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Enron Mail |
The meeting has been moved to tommorow at 11:00 am. We can discuss these =
issues before the meeting. -----Original Message----- From: =09Herndon, Rogers =20 Sent:=09Thursday, October 18, 2001 8:44 AM To:=09Presto, Kevin M. Subject:=09FW: Presentation: URM Kevin - I will be in Dallas today and will miss our weekly meeting. Dale has a ver= y good presentation for the group. If you would like Berney to attend on m= y place let him know. =20 Other issues: =20 I left Janet a voice mail y-day on LSE's and she returned it saying she wan= ted to discuss with me this am and that they have already allocated those L= SE's to deals. I have asked Joe to come up with all of our alternatives in= order to get additional LSE's and to provide me with detailed reasons why = we need them. I don't want to make this into too big of a deal so we will = assess all options. =20 Site Profile: Vlady and Woulfie feel that they need to be able to buy/sell shaped swaps t= o manage their "risk". I don't think so. Essentially, they had proposed t= hat they can look at all commodity deals that get executed and "keep" part = of the deal for their book. I told them that this was ludicrous. They eve= n indicated that they might want to just buy certain hours for certain mega= watts. My position is that 1) they do not need to trade swaps - shaped or = not - to manage their portfolio as the forecast should always contain their= best view of the market and outright swaps would be VAR increasing, 2) onl= y one desk - the commodity desk - should manage shape, 3) i do not offer sh= aped products as a tradeable product at this time 4) they already will own/= manage products that best mitigate their risks and that I would have to buy= to cover - DG, Load Curtailment, DSM, etc. Anyway, I have had several dis= cussions with them and I think Vlady understands where I am coming from. I= n case this comes up you will know my thoughts. Load Forecasting: I need to spend some time with Tim, Jeff, Ozzie, Vlady, = Woulfe, but I really would like to see us roll Retail Load Forecasting (Mik= e Frazier) into ROC. Who officially owns ROC (Lloyd?). I will be available buy cell or pager if you need me. RH -----Original Message----- From: =09Furrow, Dale =20 Sent:=09Thursday, October 18, 2001 7:46 AM To:=09Lavorato, John Cc:=09Belden, Tim; Herndon, Rogers Subject:=09Presentation: URM John, Tim and Rogers asked me to put together a presentation on URM for you and t= he Thursday meeting. I'm finishing it now. If we have time on the agenda = (figure about 1/2 hour--14 slides) I'd like to do it today. Please let me = know. Thanks, Dale
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