Message-ID: <28769812.1075845478108.JavaMail.evans@thyme> Date: Tue, 5 Jun 2001 22:49:00 -0700 (PDT) From: greg.whalley@enron.com To: john.lavorato@enron.com Subject: Re: FW: Enron Everywhere Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Greg Whalley X-To: John J Lavorato X-cc: X-bcc: X-Folder: \Greg_Whalley_Oct2001\Notes Folders\'sent mail X-Origin: WHALLEY-G X-FileName: gwhalley.nsf don't know about the relationship with dave, you'll have to work on that one. i will talk to stan, but i can't believe he has any interest in developing power plants anywhere. Portland General did just get a dash approved for building about 45 mw in oregon. Stan Horton called me about it, and he was going to have someone in Portland (i'll remember the name in a minute) call tim belden about our fundamental analysis of the region. Stan also mentioned the there is an unregulated side of PGE that is enterring into these transactions. He wondered if that part of PGE should belong in EWS. Talk to tim and we'll decide how to approach that next week. From: John J Lavorato/ENRON@enronXgate on 06/05/2001 10:14 AM To: Greg Whalley/HOU/ECT@ECT cc: Subject: FW: Enron Everywhere Fun Fun Fun -----Original Message----- From: Calger, Christopher F. Sent: Wednesday, May 30, 2001 11:20 AM To: Lavorato, John Subject: Enron Everywhere John, I hate to whine, but... EES: Duran and I talked with Delainey yesterday. It seems as though we are setting up one centralized trading/risk function but we will have overlapping origination functions. I am sure I can work with whatever arrangement you make with Dave, but it seems as though we will be tripping over each other in the market. Industrial coverage seems easy, but they want to call on IOU's and Munis in order to buy customers. These are fundamentally large, structured short positions that are very similar to what we have been and are pitching. Transport/Operations: Eric Gadd came back from London and reports to Stan Horton. He heads up an Asset Development group that is focusing on, among other things, power plant development in the southwest. This sounds crazy - do you want to call Stan or should I? Portland General: They are developing generation in Oregon that is competing with one of our projects. No one in RAC has heard of this yet. Not a big deal, I will call Peggy Fowler, but thought you should be aware. Regards, Chris