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dasovich-j | Rick: With everything else going on, I apologize for raising this issue, but I'm concerned that if I don't, it may fall through the cracks. I just realized over the weekend that within the next few weeks, I will have paid the full balance on tuition for the Fall 2001 semester in Berkeley's MBA program that I've been in... |
dasovich-j | at the all-employee meeting, someone just asked Lay if he was on crack. broke the place up. |
dasovich-j | Maybe the best thing for you to do is take a cab from the Hyatt to the Burbank airport Monday morning. My flight arrives on Southwest (from Oakland) at about 8 AM. I've rented a car. Then we can drive to Edison from there (it's about 30 minutes from the airport), east of Pasadena on 10. Then I can drive you back with m... |
dasovich-j | Does it make sense to have a quick call (15-30 minutes) just to update you on the status of Edison/PG&E talks, what's going on at the PUC, etc.? Let me know. Today looks pretty good for me to try to do it. |
dasovich-j | Couple of additional pieces of information: In conjunction with the issue paying ESPs past due PX amounts, Edison has affirmed that it will be making a proposal regarding how it wants to calculate the PX credit going forward. It remains unclear whether Edison will try to fold controversial issues into negotiations on g... |
dasovich-j | Firms Push Edison Near Bankruptcy Energy: Power generators ask firm to spell out how they will be repaid hundreds of millions of dollars for purchases under deregulation plan. By NANCY VOGEL and JERRY HIRSCH TIMES STAFF WRITERS September 29 2001 SACRAMENTO -- Five big energy companies owed hundreds of millions of dolla... |
dasovich-j | Thanks for the invite, but I have class. She have a job yet? |
dasovich-j | Also, GWF is a QF developper from back in the days when QFs roamed the earth. Rather small player at that as best as we can tell. |
dasovich-j | Dan: Please add California Cast Metals Association to the list of signatories. Thanks. |
dasovich-j | Yes. I called him yesterday after the call and filled him in on all the details. So he's up to speed; but feel free to forward. |
dasovich-j | Got your message. As soon as I get a hold of Williams--not sure where he is--we'll have the call. Hopefully we can do it within the next 30 minutes or so. That work for you? And when it happens, I can conference folks in using my phone. What's your direct dial. |
dasovich-j | shoot me a draft of the withdrawal before you send it in so i can say that i reviewed prior to submission. thanks. |
dasovich-j | Just wanted to make sure that you have seen the announcement about the move, the meeting (on the 18th) they're having to explain and the brief description. If not, let me know and I'll fax it to you. And unless you have any objections, I'm seriously considering attending the meeting, since this has been one of the bigg... |
dasovich-j | nope. will keep trying... |
dasovich-j | Hi Lydia: Could you let me know what time in the afternoon of November 13th works with Brad's schedule? Will need 60 minutes. Thanks very much for your help. |
dasovich-j | Will do. Computer just got back up! |
dasovich-j | hmmm. my understanding is that prentice has a full plate this weekend, but don't know her precise schedule, so I was going to the dome to meet with dottie's cousin and the apple tree guy, and try to make some more progress finishing the cabin. |
dasovich-j | fear not o boisterous one. you know that eggers is speaking in SF in the fall, right? Colleen Silva <Csilva@redsky.com> 07/10/2001 02:50 PM To: "'Jeff.Dasovich@enron.com'" <Jeff.Dasovich@enron.com> cc: Subject: RE: hey whassup? darling boy- i'm never mad at you, never ever, and i really do adore you to death and foreve... |
dasovich-j | See story below. State completes history's largest municipal-bond sale California's treasurer executed the largest single sale of municipal bonds in U.S. history Tuesday -- a $5.7 billion offering aimed at covering cash shortages linked to the state's energy crisis. The sale -- coming in an environment of record-low in... |
dasovich-j | FYI. I ran into Bryson last Friday. He told me (insisted, in fact) that Edison was paying everyone in February. He told me (insisted, again) that they would have all necessary approvals from the PUC in the next several weeks. He said that once those approvals are in place, they'll quickly get financing in place to ensu... |
dasovich-j | i'm back. 415.782.7822. |
dasovich-j | Looks like the market ain't crazy about our 10Q. You get the go ahead from Whalley on PG&E? |
dasovich-j | That makes at least two of us! Hope you're doing well. We intend to continue to fight vigorously to re-instate direct access in California. Hope we'll be able to work together to get choice back. |
dasovich-j | Here's where I left off: At least 3 things that need to be included: 1. Port exercises prepay. 2. ABM sells lease (capital gains?). 3. Depreciation expense/benefit. Take a peek and let me know what you think. Kisses, |
