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I'll send it back on Tuesday. | dev37 |
It looks like Enron Japan was kept in the loop. | dev37 |
Let's keep it up. | dev37 |
Good luck | dev37 |
On the advice of my much esteemed spouse, I would like to express great interest in this group. | dev37 |
Thanks | dev37 |
Please put on my calendar and call to confirm my attendance. | dev37 |
thanks | dev37 |
Am I taking care of you or what?? | dev37 |
Terry was acting with full coordination from Jose. | dev37 |
The problem was this: Daly insisted someone speak on behalf of the group to the press (and designated Terry to be the one); Terry did not have the updated information that we were about to meet with the government officials and deliver a slightly different message (i.e. that we needed to know if the government planned to really open Petrobras or not -- the implication being that we would work within either decision but we needed to know one way or the other); Terry was simply not in possession of this information and no one had given it to him (probably because they had no reason to assume that Terry would be thrust in front of the press); moreover, it's hard to see how Terry could have taken such a position publicly anyway. | dev37 |
By my eyes Terry did the best he could and we had an unavoidable communications bust. | dev37 |
I know the Southern cone team is moving to make it right, but I see absolutely no reason to come don on anyone about this. | dev37 |
Please add Terrie to the meeting with Beth, Bill, Palmer, et al | dev37 |
FYI | dev37 |
Okay, so I didn't know what a "DRIP" is, but now that I do, I'm sending this to you. | dev37 |
FYI | dev37 |
Any of the following would be great (prop ref no.): TUS-020-02 (the last one on your list) I would prefer one with a tennis court in the complex. | dev37 |
Go ahead and book. | dev37 |
Thanks! | dev37 |
Rosie and Sherrie: Jeff Ken and Joe wanted to discuss the attached. | dev37 |
Joe -- this is the same document I forwarded to you earlier. | dev37 |
I'm normally not a big fan of conferences, but this one may be of interest. | dev37 |
I think it may be of even more interest if we don't speak: it's possible some utilities may say some of the same things we would say, but they may be less likely to do so if we speak and they feel they have to respond. | dev37 |
Let me know what you think. | dev37 |
What are our chances of final approval at FERC at the JUly meeting. | dev37 |
Jeff still thinks this is a third quarter close. | dev37 |
Do we have any chance of making that happen? | dev37 |
My copy shows long term comp on the exhibit under "Grant Award". | dev37 |
And yes, the date will be revised. | dev37 |
Forgive me if I have forgotten, but had you suggested a topic for our next advisory council meeting? | dev37 |
I understood the "validation" process to be a fairly flexible name applied to a wide variety of approaches. | dev37 |
What we specifically discussed, and what scott s. | dev37 |
left prepared and committed to do, involved looking at individual curves, the assumptions underlying them and some process (yet to be specifically determined) for addressing updates. | dev37 |
We agreed to start with the top 20 curves and especially those which are involved in the upcoming deals. | dev37 |
I think the confusion is in what the term validation means. | dev37 |
In the ENA context it means one thing; in this context it means what we discussed (which was in Jim's memo and, as you'll recall, we went through point-by-point). | dev37 |
Let's just get this done. | dev37 |
Let's process this request. | dev37 |
I think it's justified. | dev37 |
I need you to run these items by Rick. | dev37 |
I take full responsibility for approving the hiring of the Hills firm (and I look forward to meeting with you and Carla as we discussed), but remain hopeful we can use their services for something other than WTO. | dev37 |
In the wake of Seattle, and as I have come to understand better what the WTO can and cannot do for us on the energy services front, I have come to the view that our talent and money would be better spent on other activities. | dev37 |
My inclination is to do the bare minimum necessary to keep the machine going. | dev37 |
If we have specifically committed to certain things, then let's follow through. | dev37 |
If there are things we can avoid, let's avoid them. | dev37 |
Specifically with respect to Fischer going to Geneva, Why not have him available by phone at all hours to provide assistance and mage that known to USG instead of underwriting additional travel. | dev37 |
With respect to the Hills firm, can we use the retained time to help with the specific strategies we are now working out for the regions? | dev37 |
These are the kinds of things we need to consider. | dev37 |
I agree with Rick. | dev37 |
