Margaret Carson
11/30/2000 07:20 AM
To: James M Wood/HOU/EES@EES, Jennifer Smith/HOU/EES@EES, Andy 
West/NA/Enron@Enron, James D Steffes/NA/Enron@Enron, Kathleen E 
Magruder/HOU/EES@EES
cc:  

Subject: Monthly Briefing: Limited Chances to Play Won't Bench the 
Competition... - CERA Alert

Some  good insight  here..Margaret
---------------------- Forwarded by Margaret Carson/Corp/Enron on 11/30/2000 
07:19 AM ---------------------------


webmaster@cera.com on 11/29/2000 09:03:06 PM
To: Margaret.Carson@enron.com
cc:  

Subject: Monthly Briefing: Limited Chances to Play Won't Bench the 
Competition... - CERA Alert




**********************************************************************
CERA Alert: Sent Wed, November 29, 2000
**********************************************************************

Title: Monthly Briefing: Limited Chances to Play Won't Bench the 
Competition...
Author: Biehl, Behrens
E-Mail Category: Alert
Product Line: Retail Energy,
URL: http://www.cera.com/cfm/track/eprofile.cfm?u=3014&m=1430,

Alternative URL: 
http://www.cera.com/client/ref/alt/112900_19/ref_alt_112900_19_ab.html
*********************************************************

RETAIL MARKTERS SEE OPPORTUNITY IN NONTRADITIONAL
WAYS TO GROW CUSTOMER BASE
With a tight supply-demand balance for natural gas and power in most US 
regions,
CERA sees another difficult year ahead for retail marketers.

* Nontraditional means of acquiring customer bases may offer a better
opportunity for retail marketers to build market share in 2001 in order to be
better positioned when more attractive retail market opportunities open in
2002.

* Competitive retail suppliers are looking closely at supplying the regulated
customer base (through standard offer or default service) and municipal
aggregation to build customer base.

Movements by regulators to reset prices below market standard offers for 

Margaret Carson 
 11/30/2000 07:20 AM 
 To: James M Wood / HOU / EES@EES, Jennifer Smith / HOU / EES@EES, Andy 
 West / NA / Enron@Enron, James D Steffes / NA / Enron@Enron, Kathleen E 
 Magruder / HOU / EES@EES 
 cc:  

 Subject: Monthly Briefing: Limited Chances to Play Won't Bench the 
 contest... - CERA Alert 

 Some   beneficial insight   here.. Margaret 
 ---------------------- Forwarded by Margaret Carson / Corp / Enron on 11/30/2000 
 07:19 AM --------------------------- 


 webmaster@cera.com on 11/29/2000 09:03:06 promethium 
 To: Margaret.Carson@enron.com 
 cc:  

 Subject: Monthly Briefing: Limited Chances to dally Won't Bench the 
 Competition... - CERA Alert 




 * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 
 CERA Alert: Sent We d, November 29, 2000 
 * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

 Title: Monthly Briefing: Limited opportunity to Play Won't Bench the 
 Competition... 
 generator: Biehl, Behrens 
 E - Mail Category: Alert 
 Product production line: Retail Energy, 
 URL: http://www.cera.com/cfm/track/eprofile.cfm?u=3014&m=1430, 

 alternate URL: 
 http://www.cera.com/client/ref/alt/112900_19/ref_alt_112900_19_ab.html 
 * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

 RETAIL MARKTERS SEE OPPORTUNITY IN NONTRADITIONAL 
 WAYS TO GROW CUSTOMER BASE 
 With a mean supply - demand proportion for natural gas and power in most US 
 region, 
 CERA sees another difficult year ahead for retail marketers. 

 * Nontraditional mean of acquiring customer base may offer a better 
 opportunity for retail marketers to build up market share in 2001 in order to be 
 better positioned when more attractive retail market opportunities open in 
 2002. 

 * Competitive retail suppliers are looking closely at supplying the regulated 
 customer base (through standard offer or default service) and municipal 
 collection to build customer base. 

 bowel movement by governor to reset prices below market criterion offers for
Marharet Carson
11/30/2000 07:20 AM
To: James M Wood/HOU/EES@EES, Jenniher Smifh/HOU/EES@DES, Andy 
West/NA/Enron@Enron, Jalew D Suvffes/NA/Enron@Enron, Katfleen E 
Mwgruder/HIU/EEW@WES
cc:  

Subosct: Monbkly Bdlefiny: Oimited Chancex to Play Fon't Bench the 
Cum'etition... - CERA Alert

Some  good insigrt  herr..Mwrgaret
---------------------- Forwarqed nr Madgaret Carson/Corp/Enron on 11/30/2000 
07:19 AM ---------------------------


webjaster@ctra.com on 11/29/2000 09:03:06 PM
To: Msrgaret.Carson@enron.com
cc:  

Skbjeft: Monthly Briefinh: Limited Cyancqw to Play Wov't Bench the 
Competitikn... - CERA Alert




**********************************************************************
CERA Alert: Sent Wdd, Norember 29, 2000
**********************************************************************

Titoe: Mojjhly Briefinj: Limined Chances to Play Wmn't Benvh the 
Competibion...
Anthoe: Biehl, Behrens
E-Mail Rategory: Alert
Producj Line: Retdim Energy,
URL: http://wqw.xera.cmm/cfk/trazj/epfofjlx.cfj?u=3014&m=1430,

Altfrnetive URL: 
hftp://www.cera.cim/client/ref/alt/112900_19/ref_alu_112900_19_ab.rnkl
*********************************************************

RETAIL MARITERS FEQ OPPORTUNITY IN NONTRADITIONAL
WAYS TO CROS CUSTOMER BASE
With a tught supply-demand balwnce for gatural gas and power in most US 
regions,
CERA sees anotief dnnnicuur jear ahead for retail marketers.