dasovich-j | I think Sue should come down with something (I know I would). Horowitz? Eegads. He will be relentless... Looks like this group likes a good food fight. |
dasovich-j | In a speech last night at Standford's Hoover Institution, Abraham announced the money to Upgrade Path 15 and said it should be completed by '03. Said a consortium of IOUs (including PG&E), munis and generators will participate. Press is also reporting this morning that Davis administration is confirming that it's tryin... |
dasovich-j | In the constant state of "blur" I'm in, I somehow unintentionally left you off the note. Your comments/thoughts/feedback is of course greatly appreciated. |
dasovich-j | talked to roger again. give me a call when you get a chance. |
dasovich-j | Really don't want to write anymore notes. while he's a friend, and i've known him since he was a lowly VP, sending lots of emails to CEOs, even in a flat org. like enron, is, well, bad form. let's see what happens. just let ian know that there's a chance that the meeting might take place prior to the EES debrief. The c... |
dasovich-j | andy: don't you have a cell phone? jeff |
dasovich-j | Seriously? (I'd be happy |
dasovich-j | Assume for now at least that the currently allocation stands pat. Pretty crazy, huh? Gotta hand it to Loretta Lynch. |
dasovich-j | Eldon called me this morning informing me that it's their anniversary this weekend. As such, I sort of tossed any other plans out the window and told him that we'd definitely be around. As such, I was wondering if you guys planned to do the same, and if so, (following up on your note Scott), it would be totally fucking... |
dasovich-j | FYI. Indicates where CMTA is on key bills working their way through California's wacked out Legislature. |
dasovich-j | You're a good man. Thanks. You may regret having offered, though, since there's an extremely good chance that I'm likely to take you up on it. |
dasovich-j | give me 3 dates (very soon) and promise that you won't cancel, change, modify, reschedule, delay, postpone, or amend. I'll find out which one works. when you leaving for NYC? the movie sounded VERY funny (from the riotous laughter i heard). and those menus really do look good--maybe you could get by by giving your mom ... |
dasovich-j | No problem. I'll let them know. |
dasovich-j | Send what? Nothing was attached. |
dasovich-j | I was trembling. I mean, it read like a chilling cold-war spy novel. Can barely write. I'm quivering all over.... |
dasovich-j | Here is some additional information since the circus closed down in Sacramento on Saturday morning. The Senate adjourned early Saturday morning, closing out both the regular session and the second extraordinary session. The Assembly adjourned a few hours later, closing the regular session, but NOT the second extraordin... |
dasovich-j | Hope you're well. best, |
dasovich-j | Only couple brief comments on the version that includes Edison's comments: Under the definition of "Spot Market Service" it now reads: This service is available for Large Customers and Medium Customers whose service from a Direct Access provider has been interrupted, or who have failed to elect or be deemed to elect ei... |
dasovich-j | Man, makes California look like a second rate circus. You two are having all the fun. Surprisingly refreshing to hear that Massey put it to them. |
dasovich-j | No intent to make people pay twice. Anticipated that Edison might not want to be at risk for costs associated with retail gen service (e.g., AS, GMC, shaping) while only allowed to charge the wholesale price. Any changes necessary to ensure no double counting are welcome. Also, if 30 days seems to short to for some cus... |
dasovich-j | She's gotta be freaking. Can you imagine going through this twice!? |
dasovich-j | I'd like to keep this confidential, but someone inside PG&E's gas group (for what it's worth) told me that participants will have a choice under PG&E's proposed extension of its Gas Accord. Either the participant can retain the capacity for the term of the extension (less the cost escalators in the original deal) or re... |
dasovich-j | Got your message. Call when can. You at the Supremes now? |
dasovich-j | FYI. Martin may be interested. |
dasovich-j | Thanks. Did he change companies, or just phone numbers? |
dasovich-j | I took a quick look. In short: --create regulatory asset out of the PX credit --collect on utility bills as dedicated rate component --silent on who should pay the charge. |
dasovich-j | Got your message. Likely makes sense to also call Evie Elsesser and Dan Carroll. Let me know if there's anything else. |
dasovich-j | Craver will head up any of these specific deals that Edison enters into. I've known Fielder for a long time (very much the company guy, but pretty easy to work with). I've met Craver, but don't know him as well as Fielder. Won't be a stretch to get a meeting with Craver if we choose to do it. Edison is the counterparty... |
dasovich-j | Greetings Ms Kahl: Few things: 1) No, I'm not looking for employment in the face of Enron's current financial "challenges." 2) Could you forward Michael's email address to me? 3) Are you aware of what Edison's going to be proposing at the PUC on Nov. 7th w.r.t. how it intends to recoup its "undercollection" under its s... |
