Message-ID: <27376808.1075855711000.JavaMail.evans@thyme>
Date: Thu, 12 Apr 2001 03:34:00 -0700 (PDT)
From: phillip.allen@enron.com
To: john.lavorato@enron.com
Subject: 
Mime-Version: 1.0
Content-Type: text/plain; charset=us-ascii
Content-Transfer-Encoding: 7bit
X-From: Phillip K Allen
X-To: John J Lavorato
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 04/12/2001 
10:33 AM ---------------------------
   
	
	
	From:  Phillip K Allen                           04/12/2001 08:09 AM
	

To: Jeff Richter/HOU/ECT@ECT, Tim Belden/HOU/ECT@ECT, Tim 
Heizenrader/PDX/ECT@ECT
cc:  
Subject: 



Here is a simplistic spreadsheet.  I didn't drop in the new generation yet, 
but even without the new plants it looks like Q3 is no worse than last year.
Can you take a look and get back to me with the bullish case?

thanks,

Phillip