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Subject: tiger team hi vince ! attached is part 1 for the " tiger team " application . nb : can shirley please fill in your fax number ? thanks ! - - christie . | 0 |
Subject: organizational announcement in case you have not already heard through the extensive grapevine , i am indeed leaving the company to take a challenging position in product development for panamsat , the satellite communications company . i would like to thank all of you - many friends that i ' m leaving behind at enron . please stop by and visit when you ' re in the northeast ( i ' ll be working in greenwich ct ) , and my permanent email address is dinos @ oskar . uchicago . edu all the best , dinos | 0 |
Subject: re : uk : reconciling the spreadsheet and risktrac var numbers hi , tanya : the factor loading results for the eff _ dt = ' 12 - dec - 2000 ' are available on the rms _ stage database . the parameters being used : effective _ date = ' 12 - dec - 2000 ' start _ date = ' 12 - sep - 2000 ' end _ date = ' 12 - dec - 2000 ' please check the result in the database with : factor _ def _ id = 1510 basis _ map _ id = 1562 corr _ def _ id = 1280 notice : this is only a testing result ! jin tanya tamarchenko 12 / 15 / 2000 05 : 20 pm to : debbie r brackett / hou / ect @ ect cc : vince j kaminski / hou / ect @ ect , rabi de / na / enron @ enron , jin yu / hou / ect @ ect , wenyao jia / hou / ect @ ect , ganapathy ramesh / hou / ect @ ect subject : re : uk : reconciling the spreadsheet and risktrac var numbers debbie , we asked dba to refresh stage this monday . it was refreshed on thursday . jin is running vatrfacs today ( friday ) to create correlations and factors . then , according to our plan , we will ask ramesh to run var on these inputs . we will send the inputs to you to run var in the spreadsheet and reconcile the results for uk . tanya . | 0 |
Subject: re : enron credit model docs for the comparative model study - to be sent to professor duffie @ stanford hi ben , i think i have read all the papers that are to be used in the comparative model study to be sent to professor duffie at stanford . these documents are all listed below . please let me know if i have omitted any ( however , don ' t get the impression that i am begging for more papers to read ) . now i will try to transform my notes into a draft for professor duffie . thanks , iris list of papers for comparative model study 1 . actively managing corporate credit risk : new methodologies and instruments for non - financial firms by r . buy , v . kaminski , k . pinnamaneni & v . shanbhogue chapter in a risk book entitled credit derivatives : application for risk management , investment and portfolio optimisation 2 . neural network placement model by george albanis , enroncredit ( 12 / 22 / 00 ) 3 . pricing parent companies and their subsidiaries : model description and data requirements by ben parsons and tomas valnek , research group 4 . a survey of contingent - claims approaches to risky debt valuation by j . bohn www . kmv . com / products / privatefirm . html 5 . the kmv edf credit measure and probabilities of default by m . sellers , o . vasicek & a . levinson www . kmv . com / products / privatefirm . html 6 . riskcalc for private companies : moody ' s default model moody ' s investor service : global credit research 7 . discussion document : asset swap model by ben parsons , research group ( 4 / 20 / 01 ) 8 . asset swap calculator : detailed functional implementation specification ( version 1 . 0 ) by ben parsons , research group 9 . discussion document : live libor bootstrapping model by ben parsons , research group ( 4 / 20 / 01 ) 10 . the modelling behind the fair market curves : including country and industry offsets by nigel m . price , enron credit trading group 11 . pricing portfolios of default swaps : synthetic cbos - moody ' s versus the full monte ( carlo ) by nigel m . price , enron credit trading group 12 . placement model vl . 0 : discussion document by ben parsons , research group , 2000 13 . credit pricing methodology - enroncredit . com by ben parsons , research group 14 . correlation : critical measure for calculating profit and loss on synthetic credit portfolios by katherine siig , enron credit group 15 . discussion document : var model for enron credit by ben parsons , research group , ( 1 / 3 / 01 ) 16 . methodology to implement approximate var model for the credit trading portfolio by kirstee hewitt , research group | 0 |
Subject: fas 133 working group meeting - energy issues 9 / 20 dear working group participant we are stating up the garp fas 133 working group meetings again . the next meeting is on wednesday september 20 from 6 : 30 - 8 : 30 central time in houston . phone - in will be provided . greetings from garp ! we are having the next meeting september 20 th at enron , from 6 : 30 pm until 8 : 30 pm . due to security we need everyone to rsvp , including the names of any guest they may be bringing . please rsvp to rita . hennessy @ enron . com . the meeting will cover sfas 133 and related risk management issues . sajjad rizvi and phillip merrill ( garp chairman relating to sfas 133 ) will be presenting . attendence is anticipated to include risk control / accounting / and quantitative analyst . below is the following agenda : " fasl 33 and beyond ; an update on sfas 138 and eitf 98 - 10 " overview of ? 4 major amendments to sfas 133 , that were made in 138 , accounting for certain derivative instruments and certain hedging activities impact of the expanded definition of normal purchase normal sales on the commodity transactions . update on all the recently finalized implementation issues from dig since the last garp meeting in may / june 2000 . discussion on ? eitf 98 - 10 issues on energy related contracts . ? ? ? eitf 00 - t - capacity ? contract subject to ? lease accounting treatment under sfas 13 . ? ? ? eitf 96 - 17 - power contracts - long term ? ? ? eitf 91 - 6 - ? power contracts - long term outline garp ' s role and methodology in dealing with the fasb regarding energy related issues overview of fasb and dig rule making process and how garp can make impact discussion to find common ground on issues relating to this new accounting rule outstanding issues in the energy industry , including capacity sales transactions , book - outs etc . prioritizing issues explore various positions and how to take next steps the issues presented by sfas 133 are very dynamic and the presenters have requested that if you would like a particular issue raised at this meeting , please direct your interests and questions to sajjad rizvi at lima @ flash . net , or call sajjad at 281 - 579 - 3410 again , i would like to extend a thank you to our presenters and i look forward to your attendence . regards , frank hayden director - garp houston chapter | 0 |