dasovich-j | Missed the analyst call. What was your take? And you hearing that Lay's calling Edison today? |
dasovich-j | Greetings; I've tried to accommodate everyone's comments, but there's still a hole or two. In addition, seems that the letter would benefit from a bit more editing to make it shorter. Richard, note that I've left a place holder in the opening paragraph to fill in a summary of our arguments and the conditions under whic... |
dasovich-j | It's going to be extremely difficult for anyone who has consumed electricity to avoid paying for it. It will be particularly difficult for Enron to exempt itself from costs incurred by the state on behalf of Enron's customers. Prior to us pushing amendments on this bill, can we discuss on the 11:30 call today. Harry an... |
dasovich-j | Didn't work. Was it in yesterday's gas daily? If so, I can access it. Thanks very much for your help. |
dasovich-j | Here it is. It's somewhat quick, but I don' t know what your timeline is (hopefully quick). Let me know what you think (hope you don't mind that I modified your title). Any word from Loretta re: whether a letter from big customers would help in the fight against tantrums from Angelides? |
dasovich-j | Sweet. Thanks. |
dasovich-j | Had a long chat with UC that I'd like to pass along, and a couple of additional issues arose in the course of the talk that I'd also like to discuss. Is it possible to talk for 15 minutes first thing in the morning. |
dasovich-j | Greetings: First, thanks for the pizza. Second, in line with the "role play" that you described in class and in the handout for the project, we took your direction to heart and tried to make our presentation slides very free of jargon, spreadsheets, reams of numbers, etc.. Given the end-of-semester work load, we, like ... |
dasovich-j | You won't believe this. Jerry Bloom left me a message. Wants to talk, though I wouldn't get my hopes up. I'll let you know what he says. |
dasovich-j | Ain't got it yet. 415.782.7854. Thanks a million. |
dasovich-j | Edison Utility Rescue-Plan Session Set for Oct. 9 by Davis By Michael B. Marois Sacramento, California, Sept. 27 (Bloomberg) -- A special legislative session to consider a rescue package for Edison International's insolvent California utility won't begin until Oct 9., aides for Governor Gray Davis said. The governor ha... |
dasovich-j | This story reflects fairly well the debate underway regarding the DA suspension date. The Treasurer, Angelides, is taking a hard line. We are working with others to get the date pushed back. California PUC staff has started calling around trying to estimate how many customers have very recently switched or are trying t... |
dasovich-j | fyi. sue's at home. try her cell phone 415.902.4108. best, |
dasovich-j | Thank you Robert for pointing that out. I think there is/will be an opportunity--if we can ever get paid, and if we can ever comfortable from a credit standpoint--and my apologies for not having flagged that sooner. Too many balls.........in the air. |
dasovich-j | Fielder agreed to sit down and talk as soon as we'd like. He said that his "legal and tariff guys" told him that "they're on solid ground"; but John admitted that doesn't mean that Edison "is right." I told him that his lawyers and tariff people may think they're on solid ground with the PUC, but that in no way means t... |
dasovich-j | Thanks for your efforts, thanks for trying, and thanks for your strong sense of decency. If there's anything whatsoever I can do to assist, don't hesitate. |
dasovich-j | Will do. Ain't got a chance to call him yet, but will do so by COB today. Agree we need to get it nailed down, period. |
dasovich-j | FYI. Utility recent submissions to PUC regarding DASR process under 09.20.01 DA suspension. |
dasovich-j | LADWP, Run By Davis Adviser, Cashed In On Calif Crisis Dow Jones Capital Markets Report via Dow Jones By Jason Leopold Of DOW JONES NEWSWIRES LOS ANGELES (Dow Jones)--On a single day in June 2000, the Los Angeles Department of Water and Power, the largest municipal utility in the country, raked in $5 million selling Ca... |
dasovich-j | The state treasurer sent a letter this afternoon to Loretta Lynch. The treasurer claims in the letter that, by extending DA through Sept. 20th, the PUC could have shifted more than $8 billion to small customers. He urges Lynch to immediately roll back the date to July 1. We have started working with large customers to ... |
dasovich-j | Great first cut. Thanks very much. Keep 'em coming. |
dasovich-j | Thank you so much for all you've done for Annie. You know that I've really come to love that crazy dog, and it meant a lot that you and Eldon were always so caring. She is truly a lovely dog and I'll miss her immensely, but it helps that everyone was so loving. And I'm really sorry that I couldn't be there for her toda... |
