postbot/aeslc_kw huggingface dataset:
Subject: >>> VISIONAEL for OSS <<<

Greetings folks:  Great to see you (missed you, Donald) in Houston.
Please= =20 see attached.
This guy's been after me for some time.
I finally spoke wit= h=20 him and told him that I'd pass it along.
I don't know who (if anyone) in E= BS=20 is interested in OSS---I can't recall if it's a component of our=20
Subject: Class Video

Hi TJ.
I forgot to request that last week's class be video-ed and I was  wondering if someone else requested a video-taping.
It was for Tasker's  (E221?)
class that meets on Thursdays.
Thanks very much.
Best,
Subject: More Nagging About the Project

Greetings:  Sounds like I'm glad that I missed the quiz last week.
Hate to be a nag, but we've got to turn in what we're doing for our project  on Thursday.
I propose doing a nice, clean merger, which would allow us to  do both comparative analysis (who are these companies?)
and merger/valuation  analysis.
Mark and I talked last night and I pleaded again not to do strict  accounting stuff, but if that's what folks would like to do, I can certainly  suck it up.
Any thoughts?
Best,
Subject: Declaration for UC/CSU Suit

FYI.
As part of our defense against the UC/CSU suit, I've been asked to  provide a declaration.
The gist of the declaration is that the future of  Direct Access in California is very uncertain.
Best,
Subject: Group Project--E221

Greetings Professor:  Our group consists of Jeff Dasovich, Mark Guinney, Anil Sama and Carolyn  Vavrek.
We propose to examine the recently failed acquisition by Coke of Quaker  Oats:  Why merge?
What was the value?
Upside?
Downside?
Why did it go  bust?
Should it have gone through?
What's up with this Buffet guy, anyway?
If you have any concerns with this proposal, please let us know.
Finally, if possible, we'd like to present on Thursday, April 26th.
Best,
Subject: Follow up with Alpert's Office

Thanks, Scott.
Scott/Hedy/Sandi/Bev:  Erik Letke heads up the retail marketing effort  underway in San Diego.
Marty Sunde wants Alpert to have an EES commercial  contact that she can talk to in the event she has further questions, etc.,  He'd like Erki to be the contact person.
Erik could you copy your vitals  (title, contact info) to Scott and Hedy Govenar and Sandi McCubbin so they  can forward along to Alpert?
Erik, seems that it would be useful if the customer letters to Alpert could  make the following points (folks please weigh in and add/subtract/modify if  needed):  The customer's glad to have had the option to take Direct Access service from  Enron because having the opportunity to take advantage of the offer has made  the customer better off.
Direct Access is an extremely important option that customers need, want and  should have going forward.
Any "solution" that the Legislature comes up with must therefore include the  continuation of Direct Access for all customers.
As such, the Legislature should immediately fix AB 1X to make sure that  Direct Access remains a permanent fixture of California's energy strategy.
Direct Access customers should not be forced to pay for DWR's power purchase  costs, since Direct Access customers aren't benefitting from those purchases.
Best,
Subject: CERA Gas Report

Margaret:  Bev Hansen will be giving the gas report to California State Assemblymembers  Keith Richman and John Campbell.
If there's a desire to distribute to anyone  else, we'll check in first.
Thanks very much for your help and thanks for
Subject: Ridgewood's Petition To Be Released From QF Contracts

FYI.
Any thoughts Joe & Co.?
Is release from contracts an "increase supply"  option?
My fear is that QFs get released and then California's "police  state" mentality kicks in, enacting Exec Orders, legislation, etc.
to ensure  that the power from the QF facilities stays in California.
Best,
Subject: B. Johnston Lobbies for Davis in D.C.

FYI.
In case folks hadn't heard.
"Likewise, the state is paying $25,000 through June to a Washington, D.C.,  firm headed by former Sen. J. Bennett Johnston.
He served as chairman of the  Senate's energy committee and will advise California on dealing with federal  energy regulators. "
Best,
Subject: FYI

Greetings Mr. Newlywed and Ms Bride-to-be!
(Shewt, I'm gettin' all choked  up.)
I think I'll need to protest TURN's proposal.
You folks aware of this?
Care?
Best,
Subject: can you send info

- Hertzberg final.doc  Here it is darlin'.
It's an attachment to the main text of the document.
If  you have any questions, or need anything else.
Don't hesitate.
Best,
Subject: PROVANTAGE - The Original Advantage #e11603

