Message-ID: <23010061.1075848062270.JavaMail.evans@thyme> Date: Fri, 18 May 2001 11:55:00 -0700 (PDT) From: michael.tribolet@enron.com To: jeff.dasovich@enron.com, skean@enron.com, james.d.steffes@enron.com, richard.shapiro@enron.com Subject: RE: Core/Noncore Analysis Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: "Tribolet, Michael" X-To: "Dasovich, Jeff" , , "Steffes, James" , "Shapiro, Richard" X-cc: X-bcc: X-Folder: \Steven_Kean_June2001_3\Notes Folders\California - working group X-Origin: KEAN-S X-FileName: skean.nsf All: Attached is the latest version. Note the average price of power assumed purchased by the DWR, if smoothed to a fixed price equivalent for the 9.5 years beginning 7/1/01, is $106/mwh and $104/mwh if DWR's forward price curves are used. We used a range of $82.75 to $104/mwh in our sensitivity page. The $82.75 is the mid-point between Henwood and DWR curves. Enron's curves are significantly lower on the back-end. The other switch is for the allocation of the past utility purchases: 1) one pro rata, and 2) one where the non-core shares prorata, plus half the core's portion. DWR past purchases are handled pro rata in both scenarios. Regards, Michael <> > -----Original Message----- > From: Dasovich, Jeff > Sent: Friday, May 18, 2001 4:53 PM > To: skean@enron.com; Steffes, James; Shapiro, Richard > Cc: Tribolet, Michael > Subject: Core/Noncore Analysis > > Michael Tribolet and I (about 99% Michael) have put together a rough > cut analysis of the core/noncore structure, and some scenarios > Hertzberg has asked for. Hertzberg's expecting some info from us on > Monday (and I'm sure that he'll want more scenarios, too). Are you > available first thing Monday morning to be briefed on the analysis, my > conversations with Hertzberg, what Hertzberg's strategy is, etc.? - m010508c.xls