IN: As we build the matrix of data discussed yesterday in our meeting we are encountering some missing data. Below is a list of counterparties which are listed as terminated (in at least one of the various lists of counterparties we have) but which don't have termination dates. BP Corporation North America Inc. ConAgra Trade Group, Inc. Deutsche Bank AG New York Branch Hallwood Energy Corporation IGI Resources, Inc. NJR Energy Corp. Can you please reply with termination dates for these counterparties. Let me know if you need additional information. Thanks

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OUT: Terminated

IN: As you may be aware, SAP system response time was slow during earlier this week. As a result, SAP Financials, iBuyit, and iPayit applications were experiencing longer than normal response times on most transactions. The Integrated Solutions Center (ISC) has been working diligently to address the root causes of this issue and has deployed a task force to address the following identified areas: Technical Issues (Infrastructure and Application related) Internal Process Improvements (Both within the ISC and in the User Community) Education of Business Users We have made significant improvements in the last few days and as a result currently running within normal response time. We will continue to provide weekly status updates on our continued progress.

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OUT: SAP System Response Update

IN: All, The unofficial word on the street is that deal closing is slated for Feb 7 and UBSWenergy launch is Feb 11. Our intention is to launch financial products only for our regions beginning with Summer '02 through Cal '03. As we are successful in signing up counterparties to reach a critical mass, we'll be adding products that are closer to the front of the curve (less correlated to NG.) We need to do this to protect ourselves from "ambushes" by single parties when we don't have a critical mass of players that we can lay risk off with. Please note that, as a result, we may "only" have a couple of more weeks to play with in terms of studying up and refreshing ourselves on the fundamentals in our respective regions. Therefore, I'd like each of you to fill-in the information listed on the attached document for the region listed by your name. Feel free to use any resources you need (fundies, etc.) and have them finished by next Thurs. (2/7). Someone please nominate yourself to format each paper in the same manner and have them all put together in one binder nice and pretty. Have a goodie. Flet ECAR (Cinergy) - Krugh MAIN (ComEd) - Ave' SERC (TVA) - Jackie SERC (SOCO) - Twisty SPP (ENT) - New Boy

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OUT: Regional Research Projects

IN: ============================================= from Gilder Publishing THE FRIDAY LETTER e-mailed weekly, for friends and subscribers ============================================= | www.gilder.com | Issue 11.0/June 8, 2001 HEADLINES: * The Week/Let The Bells Have It * Biotech Watch/Old Cells Do It Better * Friday Feature/Gelernter Live * Poll Question/Bell Shareholders? * Readings * Conference Calendar ~~~~~~~~~~~~~~~ THE WEEK/Let The Bells Have It "The lack of cheap, always-on, last-mile broadband connections to small offices and homes is a short leash around the U.S. economy's neck. Yes, taxes are too high, especially those on capital formation. We hope Congress will figure out what every businessman knows: This recession is investment-led. And yes, the Fed should drop its funds rate to 3%. And yes, there is huge inventory overhang everywhere you look in IT. If all that isn't enough to give you a bad hair day, ponder the telco debt bomb that threatens to blow up Wall Street. "The dot-com boom started in 1995 and went bust in 2000. Every dolt imagined he was a venture investor. There was overfunding galore, idiot businesses up the gazoo--and then pfft. Net Boom, Act II awaits. It will

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OUT:
[gilder-technology-report] The Friday Letter 11.0