
Date: Tue, 22 May 2001 03:21:00 -0700 (PDT)
From: janel.guerrero@enron.com
To: richard.shapiro@enron.com
Subject: Re: ESES Documents

The problems I see are as follows:
1) most of the people in the room are technical people (ISO focused) and not
familiar with PR efforts/plans.  Some have brought PR people on board, but it
was late in the process.

2) Edison Mission, Keyspan and Morgan Stanley have always had reservations
from day one.  All for different reasons.  Others have joined
them...Constellation, Aquila (i'm not sure why).

3) Some of the companies are saying different things:  Constellation on the
one hand wants to be in "everyone's rolodex as the coalition that the press
calls for information regarding competitive market structure in NY"  and then
they say they don't want anyone to know they're in the coalition.  ????

4) Mirant wants to lop onto what IPPNY is doing (very small, cheap effort
targeted at Albany and bringing on new supply).

5) Dynegy wants (given the situation) for SSK to give us messge points and
then assignments for all of us to go meet with people as individual companies
not as a coaltion.  (this is where I think we waste our money)

6) Budget has always been an issue if we do the SSK plan -- it's not cheap
but it gets us the traction we're looking for.

7) I don't think it's falling apart in the 11th hour as much as I think
people have always had reservations and/or different views of how we would
exist and maybe we were miscommunicating the whole time (although based on
the materials, I thought it was pretty straightforward what we were
considering doing all along".

8) Maybe Howard can give you something else that I'm missing.

9) I'll keep y ou posted.



Richard Shapiro
05/22/01 09:17 AM
