postbot/aeslc_kw huggingface dataset:
Subject: CSFB Independent Power Weekly--Issue #44

<<IPW092401.pdf>>  Good Morning,  Attached, please find the latest issue of our Independent Power Weekly.
Also note that there is a replay available of our conference call, which took place last week.
The dial-in number is 402/220-7493.
The PIN # is 7493.
The call featured Judah Rose from ICF Consulting.
Topics discussed included: 1.
Recent trends in the US power market; 2.
Their impact on the generation supply chain; and, 3.
The relationship between GDP and power demand.
A copy of the slides that accompanied Judah's presentation is available upon request.
Summary: 1.
IPP's Fall 5.1%   Last week our our IPP composite declined 15.4%, outperforming the NASDAQ (-15.7%), but underperforming the S&P 500 (-11.1%).
NRG Energy, which was down 8.8%, was the strongest generator in the group.
International Power was the weakest performer, declining 30.5%.
2.
Generation Oriented Utilities Fall 6.9%   Our universe of generation oriented utilities fell 6.9%, outperforming all the major market indices.
DTE Energy, which was down 2.7%, was the strongest performer in the group.
PPL was the weakest performer, declining 13.5%.
3.
IPPs Trading 24% Below Private Market Asset Value   Importantly, our analysis indicates that all the major US IPPs are now trading at or below the private market values of their assets.
As a group, the major IPPs are trading at a 24% average discount to their private market asset values.
NRG Energy and Reliant Resources are trading at the most significant discounts to their private market values-33% and 34%.
4.
Disparity Between Public and Private Market Valuations is Unsustainable We believe this situation is unsustainable and envision 3 scenarios that could play out.
1.
Stock prices may simply rebound correcting the valuation disparity; 2.
IPPs limit the amount of capital allocated to new plant construction and pursue share buybacks or acquisitions of other IPPs; or, 3.
Traditional utilities (both domestic and foreign) or other entities from outside the industry pursue acquisitions of IPPs.
Regards,
Subject: PG&E Stakeholder Meeting #5 - Expansion Plan

SVMG Energy Committee Members - FYI: ************************************************* Stakeholders,  PG&E has rescheduled its Expansion Plan Stakeholder Meeting #5 for October 29 and 30, 2001 in San Francisco, CA.
The purpose of this meeting is to present the project proposals and alternatives which are to be included in the expansion plan.
The fifth stakeholders meeting has been divided into two days:  Oct. 29 to present Bay Area Project Proposals and Oct. 30 to present non-Bay Area Project Proposals.
Subject: CAISO NOTICE: San Francisco Study Group Members and Cal-ISO Market  Participants

SVMG Energy Committee Members and Electric Infrastructure Team - FYI ************************************  Market Participants:   San Francisco Study Group Members and Cal-ISO Market Participants,  A meeting of the San Francisco Study Group has been scheduled for Tuesday October 9, 2001.
This meeting is being held to discuss both the status of various transmission and generation projects in the San Francisco Area, as well as the initiation of new transmission system studies related to the San Francisco Area.
The meeting will be held in Conference room 300 on the third floor of PG&E's 77 Beale Street building in San Francisco.
The meeting is scheduled from 10 AM to 3 PM.
Lunch will not be provided.
The draft meeting agenda is attached.
<<Meeting Agenda-Oct9thRev.doc>>
Subject: CESG Annual Retreat

PLEASE SAVE THE DATE!
We will be returning to the Villagio Inn & Spa in Napa from November 14 to 16, 2001 for our annual retreat.
Wednesday, November 14, 2001 -- Golf and Opening Reception
Subject: Join Challenge for Charity TODAY!

