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Enron Mail |
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Attached is the latest version. Note the average price of power assumed purchased by the DWR, if smoothed to a fixed price equivalent for the 9.5 years beginning 7/1/01, is $106/mwh and $104/mwh if DWR's forward price curves are used. We used a range of $82.75 to $104/mwh in our sensitivity page. The $82.75 is the mid-point between Henwood and DWR curves. Enron's curves are significantly lower on the back-end. The other switch is for the allocation of the past utility purchases: 1) one pro rata, and 2) one where the non-core shares prorata, plus half the core's portion. DWR past purchases are handled pro rata in both scenarios. Regards, Michael -----Original Message----- From: Dasovich, Jeff Sent: Friday, May 18, 2001 4:53 PM To: skean@enron.com; Steffes, James; Shapiro, Richard Cc: Tribolet, Michael Subject: Core/Noncore Analysis Michael Tribolet and I (about 99% Michael) have put together a rough cut analysis of the core/noncore structure, and some scenarios Hertzberg has asked for. Hertzberg's expecting some info from us on Monday (and I'm sure that he'll want more scenarios, too). Are you available first thing Monday morning to be briefed on the analysis, my conversations with Hertzberg, what Hertzberg's strategy is, etc.?
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