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Enron Mail |
I'll discuss tomorrow with Bob.
Jim -----Original Message----- From: Sanders, Richard B. Sent: Sunday, August 26, 2001 7:51 AM To: Steffes, James D.; 'gfergus@brobeck.com' Subject: FW: Portland General PRIVILEGED AND CONFIDENTIAL Can you guys handle this in my absence -----Original Message----- From: "Seabron Adamson" <seabron.adamson@frontiereconomics.com<@ENRON [mailto:IMCEANOTES-+22Seabron+20Adamson+22+20+3Cseabron+2Eadamson+40frontiereconomics+2Ecom+3E+40ENRON@ENRON.com] Sent: Friday, August 24, 2001 6:38 PM To: Sanders, Richard B. Subject: FW: Portland General PRIVILEGED AND CONFIDENTIAL Dan: (cc Richard Sanders and Gary Fergus) I have a document by someone named Marty Howard, who I believe may be associated with Portland General. The document was sent to me by Richard Tabors. According to the email Howard used to work for McCullough. After a very brief read through, I think it tries to show that the statistical link between prices in CA and the PNW was WEAK in peak hours. I suppose they are trying to show that the "contagion" effect from California show not be an issue? I have some problems from an initial read with the econometric analysis, but I have not yet reviewed it fully. However, it also leaves open the very possibility that was discussed earlier on the call. If there is a refund, and it is based on some notion of "PNW prices", it could be a very large one. I think we need to consider this issue quite carefully. Seabron This e-mail, and any attachments thereto, is intended only for use by the addressee(s) named herein and may contain legally privileged and/or confidential information. If you are not the intended recipient of this e-mail, you are hereby notified that any dissemination, distribution or copying of this e-mail, and any attachments thereto, is strictly prohibited. If you have received this e-mail in error, please immediately notify me at (617) 354-0060 and permanently delete the original and any copy of any e-mail and any printout thereof. Seabron Adamson Frontier Economics Inc Two Brattle Square Cambridge, MA 02138 USA Ph: (617) 354-0060 Fax: (617) 354-0640 seabron.adamson@frontier-economics.com www.frontier-economics.com
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