Message-ID: <2525285.1075859047890.JavaMail.evans@thyme> Date: Thu, 18 Oct 2001 13:38:46 -0700 (PDT) From: no.address@enron.com To: tracy.geaccone@enron.com Subject: Re: 4 Quarter Update Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Michael Anderson/HOU/AZURIX@ENRON X-To: Geaccone, Tracy X-cc: X-bcc: X-Folder: \TGEACCO (Non-Privileged)\Geaccone, Tracy\Inbox X-Origin: Geaccone-T X-FileName: TGEACCO (Non-Privileged).pst Tracy- I will see if we have any updates, although I doubt we would change the number from last we met. I believe the presentation of the numbers has caused some confusion. We are forecasting a (5.2) recurring loss, plus a (13.8) loss on Marlin, totaling (19.0) loss. I think you added the 19 and the 5.2 to get to the 24.2 you have listed below. The correct total is (19.0). Tracy Geaccone/ENRON@enronXgate 10/18/01 11:48 AM To: Jeffrey E Sommers/ENRON@enronXgate, Kirk Stevens/ENRON@enronxgate, Valerie Giles/ENRON@enronxgate, Tod A Lindholm/ENRON@enronXgate, Michael Anderson/HOU/AZURIX@AZURIX, Thomas Meers/ENRON@enronXgate, Erin Copeland/ENRON@enronXgate, Keith Dodson/ENRON@enronXgate cc: Rod Hayslett/ENRON@enronXgate Subject: 4 Quarter Update Rod and I are meeting with Stan Monday afternoon, October 22, to talk about the 4th Quarter. I have listed below the latest IBIT impact to Enron for the 4th Quarter that I have. Please let me know if there are any changes and provide any variance explanations if necessary. PGG $28.0 EREC $53.2 Azurix ($24.2) including Marlin Clean fuels ($21.1) EGAS ($14.1) EEOS ($26.6) Thanks Tracy