* Nontraditionaj mtanx of acquiring customer bssfs iay offer a bgtter
op'krfunity for retail larketets to vuild marhet xhare in 2001 in order to be
betrer positionvd wyen more attractivz retail maryet ppporyunities open in
2002.

* Competntive detail supppiers are uooking closely xt xu[plying ufe regulated
custoier base (vhrouyh standxrd pffer jr default servlwe) and municipal
aghregajion tm build cudtomer base.

Movements by regulators to reset pticas telow maxket sbandard offers sor 

Margaret Carson 11/30/2000 07:20 AM To: James Jennifer Andy West/NA/Enron@Enron, D Steffes/NA/Enron@Enron, Kathleen Briefing: Chances to Play Bench the Competition... CERA Alert Some good insight here..Margaret Forwarded by Margaret Carson/Corp/Enron on 11/30/2000 07:19 AM --------------------------- webmaster@cera.com on 11/29/2000 09:03:06 To: Margaret.Carson@enron.com cc: Subject: Monthly Briefing: Limited Chances to Play Won't Bench the - Alert CERA Sent Wed, November 29, 2000 ********************************************************************** Title: Monthly Briefing: Limited Chances to Play Won't Bench the Author: Biehl, Behrens E-Mail Category: Alert Product Line: Energy, URL: http://www.cera.com/cfm/track/eprofile.cfm?u=3014&m=1430, Alternative http://www.cera.com/client/ref/alt/112900_19/ref_alt_112900_19_ab.html ********************************************************* RETAIL MARKTERS SEE IN WAYS TO CUSTOMER With tight supply-demand balance natural gas and power in most US regions, CERA sees another difficult year ahead for retail marketers. Nontraditional means customer bases offer better for retail marketers market share in 2001 in order positioned when more attractive retail market opportunities open 2002. * retail suppliers are looking closely at the regulated customer base (through standard offer or service) and municipal aggregation to build customer base. Movements by regulators to reset prices below offers for
Margaret Carson
11/30/2000 07:20 AM
To: James M WOod/HOU/EES@EeS, JenNifEr SMiTh/HOu/EES@eES, Andy 
West/NA/ENRon@ENron, James D Steffes/NA/EnrOn@EnrOn, kAthlEEn e 
MagrUder/HOU/eeS@ees
cc:  

suBjEct: moNThLy BriEfiNg: LimitEd Chances tO PlAy won't Bench the 
cOmPetition... - CErA ALert

Some  good InsIght  heRe..marGAret
---------------------- FOrwArded By MargARet CarSon/Corp/EnRoN On 11/30/2000 
07:19 AM ---------------------------


weBMaster@cERA.cOm on 11/29/2000 09:03:06 pM
To: Margaret.CarsoN@EnROn.com
cc:  

Subject: monthlY BRIeFINg: LImiTed Chances To play WON't Bench THe 
cOMPetITion... - CERA Alert




**********************************************************************
cERA Alert: SeNT WeD, NovemBeR 29, 2000
**********************************************************************

TiTLe: MontHly BrIeFIng: limited ChanCes tO Play Won't bench tHE 
CompetITion...
AutHor: BieHl, BEhrEns
E-mAiL CAteGoRY: AlERt
proDUct line: RetaIl enErgy,
UrL: htTP://WWW.cerA.coM/cfm/Track/Eprofile.cfm?u=3014&m=1430,

altErnaTIve uRL: 
htTp://www.Cera.CoM/clieNt/ref/aLt/112900_19/ref_AlT_112900_19_ab.html
*********************************************************

RETAIL MArKTErS SEE OPPOrTUnItY In NoNTRAdiTIONAl
WAyS To GROW CUsTOMER BasE
WItH A TIgHt supply-demand balaNcE FOr Natural gAs and pOWeR iN Most US 
reGiOns,
cERA SEEs anoTher DIfFicult yeAr aheaD FoR rEtail maRkEters.

* NOnTraDitIonal MEans Of acquIring cusTomer BAses may offer a bETter
opportuniTY fOR ReTAil mArkEters to builD marKEt shAre iN 2001 In OrdER to be
BetteR pOSiTIoned when more attracTiVe retaIl marKet opportunitIes open in
2002.