FYI.
As part of the computer deal Enron bought me for home, I get these=20 ads.
If there's anything you want (I think the prices are supposed to be= =20 good) let me know.
If it looks like complete crap, please let me know that= ,=20 too.
Subject: Messages Regarding Recent Interest in the History of De-regulation  In California

We're getting a lot of inquiries about Enron's role in California's de-reg  history, with a lot of misinformation arising out of Peace's handywork.
I spent about 3 hours on Friday with a Sac Bee reporter (Dale Kasler).
He'll  be interviewing Skilling on the same topic in a week or so, and he'd like to  talk to Steve, too.
Sue spent time with a NYT reporter discussing the same.
Some common themes  are arising in the questions.
Thought it would be a good idea to spend 30  minutes discussing those themes and developing our messages to ensure  consistency.
If folks think it would be useful, is there a time this week  that we could squeeze in 30 minutes?
Thanks.
Best,
Subject: Steve Kean

Greetings: Saw your QF story.
You were right.
One never know what the "story du jour"  will be.
You still interested in talking to Steve Kean?
If you are, when do you talk  to Skilling, and would you want to schedule something around that, or sooner?
Best,
Subject: Comments on Dennis' Declaration in UC/CSU Lawsuit

Mike:  Here are my comments.
Apologies for the fact that they are quick and  dirty.
All Enron's public statements that I have read, including, I think,  statements made to financial analysts, state that our exposure in California  is not "material."
Dennis' declaration says that the situation in California  has been a "financial disaster," that "Enron has lost over $300 million," and  that "Enron stands to lose millions more."
The losses are described as  "huge."
Perhaps this is information that has since been communicated to the  market, but I'm not aware of it.
And if it hasn't, it could represent a  significant conflict with previous statements.
Seems prudent to run this by  IR and perhaps others before releasing.
Regarding the statements about our hedging strategy.
It would seem prudent  to run this through the organization for comment and discussion prior to  making public.
Very minor technical point--I don't think that AB 1890 was passed
Subject: Administration Wants to Talk to Me About CA's Gas Problems

FYI.
Just got a call from someone inside McKenzie & Co..
Seems the good  Governor has figured out that the gas industry is a problem and want to talk  to me about it.
I'm scheduled to talk to them by phone Friday at 1:30.
I  called Kari Dohn to try to find out more.
She told me that they've figured  out that the gas industry is a mess, that "McKenzie gets it," and she asked  to tell it like it is.
Seems useful to get our view across to them.
The  name of the person from McKenzie that will be on the call with the Davis  folks on Friday is Daniel Poller.
Thoughts?
Best,
Subject: Davis' Spokesperson Learns from Palmer---check out the quote

See highlighted portion.
We should throw this back at Davis next time he  points the finger.
*****************************************************************  The controller's criticism of fellow Democrat Davis won support from
Subject: Update on Inquiry by CA PUC President of Enron's Gas Activities in  CA

I spoke yesterday with President Lynch's gas advisor and the PUC staffer who  first got in touch with us regarding inquiries from our customer regarding  whether we were returning customers to the LDCs.
I described our activities generally, and explained that the originial  inquiry from our customer stemmed from a mix-up (on our part) that has since  been cleared up.
Both seemed satisfied, appreciated the call and the information and will get  back to me regarding whether we'll need to submit a formal response to  President Lynch's letter.
(I said that our preference was not to respond  formally, but would be happy to do so.)
I asked them to contact me directly should they receive any other inquiries  from our customers.
Thanks to all for the help in responding.
Please keep me in the loop on our marketing activities, etc.
If I hear anything about customers calling the PUC, I'll let you know, and  I'll let you know what I hear back from Lynch's office regarding whether we  need to respond formally.
Best,
Subject: Paris

Avram: Ignore the babble about the "Plan du Paris," since you already have it.
Have a fantastic and safe time.
See you in a couple of weeks.
Best to you both in your travels.
Jeff
Subject: Contact Infoq

Hi Joseph: Could you please look in that little "legislator info" booklet and email to  Janel address, phone #, fax and email (or fax) info for:  Robert Hertzberg John Burton Debra Bowen Fred Keeley  Janel:  let us know if there are others for whom you need the info.
As always, thanks a bunch Joseph.
Best,
Subject: #7 Ranking for Haas School is Best Ever in Latest US News  Business  School Survey

