fw csfb independent power weekly issue 41 original message stein neil mailto neil stein csfb com sent monday august 27 2001 7 32 undisclosed recipients subject csfb independent power weekly issue 41 good morning attached please find latest issue independent power weekly also note september 10 11 csfb host power generation supply chain conference plaza hotel new york city power generators speak morning 9 11 companies presenting include cpn mir nrg orn rri te 1 ipps rise 3 9 last week ipp composite rose 3 9 outperforming nasdaq 2 7 p 500 2 0 strongest performance composite since second week july calpine 10 9 strongest performer group global power equipment group weakest performer falling 3 4 2 recognition attractive valuations cpn conference call boost stock prices attribute last week performance growing recognition group simply oversold indeed average pure play ipps trading 11 6 x 2002 eps represents 40 valuation compression year date immediately believe conference call hosted calpine monday 8 20 helped ease investor concerns regarding supply demand outlook sector ability power generators attract capital grow businesses 3 calpine hosting final special topic conference call tuesday 8 28 calpine conclude special topic conference call series discussion california power market call take place 2 pm edt dial number 877 692 2137 call management provide regulatory update describe steps taken respond power shortages state 4 california windfall profits tax bill resurfaces today 8 27 california assembly revenue taxation committee consider sb 1 xx power generator windfall profits tax bill importantly earlier versions bill implied tax would retroactive applied power sales going back january 1 2001 current version bill suggests tax implemented early 2002 addition internal analysis bill done assembly revenue taxation committee suggests bill could subject several legal challenges passed regards neil stein 212 325 4217 message named person use may contain confidential proprietary legally privileged information confidentiality privilege waived lost mistransmission receive message error please immediately delete copies system destroy hard copies notify sender must directly indirectly use disclose distribute print copy part message intended recipient credit suisse group subsidiaries reserve right monitor e mail communications networks views expressed message individual sender except message states otherwise sender authorised state views entity unless otherwise stated pricing information given message indicative subject change constitute offer deal price quoted reference terms executed transactions treated preliminary subject formal written confirmation