Greetings Evening MBAs!
Sign up for one of the most worthwhile organizations at Haas.
Join Challenge for Charity TODAY!
WHAT IS CHALLENGE FOR CHARITY?
Challenge for Charity (otherwise known as C4C), is our official  philanthropic endeavor where Haas, along with 5 other major west coast  business schools, raises money for Special Olympics.
Haas' chapter of C4C  donates significant sums of money and volunteer hours to Special Olympics  every year.
In previous years we've raised as much as $70,000 for Special  Olympics and we hope that this year will be just as successful!!!
C4C is one of the largest organizations at Haas and plays a major role in  organizing almost all of the most popular student functions including the  Halloween Ball, Ski Weekend, Charity Auction, Talent Show, Sports Weekend  at Stanford, and much more.
Stop by our booth at Club Night this Thursday  9/5 from 5pm to 8pm to get more involved with any of these fantastic events!
WHAT DO I GET WITH MY C4C MEMBERSHIP?
As an Evening MBA student, your C4C membership dues are only $150!
Not  only does your membership support a fabulous cause, it also entitles you to  so many great benefits including a really cool new baseball cap and free  access to some of the most popular social events at Haas!
Ticket prices for non-C4C members typically range about $40 per person for  EACH of our most popular events.
This means that your membership brings you  a ton of fun at significant savings!
Anyone who has attended any of our  events can tell you that this is a deal!
So, sign up today!
CAN MY SIGNIFICANT OTHER JOIN C4C TOO?
As you may have noticed, significant others are just as much a part of the  Haas family as the students, so don't forget your significant other is  eligible for C4C membership as well.
We realize that significant others are  not always able to attend as many events as Haas students, so significant  others' membership dues are only $75.
That means you and your honey can  join for a mere $225!
If your S.O.
can only attend two of our many events,  it will more than cover the cost of his/her membership!
HOW DO I SIGN UP?
To join C4C, simply submit a check payable to Challenge for Charity  indicating the name(s) of the new C4C member(s).
Please place your checks  in Linda Ng's mailbox in the MBA Lounge at Haas or stop by the C4C table at  Club Night this Thursday 9/5 from 5pm to 8pm.
We will also be holding a  membership drive during the coming weeks, so look for us in the Haas  courtyard during break.
Remember that membership is only $150 per Haas  student and only $75 for Haas significant others.
WHAT IF I'M ALREADY A MEMBER?
C4C membership is only for the academic year, so if you joined C4C last  year, you must sign up again this year.
If you've already joined C4C this  year, you need to pick up your brand-spanking new baseball cap.
Please stop  by the C4C table at Club Night this Thursday or during our membership drive  at break during the coming weeks.
Thank you for supporting C4C and the Special Olympics!
Sincerely,
Subject: Draft Request for Rehearing -- Killing DA

Jeff asked that I send this to you.
THIS MUST BE FILED BY FRIDAY.
We're trying to get as many parties as possible to join with us.
Love to have you with us.
Here is the first draft.
Subject: Read This Only If You Are Not Diane Dimeff

Comrades:  As a parting gift for Diane we thought (actually Lesley Keffer thought, and I always obey her more sensible commands) that we should take a group photo at Thursday night's party, enlarge to a decent size, frame and present to Diane for hanging on her new office wall so she will be forced to remember us forever more.
Therefore, I have engaged a photographer to be show up in the Wells Fargo Room on Thursday at about 8.
I expect there will be quite a few of us, so we will arrange some chairs and stuff for tier seating, etc.
and hope for the best.
Bring your cheesiest grins.
See you there.
JT  p.s.
Diane, if you read this, you just ruined your surprise.
In order not to make the situation worse, don't let on that you know anything about this so we can all continue in our ignorant bliss.
Subject: Enron Sales to Core Procurement

Jeff - I'm told by our core procurement people that Enron has refused to enter into any term gas contracts for this winter because of problems they have with us on the electric side.
Personally, that makes no sense to me.
We have the PUC's security order that guarantees payment and Judge Montali has made it clear that he will approve the payment on all gas contracts.
It seems to me that if this is true, Enron is really screwing itself - which is no the way Enron typically does business.
Can you check with your people ?
We are now in the process of finalizing our needs for the winter.
Subject: SoCalGas BCAP

On Sept 21, SoCalGas filed its BCAP.
They propose a new firm receipt point trading program based on the open season proposed in the comprehesive settlement.
The also propose a return to embedded cost rates, and an elimination of any transmission load risk for the utility.
We should discuss whether Enron wishes to participate in this case, which will clearly be a new vehicle for putting gas strategy issues before the commission.
Let me know if you need a copy of the application.
Mike Day
Subject: Picks  of the Week--Correction

Sorry about that.
I  should have said Cindy came in first  for  the week, not Andy, as you can see.
I apologize to both for the mistake
Subject: Regulatory Global Update Call