Subject: don ' t forget - coffee colloquium this morning ( 4 - 25 - 01 ) last one of this academic year students , faculty , and staff , don ' t forget to participate in the coffee colloquium this morning ( 4 - 25 - 01 ) from 9 : 45 to 10 : 45 held outside room 124 . this will be the last coffee colloquium of this academic year . hope to see you there . the coffee colloquium is an informal gathering which will allow faculty , administration , and students an opportunity to talk , exchange ideas and get to know each other better . the jones school coffee colloquium will be a regular gathering every wednesday ( same time , same place ) unless there is another scheduled event ( dean ' s lecture , exam day , holiday ) . we usually have coffee , tea , juice , soft drinks , and some light snacks available to all who participate . kathy kathy m . spradling mba program coordinator jesse h . jones graduate school of management rice university 6100 main street , ms 531 houston , texas 77005 - 1892 phone : ( 713 ) 348 - 3313 fax : ( 713 ) 348 - 5251 email : spradlin @ rice . edu http : / / www . rice . edu / jgs e - mail : spradlin @ rice . edu http : / / www . ruf . rice . edu / ~ jgs / | 0 |
Subject: re : approval is overdue : access request for stewart . range @ enron . com i will ask him which specific directories he needs to access . - - stinson vince j kaminski 11 / 22 / 2000 08 : 08 am to : stinson gibner / hou / ect @ ect cc : subject : approval is overdue : access request for stewart . range @ enron . com stinson , should we do it ? vince - - - - - - - - - - - - - - - - - - - - - - forwarded by vince j kaminski / hou / ect on 11 / 22 / 2000 08 : 08 am - - - - - - - - - - - - - - - - - - - - - - - - - - - arsystem @ mailman . enron . com on 11 / 21 / 2000 07 : 04 : 54 pm to : vince . j . kaminski @ enron . com cc : subject : approval is overdue : access request for stewart . range @ enron . com this request has been pending approval for 2 days and you are the alternate . please click approval to review and act upon this request . request id : 000000000007876 approver : stinson . gibner @ enron . com request create date : 11 / 20 / 00 2 : 36 : 29 pm requested for : stewart . range @ enron . com resource name : \ \ enehou \ houston \ common \ research - [ read / write ] resource type : directory | 0 |
Subject: real options conference programs ( ucla , july 11 - 14 ) please find attached the programs for the two back - two - back conferences on real options at ucla ( you may also download them from www . realoptions . org and www . rogroup . com ) . the two conferences are separate but complementary events . the first conference , co - sponsored with accenture and morgan stanley dean witter , on july 11 - 12 , is a professional conference on real options valuation in the connected economy : high tech , pharma , energy , corporate valuation & strategic / portfolio management . for information and online registration see www . rogroup . com . the second is the 5 th annual international conference on real options : theory meets practice ( the annual industry event where academics and practitioners get together to share the latest developments on theory and applications ) , co - organized with the anderson school at ucla on july 13 - 14 . for information and online registration see www . realoptions . org between the two complementary events , we are pleased to present an extensive array of practitioner and cutting - edge academic presentations , sharing of experiences by corporate executives , and panel discussions by experts from leading organizations and universities . our keynote speaker this year will be eduardo s . schwartz of ucla . interested participants must register for the conference online www . realoptions . org ) and indicate hotel preferences by may 31 or asap . we look forward to seeing you at this exciting event , and would appreciate if you share this with interested colleagues . lenos trigeorgis - 5 2001 . doc - 5 2001 . doc | 0 |
Subject: re : get together this coming tuesday ? dale , i can reserve 2 to 2 : 30 time slot but there is really not much that i can tell you at this point . the commercial groups are still interested and are moving towards the test of the package . as soon as they will decide to move ahead , we ( research ) shall be involved , helping to evaluate the product . as i have said , we are not the decision makers in this case . i think that we should allow simply the process to run its course . vince " dale m . nesbitt " on 04 / 30 / 2001 05 : 59 : 30 pm please respond to to : cc : subject : re : get together this coming tuesday ? vince : i will call tomorrow in the morning . lunch or right after lunch would be great . how would 100 pm work for you ? dale - - - - - original message - - - - - from : vince . j . kaminski @ enron . com [ mailto : vince . j . kaminski @ enron . com ] sent : monday , april 30 , 2001 3 : 07 pm to : dale . nesbitt @ marketpointinc . com cc : kimberly . watson @ enron . com ; vince . j . kaminski @ enron . com subject : re : get together this coming tuesday ? dale , please , call me on tuesday . my morning schedule is full but i am open in the afternoon . vince " dale m . nesbitt " on 04 / 30 / 2001 01 : 51 : 21 am please respond to to : " vincent kaminski " , " kimberly s . watson " cc : subject : get together this coming tuesday ? vince / kim : i am flying to houston tonight and wondered if it would fit one or both of your schedules to get together this coming tuesday sometime for 1 / 2 hour or so . i really want to reinitiate the conversations marketpoint was having with john goodpasture and you , and he said either or both of you were the right people to continue after his responsibility shift . john was quite positive about the idea of enron acquiring marketpoint narg through license , and he implied that one or both of you would be carrying the ball in that direction after he