Message-ID: <15208655.1075852137550.JavaMail.evans@thyme> Date: Mon, 15 Oct 2001 12:14:09 -0700 (PDT) From: rahul.seksaria@enron.com To: clint.dean@enron.com, greg.trefz@enron.com, steve.wang@enron.com, doug.gilbert-smith@enron.com Subject: Valuing ERCOT Industrial Load Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Seksaria, Rahul X-To: Dean, Clint , Trefz, Greg , Wang, Steve , Gilbert-smith, Doug X-cc: X-bcc: X-Folder: \CDEAN (Non-Privileged)\Dean, Clint\Inbox X-Origin: DEAN-C X-FileName: CDEAN (Non-Privileged).pst I met with the Research team responsible for building a model for EES and ran through the model. The model can be used to value ERCOT deals or at least we can use it as a benchmark for pricing. I have attached a document that summarizes what EES is using the model to price, and how we can use it to price our deals. I am out tomorrow but will be back in the office Wed. morning. Research is looking at historical ERCOT prices and customer load data (TXI). I will set up a meeting on Wednesday to further discuss the model and other issues associated with deal valuation. Call me on my cell if you need to reach me, (832) 275-8212 Regards Rahul Seksaria Enron Corp 1400 Smith Street, Ste 3152A Tel: (713) 345-8801 Fax: (713) 646-3037