Message-ID: <27021044.1075844970697.JavaMail.evans@thyme> Date: Tue, 8 May 2001 04:37:00 -0700 (PDT) From: stanley.horton@enron.com To: peggy.fowler@enron.com Subject: Business Review Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Stanley Horton X-To: PEGGY FOWLER X-cc: X-bcc: X-Folder: \Stanley_Horton_2\Notes Folders\Sent X-Origin: HORTON-S X-FileName: shorton.nsf After returning home and reviewing the material handed out at the PGE business review, there are two areas that I think I need to understand better. The first is PGE's energy positions going forward and the financial exposures to changing prices. The second is the rate case. I would be happy to return to Portland to get a more in depth review with a much smaller cast of players. I am open to suggestions from you. Given the status of the divestiture process, Jeff wants to make sure he (and subsequently I) have a good handle on these two important issues. Thanks!