev33 |
2) Could you have one delivered? | dev33 |
I could pick it up. | dev33 |
Going to be an ugly four years.... | dev33 |
FYI. | dev33 |
I'm editing now and have several proposed edits. | dev33 |
Should be to you within 20 minutes. | dev33 |
Recognizing the time constraints you face, I've tried to 1) clear up a few inaccuracies and 2) massage some of the sharper language without taking a chainsaw to the otherwise good job. | dev33 |
I'm thinking we need two cases. | dev33 |
you got it. | dev33 |
My pleasure. | dev33 |
Thanks for the opportunity. | dev33 |
Good luck. | dev33 |
Between the US Supreme Court and the energy crisis, D.C. must be very interesting right about now. | dev33 |
Word on the street is that Davis, Hoecker and Richardson are meeting in D.C. today. | dev33 |
That consistent with what your hearing? | dev33 |
I'm on the EPSA/IEP call but doing a million things simultaneously. | dev33 |
Lynn's taking a big role on the call. | dev33 |
I think that you should check in with her afterwards to get a briefing since I'll be getting off for another call in the next 5 minutes. | dev33 |
please send the call-in number around for 1:30 call when you get. | dev33 |
kaufman's going to be on the call. | dev33 |
thanks, buddy. | dev33 |
Mark: Did you have wind of Jason's story on Edison calling for an end to AB 1890? | dev33 |
His spin on the story was good one---Edison got everything it wanted (out of 1890) and now it wants out of the contract. | dev33 |
The story seems worthy of a response, particularly since Jason's the reporter. | dev33 |
Even the Chair of FERC recognizes that going backwards is not the answer. | dev33 |
Best, Jeff | dev33 |
I'm available at 8 am (do while you're driving?) and will make my schedule flexible in the afternoon. | dev33 |
That was painful. | dev33 |
I feel so useless. | dev33 |
Thanks so much for taking charge of this and doing such a fantastic job. | dev33 |
Are you in close contact with Martin and Doug? | dev33 |
Jeannie: Apologies. | dev33 |
Though I'm sure it doesn't seem like it, I'm on the job. | dev33 |
I'll try to get the numbers and I'll read the piece now. | dev33 |
Best, Jeff | dev33 |
I was told that Lynch and Duque released press releases today saying that the Commission does not intend to let the utilities to go bankrupt. | dev33 |
Haven't been able to find any press releases on the CPUC website, however. | dev33 |
Professor Aceves: Attached are a word and an excel file. | dev33 |
Both are formatted for easy print out. | dev33 |
Note that the excel file has two work sheets: "balance sheet" and "income statement." | dev33 |
I'd be happy to provide you with a hard copy, too, if you would prefer a hard copy. | dev33 |
Just let me know. | dev33 |
Thanks for a great course. | dev33 |
All the best, Jeff | dev33 |
Might have perhaps been simpler if Bill "Al Haig" Richardson had announced at the press conference yesterday that he was ordering his energy company, BPA, to stop "withholding" and send power to California. | dev33 |
Can you believe this? | dev33 |
Ralph: No one else had any problems with it. | dev33 |
It's a simply Excel file that should show graphs with 3 "portfolio scenarios." | dev33 |
Would you like me to fax to you, or bring copies to tomorrow's meeting? | dev33 |
Sue, Sandi, Paul: Let's try to discuss and collect any comments we have this afternoon at our weekly staff meeting. | dev33 |
apologies. | dev33 |
could you resend me the id and password to get into EOL. | dev33 |
thanks a bunch. | dev33 |
Professor Aceves: Could you let me know that you received the final exam files that I sent last nite? | dev33 |
I'll sleep easier knowing that you've received them and that they're not floating around somewhere in cyberspace. | dev33 |
Thanks very much. | dev33 |
Best, Jeff | dev33 |
Sorry. | dev33 |
Been a bit crazy around here. | dev33 |
Thanks for the note, and thank you for doing such a good job at driving this process. | dev33 |
My thoughts on your proposal (and these are very preliminary): 1) politicians may not be willing to go as high as 25% for fear of being accused of a "utility bailout"--maybe 10-15%? | dev33 |
though utility solvency may force their hands. | dev33 |
2) TURN will go ape-#%#$ if we make the "roll off" retroactive to October. | dev33 |
3) I'm willing to allow utilities to collect TRA undercollections, but feel that customers and utilities (not me) need to figure out precisely what that number is. | dev33 |
Look forward to getting closure tomorrow, though I'm very concerned that we've lost Edison, given Bryson's public calls to return to 1950. | dev33 |
Best, Jeff | dev33 |
Actually, please keep doing this, but send them only to Miyung Buster and ask that they be included in the group of articles sent out to everyone twice a day. | dev33 |
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