This should help Prentice's chances for employment come the Fall.
You guys  should have a HUGE phone bill on your room charges.
Please fax me a copy of  the bill.
I will cover all phone charges.
Also, please forward to me what I  owe you for the plane flight and golf and our share of dinners, drinks,  guacamole, etc.
We played spades at the airport.
My team lost..........again.
My losing  streak now ties DiMaggio's hitting streak.
Best,
Subject: Assignment for Thursday

Greetings:  Are we supposed to do the reading and the Oracle and Legal Services cases for  Thursday?
Syllabus says yes, but I gather from Tasker's Izio not that we'll  be in the computer center all class doing modeling.
(I'd email her, but she  doesn't get my emails apparently.)
Anyone have a clue?
Best,
Subject: More on CA Legislature Inquiry into Wholesale Prices

Energy Firms' Mixed Message Is Focus of Inquiry   Deregulation: Senate panel will investigate whether suppliers were being  misleading when they promised lower rates for consumers while they were also  predicting bigger profits for investors.
By ROBERT J. LOPEZ and RICH CONNELL, Times Staff Writers   In the summer of 1999, a top official with a major player in California's  power market testified during a congressional committee hearing in support of  speeding up deregulation.
Unleashing market forces, said the Dynegy Inc.  executive, would ensure "maximum customer savings" and "low-cost power."
That same month, the Houston-based firm made a far different pitch to Wall  Street: Deregulation and major swings in electricity prices would boost  revenue and stock value.
"We know how to take advantage of volatility spikes  across the gas and power market," Chief Executive Officer Charles Watson  declared in a publication targeting large investors.
"The energy  marketplace," he predicted, "will simply get more volatile."
Dynegy was not alone, a review of federal filings, company documents and  public records shows.
In the years since California's pioneering deregulation  plan was approved, other major out-of-state energy suppliers were sending  similar, seemingly contradictory signals to the public and stock buyers.
Now, those divergent messages--electricity prices will fall but corporate
Subject: Davis Address

Based on latest info hear's latest assessment of Gov's talk:  I'm in charge.
Here's all the wonderful things I've done thus far to address the crisis  (likely to include Edison TX talks, since it seems he has no choice but to  continue that charade).
It's bad and getting worse and we've got to pull together as a state to get  through it.
Rate increases are a necessary evil that---painful as they are, and they will
Subject: UCLA Press Release on Economic Forecast of California Economy

April 4 , 2001  Interested in subscribing to the Forecast?
?
UCLA FORECASTERS SEE NATIONAL RECESSION AS INEVITABLE IN 2001; CALIFORNIA  WILL NOT BE IMMUNE, WITH BAY AREA VERY SUSCEPTIBLE      ?
LOS ANGELES --Economists with the UCLA Anderson Business Forecast see even
Subject: Deal Struck in CA to Restructure Socalgas

Hi.
FYI.
Yesterday a deal was submitted to the California Commission  (without just about everyone in the industry signing) to restructure  Socalgas.
More details to come, but wanted to give a flavor, knowing that  you're actively engaged in negotiations.
Assuming a 10.01.00 approval date by the Commission: 90 days after approval Windowing process replaced with OFO system Interstate capacity unbundled for core customers  effective April 2001: Ability to balance using 3rd party provider Open season for Socal storage Secondary market for storage (using Alltrade if want to) Trade OFO imbalances and imbalance rights (using Alltrade if want to )  effective Octover 2001: Open season for Socal intrastate capacity Secondary market for intrastate capacity (using Alltrade if want to) Pooling at new city gates
Subject: *PG&E <PCG.N> SAYS PACIFIC G&E FILED FOR CHAPTER 11 VOLUNTARY

FYI.
******************************************************** Reuters -& CNBC  *PG&E <PCG.N> SAYS PACIFIC G&E FILED FOR CHAPTER 11 VOLUNTARY BANKRUPTCY RELIEF   NEW YORK, April 6 (Reuters) - Pacific Gas & Electric Co., which is  California's largest investor-owned utility and has been struggling with that  state's power crisis, said on Friday it filed a voluntary petition for  bankruptcy protection with the U.S. Bankruptcy Court for the Northern  District of California.
Trading was halted in PG&E shares on the New York Stock Exchange before the  filing.
They last traded at $11.36, down 2 cents.
The Chapter 11 filing was disclosed in mirror filings by the utility and its  parent, San Francisco-based PG&E Corp. <PCG.N>, with the Securities and  Exchange Commission.
The utility said in the filing that it "retains control of its assets and is  authorized to operate its business as a debtor in possession while being  subject to the jurisdiction of the Bankruptcy Court."
A 1996 state utility law deregulated wholesale prices but capped retail  prices.
Pacific G&E has said it accumulated more than $8.9 billion of back  debts because a rate freeze prevents it from passing on its soaring wholesale  power costs to consumers.
ADVISORY/Pacific Gas and Electric Company to Hold Media Teleco    OTC HALT <PCG.N> NEWS PENDING LAST $11.36
Subject: Electronic copies of a couple documents

