Enron Mail

From:jeff.dasovich@enron.com
To:mike.smith@enron.com
Subject:RE: Risks
Cc:
Bcc:
Date:Tue, 25 Sep 2001 14:14:13 -0700 (PDT)

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)