dasovich-j | Below is an update from the weekend's activities. The group negotiating the core/noncore proposal met over the weekend to attempt to put the proposal into legislative language/format. The product produced thus far is generally sloppy and ill-drafted and the individual facilitating the group is working tonite to integra... |
dasovich-j | talked to karen denne. she saw presentation and agrees. she's going to call sue. |
dasovich-j | Greetings. I'm assuming that we're still on for the call. Let me know. Hope things have calmed down somewhat since the deal was announced on Friday. |
dasovich-j | Thanks, Ken. I'm focused on the letter, so it would be very helpful if you could draft some brief message points and email to me and Karen. Then the three of us can bounce them around a bit before distributing to the larger group for comment. Thanks again. |
dasovich-j | Michael Tribolet and I are scheduled to meet with Fielder on Monday, Oct 1. at 10 AM to test the waters for a possible settlement of our PX credit claim with Edison. If the Governor calls a special session to begin Oct 1, I'd guess that Edison will try to delay the meeting. |
dasovich-j | Thanks very much Mike. The sense of urgency for getting this in "the mix" is not as high as it was yesterday, though we'll still need to introduce it at some point very soon. Thanks very much. |
dasovich-j | Might be able to do Sunday morning. Eldon's going to check and see if there's a tee time. Will report back as the news breaks. |
dasovich-j | Golf, please. Though the horses sounds very inviting! Thanks a bunch. |
dasovich-j | I'm sure that by now everyone's seen the letter that Angelides sent to Loretta last Friday. If you haven't, let me know and I'll have it faxed to you. In short, Angelides blames all of the financial woes of the State on Loretta and the PUC. Specifically, he claims that by allowing DA sign-ups to extend to September 20t... |
dasovich-j | Couple thoughts. Understanding that we're really trying to get this thing done and that there's a million different ornaments one could hang on the tree (and bring the thing toppling down), I'll just throw this out for consideration. Seems that as a first-order issue, the judge is either going to approve the settlement... |
dasovich-j | Dan: I wanted to follow up on our discussion last week regarding the peaker we're helping Lodi to develop. The project is a peaker plant inside Lodi's territory, with the power sold to DWR. The deal is both price and time sensitive (no surprise there). Needs to be on line Q3/Q4, 2002, at a price that's in line with pri... |
dasovich-j | u hear about ISO? give a call. jeff |
dasovich-j | Greetings: I just talked to Marcie. She's interested, but wants some more info to examine before setting up a meeting. Aren't there some press articles about the sort of muni partnerships you want to pursue with SMUD and Anaheim? Do we have anything else that I can email to her to wet her whistle for the meeting? Will ... |
dasovich-j | Dan: The chamber of commerce (because it never really plays at the PUC) has decided to sign on to CMTA's letter that it will submit, rather than sign on to the ARM filing. Please remove them from the list of signatories. Thanks. |
dasovich-j | We continue to attempt to kill the hearing altogether. Will advise with info as it happens. |
dasovich-j | 1)Market concentration limits reduced from 40% to 30 % of available receipt point capacity. P.44 2)SoCal will be required to make available on a daily basis any unutilized firm RP capacity. P.45 3)Price Cap for secondary intrastate market set at 120 % of SoCal firm rate. This is the same cap that applies to SoCal.P.46 ... |
dasovich-j | Thanks for forwarding them along. At some point this evening, I'll be done with the semester. Hope you guys are done soon, too. Congratulations for another semester down, and ONE to go. |
dasovich-j | wouldn't miss it. how's lil' annie doing? |
dasovich-j | Great questions. Some brief responses. We can discuss further tomorrow. |
dasovich-j | deepthroat is rather provocative, don't you think? Hey, whatever you're doing, keep it up! I don't know how you moved the stock from 24 to 37, and I don't care. Keep it up! |
dasovich-j | The PUC's decision 1) suspending DA and 2) signaling the PUC's intent to continue to consider nullifying DA contracts signed after July 1 is full of holes. We haven't detected any downside in joining with coalitions, and trying to get other coalitions, to appeal the PUC order. Sue Mara is working with the ARM coalition... |
dasovich-j | Gee, sure was nice of Andy Fastow to wish us all happy holidays. You see the Lehrer News Hour spot on Enron last night? Very ugly. Sure seems like folks will be testifying before Congress (much) rather than later...Oh, and remind me to thank Anderson for their supportive comments--looks like a mud-fight is brewing. Hop... |
dasovich-j | Perhaps, given Nancy's note, you didn't get my previous email saying that I'm back up (for now). Greetings all. |
dasovich-j | Got calls in to them. Will let you know just as soon as I hear a thing. And, yes, you spelled them correctly. |
dasovich-j | Jesus, 93 million Enron shares have traded thus far today. Insane. |
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