Greeatings Tom:  I'm looking at hard copies of documents titled:  Emergency Measures for Western Power Markets Possible Western electricity emergency plan elements   Could you send me electronic versions?
Much appreciated.
I'll get back to  you with more siting information (per your email) on Monday.
Best,
Subject: Merry Xmas?

Scott/Cameron:    OK, wondering why there ain't no charges on your credit card from our  FABULOUS trip to Squaw Valley?
I just found out that they're all on  mine!!?!?!?
I had the best time up there, but I couldn't figure out how it  coulda cost $1700.
Just called them to inquire.
They said:  There's no  mistake those are all the carges for rooms 432 and 450.
They're sending  receipts.
Unreal.
Best,
Subject: No Road?

Eldoni:  I'm assuming, since I haven't heard back, that we're going to take a pass  this time on the Dome road, and perhaps have Jeff Green do it another time?
If I'm incorrect, we'll need to get things squared away, like today.
Let me know, Jeff
Subject: FERC Hearing in Boise

Greetings:  Sue Landwehr will be sending around a more comprehensive summary of what  happened at today's FERC hearnig in Boise but asked me to pass along the  following.
Each state was only allowed to have two people at the table.
For California  it was Assembly Speaker Hertzberg and Geoff Brown (newly appointed CA PUC  Commissioner).
Hertzberg did a credible, matter-of-fact job of explaining what California's  doing to resolve the crisis (nice to know that there's someone out there who  can explain what the heck California's doing).
Hertzberg then asked that  FERC do "its part" by imposing price caps in Western wholesale markets.
Hertzberg didn't mention the PG&E bankruptcy or Davis' deal with Edison.
Overall, the "no price cap" message won the day (though Breathitt seems to be  under considerable pressure to give in to caps).
The Governor of Arizona (Jane Hull) had a staffer deliver a letter signed by  9 republicant governors opposing price caps.
Sue will be distributing the  letter.
Best,
Subject: Grand total is....!

Hi.
I've got all the paperwork.
The bill (on my bill) for you guys is  $740.
I'll get you the paperwork tonite.
Sorry for the mix-up  (should I  ask Squaw for a discount due to all the mess!?!?).
Best,
Subject: Belden--TX Anecdotes

As I feared, Belden's on vacation this week.
I've left a message with him to  call, however.
Will let you know just as soon as (and if) I hear anything.
Best,
Subject: PG&E Proposed Solution

Harry:    At the meeting yesterday, we concluded that it would be a good idea to take  the proposal that you put together based on your meeting with EES and use it  as the "base case" to start running the numbers.
Idea being that before we  shop anything around, we need to know what the numbers look like to determine  whether the thing's got any legs.
Once we have a clear understanding of how the base case  numbers shake out,  we thought we might then want do some sensitivity analyses around the  variables, come up with a final proposal, and then go back to the commercial  groups for buy-in.
We hoped that your folks could get together with Roger  Yang et al and provide some assessment of what the base case numbers look  like by middle of next week.
How's this plan sound?
Few other points:  We assume that bullet 6's reference to "net" means that the deferral is  calculated by taking any "overcollections" and subtracting them from any  "undercollections" over the entire 3 year period,not year-by-year.
What is the significance of the 3.1 CTC roll-off date?
We're assuming it's  commercially driven.
We correct?
If so, what's the driver?
Same goes for  the 2004 ending date.
Some tweeks were made to the proposal at the meeting to create an "Option 2"  for folks to consider.
(Though we don't think that any numbers need to be  run on "Option 2" until after having completed the analysis on option 1,  since those results could influence any scenarios we decide to construct).
Option 2 would: Keep the hydro with the utility and apply Edison's proposed ratemaking  treatment.
Beginning 6.1.01, make large customers "noncore," similar to the gas model in  California, and force those customers to choose an ESP.
Beginning 1.1.03, introduce competitive default service for remaining "core"  (i.e., rez and small commercial) customers.
++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ ++++++++++++++++++++++++++++++++++++++++++++++++++++ Finally, couple of things that occurred to me after yesterday's meeting that  I want to throw out for folks to react to:  Seems that, to be successful, the proposal needs to remain as stripped down  and simple as possible.
When the proposal nets out the deferral costs, does it include the  over/undercollections associated with utility residual generation?
In option 2, by adding the "noncore" feature, and by implementing that  feature and the default service feature prior to the 04 ending date, the  proposal gets more complicated (and adds significantly more risk to the  utility's position).
This is not to say that the complications can't be  worked out, or that the added risk can't be accounted for, but wanted to  highlight it for folks to consider.
Attached is the original, with just a couple of minor edits, and "Option 2."
Best,
Subject: OAT Valuation Model

