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Further, the problem has been less about government failing to provide adequate incentives to utilities than it has been about a failure of the current commission to opening the grid on a nondiscriminatory basis. | dev37 |
Once utilities are in the open access transmission business they will look for ways to invest in the grid and stop getting in the way of independent power producers who want to connect to the grid. | dev37 |
The answer is open access, so power can get from where it is to where it is needed. | dev37 |
This has been clear for a long time, yet the current administration (and its appointees on FERC) have yet to use their authority to make this happen. | dev37 |
The result: spiking prices and reliability problems. | dev37 |
calendar and meeting file | dev37 |
Looks good | dev37 |
calendar | dev37 |
I would like to do this, but I have a speaking engagement the next day -- do the time zones work out so that I can do both or do I need to find a sub for the nov 1 speech? | dev37 |
Jeff Skilling proposed a solution to Gov Davis to solve the supply and pricing problems in the California market. | dev37 |
In summary, the proposal would have a neutral party conduct an auction wherein the utilities would seek bids for 5-10 year packages of power from suppliers. | dev37 |
The gov asked if anyone had successfully conducted such an auction in the industry already. | dev37 |
I need your help to identify and describe any such examples (European or North American) by mid day Monday. | dev37 |
Jeff and I will have a follow up call with the governor on Monday. | dev37 |
Thanks | dev37 |
For the call with Davis this am..... | dev37 |
let's bring him in | dev37 |
Per our discussion | dev37 |
See first item below | dev37 |
Just a "heads up" ... | dev37 |
Ken may get a call from Gov Gilmore regarding the Republican Governors' Association. | dev37 |
Below are Sue Landwehr's recommendations (with which I concur). | dev37 |
Let me know if he calls and let us know if you need any additional information. | dev37 |
I share your perceptions of Jose, though I don't have as much contact as you do. | dev37 |
I know also from some recent discussions with Rick (who has also had a fair amount of contact with Jose) that he has very positive views on Jose's work. | dev37 |
I think we should make a concerted effort to get the feedback and have a good discussion about Jose at year end to ensure that he is properly ranked. | dev37 |
FYI | dev37 |
Mark has some editorial changes to the letter if there is still time | dev37 |
What do you think? | dev37 |
If you think this would be useful, go ahead and order it. | dev37 |
What have they done for us? | dev37 |
I won't be on the call, but will fax my comments to you this am | dev37 |
I've got a few too many speeches coming up. | dev37 |
You are probably in the best position to address this crowd (time for the student to teach the teacher), but I'd understand if you think it would be awkward (the we should just decline). | dev37 |
Do you guys follow these reports? | dev37 |
Do we need to correct them? | dev37 |
When we talked about me speaking at the conference in Nov. Enron's management conference had not yet been scheduled. | dev37 |
Now it has and, of course, it conflicts... | dev37 |
it also conflicts out just about every other senior person at Enron. | dev37 |
I will take care of finding a substitute, but wanted your thoughts on a couple of candidates: how about Seabron Adamson, Richard Tabors or Scott Magrane(sp?). | dev37 |
The latter is at Goldman Sachs and, last time I talked to him, was working on Transcos. | dev37 |
Let me know what you think and let me know who you were working with at FEBA so I can take care of the problem. | dev37 |
Thanks | dev37 |
I mentioned the need to call Gramm in the exec committee meeting today and Ken is willing to do it. | dev37 |
The talking points ISDA sent looked fairly generic. | dev37 |
Given Ken's relationship, and the fact that he has talked to Gramm previously on the subject, what should we ask Ken to cover? | dev37 |
I'd like to give him a background document and talking points like we did last time. | dev37 |
I will send it by fax to you Chris and would appreciate it if you could update it as appropriate. | dev37 |
Do you still expect Guinn to call Ken? | dev37 |
If so, do we have updated talking points (and background) for Ken? | dev37 |
I want to keep my subscription current. | dev37 |
calendar | dev37 |
Contact Mike Terraso (who heads the environmental function) and Mike Hicks (who oversees corporate security). | dev37 |
sounds good, but i couldn't open the file. | dev37 |
could you send hard copy | dev37 |
I'd love to but I'll be in London | dev37 |
sounds good. | dev37 |
I think we should not talk about the conversations with the governor . | dev37 |
. | dev37 |
. | dev37 |
I'd rather not prompt them to go to the gov (presumably to object to the gov talking to us without talking to them at the same time). | dev37 |
I will be out of the country on Wednesday | dev37 |
Nick Lampson called and asked for a contribution. | dev37 |
I committed to one without knowing about his vote on PNTR. | dev37 |
I will keep my word by making an individual contribution but will also communicate to him that in my capacity as Enron PAC chair i cannot authorize the PAC to make a contribution as a result of that vote. | dev37 |
Sorry I jumped the gun. | dev37 |
What do you think he'll add? | dev37 |
looks good | dev37 |
I assume we avoid Libya completely. | dev37 |
The question, though, may be how we proceed if we are doing business with someone who has activities in Libya. | dev37 |
Your views please. | dev37 |
I may need to spend some time with you in advance, but you don't have to plan on coming here. | dev37 |
I think the presentation looks good. | dev37 |
In the meeting itself I think you should go heavy on the argument that it makes no sense for Sempra shareholders to be in a commodity market as a regulated entity -- the "heads they win tails you lose" argument. | dev37 |
please print | dev37 |
please print | dev37 |
print | dev37 |
print first attachment only | dev37 |
print | dev37 |
coule you get Jeannie copies of the slides or other write ups you have on this. | dev37 |
Jeannie -- I don't know how far it is prudent to take a position on this as a co. | dev37 |
It has already become a key battleground (garnering some discussion in the Gore-Lieberman debate). | dev37 |
I think we stay away from it as a co., but we at least ought to put the information in front of anyone we are asking to do an oped so that they can make a reasoned judgement. | dev37 |
please print | dev37 |
print | dev37 |
please print | dev37 |
print | dev37 |
please print | dev37 |
do we need bus cards | dev37 |
Pete van de gohm suggested we might want to get something out on the mideast situation as well -- a sort of travel advisory. | dev37 |
Please follow up with him. | dev37 |
I know that for our mideast project people we have been taking care of this in David Haug's old organization. | dev37 |
See if there is anything else we need to be doing. | dev37 |
Dennis Vegas may be able to provide you with a way to get the info you need. | dev37 |
print | dev37 |
This could become a very deep pit. | dev37 |
I don't want to distract you from theprimary mission, but there may be a solution which gets them what they needand doesn't pull you away from the North American effort -- you could "deputize" Jane Wilson to help out on this. | dev37 |
Jane, as usual, has embeddedherself deeply in the Enron India organization as VP of Gov't Affairs and can be a sound source of information for you as well as an agent for you in India. | dev37 |
Think about contacting her and getting her help. | dev37 |
Also, we have never explicitly talked about whether your focus is North American or world wide. | dev37 |
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