I know Jose is tied up on current business, but his input will be important. | dev37 |
To date we have been relying on legal analysis of required approvals etc. That information is essential but it is, as you know, about 10% of the issue. | dev37 |
The far more critical considerations are how is the government likely to react on a political level and what can we do about it. | dev37 |
I think our government affairs people are in the best position to make these assessments. | dev37 |
do I need to do anything? | dev37 |
I believe the only transaction I had was related to a set of shares which were released to me earlier in the year. | dev37 |
Some of the shares were sold at that time to pay the income tax on the distribution. | dev37 |
We discussed this before and my recollection is I did not have to make a filing. | dev37 |
Could you confirm by e-mail? | dev37 |
Do you have an "alumni" list of analysts/associates in key positions at Enron? | dev37 |
I think the message Christi prepared is great. | dev37 |
Check with her one last time and then let it go. | dev37 |
Congratulations! | dev37 |
Yes, you are. | dev37 |
Thanks for the message. | dev37 |
That's OK, I was going to use it in the presentation, but it wasn't essential. | dev37 |
Was my talk what you were looking for? | dev37 |
I believe it is timely to discuss this again and I agree with Cynthia that stand alone legislation does nothing to address the essential transmission structural issues. | dev37 |
I am open minded on the issue if someone can make a compelling case to support stand alone legislation, BUT my gut reaction is that it would be a serious mistake. | dev37 |
Congress would happily put off dealing with this issue for years if it passes reliability only legislation. | dev37 |
I think the legislation itself makes little or no progress on our issues and may even set us back on making progress at FERC and in other fora. | dev37 |
I realize that if this gets going it may be hard to stop, but it would be such a cynically ineffective approach to the real reliability problems that we should help whomever we can to put a stop to it. | dev37 |
If it gets through committee, I have no confidence in this Congress to actually amend it into something better and broader, so, again, I have difficulty seeing why we should go that route. | dev37 |
I look forward to the discussion. | dev37 |
Cynthia Sandherr@ENRON | dev37 |
Any follow up questions or India press about the bloomeberg story I sent you yesterday? | dev37 |
Joe asked me to get in touch with you regarding Indian media reports/inquiries on possible sale or sell down of Dabhol and to discuss a possible statement in the event we get additional inquiries. | dev37 |
Give me a call | dev37 |
I agree that we need to add our customer contacts to the list. | dev37 |
This gives them a great opportunity to look smart -- "we went to the market and got price protection". | dev37 |
On the messages we need to include Mark's top three: 1) price caps cause shortages (Rob Bradley: let's put some historical examples together) | dev37 |
I agree with Mona: we need to include some customer contacts . | dev37 |
. | dev37 |
. | dev37 |
it gives them an opportunity to look smart about going to the marketplace and getting price protection. | dev37 |
The messages need to include Palmer's top three: 1) price caps cause shortages (Rob- can you put together soe historical examples?); 2) better solutions are already available; and 3) short term politics makes for long term problems. | dev37 |
On item 2) we need to talk about the competitive offerings to San Diego, the fixed price offerings available at retail, and the availability of conservation and demand side management technology today (including its availability to the consuming public from existing suppliers . . . ie you don't need to wait for Enron to make a consumer offering). | dev37 |
I do not. | dev37 |
Enron Energy Services | dev37 |
Preliminary congratulations!. | dev37 |
Looks like a good plan. | dev37 |
Keep me posted. | dev37 |
I think this is a great initiative, but it is critically important that any announcement of the panel makes it crystal clear that the objective of the group is to come up with standards to facilitiate competition. | dev37 |
We will do nothing but waste time if it becomes a negotiation over competition. | dev37 |
the best and politically easiest time to make that objective clear is in the original announcement, not after the group gets underway. | dev37 |
Can we get in touch with DOE to make sure they pick this up? | dev37 |
Cynthia Sandherr@ENRON | dev37 |
Wow! | dev37 |
Was this expected? | dev37 |
Do we have someone who works for us now who was at Transredes when the government owned it and could help us do a comparison between our respective environmental records? | dev37 |
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