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A few comments. Also, I reorganized the format extensively for what I
thought was a better flow. I didn't mark the changes, because it got too confusing. You can incorporate Christi's revisions with mine. I was just about through when I got her message, so I didn't try to start over. Please call me at X.35840 if you have any questions. Jennifer Thome@ENRON 05/23/2001 08:13 AM To: Rebecca W Cantrell/HOU/ECT@ECT, Christi L Nicolay/HOU/ECT@ECT cc: James D Steffes/NA/Enron@Enron, Ban Sharma/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Jeff Dasovich/NA/Enron@Enron, Joe Hartsoe/Corp/Enron@ENRON, Ray Alvarez/NA/Enron@ENRON, Nancy Bagot/OTS/Enron@ENRON, Janel Guerrero/Corp/Enron@Enron Subject: Talking points on gas in CA Becky and Christi: Attached are revised talking points on natural gas in CA. I have made revisions to reflect our discussion yesterday (e.g., no price caps, basis differential is not explained by transportation costs, etc.). As discussed, I hope to get input from the gas fundamentals group tomorrow and finalize this document by Friday. I welcome your feedback. Jennifer 5-3550
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