Message-ID: <8991669.1075855710977.JavaMail.evans@thyme>
Date: Thu, 12 Apr 2001 03:09:00 -0700 (PDT)
From: phillip.allen@enron.com
To: jeff.richter@enron.com, tim.belden@enron.com, tim.heizenrader@enron.com
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Here is a simplistic spreadsheet.  I didn't drop in the new generation yet, 
but even without the new plants it looks like Q3 is no worse than last year.
Can you take a look and get back to me with the bullish case?

thanks,

Phillip