handed it to you . would this coming tuesday morning at 930 am be a good time for you guys ? if so , please give me an email shout at the above address or leave a message on my voicemail at ( 650 ) 218 - 3069 . i think you will be truly impressed with the scope and progress we have been able to make with both the short run narg and the long run narg in which you were interested ( not to mention our power model ) . the progress is noticeable since you saw it . both long and short term narg are having quite an impact on a number of gas decisions at the moment ranging from venezuelan lng , north american lng import terminals and term , gas basis calculations , trading support , power plant development , gas - to - power price spreads in key markets , veracity of heat rate trades , bank financings , storage field evaluation , and which new pipelines we can expect to see enter and which are dogs . i really hope we can fit it in and get our discussions moving in a mutually productive direction again . i think narg can help you become even more successful , and i look forward to working with you . we have a new office address and new phone number as well . ( we move in may 1 . ) altos management partners 95 main street , suite 10 los altos , ca 94022 ( 650 ) 948 - 8830 voice ( 650 ) 948 - 8850 fax ( 650 ) 218 - 3069 cellular give the phones a week or so to get " debugged " and then switch over . dale | 0 |
Subject: re : book cover habiba , thanks for this , but i haven ' t heard a peep out of them yet , and i ' m concerned since the book and cover are going to print in about a week . ? is it possible for me to contact them ? ? thanks , julie - - - - - original message - - - - - from : habiba . bayi @ enron . com to : julie @ lacima . co . uk sent : wednesday , september 27 , 2000 2 : 46 pm subject : re : book cover julie , i have forwarded your e : mails and information to london . ? they now have responsibility for this project and they would be making the necessary decisions . ? i have given them your contact information so that they can coordinate efforts with you . thank you . habiba " julie " on 09 / 27 / 2000 08 : 21 : 54 am to : ? ? cc : subject : ? book cover habiba , could you please let us know if we can use the book cover on our web ? page ? we would like to put this on our web site next week . please let us know . thanks , julie | 0 |
Subject: re : mathworks molly , i met lou in the building lobby last wednesday and he suggested that he ( or his representatives ) join the mathworks presentation to my group ) . it ' s a good software package for mathematical modeling , but there is a limit to the number of different installations any group can productively use . i shall take a look at some new features they offer and decide whether it ' s worth the effort . vince kaminski lou casari @ enron communications 09 / 20 / 2000 02 : 10 pm sent by : molly carnes @ enron communications to : vince j kaminski / hou / ect @ ect cc : subject : mathworks do you know this person or this company ? they are want to set an appointment with ebs and i believe , are wanting to meet with you , also . any feedback ? thanks . molly carnes for lou casari enron broadband services 713 - 853 - 1467 , room eb 4486 a molly _ carnes @ enron . net - - - - - forwarded by molly carnes / enron communications on 09 / 20 / 00 02 : 09 pm - - - - - scottw @ mathworks . com 09 / 20 / 00 08 : 46 am to : lou casari / enron communications @ enron communications cc : subject : we ' ll be in houston hello mr . casari : myself and our energy trading financial team will be visiting with the r & d group at enron the week of 10 / 16 / 00 . they have several applications can be dramatically improved with our tools . we are very interested to understand the bandwidth trading market , to see if any additional challanges can be overcome with our tools . i would like to understand your challanges of modeling , simulating and deploying applications to control risk . are you available to discuss these items prior to our visit ? i look forward to hearing from you . thanks scott wakefield | 0 |
Subject: hello guys vince and stinson , just got a copy of the attached paper and thought it may have some interest for you guys . on another note , i am putting together a workshop in the spring on the new economy and business education and will be seeking out some enron network people to join in the discussion ( 2 - hours on friday march 2 nd ) . i ' ll let you know more as we work through the details . the idea is to " brainstorm " about the new world you guys work in every day and its implications for what we should be doing . hope this is interesting to you and that you ' ll want to spend the day with us . take care and enjoy the weekend . john - risk . pdf john d . martin carr p . collins chair in finance finance department baylor university po box 98004 waco , tx 76798 254 - 710 - 4473 ( office ) 254 - 710 - 1092 ( fax ) j _ martin @ baylor . edu web : http : / / hsb . baylor . edu / html / martinj / home . html | 0 |
Subject: re : houston trip dear vince / christie , thanks for coming to philadelphia to present an overview of the projects . we enjoyed meeting you and your colleagues and look forward to working with enron . i would also like to pass on my team ' s appreciation for the dinner as well . we wanted to give you an update on our project and get some feedback and additional information prior to our upcoming visit to houston on january 19 th . our project is going to be geared to the 3 rd option you mentioned . we plan on addressing some part of the retail energy services business . we are considering two options regarding this topic and would like to pursue either ( i ) how customers are acquired and recommending new processes and ways to serve retail customers , or ( ii ) studying the supply chain and coming up with recommendations for areas for further investments . however , we would like to get some more information on the retail energy services before truly scoping the project . we are also very open to suggestions , especially if you had a much broader or different scope in mind ; so please let us know . we have not yet reviewed the introductory information received last week , but here are the questions we have specific to the retail energy services unit : can we look at its overall business plan or a more detailed summary than is in the annual report ? what is the pricing philosophy / overall structure ? who are the customers and how are they acquired ? what would the customers be doing if they did not work with enron ? what are the international expansion plans and capabilities ? is there any important regulatory summary information we can have ? if this information is not already covered in the review material you sent , will you be able recommend other sources where we may find such information ? after we have reviewed the material sent to us recently , we may want to schedule a phone call with you and / or one of your colleagues directly involved in the retail energy services business . i would like to call you in the new year to discuss this further . in the meantime , please feel free to call me at ( 215 ) 546 - 9416 if you need any information . regards , retail energy services tiger team ram dennis jason omar steve clay | 0 |
