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hope to see ya soon. | dev33 |
best, yes, we are evil. | dev33 |
Greetings: I'm going to finish this up in the next few hours and send out. | dev33 |
Dylan, go ahead and calculate using operating cash rather than income and send along and I'll incorporate. | dev33 |
I'll try to work Jimmy's stuff in a bit, too. | dev33 |
Best, Jeff | dev33 |
Gents: Here it is. | dev33 |
Please insert directly any proposed edits using strike-out-underline. | dev33 |
Need them no later than 10 AM tomorrow in order to have incorporated and ready to go for class tomorrow. | dev33 |
Dylan, just go ahead and put your operating cash flow nos. | dev33 |
in (and any other changes you have) and send on back. | dev33 |
All: recall that we are limited to 4 pages of text. | dev33 |
Best, Jeff | dev33 |
Thanks so much. | dev33 |
Hope that all is well with you and yours. | dev33 |
All the best, Jeff | dev33 |
In all week, save Wednesday for AB1890 meeting in Sacramento. | dev33 |
FYI. | dev33 |
Best, Jeff | dev33 |
haven't heard. | dev33 |
i'll check in today. | dev33 |
We should cast a little broader net on this internally--Yoder, Calger, Belden, Foster, Sanders, etc.--but seems that, given the Governor's actions as of late, the likelihood of nonpayment might even be a bit higher than 25%. | dev33 |
Best, Jeff | dev33 |
Greetings: Best info to date on TX deal is today's Wall Street Journal. | dev33 |
Best, Jeff | dev33 |
RE: the tx buyout announced on Friday. | dev33 |
the best info available is the story in today's WSJ. | dev33 |
that help? | dev33 |
Best, Jeff | dev33 |
OK, here's what I propose. | dev33 |
Dylan: Galant and much appreciated effort to quantify the value of the tax shield. | dev33 |
However, my day's completely out of control and resolving now may be more than we can manage. | dev33 |
I propose that I simply delete the one sentence quantifying the value of the shield and leave it as a qualitative statement. | dev33 |
If you folks would like to mess with with it some more, that's great with me, it's just that--and I apologize--I just won't be able to work on it today. | dev33 |
If you decide to do some more with it, go ahead and please bring copies to class. | dev33 |
Otherwise, I'll just delete the sentence referenced above, print out, and bring to class. | dev33 |
Just let me know. | dev33 |
And Dylan, from someone whose surname gets butchered all the time, my apologies for having done the same to yours in the memo. | dev33 |
Best, Jeff | dev33 |
This case is killing me! | dev33 |
1) I had to get before 10 AM today. | dev33 |
2) So much for that leisurely 2-hour coffee and morning paper at the neighborhood cafe---not today, thank you! | dev33 |
3) My nap! | dev33 |
Fahgetaboutit. | dev33 |
I'm going to be a wreck tonite. | dev33 |
Best, Jeff | dev33 |
Cameron: Thanks for a dee-licious dinner. | dev33 |
(I did steal a couple pieces of duck---curiosity killed the cat---and it was dee-lectible.) Couple things: Very, very nice to go through all that to get reservations at La Folie and I of course love the place, but I was thinking that maybe we ought to go somewhere that's a tad less expensive. | dev33 |
I'm thinking that Sean ain't even a big food person, that he's not working, that Molly to bring down a king's ransom in her biz, and Tom and Karen are, after all, vegetarians. | dev33 |
Anywho, it's really kind of you guys to want to go there, but I'm just throwing out the notion that maybe we should go to another place that's just a wee bit less dear. | dev33 |
Maybe that other French place that's just one room that we went to out in the Avenues. | dev33 |
Just a thought. | dev33 |
Whatever you guys want to do is fine with me. | dev33 |
Also, I'm happy to do a "whole family" thing----well, maybe "happy's to strong" (we kid!). | dev33 |
I was actually trying to pull it together last Xmas, but found out that my sister and her hubbie only do their big xmas party once a year, so had to scratch it. | dev33 |
I ain't necessarily all that keen, though, on having all get together--particularly for the first time--with the focus being my birthday. | dev33 |
So maybe we can have another event sometime soon where we can bring the thundering hoards together at one place----Lord help us. | dev33 |
Finally, what's the plan for your dad? | dev33 |
I just found out that I'm supposed to be in Houston for an "all hands" meeting on--you guessed it--March 9th, but if there's something planned for that evening, I intend to tell my buddies at Enron that I can't make the meeting. | dev33 |
Please let me know so that I can cancel Houston in advance. | dev33 |
Finally, and MOST important. | dev33 |
Today is the Man in Black's birthday. | dev33 |
God bless the real king, Johnny Cash. | dev33 |
Best, Jeff | dev33 |
Sending again. | dev33 |
Prentice said that she didn't get it, so just wanted to make sure that it wasn't lost in cyberspace somewhere. | dev33 |
Jeff | dev33 |
Thanks very much. | dev33 |
Very interesting. | dev33 |
We'll be a lot more aligned once they've paid us... | dev33 |
Best, Jeff | dev33 |
I'm getting him deck railing, a new pump, a new fire place, new skylights, a new roof, and a new car. | dev33 |
Greetings: Please review the attached. | dev33 |
It's a summary I've put together of a very lengthy analysis MRW did for us over the weekend. | dev33 |
I've also attached theconsiderably lengthier MRW memo for those who'd like to see it. | dev33 |
The tablesincluded in the summary are pulled directly from the MRW memo. | dev33 |
The analysionly addresses the utilities undercollection (i.e., solvency) and doesn'taddress any additional increases that might result from DWR's buying activities. | dev33 |
The Bottom Line =15 By raising average rates 10% over a 10-year period, California couldreturn the utilities to solvency, and 2) help close the supply-demand gap by providing customers with better price signals. | dev33 |
=15 California could achieve these goals under this new rate structure and at the same time exclude one-third of residential customers from any increaseIf California chose not to exclude any customers from the new rate structurCalifornia would only need to raise average rates by about 8.8%. | dev33 |
=15 This level of increase is in line with increases enacted in other states (e.g., Washington: 28-34%; Montana: 4.5-32%; Idaho: 6.0-24%; Nevada: 7-12.5%; New Mexico 12%). | dev33 |
We'll need to look at it critically and try to shoot holes in it before going public with the numbers as part of our broader effort, but it offers a reasonable benchmark against which to judge alternatives (like spending thekids lunch money on crumbling, broken down transmission systems). | dev33 |
Please provide feedback as soon as possible, and perhaps, Paul we concludethe MRW work on the agenda for discussion on tomorrow's daily conference caBest, Jeff | dev33 |
Agree. | dev33 |
Sounds like a very reasonable way to proceed, and consistent with what we've said all along, non? | dev33 |
Thanks, Harry. | dev33 |
Jeanne, while your at it, could you get us a new Governor? | dev33 |
Thanks so much. | dev33 |
Best, Jeff | dev33 |
Please don't be insulted, but this will provide a useful tool internally. | dev33 |
Thanks again for a great job. | dev33 |
Best, Jeff | dev33 |
Hey, how's things? | dev33 |
Long time not chat. | dev33 |
What's up? | dev33 |
Anywho, you seem like the right person to respond to this email. | dev33 |
(And I have no idea.) Best, Jeff | dev33 |
FYI. | dev33 |
FYI. | dev33 |
Chris: Any progress with Freeman on creditworthiness issues? | dev33 |
Best, Jeff | dev33 |
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