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Enron Mail |
Steve - After last week's "win" on the European export charge (you have
received a few e-mails from me on this), I think we might want to change the one slide that touches upon this issue before the EBR. I do not have the relevant slide here with me in Tokyo, but could work with Elizabeth on Friday, changing my earlier materials. In the prior materials, we showed this a big "defensive" issue (risk to be mitigated). I (very) conservatively put the value to Enron at $5MM for 2001 (Joe Gold says it saves him several hundred thousand this Q4 alone, and that number is low because he realigned his supply portfolio in anticipation of the charge being effective Oct. 1, which realignment he says he has not done/did not do yet for 2001, hence the bigger figure. Any way, if you want to make the change, if Elizabeth will call me Friday, we can work to incorporate it. thanks mcs
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