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Enron Mail |
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Attached is the latest version. Note the average price of power assumed purchased by the DWR, if smoothed to a fixed price equivalent for the 9.5 years beginning 7/1/01, is $106/mwh and $104/mwh if DWR's forward price curves are used. We used a range of $82.75 to $104/mwh in our sensitivity page. The $82.75 is the mid-point between Henwood and DWR curves. Enron's curves are significantly lower on the back-end. The other switch is for the allocation of the past utility purchases: 1) one pro rata, and 2) one where the non-core shares prorata, plus half the core's portion. DWR past purchases are handled pro rata in both scenarios. Regards, Michael <<m010508c.xls<< < -----Original Message----- < From: Dasovich, Jeff < Sent: Friday, May 18, 2001 4:53 PM < To: skean@enron.com; Steffes, James; Shapiro, Richard < Cc: Tribolet, Michael < Subject: Core/Noncore Analysis < < Michael Tribolet and I (about 99% Michael) have put together a rough < cut analysis of the core/noncore structure, and some scenarios < Hertzberg has asked for. Hertzberg's expecting some info from us on < Monday (and I'm sure that he'll want more scenarios, too). Are you < available first thing Monday morning to be briefed on the analysis, my < conversations with Hertzberg, what Hertzberg's strategy is, etc.? - m010508c.xls
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