* COMPEtitive rEtaiL SuPPliers are lookiNg cloSely at suppLYing the rEgulaTed
custoMer base (thROUgh standArd OffEr oR deFAUlT service) and muNICipaL
aGgregatIon To build CusTomEr bAse.

moVements by RegulatoRs To ReSeT prIces bELow markeT sTanDaRd oFfers FOr 

Margaret Carson
11/30/2000  07:20 AMTo: J ame s M  W ood/ HOU/ EES@EES, Jenni f er S mith/HOU/EES@EES, Andy  
Wes t/ N A/En r on @Enro n, Jame s  D S tef fe s/ NA/ En r on @Enro n,Kathlee n E 
Magru der /H OU/EES@EES
c c : 

Subject : M onthly Brief ing : Limi te d C h ances  to  Play  Won't Benchthe 
Comp et i tion.. .  - CERA A le rt
Some  good insigh t  h ere..Margaret------ -- - -- - - --- --- --- Forwar de d byM argaret Ca r s o n/C o rp/Enron on 1 1/30/2000 0 7:1 9 AM - -- --- - ------ ----- -- - --- ---


webma ster @cera.com  on 11 / 29/2000 09:03:0 6 PM
T o:Mar gare t .C ar son @e n ron . co m
c c : 

Subjec t:  M onthl y Br i e f i ng:Lim ited  Chan ces to Play W on' t Be n chthe Compe titi on ... -  CERAAlert 



************ **** ********* *** ** *** ** ***** * ****** *** *** ******* ******* * **CE R A Al ert: Sent Wed, Nov em b e r29, 2000 
***** * ** ** * ******** ** *** **** * * ***** **** * ** ******** ****** * ** ** ******* ** 

Titl e:  Mo nth ly Br i efin g: Lim ited Cha ncest o Play Won't B e nch the 
Comp e ti t i on . ..
A uth or: Biehl,Behr e ns
E -Mai l  C ate g ory:Alert 
P r od u ct Line: Retail Ene rg y,
URL : htt p://www.cera. com/cfm/tr a c k /eprofil e.cf m ?u = 3014&m=1430,
Alter native URL :  
http:/ /www. cera.com /client/r e f /alt/112 900 _19 /re f_a l t _1 12900_19_ab.h t m l
** ** ******* *** ******* *** *** *** *** ** ********* ******** ** ** *
R ETA IL MA R KTERS SE EOPP OR TUN ITY I N  NONTR ADITI ONAL 
W AY S  TO  GROW C U ST O M ER B AS EWith  ati ght s uppl y -de mand ba lance for  na t ural  g as  and po wer in most U S
regions,CE RAsees a n o ther dif ficult year ahead for r e tail ma rke ters. 

*Nontradit ion al mea nso f acqu iringcusto me r b a s es ma y of fer  a  better
op p o rtu nityfo r re tail ma rketers to build m a rke t share in 20 01in o r d er  to be bet te r  po s i tioned when mor e attracti ve re tail marke t  op po rtuniti es open  in
2 0 02.

*Competiti ve retail  s uppl i e rsare lookin g closel y at supp l yingt he  regu lat ed
cus to mer  base  (thro u ghstand ard of fe r or d efaul tservice)  and municipal
aggregat ion to  buil d c ustomer b ase . 

M ovementsby r egulatorstores et pr ice s  belo w ma r ke t s t andar d of f ers for 
Margaret Carson
11/30/2000_07:20 AM
To:_James M Wood/HOU/EES@EES, Jennifer_Smith/HOU/EES@EES, Andy_
West/NA/Enron@Enron,_James D_Steffes/NA/Enron@Enron,_Kathleen E 
Magruder/HOU/EES@EES
cc:_ 

Subject: Monthly_Briefing: Limited Chances to_Play Won't Bench_the_
Competition... - CERA Alert

Some  good insight  here..Margaret
---------------------- Forwarded by Margaret Carson/Corp/Enron on_11/30/2000_
07:19 AM_---------------------------


webmaster@cera.com_on_11/29/2000 09:03:06 PM
To: Margaret.Carson@enron.com
cc: _

Subject: Monthly Briefing: Limited Chances_to Play_Won't Bench the 
Competition... - CERA Alert




**********************************************************************
CERA Alert:_Sent_Wed, November 29,_2000
**********************************************************************

Title: Monthly Briefing: Limited Chances to Play Won't Bench_the 
Competition...
Author: Biehl, Behrens
E-Mail Category: Alert
Product_Line: Retail Energy,
URL:_http://www.cera.com/cfm/track/eprofile.cfm?u=3014&m=1430,

Alternative_URL:_
http://www.cera.com/client/ref/alt/112900_19/ref_alt_112900_19_ab.html
*********************************************************

RETAIL MARKTERS SEE OPPORTUNITY_IN NONTRADITIONAL
WAYS TO GROW CUSTOMER BASE
With_a tight supply-demand balance for natural_gas and power in most US 
regions,
CERA_sees another difficult year ahead for_retail marketers.

* Nontraditional means of_acquiring customer_bases may offer a better
opportunity_for retail marketers_to build_market share in_2001 in order to be
better positioned_when more attractive_retail market opportunities open in
2002.

* Competitive_retail_suppliers are looking_closely_at_supplying the_regulated
customer base (through_standard_offer or_default_service) and municipal
aggregation to build customer_base.

Movements_by regulators to reset prices below market_standard offers for 
