<<IPPupdate092201.pdf>> Good Morning Attached, please find our Power Generation Update issued this morning. 1. EIX Bankruptcy Filing?-Implications for the IPPs Recent press reports have suggested there is a growing likelihood that an involuntary bankruptcy petition will be filed against Southern California Edison, the utility subsidiary of Edison International (EIX, Not Rated). We thought it would be timely to analyze the implications of an SCE bankruptcy for the IPPs. 2. SCE Bankruptcy Would be Neutral for the IPPs Our overall conclusion is that an SCE bankruptcy would be neutral for the sector: A. Such an event would have no impact on the earnings estimates or forecasted growth rates for any of the companies under our coverage. B. In addition, none of the companies have any direct receivables exposure to SCE. C. Finally, we believe reserves taken against accounts receivable balances from the CalISO and PX across the sector adequately mitigate exposure to potential bad debt writedowns. 3. Updated Accounts Receivables Exposure Included Included in the note are updated details on the accounts receivables exposure of all the IPPs with California operations. Regards,
Answer: CSFB Power Gen Update: EIX Bankrptcy?--Implications for theIPPs
Alan/Geoffrey - Below you will find a BETA and Fee Agreement for TFS, Inc. in relation to certain European products. These agreements reflect that TFS, Inc. be the Broker and thus, need to be signed by the appropriate officer of TFS, Inc. Once they have been signed (and the accurate address for TFS, Inc. completed in the BETA), they should be returned to my attention for countersignature by Enron. Please let me know if either of you should have any questions or need anything further with regard to this matter. Mark
Answer: TFS, Inc.
This is an automatically generated Delivery Status Notification. Your message has been successfully relayed to the following recipients, but the requested delivery status notifications may not be generated by the destination. joe.wright@truequote.com
Answer: Delivery Status Notification (Relay)
Girl, you cracked me up talking about the "holler" . Now you know I don't know. It was raggedy because we did not sing it with the lead. He probably won't spring it on you Sunday, because we did not do that good without you there. I am so tired from last night. Everything is so rushed, and I did not get the kids in bed until 10:35 and then I had to get them up at 6:00 a.m. I'm tired, so I know they are. On top of all of that, the market is up another $1.00 today (yeah!! ), but we have to stay late tonight to go over our positions as a group. My boss said that we will all stay until it's done, so make arrangements. Naturally, Todd is working the evening shift, so I'm trying to work something out with my girlfriend and her daughter. They just live right down the street. So we'll see! Talk with you later!
Answer:
Re "the holler":