Message-ID: <11786551.1075854450586.JavaMail.evans@thyme> Date: Tue, 18 Jul 2000 12:34:00 -0700 (PDT) From: david.delainey@enron.com To: don.miller@enron.com Subject: DPL Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: David W Delainey X-To: Don Miller X-cc: X-bcc: X-Folder: \David_Delainey_Dec2000\Notes Folders\Discussion threads X-Origin: Delainey-D X-FileName: ddelain.nsf Don, go ahead and set it up - what have been discussing with them on the gas side? Did CSFB tell them about the $400 Kw capital cost plus the three year transistion agreement for $4.00 kw/m? Tell Beverly or Kay to make time for next week if Mr Forster can make it. Regards Delainey ---------------------- Forwarded by David W Delainey/HOU/ECT on 07/18/2000 07:27 PM --------------------------- Don Miller 07/18/2000 07:26 PM To: David W Delainey/HOU/ECT@ECT cc: Subject: DPL Dave, CSFB spoke with DPL today. Pete Forster (chairman) said he wants to meet with you to discuss peakers and other opportunities on the trading and marketing side. Besides 3200 MWs of Ohio regulated assets, DPL has a peaking strategy in ECAR and today has 400-500 MWs in development (interesting to have peaking strategy with no T&M). They would like to look at our peakers to supplement strategy. Forster didn't flinch when they said $400 kW is the ballpark number. More interestingly, Forster went into his desire to talk with you about other ideas relating to T&M. Forster suggested 27th or 28th of July for the meeting. You are more open on the 28th. It appears Forster may be open to coming down here. He wants CSFB and us to co-ordinate meeting schedule. CSFB is DPL's main advisor, and the guys that negotiated the KKR deal a while back. Apparently we are talking with these guys on the gas side. Regards, Don