Subject: research prc please make sure that vince has the new location on his calendar - i think shirley is out of the office - - - - - - - - - - - - - - - - - - - - - - forwarded by norma villarreal / hou / ect on 12 / 07 / 2000 04 : 07 pm - - - - - - - - - - - - - - - - - - - - - - - - - - - ramona perkins @ enron 12 / 06 / 2000 05 : 38 pm to : shirley crenshaw / hou / ect @ ect cc : norma villarreal / hou / ect @ ect , susan wimberley / hou / ect @ ect subject : research prc the prc meeting for research has been moved to eb 42 cl . please make the necessary changes to vince ' s calendar . thanks . | 0 |
Subject: position shirley , i would like to invite him to an interview next week . we should use his home phone number and / or private e - mail address . vince - - - - - - - - - - - - - - - - - - - - - - forwarded by vince j kaminski / hou / ect on 10 / 18 / 2000 12 : 33 pm - - - - - - - - - - - - - - - - - - - - - - - - - - - " jaesoo lew " on 10 / 17 / 2000 09 : 59 : 01 pm to : vkamins @ enron . com cc : subject : position dear dr . kaminski my name is jaesoo lew and i am referred by dr . wayne lee . currently i ' ve been working at aquila energy in kansas city as an pricing analyst since july 2000 . since then , i have developed a natural gas storage valuation model applying the swing options ( forest method ) pricing approach . the price processes would be considered critical for the storage valuation since a trinomial forest is required to value storage . also the c + + programming using excel dll has been developed , too . i attached my resume to this message for your consideration and am looking forward to talking about an opportunity at enron . my home phone number is 913 - 649 - 0578 , dr . kaminski , i will wait your call in this week as dr . lee informed me . if possible , please let me know your expected calling day through the mail . i appreciate your consideration . thank you very much . sincerely , jaesoo lew get your private , free e - mail from msn hotmail at http : / / www . hotmail . com . share information about yourself , create your own public profile at http : / / profiles . msn . com . - vitae 2 . doc | 0 |
Subject: re : hello from vince kaminski at enron shmuel , thanks for the message . i am working with our recruiter , ashley baxter , to finalize the date of the trip . i shall shoot for october the 23 rd if this date works for the rest of our team . vince " shmuel oren " on 08 / 23 / 2000 11 : 46 : 19 am to : vince j kaminski / hou / ect @ ect cc : subject : re : hello from vince kaminski at enron dear vince . i sent you a reply earlier this month but i haven ' t heard from you about the date of your visit . our department has a seminar every monday . if you can schedule your visit on a monday i would like to invite you to give a seminar which will be attended by many of our graduate students and faculty and will give you an opportunity to tell them about your program . with sufficient lead - time i can advertise the seminar in the hass school to their financial engineering students . shmuel . shmuel s . oren , professor dept . of industrial engineering and operations research 4117 etcheverry hall university of california berkeley , ca 94720 - 1777 e - mail : oren @ ieor . berkeley . edu phone : ( 510 ) 642 - 1836 or 5484 fax : ( 510 ) 642 - 1403 - - - - - original message - - - - - from : to : ; ; sent : tuesday , august 08 , 2000 10 : 59 am subject : hello from vince kaminski at enron > shmuel , > > i hope you remember me . i visited you together with aram sogomonian , a > good friend of mine , a few years ago . i am currently responsible , among > other things , for recruiting graduates with finance and / or technical > backgrounds at the university of berkeley . i would be glad to give you a > call and talk more about the details of our program . my colleague , > ashleybaxter , from the analyst / associate program at enron would join me > as well . > > i am sending you a copy of the brochure about the analyst / associate > program . > > vince kaminski > > > vincent kaminski > managing director - research > enron corp . > 1400 smith street > room ebl 962 > houston , tx 77002 - 7361 > > phone : ( 713 ) 853 3848 > fax : ( 713 ) 646 2503 > e - mail : vkamins @ enron . com > | 0 |
Subject: var methodology change gentlemen , below is a plan of action for moving along with the var methodology change related to forward - forward volatility : 1 . finalize the methodology proposed ( research / market risk ) - determine the time period used to calculated forward - forward vols vs . correlations ( 20 days vs . 60 days ) - stabilize the calculation for curves and time periods where the curve does not change based on historical prices , implying volatility of 0 % 2 . get approval for the methodology change from rick buy ( see draft of the memo attached ) - john lavorato and john sherriff 3 . develop and implement the new methodology in a stage environment ( research / it ) 4 . test the new methodology ( market risk , traders ) 5 . migrate into production ( research / it ) please let me know if this is reasonable and meets everyone ' s expectations . vlady . | 0 |
Subject: re : edith terry vince : thank you very much . i hope i get a chance to meet you sometime , cheers , edith terry enron / dc vince j kaminski @ ect 04 / 14 / 2000 01 : 46 pm to : scott tholan / corp / enron @ enron cc : vince j kaminski / hou / ect @ ect ( bcc : edith terry / enron _ development ) subject : edith terry scott , i spoke briefly with edith terry from our dc office . there is not a good fit for my group but she could be a great asset for you . i have her resume in case you are hiring and would like to take a look at her . vince | 0 |
