
Date: Mon, 30 Apr 2001 07:56:00 -0700 (PDT)
From: marc.ulrich@enron.com
To: janine.migden@enron.com
Subject: Re: Com Ed
Cc: jeff.ader@enron.com, mark.bernstein@enron.com, edward.baughman@enron.com,
harry.kingerski@enron.com, james.steffes@enron.com,
roy.boston@enron.com, daniel.allegretti@enron.com,
eric.letke@enron.com, mike.roan@enron.com, susan.landwehr@enron.com,
richard.shapiro@enron.com, guy.sharfman@enron.com,
scott.stoness@enron.com, james.lewis@enron.com,
neil.bresnan@enron.com
Bcc: jeff.ader@enron.com, mark.bernstein@enron.com, edward.baughman@enron.com,
harry.kingerski@enron.com, james.steffes@enron.com,
roy.boston@enron.com, daniel.allegretti@enron.com,
eric.letke@enron.com, mike.roan@enron.com, susan.landwehr@enron.com,
richard.shapiro@enron.com, guy.sharfman@enron.com,
scott.stoness@enron.com, james.lewis@enron.com,
neil.bresnan@enron.com

Below is a rough estimate of the book impact if ComEd succeeds in ending PPO
early.  That is, if they terminate PPO starting Jan. 2005 it should cost us
$1.2m, if they want to terminate Jan. 2004 it would be an impact of $3.1m
($1.2m for 2005 + $1.9m for 2004), etc.



These costs can be reduced with a liquid market for wholesale power and
ancillary services.

Let's discuss our suggested changes.

Marc Ulrich






Janine Migden@ENRON
