text_combined: fw power generation regional analysis supply demandin us power market original message stein neil mailto neil stein csfb com sent wednesday september 05 2001 6 49 pm undisclosed recipients subject fw power generation regional analysis supply demandin us power market good evening attached please find abridged version 76 page report provide supply demand outlook 12 regions across us summary 1 power markets regional nature fragmented us transmission system results significant regional power pricing economic disparities order fully understand industry macro analyses us market must supplemented depth assessment individual regions 2 announced projects taken face value 285 487 mw project announcements identified 26 actually construction base case analysis suggests 53 149 944 mw announced projects completed 3 shortages persist several key markets owing combination current supply shortages capacity retirements demand growth estimate entire us need 207 689 new mws 2006 order achieve equilibrium 18 capacity margin requirement 39 base case buildout forecast consequently project 2006 capacity shortfall 57 745 mw analysis indicates supply shortages pronounced mid atlantic new york parts midwest southeast 4 positive implications generators findings positive implications selected generators believe calpine cpn strong buy entergy etr buy mirant mir buy nrg energy nrg buy ppl corp ppl buy reliant resources rri buy best positioned within market 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