Subject: re : invitation to speak at infocast ' s managing summer price volat ilit y conference in houston thank you very much , mr . kaminsky ! britta bothe - - - - - original message - - - - - from : vince . j . kaminski @ enron . com [ mailto : vince . j . kaminski @ enron . com ] sent : tuesday , october 17 , 2000 1 : 58 pm to : brittab @ infocastinc . com cc : vince . j . kaminski @ enron . com subject : re : invitation to speak at infocast ' s managing summer price volatilit y conference in houston dear ms . bothe , i have forwarded my message to one of my associates who specializes in weather derivatives . vince kaminski britta bothe on 10 / 17 / 2000 12 : 38 : 33 pm to : vkamins @ enron . com cc : subject : invitation to speak at infocast ' s managing summer price volatilit y conference in houston dear ms . kaminsky : as i just mentioned on your voicemail , infocast is going to host a managing summer price volatility course , january 30 - february 1 , 2001 in houston . the course will focus on the various tools at hand to manage summer price and load volatility . our target audience for this event will primarily be risk managers and managers in bulk power sales & purchase ( our secondary target audience is energy traders ) . attached you will find a draft program agenda for your review . please let me know if you or someone else at enron is interested in presenting at this event . in particular , we are looking for someone to talk about weather derivatives . i appreciate you taking the time to review the conference schedule and i hope that i will have an opportunity to talk to you . unfortunately , i am running behind schedule in finalizing this program . i will call tomorrow to see what your feedback is . if you have any questions or suggestions , please do not hesitate to contact me at ( 818 ) 888 - 4445 ext . 30 . sincerely , britta bothe infocast conference manager ( 818 ) 888 - 4445 ext . 30 > ( see attached file : agenda 5 . doc ) | 0 |
Subject: re : agenda for houston visit mike , sounds good . christian mike a roberts @ ect 21 / 12 / 2000 09 : 26 am to : christian werner / enron _ development @ enron _ development cc : vince j kaminski / hou / ect @ ect , paul quilkey / enron _ development @ enron _ development , mark tawney / hou / ect @ ect subject : re : agenda for houston visit christian , just finished meeting with pual , vince & mark new plan : let ' s plan on your coming to houston march 12 th - april 2 nd ( after our summer / winters respectively but . . let ' s proceed with the project without pause : 1 . please send up the software that needs to be installed along with operating system requirements 2 . please copy me on forecasting provided to sydney office on a daily basis if we work on these two fronts , it will optimize your time here and permit transotion to cover your forecasting there thanks - - - mike | 0 |
Subject: ppa auction the government of alberta power purchase arrangement auction of the regulated generation plants and units commenced wednesday , august 2 nd , and will continue through a number of rounds over a number of days and possibly weeks . enron canada power corp . ( ecpc ) , a wholly - owned subsidiary of enron canada corp . , is an invited bidder participating in the auction . for strategic corporate purposes and as a result of restrictions imposed under the auction participation agreement and the auction rules ( compliance with which is secured by a us $ 27 mm bid deposit ) , any information , details or speculation regarding ecpc ' s involvement in the auction , including whether ecpc is participating or continuing to participate in the auction or has withdrawn from the auction at any time , the plants or units ecpc is or is not bidding on , the amounts ecpc is bidding or is approved for bidding , and any other information whatsoever about the auction process is to be kept strictly confidential . in particular , the auction has been followed closely by the media and may be of interest to shareholders , investors and other constituents , and such communications are prohibited until after the auction has been completed and the winning bidders have been announced by the government of alberta . if you have any questions or concerns , please contact peter keohane , enron canada corp . , at 403 - 974 - 6923 or peter . keohane @ enron . com . | 0 |
Subject: re : matthew williams let ' s agree the switch happens november lst and we will change sap to reflect specialist status and matthew will be send a letter . matt , can you just send me a note confirming you are ok with this and cc . karen tamlyn who will make the change . regards sk dale surbey 11 / 10 / 2000 18 : 21 to : steven leppard / lon / ect @ ect cc : melanie doyle / lon / ect @ ect , sophie kingsley / lon / ect @ ect , tani nath / lon / ect @ ect , matthew d williams / lon / ect @ ect , vince j kaminski / hou / ect @ ect subject : re : matthew williams i agree - sounds like a good idea . - dale steven leppard 11 / 10 / 2000 18 : 05 to : melanie doyle / lon / ect @ ect , sophie kingsley / lon / ect @ ect cc : tani nath / lon / ect @ ect , dale surbey / lon / ect @ ect , matthew d williams / lon / ect @ ect , vince j kaminski / hou / ect @ ect subject : matthew williams all following discussions between matt , vince kaminski , and me , matt has decided he ' d like to make a longer - term commitment to research . with this in mind we ' d like to request that matt is switched from a & a to the specialist track . vince and i feel this is clearly in the best interests of enron given matt ' s proven strengths in quant analysis . how do we proceed ? all the best , steve | 0 |
Subject: april futures contract vince and vasant : for the record , the april hh future closed last monday at $ 2 . 72 , and is now trading at $ 2 . 97 , a 9 % rise in less than one week . for the record , enron ' s technical " experts " strongly advised selling this contract last week , predicting a " collapse . " clayton | 0 |