Please remember that we will have our regulatory global issues conference call tomorrow, 9/27, at 8:00am (CST).
For those of you in Houston, we will be in room 4793.
Dialing details are listed below:
Subject: NGI Article:  Kern River Shippers to See Rate Decrease Oct. 1, More  in 2002

NGI's Daily Gas Price Index  published : September 26, 2001 Kern River Shippers to See Rate Decrease Oct. 1, More in 2002  Finally, some good news: a unit of Williams said Tuesday that firm transportation rates will drop by as much as 36.5% for all original shippers on its Kern River natural gas transmission system beginning Monday (Oct. 1).
The lower rates will be implemented under Kern River's previously approved extended-term rate program.
Williams, which developed a strategy to lower rates in response to customer requests as part of its rate-reduction settlement in 1999, projects more rate reductions next May, when the costs and revenues of the 2002 expansion are reflected in rates.
"The extended-term rate program was designed to provide long-term, firm shippers with an option to pay lower, more market-responsive rates today in return for extending their contract terms," said Kirk Morgan, director of business development.
Bruce Warner, manager of rates and planning for Tulsa-based Williams, said the company had looked at its "financial situation and found that if customers could live with longer contracts, we could live with lower rates.
The lower rates will be offset by lower depreciation expenses and will not negatively impact Kern River's financial performance."
Williams' gas pipeline unit is one of the largest-volume transporters of natural gas in the United States.
Its gas pipeline unit's Kern River Gas Transmission, based in Salt Lake City, operates a 922-mile system delivering Rocky Mountain and Canadian natural gas to markets in California, Nevada and Utah.
Subject: Utility Risk Management Postions - Impact of Sep. 11th Events

Colleagues:  Risk Analytics would like to ensure that the impact of Sept.11 events on Enron's retail positions-if any-are identified and communicated to the URM.
There is very specific emphasis on the regulatory perspective (rather than a much wider economic impact) and I hope that the attached two-page presentation can help.
The first page is our short positions in September classified by State, and the second page lists the seven regulatory issues that affect the curves materially as they constitute inputs to the forecasting mechanism.
The ten states (NY, CA, IL, NJ, TX, SC, FL, NV, MA, and OH) represent over 70% of URM total positions of 103 TWh (short).
It is very possible that the regulatory environment shall not change in a material manner and thus this request to address the impact is an over reaction.
However, I would appreciate very much your inputs and opinions.
Please let me know if you have any question.
Brgrds
Subject: California Update

Jeff,   Would it be possible for you to add my name to your update list.
I work with Kristin Walsh and cover competitive intelligence for power West.
Kristin is out on maternity leave I would hate to not get your report.
Thanks, Jeff.
G. Britt Whitman  britt.whitman@enron.com
Subject: UDC Applications on Stand By Rates

On September 10, each of the UDCs filed applications to change distribution level standby rates.
In Decision 01-07-027, the Commission had directed the UDCs to file such applications to propose distributed generation standby rates in conformity with certain requirements set forth in that decision.
These standby rates are to viewed as interim, subject to change in individual utility proceedings.
I have not reviewed the applications thoroughly.
Please let me know if you would like me to do such or whether you wold like a copy of the applications ( I do have two of the three UDCs electronically).
Jeanne Bennett
Subject: ENA/EES Monthly Update -Oct. 5th-

Please send me updates on any current projects, news of any new projects, or let me know if a project has been completed/terminated for the October 5th report.
I appreciate your support in assisting me keep track of our EES/ENA Government Affairs activities.
Please let me know if you would like information on a specific project, or a  copy of the complete report on a monthly basis.
Thank you,
Subject: Organizational Announcement: Canadian Government Affairs

With Aleck Dadson's recent departure, I am pleased to announce that Rob Hemstock will immediately assume a leadership role on behalf of Government Affairs for Enron Canada.
Rob will be working very closely in this capacity with Rob Milnthorp as well as myself and others.
Please join me in congratulating Rob on his new responsibilities.
Subject: Diane's Bon Voyage

As you are all aware, the EvMBA Program Office, Student Advisory Committee and the Evening MBA Association will be hosting a Going Away Party for Diane Dimeff tomorrow evening, Thursday 9/27, during the class break.
All EvMBA students are welcome to attend the party, whether you have class or not.
Diane's  efforts and successes over the past 8 years have made the Haas EvMBA Program the nationally recognized MBA program that it is today.
We encourage you to attend to thank Diane for all of her hard work and wish her success in her latest endeavor!
If you do plan on attending and are NOT ENROLLED IN A THURSDAY CLASS, please respond to this email.
We would like to ensure adequate food & beverage.
We hope to see you tomorrow evening.
Thanks,
Subject: Lecture Notes

