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Enron Mail |
Just fyi, I'm trying to find any email traffic I received as it relates to =
Duran's inferences. So far, this is the only one I could find. No action ne= eded on your side, just wanted you to see what I have seen on my end. Also, I met with Mark Bernstein yesterday to discuss a few deals and he we= nt through the "Wholesale PPA restructuring " that Duran referred to in the= PRC. It sounds like we didn't hear the whole story at all, because Mark wa= lked me through the agreement with Dave Duran specifically on this deal si= nce it included both retail and wholesale aspects to it, and Dave wanted Ma= rk Bernstein's specific involvement since Mark originated it in the first p= lace. They even agreed to work together and if a deal was consummated, they= would split the resulting earnings 50/50 between the groups. I was not at = all aware of this, but am very disappointed in Duran's use of partial infor= mation in the PRC. The more I am looking into the "noise" issue, the more I= feel like it was unjustly used in the PRC.=20 Again, no need to act on any of this, I just want to be sure you and John a= nd Dave and I are communicating more on this stuff. I'll ask Kay to see if = she can get lunch scheduled for us next week. Thanks. ---------------------- Forwarded by Janet R Dietrich/HOU/EES on 07/31/2001 = 12:34 PM --------------------------- Mark Bernstein 07/31/2001 11:09 AM To:=09Janet R Dietrich/HOU/EES@EES cc:=09=20 Subject:=09NU EES-ENA Coordination Hi Janet, Per your request. thanks, Mark 3-7516 ---------------------- Forwarded by Mark Bernstein/HOU/EES on 07/31/2001 11= :08 AM --------------------------- Mark Bernstein 07/02/2001 04:25 PM To:=09John Llodra/Enron@EnronXGate cc:=09David W Delainey/HOU/EES@EES, Janet R Dietrich/HOU/EES@EES, Mark S Mu= ller/HOU/EES@EES, Jeff Ader/HOU/EES@EES, W David Duran/Enron@EnronXGate, Ma= rk Bernstein/HOU/EES@EES=20 Subject:=09NU EES-ENA Coordination =09=09 Hi John, Tonight, I am sending you the material we receive from NU regarding their m= arket based contracts via Fedex (#802432049929). The market based contracts= constitute NU's obligations (350MW) to serve Municipalities as a part of = their standard offer obligation, which is currently served by Select. This = is a wholesale opportunity that we came across during our discussions with = NU regarding customer access, green power contracts and other retail opport= unities. NU is very interested in the retail transaction and has taken the = initiative to bring it to closure. Confidentiality agreements have been si= gned, information has been exchanged and we are pricing and discussing stra= tegies for regulatory approvals. It is imperative that NU is not confused o= r distracted at this time from the transaction at hand by the many differen= t directions that Enron can sometimes pull customers. I am sure that you wi= ll be most sensitive in your discussion with NU this week and limit them to= only those opportunities that are not mutually exclusive to the retail tra= nsaction we are working on. Especially in light of our recent customer acce= ss success with National Grid (Mass. Electric), NU is key to keeping the mo= mentum going. Good luck with the market based contracts and lets make sure = we over-communicate so that NU is not caught in the middle. Thanks, Mark 3-7516
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