Subject: re : summer internship shirley , cantekin will be joining us again this summer as a summer intern . he will be starting around the end of may . - - stinson - - - - - - - - - - - - - - - - - - - - - - forwarded by stinson gibner / hou / ect on 04 / 17 / 2000 12 : 21 pm - - - - - - - - - - - - - - - - - - - - - - - - - - - " cantekin dincerler " on 04 / 14 / 2000 03 : 52 : 04 pm please respond to to : " ' stinson gibner ' " cc : subject : re : summer internship stinson , i have received the offer , thank you . i am looking forward to being there again and getting involved in some interesting projects . i bet it will be fun . as to when i can start , i think i can start around the end of may . i can give you a more precise date after i figure out the schedule regarding my assistanship obligations . ps : could you give some idea about the kind of projects that we ' ll be working on ? i might do some advance reading if you could point out some references . best regards , cantekin > cantekin , > > you should be getting an offer of a summer internship within > the next few days . > if you don ' t , please let me know . > > i think you will be working with me on a combination of enron > broadband services > and enron north america projects and am looking forward to > having your help . > some of the projects should be a lot of fun . > > > when are available to start so i can plan ahead for you ? > > best regards , > > stinson > > | 0 |
Subject: interview for japan office darren , tanya and i had a telephone interview for yumi . i do not know what kind of position you would offer her . if you intended to let her do the work on quantitative modeling , her knowledge in math seems very sallow . she is working on a math degree on stochastic process , but she can not explain what ito ' lemma is . we also asked questions about volatility of a basket , value at risk , etc . she did not have a clear answer . if you intended to let her to be a junior trader , she might be ok . it seems she has some experience of financial market , but i think you are much more qualified to probe her than i do in this aspect . keep in touch , best regards zimin from : darren delage @ enron on 01 / 12 / 2001 11 : 59 am ze 9 to : " mm 21 yumi " cc : zimin lu / hou / ect @ ect subject : re : next tuesday good afternoon imokawa - san , we would like to invite you to have a brief dialogue with some members of our research team . they would like to ask you to briefly expound on your mathematical studies . if you could please contact them next wednesday at 7 : 50 am ( it should be 4 : 50 pm houston time , tuesday ) . the conversation should take no more than 20 minutes of your time , and will enable us to get a more enhanced understanding of your quantitative abilities . zimin lu , director of research , can be reached at 713 - 853 - 6388 to dial from japan , 0061 - 1 - 713 - 853 - 6388 if you could please send zimin a copy of your resume before the interview , that would be much appreciated . you can call the above number to obtain the appropriate fax number . i will be in touch with you shortly thereafter . sincerely , darren " mm 21 yumi " 01 / 11 / 2001 08 : 35 pm to : cc : subject : thank you darren , thank you for cordinating everything . i understand it takes time , this is only the first week of the year in japan , and i do not like to push you much . normally , i have long meetings every thursday . for other dates , i make best effort to fit the schedule for your convenience , including early morning or late evening . i am looking forward to seeing you sometime soon . sincerely , yumi imokawa | 0 |
Subject: eol stuff vince - i spoke with tom , and i completely agree and would like to hand all this eol stuff over to you . we need a sun server to take over the task . as it happens martin lin has one in his office he ' s not using and up to the task . his box could serve sas to enron , as well as handle listening in on the eol feedds and maintaining its database . martin ' s box technically belongs to ebs , but i think they are downsizing and wouldn ' t mind giving it up . in this way , you would have complete physical and administrative custody over the data and any work you do with it . i needn ' t be involved , and you can know your work is completely confidential . i ' ll make sas and the eol software available , as well as the necessary ram the server , at no charge . you just need to summon up some sysadmin resources to finish the job . there is a fine unix guy named ben thompson who will support you , i ' m sure . task : 1 ) upgrade ram on martin ' s server 2 ) install newest solaris os on server 3 ) install tibco and gnu software on server 4 ) install sas on server clayton | 0 |
Subject: interview schedule for punit rawal hi molly : punit rawal is a carnegie mellon student that kevin kindall and bob lee interviewed back in december . we would like to bring him in for an interview . he is definately a " trading support " prospect . i forwarded his resume to john lavorato back in december and inquired as to whether he would be interested in interviewing him or not , but have had no response , except that he has not had a chance to look at his resume yet . vince originally said that either john or gary hickerson might be interested . i did not send his resume to gary , maybe you can check with him ? i am attaching the interview request form and his resume . thanks ! shirley - punit + rawal + newresume . doc | 0 |
Subject: request submitted : access request for john . f . anderson @ enron . com you have received this email because you are listed as an alternate data approver . please click approval to review and act upon this request . request id : 000000000005409 approver : stinson . gibner @ enron . com request create date : 10 / 23 / 00 8 : 47 : 14 am requested for : john . f . anderson @ enron . com resource name : \ \ enehou \ houston \ common \ research - [ read / write ] resource type : directory | 0 |
Subject: the ferc staff report on western markets and the causes of the summer 2000 price abormalities , entit the ferc staff report on western markets and the causes of the summer 2000 price abormalities , entitled , part i of staff report on u . s . bulk power markets , is available at the following website : http : / / www . ferc . fed . us / electric / bulkpower . htm . if you have any questions or comments , please call jack cashin at 202 / 508 - 5499 . | 0 |
