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Enron Mail |
Thanks. Didn't get it the first time. Good comments. I'm actually in
Vancouver today (Monday) and tomorrow. Let's keep sending back and forth and get together Wednesday morning to finalize. I'll get a hold of Calger for his comments. You can leave messages on my voicemail, too. Best, Jeff Laird Dyer@ECT 10/16/2000 09:15 AM To: Jeff Dasovich/NA/Enron@Enron cc: Subject: Sempra Jeff, I don't know if my e:mail from home got to you so I am applying the fail-safe method. Discard if you already got it. Thanks, Laird ----- Forwarded by Laird Dyer/SF/ECT on 10/16/2000 07:14 AM ----- "Douglas Dyer" <dldyer@dellnet.com< 10/15/2000 01:35 PM To: <jeff.dasovich@enron.com< cc: <ldyer@enron.com< Subject: Sempra Jeff, ? I will not be in the office tomorrow - off to Sacramento to see NCPA - but I wanted to provide my comments regarding the Sempra presentation.? First of all, you did a great job.??I don't know about "Partnership Solutions"; however, I can't think of a better description of what we want so, let's make it work. ? Here are my comments: ? 1.? On the page, "Partnership Goals", under 2nd bullet. ? ??? Change "Enhance earnings" to "Enhance earnings; Expand P/E Multiple" ? 2.? On the page, "Energy Solutions", remove both 25 MW quotes.? They don't have much meaning to Sempra; therefore, I suggest we go with the two 500 MW quotes only. ? 3.? On the page, "Energy Solutions", under the 2nd bullet. ? ??? Change "Sempra gets better...." to ? ??? "Enhanced access to markets" ??? "Open, liquid and competitive" ??? "Defensible to oversight entities" ? 4.? On the page, "Benefits of Online Independent Auction", the 3rd and 4th bullets?are not?benefits of the auction.? They are benefits of?a fixed price product. Do we need a bullet to suggest that Sempra needs a portfolio approach which includes some fixed priced products? ? 5.? On the page, "Enron Can Help", under the 4th bullet, change Lot formulation to Product Specifications.? After Pre-Qualification:? Experience,?Capability, Credit-worthiness, Reliability ? 6.? On the page, "Gas Solution, Procurement Outsourcing 1", under the 1st bullet, indicate multi-year instead of 10 year. ? 7.? On the page, "Gas Solution, Procurement Outsourcing 2", in the 2nd bullet, pluralize service to services. ? 8.? On the page, "Benefits of Procurement Outsourcing", under the 1st bullet in the 3rd point (responsive to financial community) - Add to the existing statement, Reduce?regulatory risk tied to procurement, "Enhance Earnings, Expand P/E Multiple". ? Thanks for your efforts in developing this.? I'll be in late Monday and Tuesday morning. ? Laird
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