Message-ID: <314134.1075858060371.JavaMail.evans@thyme> Date: Thu, 17 May 2001 07:47:00 -0700 (PDT) From: michael.l.matthews@rssmb.com To: whalley@enron.com Subject: Calpine-any thoughts? Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: "Matthews, Michael L [PVTC]" X-To: "'Greg Whalley'" X-cc: X-bcc: X-Folder: \Lawrence_Whalley_Jun2001\Notes Folders\Notes inbox X-Origin: Whalley-L X-FileName: gwhalley.nsf Any thoughts on them- quality of management, ability to execute their aggressive growth in production capacity? Also, how much of a haircut are they due from California exposure? Michael Matthews Salomon Smith Barney First Vice President- Investments Portfolio Manager 1661 International Drive Suite 200 Memphis, TN 38120 (901)818-4224 (800)227-4146 -------------------------------------------------------------- Reminder: E-mail sent through the Internet is not secure. Do not use e-mail to send us confidential information such as credit card numbers, changes of address, PIN numbers, passwords, or other important information. Do not e-mail orders to buy or sell securities, transfer funds, or send time sensitive instructions. We will not accept such orders or instructions. This e-mail is not an official trade confirmation for transactions executed for your account. Your e-mail message is not private in that it is subject to review by the Firm, its officers, agents and employees. --------------------------------------------------------------