Subject: enron credit modeling discussions hi , this email is in reference to our plan for detailed discussions about enron credit ' s modeling strategy . several meetings have already been scheduled . please refer to the attached excel spreadsheet for further details . also , if you like , we can have more informal discussions over lunch , dinner , drinks , etc . thanks in advance for your time . regards , iris | 0 |
Subject: resending paper - - - - - - - - - - - - - - - - - - - - - - forwarded by jason sokolov / hou / ect on 04 / 30 / 2001 05 : 04 pm - - - - - - - - - - - - - - - - - - - - - - - - - - - " lynn nazareth " on 04 / 27 / 2001 12 : 46 : 37 pm to : jason . sokolov @ enron . com cc : subject : resending paper jason : here is our team ' s assignment . please confirm receipt . i am also sending you the file via my outlook address in case this doesn ' t work . this is our team : helen demianenko javier lamas lynn nazareth shauywn smith carlos wheelock sarah wooddy thanks , jason ! see you at enron this fall ! lynn get your free download of msn explorer at http : / / explorer . msn . com - mg _ analysis _ final . doc | 0 |
Subject: re : lawyer i will sign an agreement not to use the materials - - - - - original message - - - - - from : vince . j . kaminski @ enron . com [ mailto : vince . j . kaminski @ enron . com ] sent : thursday , march 08 , 2001 11 : 13 am to : macmilli @ wharton . upenn . edu cc : vince . j . kaminski @ enron . com subject : re : lawyer ian , sorry for a delay in getting back to you . i have one challenge i did not anticipate when i talked to you the first time about our real options internal seminar . the materials were prepared in collaboration with a professor from another school , and there is some sensitivity regarding the intellectual property rights and the ability to distribute the materials outside enron . please , give me some time to find out if i can work around this issue . vince " macmillan , ian " on 03 / 07 / 2001 06 : 46 : 28 am to : " ' vince . j . kaminski @ enron . com ' " cc : subject : lawyer i still have not heard from your lawyer . i would like to see whar materials you are using and assess how we could work on the topic of real options with enron | 0 |
Subject: 4 : 00 pm budget meeting dave will continue to have the friday afternoon " budget meetings " with one change : effective april 21 , 2000 the time will change from 4 : 00 pm to 3 : 00 pm . date : fridays this friday , aril 14 , 2000 remains at 4 : 00 pm time : 3 : 00 pm - 4 : 00 pm location : 3321 topic : budget meeting if you have any questions / conflicts , please feel free to call me or bev ( 5 - 7857 ) . thanks , kay 3 - 0643 | 0 |
Subject: re : power play book vince , you are a saint for lending me a copy of your book . i agree with you that we don ' t want increase there revenues even by a $ 1 . 00 , although my recommendation ( and mark palmer ' s as well ) is that we should pursue a rebuttal for the following reasons : as i mentioned i scoured the internet ( britannica . com , amazon . com , yahoo . com and dow jones ) and could not find one mention of the book , therefore mr . mehta ' s distribution must not be wide at all . consequently , his comments may not have reached a large audience . issuing a rebuttal , may in fact , draw more attention to the comments and issues then they are currently receiving . i believe we should proceed with caution , and respond accordingly ( with counter comments ) only when comments are solicited from us . so far , we have not received any telephone inquiries from media in relation to mr . mehta ' s enron bashing . may be we should ' leave the stones unturned ' . let me know what you think . also , please contact me when it is convenient for me to borrow the book from you . regards , cindy vince j kaminski @ ect 10 / 12 / 2000 03 : 38 pm to : cindy derecskey / corp / enron @ enron cc : vince j kaminski / hou / ect @ ect subject : re : power play book cindy , i got a copy of the book and another one is on the way from our officer in india . i can lend you the book and you can makes copies of the most important chapters . i don ' t think we should be buying too many copies and increasing the sales of the book . in general , i think that we should counter the presentations made by mr . mehta . the person in charge of our dhabol operation is a stanford graduate and maybe he could obtain an invitation to speak at the same forum and present the facts as they are . he should be here for the management conference . vince from : cindy derecskey @ enron on 10 / 11 / 2000 01 : 30 pm to : vince j kaminski / hou / ect @ ect cc : christie patrick / hou / ect @ ect , michael b rosen / hou / ect @ ect subject : power play book good afternoon vince , christie patrick mentioned to me the conference that your wife recently attended at stanford . at this coference abahy mehta discussed his / her recently published book ' power play ' - that certainly does not flatter enron . i have conducted a search on amazon . com , britannica . com and dow jones and i am coming up empty handed . would you be kind enough to briefly trouble your wife to provide any other information she may remember , so i can narrow my search . i greatly appreciate it . regards , cindy | 0 |
Subject: re : ( no subject ) jana , sounds perfect . look forward to meeting you on saturday . any suggestions regarding the movie ? vince jlpnymex @ aol . com on 04 / 07 / 2000 08 : 28 : 53 am to : vince . j . kaminski @ enron . com cc : subject : re : ( no subject ) vince you missed a really fun party last night . the turnout was even better than we had hoped - - about 250 people . how about saturday , april 15 for a 5 : 00 pm ( or so ) movie and then dinner ? have a good weekend , and i hope to see you tuesday evening at the hea / nymex crawfish boil ! jana | 0 |
Subject: re : bei enron anjam , can you , please , invite gordian kemen to an interview in london ? stinson , zimin , vasant and krishna can interview him from houston ( video conference ) . vince - - - - - - - - - - - - - - - - - - - - - - forwarded by vince j kaminski / hou / ect on 04 / 04 / 2000 10 : 13 am - - - - - - - - - - - - - - - - - - - - - - - - - - - jens gobel @ enron 03 / 16 / 2000 05 : 36 pm to : vince j kaminski / hou / ect @ ect cc : subject : re : bei enron gordian kemen on 03 / 15 / 2000 09 : 13 : 47 am to : jens . gobel @ enron . com cc : subject : career opportunities @ enron hi vince , following up to our chat on the phone . gordian kemen will be arriving in austin on the 16 th . he will be staying in austin for 2 weeks . he would very much appreciate to have the opportunity to have a talk with you to find out if there is a place for him at enron . you can reach him under ( 512 ) 301 - 9819 ( his parents in law ' s phone number ) . thanks a lot for you help and attention , jens - gordianresume . pdf | 0 |
