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Enron Mail |
I agree with MKM--I think we either said or at least implied in the options
conf. and filings that ROFR cap. isn't posted as available until the ROFR is waived. I think that approach is the logical way to handle postings and that we are pretty much locked into that approach. On the commercial issue Rita mentions below, it seems to me that Elizabeth Brown has the commercial impacts backwards--the marketers have always told us they are able to negotiate higher rates if LESS CAPACITY is posted as available because of the appearance of scarcity. On that logic, we should want to keep ROFR capacity off the EBB until the right is waived. DF From: Mary Kay Miller 01/26/2001 07:33 AM To: Glen Hass/ET&S/Enron@ENRON, Susan Scott/ET&S/Enron@ENRON, Drew Fossum/ET&S/Enron@ENRON cc: Rita Bianchi/ET&S/Enron@ENRON, Mary Darveaux/ET&S/Enron@ENRON Subject: Re: TW Unsubscribed capacity & ROFR My thoughts on that we just filed to state that ROFR capacity isn't posted as available. Yet, this , as I understand it leads the market to think it is, and then when a market requests the service, we'll tell them it isn't available. Seems to head us to bad customer relations and false impression on capacity available. If its under contract, we shouldn't falsely advertise it as available in my opinion. What are others thoughts? MK From: Glen Hass 01/25/2001 06:36 PM To: Mary Kay Miller/ET&S/Enron@ENRON, Rita Bianchi/ET&S/Enron@ENRON cc: Mary Darveaux/ET&S/Enron@ENRON Subject: Re: TW Unsubscribed capacity & ROFR Mary Kay, Are up OK with this footnote idea instead of changing the capacity posting to reflect ROFR rights? Rita Bianchi 01/22/2001 08:17 AM To: Glen Hass/ET&S/Enron@ENRON, Mary Darveaux/ET&S/Enron@ENRON cc: Subject: TW Unsubscribed capacity & ROFR According to Elizabeth Brown, TW Marketing does NOT want to change their Unsubscribed/General capacity posting to exclude ROFR. They would prefer a footnote that capacity may be subject to ROFR. As I understand it, TW Marketers feel that they can negotiate better prices for capacity if it isn't widely known that the capacity is under ROFR. Elizabeth suggested that they talk to Susan Scott. I confirmed with Bob Johnson & Doug Aschwege that NNG's posting excludes capacity that is subject to ROFR.
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