Announcement for E283-1: Real Estate Finance:  Those of you who were present yesterday during the class should already have them.
I have some left over copies of the 2 next sets of lecture notes (Commercial Mortgages and REITS) and a copy of the next case.
If you did not make it to the class yesterday you can pick up your copy of everything at the door of my office (F625).
You will also notice the spreadsheet in the handouts section.
There can be various ways to tackle cases.
This spreadsheet parallels what Dennis and Co. did.
Regards,
Subject: More workshops

Haas Computing Services Staff will be hosting the following application  workshops.
Additional workshops including evening sessions have been added.
MyHaas Demos (portal tour, customize space, subscribe to services, create  channels) Thursday, Sept 27, 5:30 - 6:30 (F310) Cyhnthia Hu Friday, Sept 28, 9:30 - 10:30 (F310) Jesse  Excel A: basic overview Thursday, 9/27, 11am-12pm.
(F310) Joe and Sophia  Excel B:  (Solving problems, commenting, Keyboard shortcuts, Paste Special,  Find/Replace, Sorting Data, Tracking changes, Formatting Cells,  Header/Footers) Wednesday, 9/26, 6pm-7pm (F310) Howard and Bruce Thursday, 9/27, 2:30-3:30 (F310) Howard and Bruce  Excel C:  (report consolidation, pivot tables, charts) Tuesday, 9/25, 10am-11am (F310) Kathleen Thursday, 10/4, 9:30-10:30am (F310) Kathleen *Monday, 10/8, 7:30 - 8:15 (S300T) Kathleen *Tuesday, 10/16, 7:30 - 8:15 (S300T) Kathleen  Excel  D: (Formatting, Formulas, Printing) *Monday 10/1, 7:30 - 8:15 (S300T) Kathleen *Thursday, 10/11, 7:30 - 8:15 (S300T) Kathleen  Powerpoint A: (work with different views, add slide components, create  charts and graphs, print slides, handouts, speaker's notes, make a  presentation from scratch) Tuesday, 10/2, 5:00-6PM (F310) Cynthia and Agnes Wednesday, 10/3, 5:00-6PM (F310) Cynthia and Agnes  Powerpoint B: (create design templates, edit master slide, add animation,  slide transitions, control timing, overview of multimedia features) Tuesday, 10/9, 5:00-6PM (F310) Cynthia and Agnes Thusday, 10/11, 5:00-6PM (F310) Cynthia and Agnes  Photoshop:   basic overview Monday Oct 22, 4pm (F310) Tracy Thursday, Nov. 1, 10am (F310) Tracy  Sign ups are available on the training board next to the Computer Lab  Entrance.
Or you may reply to this email indicating which classes you'd  like to attend.
Thanks
Subject: filing

Hey, we are doing our own short DA rehearing petition.....gotta keep my lawyer fat and happy!
Would have called but I am numb and drooling due to a dentist visit this morning.
I wish I had some gossip but out of touch all morning!
Must start emailing around.....
Dot
Subject: FERC refund investigation into Pacific Northwest spot power sales

Attached is a memo outlining key aspects of the recommendation issued by the assigned Administrative Law Judge in the above-referenced case.
The recommendation is now before the full Commission, which we expect will rule by mid-October.
Please call me if you have any questions.
Subject: Booked PX Credits

Jeff,  I have attached a file showing the SCE receivable amount of ($109,292,004.75) Due Enron.
This amount is net of the payments made by SCE.
A few cautions, these amounts are reported more by Enron accounting month vs. utility bill cycle month.
But at least it highlights the rapid fall off starting in the March, when most of the customers had been returned to Bundled Utility Service.
To obtain a more accurate projection of the receivable as of January 18, 2001 or at any point would require this information be sorted differently and require allocation assumptions to handle the bill cycle vs. accounting vs. PX end date.
Hopefully this will be enough to get you ready for Monday's meeting.
Call me if you would like to discuss.
FYI, I have also included information re PG&E.
If you are asked, these amounts are directly from the utility bills, not an Enron's calculation.
We have not really tried to "tie" these numbers with the utility, but in all cases these amounts were pulled directly from the utility bills.
Any errors would be due to omissions or query compilation errors.
EES could be prepared to actually reconcile these with SCE, if you give the go-ahead to do so.
Let me know what you think, or if you need anything else.
If you follow Rick's suggestion, it might be a short meeting anyway.
Wanda
Subject: Statement about forbearance agreement letter to SCE

