Message-ID: <15175508.1075851616751.JavaMail.evans@thyme> Date: Tue, 25 Sep 2001 14:14:13 -0700 (PDT) From: jeff.dasovich@enron.com To: mike.smith@enron.com Subject: RE: Risks Mime-Version: 1.0 Content-Type: text/plain; charset=ANSI_X3.4-1968 Content-Transfer-Encoding: 7bit X-From: Dasovich, Jeff X-To: Smith, Mike X-cc: X-bcc: X-Folder: \Dasovich, Jeff (Non-Privileged)\Dasovich, Jeff\Sent Items X-Origin: DASOVICH-J X-FileName: Dasovich, Jeff (Non-Privileged).pst Thanks. -----Original Message----- From: Smith, Mike Sent: Tuesday, September 25, 2001 4:08 PM To: Dasovich, Jeff Cc: mday@gmssr.com; Wu, Andrew; Mara, Susan; Higgason, Kelly Subject: Re: Risks I think these are the areas we identified. Thanks. From: Jeff Dasovich/ENRON@enronXgate on 09/25/2001 04:06 PM To: mday@gmssr.com@SMTP@enronXgate, Mike D Smith/HOU/EES@EES, Andrew Wu/HOU/EES@EES, Susan J Mara/ENRON@enronXgate, Kelly Higgason/HOU/EES@EES cc: Subject: Risks Before providing more elaborate descriptions, wanted to try to get a complete--but stripped-down--list of the key risk areas. Please add anything I may have missed, send it back, and I'll take a shot at fleshing it out. Thanks, Jeff ? Retroactivity (July 1) ? No contract renewal ? No incremental "DASR'ing", i.e., adding/subtracting load on the margin (fast food chains, for example) ? Cost allocation risk (e.g., IOU undercollection, bonds, DWR undercollection gets distributed to DA customers)