Q: Thanks for letting me know about the change in this deal. I looked at the audit viewer, and it jogged my memory a bit. Mike originally entered this deal as Q2 off peak; then he came over to me the next day and said it should have been Cal'03-Cal'04. So we changed it, and it must have messed up the strips somehow. Anyway, if it checks out with the broker, that sounds good enough for me. Thanks again,
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A: 595421
IN: Kevin, Many thanks for agreeing to speak at our YPO session on April 24, 2001, in= =20 Houston. The meeting will be held at Enron Broadband Services=01, network= =20 equipment staging building, which is close to downtown. We anticipate=20 attendance of about 100 people. Breakfast will begin at 7:30 a.m., and the program will run from 8:15 a.m. = to=20 10:15 a.m. The subject is "New Trends in Technology and Venture Capital." = =20 You will be on a panel discussion with two other venture capitalists. I=20 expect the tone will be highly informal, but I will schedule a conference= =20 call (probably in early March) to provide more details and specific topics = of=20 interest. Again, Kevin, thank you. I look forward to seeing you in April.

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OUT: YPO Panel, April 24, 2001
IN: This is an email
Latest Tino-gram: Apparently high power prices at 4 Corners have DOE excited about the project all of a sudden. The latest configuration is in the 300-380 mw range. Tino needs us to check if the ENA guys would be interested in buying the surplus capacity on a demand charge basis (I think these are basically tolling agreements--ENA would pay a monthly capacity reservation

What is the subject?

OUT: Pueblo
QUESTION: OPEN ENROLLMENT REMINDER Today, November 12 is the last day to make elections for the first round of Open Enrollment 2002. Confirmation statements will be mailed the week of November 19. November 26 - 30 the system will reopen for changes. Final Confirmation Statements will be mailed the week of December 21. You can enroll by going to www.benefits.enron.com from work or from home www.synhrgy.com or you can call 800.332.7979.
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ANS: Open Enrollment Reminder
Julia: The EGM group is delivering to you this afternoon completed matrices for all of our material physical trading contract forms and selected counterparty-specific contracts, in each case organized by commodity traded. Just a few things to note: (i) we have not included in our review the EGM trading contract forms for Japan, Australia and Singapore due to the time constraints (please advise if you would like matrices done for those offices); (ii) we have not included a review of trading contract forms used by EGM-related entities in Europe as we assumed that Justin Boyd's team (I left a message for Justin this morning, but I did not get a confirmation back) would handle; and (iii) finally, we are not attaching the templates to the matrices, but we can certainly provide them if and when needed. Please let me know if there is anything else you need. Alan
Q: What is a potential subject line for this email?
answer: EGM Contract Matrices
"Kirkpatrick, Joe" <joe.kirkpatrick@nrgenergy.com> writes to the NYISO_TECH_EXCHANGE Discussion List: The results of the recent capacity auctions would seem to highlight that New York and NYC in particular may not be the "tight markets" that require the numerous layers of mitigation presently in place. It is difficult to determine the "spare" capacity in NYC, Long Island or the Rest of State market due the fact that New York unlike other ISOs does not publish what the total capacity supply is for each month or season. The "curtailable load" portion of the equation has had a significant impact on capacity requirements but as yet it is unknown what the total impact is. This new capacity supply is effectively increasing the supply of available capacity. Quoting generation capabilities and load requirements excludes curtailable load and other demand response mechanisms, the exclusion of these factors grossly misrepresents supply conditions. Total capacity and spare capacity after the completion of all the capacity auctions is information essential to the economics for developers who are developing or constructing generation in NYC and other areas in NY. There is only a set amount of capacity required in New York and New York City, adjustments in price do not increase demand as they would in other commodities. Assumptions that supplies are tight and developers can rely on capacity payments to contribute to fixed cost recovery are severely overstated. There is a significant surplus of capacity in NYC alone, at a minimum there is well over 800 MW of spare capacity that we can account for as a result of the recent auctions. How much more capacity is out there? Market participants require this information to assess the economics to develop and build new generation facilities. If capacity payments are being included in project economics then this will have a significant impact on the viability of projects if those capacity payments are not there. This information needs to be published. Joe
Q: What is a potential subject line for this email?
answer:
Capacity Totals