Message-ID: <30526378.1075851652416.JavaMail.evans@thyme> Date: Wed, 3 Oct 2001 13:07:21 -0700 (PDT) From: alan.comnes@enron.com To: jeff.dasovich@enron.com Subject: RE: Mark to Market of DWR Contracts Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Comnes, Alan X-To: Dasovich, Jeff X-cc: X-bcc: X-Folder: \Dasovich, Jeff (Non-Privileged)\Dasovich, Jeff\Inbox X-Origin: DASOVICH-J X-FileName: Dasovich, Jeff (Non-Privileged).pst Mo, please speak up if I got this wrong. These are all power deals, some of which are gas indexed. The gas deals are above market because they include capacity payments and/or have heat rates that are above current maket levels. GAC -----Original Message----- From: Dasovich, Jeff Sent: Wednesday, October 03, 2001 12:58 PM To: Comnes, Alan Subject: RE: Mark to Market of DWR Contracts Importance: High Am I reading this right? The gas contracts are $5B out of the money (from CA's perspective)? Are they straight gas deals? -----Original Message----- From: Comnes, Alan Sent: Wednesday, October 03, 2001 12:47 PM To: Alonso, Tom; Alvarez, Ray; Badeer, Robert; Belden, Tim; Blair, Kit; Calger, Christopher F.; Choi, Paul; Dasovich, Jeff; Driscoll, Michael M.; Fischer, Mark; Foster, Chris H.; Gang, Lisa; Guzman, Mark; Hall, Steve C. (Legal); Heizenrader, Tim; Kaufman, Paul; Mainzer, Elliot; Mallory, Chris; Malowney, John; Mara, Susan; Motley, Matt; Perrino, Dave; Platter, Phillip; Rance, Susan; Rawson, Lester; Richter, Jeff; Rosman, Stewart; Savage, Gordon; Scholtes, Diana; Semperger, Cara; Stokley, Chris; Swain, Steve; Swerzbin, Mike; Symes, Kate; Walton, Steve; Williams III, Bill Subject: Mark to Market of DWR Contracts Tim asked me to forward this to West Desk traders. Prepared by Mo Elafandi and Heather Dunton, it showsw who's in the money with DWR at this point, based on executed contracts Alan Comnes << File: Stranded Cost Analysis Structuring Confidential3.xls >>