OK folks.
It's about 80% of the way there.
My brains are oozing out looking  at cells, so I want to get this around so Mark can get started on refining  assumptions and other folks can examine as well.
I'll continue to check it  and de-bug it.
Mark, you and I should talk, too.
(You'll note that at this  point, the valuation is in the $30s, so there's work to do.)
Apologies in  advance for any errors (and I'm sure they're there).
If anyone has any questions on the model, just let me know.
I think we ought to get together to meet this week as much as possible to  start getting the power point presentation together.
And perhaps we should  think about meeting this weekend?
In the meantime, I'm pulling together the data on Buffet (Berkshire Hathaway)  stock performance, etc., and will also do the financial ratios, including  Dupont, for OAT.
Does this work for folks?
Other thoughts?
Best,
Subject: Squaw Bill

Here's the original note that I sent about the bill (yours and ms cameron's)  that ended up on my bill.
************************************************************************ Hi.
I've got all the paperwork.
The bill (on my bill) for you guys is $740.
I'll get you the paperwork tonite.
Sorry for the mix-up  (should I ask Squaw for a discount due to all the mess!?!?
).
Subject: Legislative Hearing on Gas

FYI.
The agenda for the legislative oversight committee's gas hearing  tomorrow includes two Brattle Group consultants, Paul Carpenter and Matt  O'Loughlin.
They will make up the first panel, titled, "California's High  Natural Gas Prices: Market Power and Other Factors."
In California's gas wars, Edison hired these folks--Carpenter in particular--
Subject: Sam Shepard Play

What time do you get home from school.
If it's before 5 could you stop by  the Theater on the Square box office and get tickets?
Cameron said that she  and Scott want tickets, too.
It's going to sell out (if it ain't already  sold out), so we should probably do it quickly.
I love you.
Subject: NRDC's Proposed Competitive Default Provider Leg for California

Here's the document that I referenced.
Dan Allegretti asked me to forward it  to you.
He'd like to distribute to the leadership team and have it on the  agenda during his part of the conference call.
Thanks a million.
Best,
Subject: Demand Buy-down

Dorothy: Thanks very much for the meeting yesterday.
From my perspective it was ver= y=20 useful.
Per yesterday's conversation.
More (much) to follow (soon).
This is what = we=20 gave the Govenor, Hertzberg, Burton, Brulte, etc., about 2 months ago (i.e.= ,=20 prior to Davis' 20-20 announcement, etc.)
You know how to get a hold of me.
Best,
Subject: Sacramento Pres Final 4_13_01(projected).ppt

FYI.
Presentation by Brattle Group before CA leg committee yesterday in  which they assert market power at the CA border (held by "out-of-state  suppliers") explains high gas prices in California.
If you have any  questions, call me at 415.782.7822.
Please forward to others whom you think  might be interested.
Stephanie, could you forward along to Barry?
Best,
Subject: CA Solution

Jennifer.
I apologize.
I have to turn to assignment that Steve Kean just  gave me.
I made it almost all the way through the document.
You did a  fantastic job under the circumstances and given the time constraints.
If I  can get Steve's assignment finished quickly, I will turn my attention back to  this.
Hope it helps.
Best,
Subject: I'm Choked Up

Today's the 7th anniversary of the release of the California Commission's now  infamous "Blue Book" that launched Direct Access.
Would it be bad taste for  Skilling to note the anniversary on the call with Bryson?
Viva Choice....  Best,