text stringlengths 1 4.46k | employee_id stringclasses 45
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|---|---|
whaddya mean? | dev33 |
you mean software? | dev33 |
Gang: Quick question. | dev33 |
Does the lease-buy-back free up $50M of funds for 1987? | dev33 |
Mark, is that captured in the 1987 cash flows? | dev33 |
Don't think that should change our recommendation, but ran across it in the case and was wondering if we captured it. | dev33 |
Best, Jeff | dev33 |
Yeah, but my name's not in it. | dev33 |
I haven't heard that, but I was running around quite a bit yesterday. | dev33 |
Governor Backbone has however been recently attempting to appeal to the Nader (noisy) wing of the party, so it wouldn't be altogether surprising. | dev33 |
We can poke around. | dev33 |
Best, Jeff | dev33 |
I was thinking that it gives them $50M up front (the sale), and then they'll only have to make installment payments for the leases. | dev33 |
Sounds great. | dev33 |
When do we sign up? | dev33 |
Best, Jeff | dev33 |
"In addition, we are pursuing sale-and-leaseback negotitations for an aggregate of approximately $50 million for ten of our stores. These sources of additional funds, along with internally generated cash flow (what internally generated cash flow???), will provide us with an ample financial foundation to continue to underwrite our growth over the next several years." | dev33 |
Exhibit 4, "A Letter to Our Shareholders." | dev33 |
Top of second column of page. | dev33 |
Best, Jeff | dev33 |
No apologies needed. | dev33 |
Thanks so much for doing so much. | dev33 |
Also, heads up. | dev33 |
Mark and I are having a teensy discussion about a possible $50 in additional cash we may need to consider (see letter to shareholders, exhibit 4, top of second column). | dev33 |
Best, Jeff | dev33 |
I am SO excited about going up and about seeing you guys. | dev33 |
We're going to try (fingers crossed) to leave tomorrow afternoon. | dev33 |
Can you guys bring Annie? | dev33 |
(please?). | dev33 |
hi. | dev33 |
how's things. | dev33 |
my cars getting fixed as we speak! | dev33 |
it'll be ready next tues/wed. | dev33 |
I'm very excited about going to the dome this weekend and looking forward to seeing you guys. | dev33 |
can you please bring annie with you? | dev33 |
one small request: i'm pretty frazzled with work, school, etc. and am looking forward to relaxing and hanging out with you guys. | dev33 |
it would be great to talk about anything other than 1) the electricity crisis and 2) george w. | dev33 |
bush. | dev33 |
i figure we can talk for hours about how to get the railing done on the deck! | dev33 |
best, | dev33 |
should we point out in memo? | dev33 |
think it's too late to revise? | dev33 |
hi jean: incidentally, you're coverage of the mess via email, etc. has been unequaled. | dev33 |
can't thank you enough. | dev33 |
were there any materials giving more specifics of what the governor proposed today? | dev33 |
thanks very much. | dev33 |
Best, Jeff | dev33 |
It is EXTREMELY useful. | dev33 |
Please continue. | dev33 |
And on behalf of freedom-loving people everywhere, thank you, jean. | dev33 |
Best, Jeff | dev33 |
cell 818.414.5998 S. David Freeman cell 213.792.4900 L.A. Office | dev33 |
FYI. | dev33 |
Calger is in active talks with Freeman and DWR lawyers about the offer letter we submitted on Tuesday. | dev33 |
Freeman's very anxious to do a deal for 200 MWs from the West Desk and then start talking about a deal for power from Parquet's Pastoria plant. | dev33 |
Credit is of course the issue and Calger's told them that unless the credit issue is bulletproof it's not going to work. | dev33 |
See Chris' comments below. | dev33 |
It looks like progress is being made, but the details will make it or break it. | dev33 |
Any thoughts? | dev33 |
Might make sense to discuss on the call. | dev33 |
Please forward along to others. | dev33 |
Thanks. | dev33 |
Best, Jeff | dev33 |
I'm holding up just fine. | dev33 |
Thanks a bunch for caring. | dev33 |
Have a great time in the Virgin Islands! | dev33 |
Is it a Survivor gig? | dev33 |
Neat. | dev33 |
Thanks very much. | dev33 |
My techie pals showed me the feature on Enron in the most recent version of eCompany. | dev33 |
What a great feature. | dev33 |
Congratulations. | dev33 |
Best, Jeff | dev33 |
FYI. | dev33 |
Note that TURN sez that the Commission should use the enactment date of AB1X as the date that the rate freeze ended. | dev33 |
Here is the very quick and dirty that I did on the fly for Justin yesterday. | dev33 |
You should feel free to edit away! | dev33 |
Best, Jeff | dev33 |
Mike: Please call me ASAP on this issue on my cell phone 415.505.6633. | dev33 |
Got an idea. | dev33 |
Appreciate it. | dev33 |
Best, Jeff | dev33 |
Karen: Harry's done some more recent work on the numbers we need to fill in, so he'll fill them in. Harry: the numbers we've thrown around over the last couple of months are: From 1996 to 1999, peak demand increased by 5,522 megawatts, but only 672 megawatts of new capacity was added. | dev33 |
Meanwhile, electricity is growing over 5% per year. | dev33 |
I'll be on the call as will Mike Day, out outside counsel who's been helping us negotiate a fix to the DA prohibition in AB 1X. | dev33 |
Best, Jeff | dev33 |
Hey gang: I think that we should do the case. | dev33 |
I'm willing to help draft, and willing to take a first crack at putting some bullets together about the direction I think the memo ought to take and distribute that by about 5 PM tomorrow. | dev33 |
Though it would be good for other folks to do same and then we could compare notes. | dev33 |
Makes sense? | dev33 |
Thoughts? | dev33 |
Suggestions? | dev33 |
Best, Jeff | dev33 |
FYI. | dev33 |
From my "buddy" Verleger. | dev33 |
No problem. | dev33 |
Just wanted to throw some thoughts into the hopper. | dev33 |
If you've gotten them from Vicky and Tom, then we're set. | dev33 |
Good luck. | dev33 |
Best, Jeff | dev33 |
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