Message-ID: <9639882.1075851014883.JavaMail.evans@thyme> Date: Wed, 27 Sep 2000 10:21:00 -0700 (PDT) From: steven.kean@enron.com To: jeff.dasovich@enron.com Subject: Digital Power Demand: JP Morgan Report Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Steven J Kean X-To: Jeff Dasovich X-cc: X-bcc: X-Folder: \Steven_Kean_Oct2001_2\Notes Folders\Attachments X-Origin: KEAN-S X-FileName: skean.nsf See if there is anythiing of use in here for your high tech group messages. ----- Forwarded by Steven J Kean/NA/Enron on 09/27/2000 05:21 PM ----- Rob Bradley 09/25/2000 10:31 AM To: Margaret Carson/Corp/Enron@ENRON, James D Steffes/NA/Enron@Enron cc: Mark Palmer/Corp/Enron@ENRON, Steven J Kean/NA/Enron@Enron Subject: Digital Power Demand: JP Morgan Report The JP Morgan report below gives further credence to the Mills/Huber thesis of digital-age power growth. The in-the-trenches story is different from some of the academic studies by the conservation mavens. - Rob - jp morgan.pdf