Message-ID: <31037059.1075855707633.JavaMail.evans@thyme> Date: Thu, 14 Dec 2000 03:15:00 -0800 (PST) From: phillip.allen@enron.com To: jay.reitmeyer@enron.com Subject: Re: Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Phillip K Allen X-To: Jay Reitmeyer X-cc: X-bcc: X-Folder: \Phillip_Allen_June2001\Notes Folders\Discussion threads X-Origin: Allen-P X-FileName: pallen.nsf ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 12/14/2000 11:15 AM --------------------------- Enron North America Corp. From: Rebecca W Cantrell 12/13/2000 02:01 PM To: Phillip K Allen/HOU/ECT@ECT cc: Subject: Re: Phillip -- Is the value axis on Sheet 2 of the "socalprices" spread sheet supposed to be in $? If so, are they the right values (millions?) and where did they come from? I can't relate them to the Sheet 1 spread sheet. As I told Mike, we will file this out-of-time tomorrow as a supplement to our comments today along with a cover letter. We have to fully understand the charts and how they are constructed, and we ran out of time today. It's much better to file an out-of-time supplement to timely comments than to file the whole thing late, particuarly since this is apparently on such a fast track. Thanks. From: Phillip K Allen 12/13/2000 03:04 PM To: Christi L Nicolay/HOU/ECT@ECT, James D Steffes/NA/Enron@ENRON, Jeff Dasovich/NA/Enron@ENRON, Joe Hartsoe/Corp/Enron@ENRON, Mary Hain/HOU/ECT@ECT, pallen@enron.com, pkaufma@enron.com, Richard B Sanders/HOU/ECT@ECT, Richard Shapiro/NA/Enron@ENRON, Stephanie Miller/Corp/Enron@ENRON, Steven J Kean/NA/Enron@ENRON, Susan J Mara/NA/Enron@ENRON, Rebecca W Cantrell/HOU/ECT@ECT cc: Subject: Attached are two files that illustrate the following: As prices rose, supply increased and demand decreased. Now prices are beginning to fall in response these market responses.