Just got your voice mail. I have severe laryngitis and I cannot use my voice today or tomorrow. Sorry. We can e-mail or speak through Marie. Yes, we have a blackline. Marie has finished going through it and I need to review (the lawyers blacklined the latest version over the second blackline so we had to revert to a comparision to the first blackline!). Re: the credit support annex, I believe all is resolved. However, I believe there is still an L/C issue. If there is an L/C default (say the issuer is downgraded), Tiger is insisting that we post cash immediately without the right to post a substitute L/C within two days. I am not absolutely certain of this, but Carol has a 2 pm call with the lawyers and I will listen. I don't know if Tiger responded to our guaranty. I was out sick yesterday. Hope this brings you up to date. SS
Q: What is a potential subject line for this email?
answer: Tiger
Conferring with Gorte, we need a new DASH for the India sale due to 1) the time since signing (5 months) 2) downward change in purchase price 3) general change in circumstances of Enron In addition to updating the numbers (as we discussed this morning), we should include an ownership structure diagram and a legal risk memo concerning what bankruptcy related approvals are required (if any). Whether or not Board approval is required is possibly an open issue. We will research.
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answer: EOGIL DASH
Here's the info on the two Russian companies. The first is a large oil company, and the second is a consultant. We are talking to them at lunchtime today about a private e-marketplace. I apologize for the 11th hour nature of this.
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answer: Russian NDAs
We need to run regression on this load profile for Palo Alto. We should back out the industrial class and run their residential load. Can you find reliable weather for Palo Alto? Kim Ward is signing a full requirements deal with Palo on PG&E. Thanks,
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answer:
Palo Alto load information