An attorney for Reliant sent a letter on behalf of five Southern California Edison creditors (Reliant, Mirant, Dynegy, Enron, Puget Sound Energy) to SCE today requesting a meeting to discuss the terms of a forbearance agreement.
The following is the statement we are using with the media:   We are interested in getting paid and in discussing constructive solutions.
This letter is aimed at advancing that.
We have no plans at this time to participate as a petitioning creditor in an involuntary bankruptcy filing.
In fact, this letter is an attempt to avoid bankruptcy.
Subject: Follow up

Jeff:  Thanks again for all of your time and consideration with respect to our con= sideration of Norm Pedersen to join our Firm in Los Angeles.
I just wanted=  to let you know that we decided it probably did not make sense to pursue t= hings further with Norm.
After drilling down even further, it just seemed = like we were going to run into major conflict problems down the road based = upon the CA regulatory proceedings that likely are going to arise and the n= ature of Norm's historical client base.
It also would not have been fair t= o Norm to have him join the Firm and then be conflicted out of work that he=  had planned to pursue at the Firm.
I can't tell you how much I appreciate=  your candor as well as your open-mindedness in helping me evaluate the sit= uation.
I really felt bad bothering you with this, but I knew you would ha= ve the best insights into the likely direction of the regulatory proceeding= s in CA and I wanted to make sure that I was being fair in evaluating Norm'= s situation and in a position to make a decision based on all of the releva= nt facts.
I also want to emphasize emphatically (if it is possible to use = those words together!)
that I do not want you to think or feel that you "ni= xed" Norm or anything along those lines; indeed, I feel quite the opposite.=   In addition, from the outset, after first talking to Norm and getting a s= ense for the types of business he has been handling and the issues he has b= een pursuing on behalf of his clients, I had felt it was really a non-start= er since the last thing I wanted to do was to have LeBoeuf on the other sid= e from Enron in important regulatory proceedings for the company.
It is on= e thing to receive a waiver to represent another company in a negotiated co= mmercial transaction in which Enron is relying on another law firm, but I c= ould not see us pressing a regulatory agenda directly adverse to Enron's in= terests in a proceeding in which Enron was a major participant and which we=  knew going into the proceedings at the start that our representation would=  be adverse to Enron.
As Rick may have told you, there have been some situations where we have be= en adverse to the Company or at least representing clients that did not see=  "eye to eye" with Enron on all of the issues.
These generally have been s= ituations involving historical client relationships that go back decades wh= ere Enron has itself been using Bracewell, for example, and Rick has been i= ncredibly gracious and understanding in not conflicting us out of those pro= ceedings.
Nonetheless, I am trying to do whatever I can to try to eliminat= e or reduce the number of those situations on a going forward basis, althou= gh I know I will not be able to eliminate all of them in light of the size = of our Firm and the diverse nature of its client base.
Jeff, I will follow up with you personally, but I just wanted to drop you a=  quick note to thank you for the time and thought you devoted to this.
I'=
Subject: CSFB Independent Power Weekly-Issue #45

>  <<IPW100101.PDF>>  > Good Morning, >  > Attached, please find the latest issue of our Independent Power Weekly.
>  > Summary: > 1.
IPP's Rise 3.9%   Last week our IPP composite increased 3.9%, > underperforming the NASDAQ (+5.3%) and the S&P 500 (+7.8%).
Orion Power, > which was up 38.1%, was the strongest generator in the group.
AES Corp > was the weakest performer, declining 47.1%.
>  > 2.
Generation Oriented Utilities Fall 0.6%   Our universe of generation > oriented utilities fell 0.6%, underperforming the NASDAQ and S&P 500, > while outperforming the UTY (-4.8%).
Black Hills Corp, which was up 7.5%, > was the strongest performer in the group.
PPL was the weakest performer, > declining 11.9%.
>