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He's in a meeting.
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Best, Jeff
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Yes.
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Principles with edits received thus far.
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Best, Jeff
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hi!!!!!!!!!!!!!!!!!!!
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gigi, o, gigi, you won't believe this.
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i gave a talk on california at the plaza hotel in nyc about a month or so ago and guess who spoke on the panel before me?!?!?
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you guessed it.
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daniel william hissself.
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can't wait to tell you about it.
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i, too, want to catch up.
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how's coffee early tomorrow morning---like 8:30 am work for you.
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otherwise, i'm in heewwwston for the rest of the week.
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hey, we each had big birthdays--congratulations.
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another decade well lived.
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look forward to seeing you real soon.
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best,
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Concur with Harry, i.e., continue to take the position that the program should be available to all.
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When I was in Sacramento last week at a meeting of all the players, the utilities argument against including DA customers was based on "double dipping," i.e., payments to customers/ESPs for curtailment, plus payments to customers/ESPs for the re-sale of power to the ISO resulting from the curtailment.
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The utilities "double dipping" argument is off base.
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As important, the state is facing the threat of frequent and severe supply disruptions this summer and it needs to take each and every step necessary to try to avoid them.
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The utility position (apart from being incorrect) seems pretty short-sighted given the dire circumstances.
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So seems clear that California should include both DA and bundled customers in the program.
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Best, Jeff
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No rush, but thought I'd throw this out there just ot get the ball rolling: Looks at this point like any of the presentation dates work for me, so I don't necessarily have a preference.
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Options for project (and I'm really just throwing stuff out there to stimulate thought): Analyze AOL/Time Warner merger My company, Enron, is accused by some analysts of being nothing more than a Merrill-Lynch, or a Morgan-Stanley, or a Goldman-Sachs, etc. These analysts claim that we should therefore trade at multiples that are in line with the investment houses.
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We differ in that view (for a lot of reasons that I won't go into here).
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Might be interesting to analyze strategies, differences, etc. Anyway, just some thoughts to get the ball rolling.
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I'm open to just about anything.
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Best, Jeff
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Thanks, Steve: Alan and Jim might want to join in the fun.
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Does 1PM west coast time work for folks to have a brief kick-off discussion of how we might assess the costs of a "California for Californians" energy policy?
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Best, Jeff
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Just let me know when you'd like to chat.
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Best, Jeff
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tomorrow at 9 it is.
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the place on either battery or sansome at California, right?
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can't wait.
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see you then.
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FYI.
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FYI.
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Appears that all went well, even though our communications remain a wee bit bumpy.
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Sometimes outcome is the most important thing.
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Signed, Cuddles
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Glad to hear that it all worked out.
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Have a great conference.
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Best, Jeff
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This is separate from our 2 PM UC/CSU meeting right?
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Apologies.
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Difficult to keep it al straight these days.
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Best, Jeff
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No need to apologize.
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Thanks for bio.
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Sorry about the long-winded voice mail.
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Look forward to call from McKinsey.
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If there's anything I can do, don't hesitate.
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Best, Jeff
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Lisa: Here's the information regarding Edison's SO2 credits before the PUC.
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Fax to follow.
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If you need anything else, just let me know.
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Best, Jeff
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Funny.
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I sent it before you sent your note, I think.
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You will have a very difficult time touching base with her.
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Good luck.
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Best, Jeff
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Thank you.
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I'm not getting it.
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Please continue sending if you can.
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Thanks very much.
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Jeff
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Please distribute to rest of Sac team.
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Thanks, Jeff
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Also might add that it conflicts directly with and is likely to thwart Gov's efforts to dramatically reduce demand this summer and avoid rolling black outs.
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Seems like legislators would benefit from more information, along the lines of the points that Harry makes, to better understand that this bill would only add to the problems.
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Best, Jeff
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Yes, I will be joining folks for dinner.
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FYI.
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xoxoxoxoxo
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Note size of folks participanting as reflected in email distribution list.
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See attachment, which shows "official" list of coalition members and bullet points they're passing along to legislators.
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Note UC is on the list.
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Mike: UC's participation in this coalition can be fairly characterized as "very active."
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Best, Jeff
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well, wouldn't you know it.
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i now have a 9 am meeting.
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but i've opened up for lunch.
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any chance of doing lunch?
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i could also do coffee in the afternoon.
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(i don't leave for hewwston now until Thursday at noon).
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My apologies.
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Hope one of these other times work?
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your pal,
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DA coalition's leg language.
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Letter supporting Bilas from subset of coalition.
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Coalition list to follow.
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howzabout 11 or 11:15 at the coffee place?
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I think we may have decided to start at 11 AM?
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I have a 1 PM meeting.
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