It appears that Enron fundementals would disagree with a alot of these assertions, but it is interesting to see what CERA is expected to publish Mid-June.

Richard


 -----Original Message-----
From: 	b.marozas@pecorp.com@ENRON [mailto:IMCEANOTES-b+2Emarozas+40pecorp+2Ecom+40ENRON@ENRON.com] 
Sent:	Wednesday, June 06, 2001 5:44 PM
To:	t.compton@pecorp.com; Tomaski, Richard
Subject:	Meeting with CERA

FYI

----------
From:  Pokorny, Judy
Sent:  Wednesday, June 06, 2001 12:00 PM
To:  Patrick, Thomas M.; Morrow, William; 'Tom Nardi'; 'Steve Sweem'; 'Wayne
Bollinger'; Hermann, Timothy; DeLara, Raulando; Wear, Dave; Chiti, James D.;
Andrejasich, Frank; Syvertson, David; Pokorny, Judy
Cc:  O'Connell, Kevin; Marozas, Brian; Lapson, Robert; Zagorski, Donna M.
Subject:  RE: Meeting with CERA

Enclosed are my notes from the discussion we had with CERA this morning. The
most important item is that CERA is revising their short-term forecast
significantly downward (from high $4.00s to high to mid $3.00s this summer).
This new forecast will be officially published next week. Please see  the
attachment for more information.

 <<Notes From Meeting With CERA June 6.doc>>

	----------
	From: 	Pokorny, Judy
	Sent: 	Tuesday, June 05, 2001 3:04 PM
	To: 	Patrick, Thomas M.; Morrow, William; 'Tom Nardi'; 'Steve
Sweem'; 'Wayne Bollinger'; Hermann, Timothy; DeLara, Raulando; Wear, Dave;
Chiti, James D.; Andrejasich, Frank; Syvertson, David
	Cc: 	O'Connell, Kevin; Marozas, Brian; Lapson, Robert; Zagorski,
Donna M.
	Subject: 	Meeting with CERA

	Two CERA personnel from the natural gas side will be in the office
tomorrow (Wednesday) at 9:00am, room 18 D29, for an informal meeting. They
are available to answer any questions we have of market fundamentals,
pricing, etc. Please join us if you can.



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 - Notes From Meeting With CERA June 6.doc