Message-ID: <16067259.1075851597241.JavaMail.evans@thyme> Date: Tue, 7 Aug 2001 11:49:02 -0700 (PDT) From: paul.kaufman@enron.com To: jeff.dasovich@enron.com Subject: RE: Analysis of Prices Charged for Power Sold to DWR Cc: richard.shapiro@enron.com, j..kean@enron.com, karen.denne@enron.com, linda.robertson@enron.com, susan.mara@enron.com, harry.kingerski@enron.com, d..steffes@enron.com, michael.tribolet@enron.com, paul.kaufman@enron.com, pr <.palmer@enron.com> Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit Bcc: richard.shapiro@enron.com, j..kean@enron.com, karen.denne@enron.com, linda.robertson@enron.com, susan.mara@enron.com, harry.kingerski@enron.com, d..steffes@enron.com, michael.tribolet@enron.com, paul.kaufman@enron.com, pr <.palmer@enron.com> X-From: Kaufman, Paul X-To: Dasovich, Jeff X-cc: Shapiro, Richard , Kean, Steven J. , Denne, Karen , Robertson, Linda , Mara, Susan , Kingerski, Harry , Steffes, James D. , Tribolet, Michael , Kaufman, Paul , Palmer, Mark A. (PR) X-bcc: X-Folder: \Dasovich, Jeff (Non-Privileged)\Dasovich, Jeff\Deleted Items X-Origin: DASOVICH-J X-FileName: Dasovich, Jeff (Non-Privileged).pst Jeff we talked about developing messages around PGE's pricing, etc. I'll check with the PGE folks to get a good set of facts to address this issue. Messaging is tough, but I'd suggest we focus on: (1) the total dollars at issue--$318,071 isn't a big deal; (2) PGE is 61 out of 74 in terns of total sales; and (3) PGE's took a position in the market and is selling power purchased at high prices (PGE is a net short position). The additional facts we need are how the dollars flow to Enron Corp. given PGE's power cost adjustment stipulation. -----Original Message----- From: Dasovich, Jeff Sent: Tuesday, August 07, 2001 11:13 AM To: Shapiro, Richard; Kean, Steven J.; Denne, Karen; Robertson, Linda; Mara, Susan; Kingerski, Harry; Steffes, James D.; Tribolet, Michael; Kaufman, Paul; Palmer, Mark A. (PR) Subject: Analysis of Prices Charged for Power Sold to DWR FYI. In case you haven't seen it. According to MRW's analysis for IEP, Portland General sold the highest-price power to DWR in 1Q01. But at $318,071, PGE is 61 out of 74 in terms of total sales dollars. The highest is Mirant at $706 million. Enron Power Marketing is #60 out of 74 in terms of prices charged, and #26 in terms of totals sales to DWR (about $45MM), according to the analysis. Best, Jeff -----Original Message----- From: Kaufman, Paul Sent: Tuesday, August 07, 2001 12:07 PM To: Dasovich, Jeff Subject: Analysis << File: dwr purchases analysis MEF3.xls >>