Message-ID: <20803525.1075848248249.JavaMail.evans@thyme> Date: Thu, 10 May 2001 02:38:00 -0700 (PDT) From: steven.kean@enron.com To: nicholas.o'day@enron.com Subject: Re: Tokyo Presentation 15 May Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Steven J Kean X-To: Nicholas O'Day X-cc: X-bcc: X-Folder: \Steven_Kean_June2001_5\Notes Folders\Sent X-Origin: KEAN-S X-FileName: skean.nsf I think the presentation looks fine, but consider adding this: there is real risk to utilities (as well as customers) in continuing a regulated regime. The California utilities have been pushed into or to the brink of bankruptcy