OBMC - Optional Binding Mandatory Curtailment Plan

any insights?
----- Forwarded by Harry Kingerski/NA/Enron on 04/24/2001 08:16 AM -----

Jay Ferry@EES
04/24/2001 06:51 AM

To: Harry Kingerski/NA/Enron@Enron
cc:
Subject: OBMC - Optional Binding Mandatory Curtailment Plan

Harry,
Cisco opted out of our effort anticipating that PG&E's OBMC would save them
from rolling blackouts. IBM went for the same reason. I'm sure some of the
others thought about it as well. Its a great offer for our clients.....
unfortunately, we can't offer it. Could you let me know where this program
stands and what input we've had in pointing out the uncompetitiveness of it.
I know it was on your radar screen earlier this year.
thanks,
j