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---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 01/19/2001
05:12 PM --------------------------- "Dale M. Nesbitt" <dale.nesbitt@worldnet.att.net< on 01/18/2001 01:34:51 PM Please respond to <dale.nesbitt@marketpointinc.com< To: "Vincent Kaminski" <Vince.J.Kaminski@enron.com< cc: Subject: Demonstration Proposal Status/Meeting Vince: I have come up for air since the holiday and all the machinations that have befallen the California power markets. Great for consultants and independent generators and inbound FT owners but not perhaps so great for others. Lots of entropy in the system indeed! I plan to be in Houston next week from Tuesday through Friday and would like very much to get 1/2 hour of your time to kick off the demonstration project I proposed just before Christmas if you are ready. We are ready to provide the top quality service that will be needed to give you and your gas guys the concerted demonstration project you wanted. I would prefer any time Friday 1/26 or Wednesday 1/24 first thing in the morning if you have flexibility. We were able over the holiday to really make a lot of progress on finalizing all of our fundamental modeling technologies--short and long run gas and short and long run electricity. I am really jacked up how our long run models are predicting the amount of capacity that can profitably be absorbed in ERCOT and where, the amount of capacity that can profitably be absosrbed in California and the WSCC and where, and where gas price basis is likely to go. As you saw, our long run capacity addition technique is quite unique, and I have not yet introduced the long run electric and gas models broadly in the industry. It is possible and realistic for Enron to get first mover advantage (or perhaps more) based on the results of the demonstration project we discussed. Let's talk about that next week when we meet. If you could confirm one of the two suggested times via email or phone at 650.218.3069 in the next day or two, that would be terrific. I look forward to seeing you again and to working together. Also, I would like to get your advice regarding prospective investors in MarketPoint. I am starting to get serious inquiries from large companies you know well who want to invest in MarketPoint as an equity paly, but I am very reluctant to consider such investments by organizations other than absolute, unequivocal industry leaders such as Enron. I remember discussing this briefly with you, but I would like to get your input with the benefit of six more months thought if you would be willing when we meet. Thanks, and all the best. Dale Nesbitt
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