Wus up!! Just wondering if you give me directions from BWI to our accomidations on the base?? I will be arriving at BWI @ 12 noon. I rented a car ,and I am driving down to DC. I will then take a cab from the base to the pentagon ,,,, I guess. Can't wait to see you , Jan , and the kids! MC perge!
Q: What is a potential subject line for this email?
answer: Directions form BWI
Your comments are needed for Carla Harris who sat in for Keegan Farrell on September 1st. Please return as soon as possible. Thank you!-Becky Ratings: Excellent = 5 Above Average = 4 Average = 3 Below Average = 2 Poor = 1 Initiative: _________
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answer: Comments Needed-Carla Harris 090101 (Farrell)
A couple of additional thoughts on this morning's conversation: 1. if we really think the next 6 or 8 months will sort out the takeaway and receipt point capacity issues, why not bet the whole farm and try to hold onto the whole 150 mm/d until next winter or fall and see if the perceived value goes up? We could tell Calpine "no" on their bid and hold them off for several months "negotiating" if that's what we thought would lead to the best value. I don't personally think this would be a prudent approach, but its where our logic leads in the extreme, so we'd better be prepared to explain why getting the bird in the hand from Calpine is smart. 2. We'll research the question of whether we can reject any recourse bids that come in over the next 6-8 months if we decide to hold onto the 60 mm/d for awhile. I've thought about it a bit more and I'm pretty sure you're not going to like the answer. First, FERC says we've got to have a recourse rate in place for all capacity, new or old. One reason is that there needs to be a max rate that applies to long term capacity releases. We have the option on new projects to go with the existing max tariff rate or a new incrementally designed rate. We are going with the existing tariff rate on RedRock. Fine, but that makes the existing rate the recourse rate for all purposes. FERC's logic will be that TW could sell all of the RedRock capacity at recourse rates (currently $.38) and never suffer a revenue shortfall even if future rate cases reduce TW's overall rates, because the costs of all TW's facilities--including the new project--will be considered
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answer: RedRock
Rod: Further to my recent memo, the Tokheim debt is being transferred to DLJ (and we owe Deutsche Bank for the unwind of the loan swap). Sara P.S. Who will handle credit derivatives in your absence?
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answer:
Credit Derivatives