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Archive · Apr 12, 2001, 10:34 AM

(no subject)

FromPhillip K Allen
ToJohn J Lavorato

load_0411.xls

attachment

---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/12/2001

10:33 AM ---------------------------

  

       

       

        From:  Phillip K Allen                           04/12/2001 08:09 AM

       

To: Jeff Richter/HOU/ECT@ECT, Tim Belden/HOU/ECT@ECT, Tim

Heizenrader/PDX/ECT@ECT

cc: 

Subject:

Here is a simplistic spreadsheet.  I didn't drop in the new generation yet,

but even without the new plants it looks like Q3 is no worse than last year.

Can you take a look and get back to me with the bullish case?

thanks,

Phillip