To all, I visited with Kam earlier today to revisit the positions in the SE book and we discovered the following: City of Madison transport: transfer to Pete's book for 10/01 and forward MGAF transport: write down 2007-2020 position. Loss of about $500K - Scott as we spoke, I'll take the blame LRC/Stringray positions: Kam to review and explain Annuity: Origination total of about 90K, net with 500 loss from above Alagasco: Tammi deal, Sonat Tier 2 position Others: As I explained to Kam, any gain from closing this book should be transferred for the account of Jared Kaiser Bank of America ABA 0011.....just kidding! It comes from sitting by Sandra too long. Kam - thanks for your help and let me know if you need my help. As well, please reply if I have not covered all issues. Regards,
Q: What is a potential subject line for this email?
answer: SE Book
JSavitt@nyiso.com writes to the NYISO_TECH_EXCHANGE Discussion List: Upon a subsequent reexamination of the data, the NYISO has determined that hour-beginning 7 for the 28 July 2001 real-time market was mistakenly not reserved. There might have been a metering problem resulting in the passing of some incorrect data. Consequently, the NYISO is now reserving hour-beginning 7 in the 28 July 2001 real-time market to verify the prices in that hour. The hour will be corrected or released as soon as possible. The NYISO apologizes for the inconvenience, but feels that it must reexamine that hour more thoroughly and institute corrections if necessary.
Answer: Price Reservation for 28 July Real-Time Market
Here is an email: The happy hour tonight is at the Timbewolf near Bissonnet and Kirby. It says 6 pm, but whatever. I'll probably go then. If you guys aren't ready, maybe I'll go and check it out before you guys make the trip. Mat
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A: happy hour
Q: John & Louise, I can imagine that both of you are very busy but I thought I would drop you a quick line updating you on the status of the Sundance B PPA. We received the necessary consents to split the PPA into two from both TransAlta and the Balancing Pool last week. We expect the regulation enabling the split to be passed by the Government during the week of November 12, 2001 thereby forming two units PPA's effective as of that date. Don Miller and his team are prepared to smile and dial on Monday October 29, 2001 thereby contacting the list of identified customers and initiating the process. I will send you a timeline shortly outlining the entire process from start to finish. If you have any qustions please call me. Derek
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A: Status of Sundace B PPA
IN: <<IPW091001.doc>> Good Morning, Attached, please find the latest issue of our Independent Power Weekly. Also note that today and tomorrow (9/10 and 9/11), CSFB will host a Power Generation Supply Chain Conference at the Plaza Hotel in New York City. This event is designed to provide investors with a wholistic perspective on all aspects of the sector-from coal and natural gas companies, to equipment and service providers, to the power producers themselves. The major power generators are scheduled to speak on Tuesday morning (9/11). Between 9.25 am - 11.50 am presentations will be given by the following companies: Aquila, Calpine, Mirant, NRG Energy, Orion Power, Reliant Resources and TECO Energy. In addition, at 8 am on Tuesday there will be a panel discussion focusing on the state of the generation market. Finally, at 12 pm on Tuesday Judah Rose a power market consultant with ICF Consulting will offer his perspectives on the outlook for the sector during a luncheon presentation. Summary: 1. IPPs Fall 3.7% Last week our IPP composite declined 3.7%, outperforming both the NASDAQ (-6.5%) and the S&P 500 (-4.2%). Shaw Group, which was up 14.4%, was the strongest performer in the group. AES Corp was the weakest performer, falling 10.7%. 2. Awaiting a Bottom We attribute last week's stock price performance to broader market concerns regarding the health of the macro economy and its ability to recover by the end of 2001. Our sense is that investors recognize that IPP valuations are extremely attractive. However, prior to moving aggressively back into the sector, they await some indication that stock prices have stabilized and a bottom has indeed been achieved. 3. Shell Terminates Contract with CPN; Concerns Unwarranted Following its exit from the retail marketing business, Shell terminated a 5 year 3,000 MW requirements contract with Calpine. We believe some investors concluded that this announcement had negative implication for CPN's earnings outlook and its overall hedging strategy. In our view these concerns are unwarranted for 4 reasons: 1. The Shell contract was unusual; 2. There is no earnings impact; 3. Remarketing the output will not be an issue; and, 4. The status of CPN's hedging objectives is unaffected. 4. Legal and Administrative Issues Remain for California Windfall Profits Tax Bills Recently, two bills that would impose a windfall profits tax on California generators have been advancing through the California legislature and will likely by heard on the floor of the Assembly this week. The current legislative session will end this Friday (9/14), requiring any pending bills to be passed by that time. In our view these bills are best understood as a negotiating tactic by Governor Gray Davis and Democrats in the legislature designed to extract additional concession from the FERC and the state's power generators. While we expect at least one or both of these bills to advance through the legislative process, full implementation is likely to be prevented by a number of legal and administrative impediments. Regards,

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OUT: CSFB Independent Power Weekly-Issue #42
IN: This is an email
There is a new directory for the curve files. I am trying to request access to this for the traders so they can't see the rest of our files. This should be done soon. Can you move your files to this drive today?

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OUT:
curve files