Subject: re : risk 2000 - boston oliver , i apologize for the delay . i was traveling over the last few weeks . please , feel free to edit my bullet points . i shall be back in the office on friday afternoon . in the meantime you can reach me on my cell phone : 713 410 5396 my name : vince kaminski ( not kaminsky ) managing director enron corp . the challenge of valuation of energy related derivatives - modeling the dynamics of energy prices - incomplete markets - complexity of the energy related contracts - embedded options - multiple layers if optionality vince kaminski " oliver bennett " on 01 / 24 / 2000 08 : 12 : 16 am please respond to " oliver bennett " to : vince j kaminski / hou / ect @ ect cc : subject : risk 2000 - boston dear vince , i apologise for sending another email . i was wondering if you could confirm your talk title ( plus some bullet points ) for your presentation at our annual us congress . i have attached a condensed programme for the event - you are speaking on stream three , part of the new research in derivatives modelling and analysis section . unfortunately we are printing the brochure at the end of the week and will need these details by thursday 27 january . best regards , oliver direct : + 44 171 484 9880 risk publications , 28 - 29 haymarket , london swly 4 rx fax : + 44 171 484 9800 email : conf - ny @ msn . com www . riskpublications . com - attl . htm - condensed . doc | 0 |
Subject: organisational announcement we are pleased to announce that we have appointed michael brown as chief operating officer of enron europe . michael joined enron , s london legal department in 1995 and has played a key role in the success of many of our large commercial ventures since then . in july 1999 , he was made enron europe , s general counsel . replacing michael in the general counsel role will be mark evans who joined our legal department in 1995 . please join us in congratulating michael and mark in their new roles . | 0 |
Subject: from the enron india newsdesk - april 23 rd newsclips vince , from the sound of the articles , it appears ene is ready to exit india , or alternately to get into an arbitration battle . i have scheduled some time with you at 10 . 30 to discuss . regards , sandeep . - - - - - - - - - - - - - - - - - - - - - - forwarded by sandeep kohli / enron _ development on 04 / 23 / 2001 07 : 59 am - - - - - - - - - - - - - - - - - - - - - - - - - - - nikita varma 04 / 23 / 2001 07 : 20 am to : nikita varma / enron _ development @ enron _ development cc : ( bcc : sandeep kohli / enron _ development ) subject : from the enron india newsdesk - april 23 rd newsclips april 23 , 2001 , http : / / www . financialexpress . com / fe 20010423 / fed 3 . html godbole ' s report unearths absurd calculations , maharashtra could use this to wriggle out of the dabhol project sucheta dalal april 23 , 2001 , http : / / www . financialexpress . com / fe 20010423 / newsl . html dpc board set to authorise president , enron md to issue notice of termination , sanjay jog scrapping of power purchase agreement monday , april 23 , 2001 , http : / / www . business - standard . com / today / corp 8 . asp ? menu = 2 dpc seeks ok to exit power project , tamal bandyopadhyay & s ravindran april 23 , 2001 , http : / / www . cybernoon . com / index . html enron winding up operations in india ? state for consolidating all dpc arbitration notices , sanjay jog monday , april 23 , 2001 , http : / / www . financialexpress . com / fe 20010423 / news 3 . html monday , april 23 , 2001 , http : / / www . economictimes . com / today / 23 econo 4 . htm maharashtra to set up experts panel on enron the article also appeared in the following newspaper business standard april 23 , 2001 , http : / / www . business - standard . com / today / state 3 . asp ? menu = 32 maharashtra to set up expert panel on enron april 23 , 2001 , http : / / www . economictimes . com / today / 23 econo 7 . htm ' enron is a national problem ' april 23 , 2001 , http : / / www . cybernoon . com / index . html cm takes enron to delhi today monday , april 23 , 2001 , http : / / www . outlookindia . com / full . asp ? fname = enron + % 28 f % 29 & fodname = 20010430 & sid = 1 the real story of dabhol if a judicial probe , suggested by the committee , is ordered into the enron deal , it could embarrass three governments ranjit bhushan monday , april 23 , 2001 , http : / / www . business - standard . com / today / state 2 . asp ? menu = 32 mseb revenue collections up at rs 968 crore in march , renni abraham the financial express , april 23 , 2001 godbole ' s report unearths absurd calculations , maharashtra could use this to wriggle out of the dabhol project , sucheta dalal it is finally quit india time for enron . though the controversial multinational has denied plans to sell its stake in dabhol power company ( dpc ) , informed sources say that it has sent feelers to china light it deliberately uses expensive raw material ( ignoring world bank warnings ) , has worked on fanciful demand - supply estimates and several legal requirements and permissions . in fact , the committee has found that the mseb has been paying enron rs 930 crore more than it should every year . this comprises overcharging of rs 253 crore on account of the large regassification plant of which only 42 per cent of the capacity is used for dpc . there ' s also a rs 100 crore extra billing to the mseb for shipping and harbour charges although the cost of these facilities had been included in the capital recovery charge . by charging more than twice the operations & maintenance rate stipulated by the government of india , enron collects approximately rs 246 crore extra every year . it has also been collecting rs 332 crore every year through inflated fuel consumption claims . enron has been charging at 1878 kcal / kwh under the power purchase agreement ( ppa ) although the equipment manufacturer has guaranteed it a much lower consumption rate . this gives it a fat fuel arbitrage opportunity at the cost of the people of maharashtra . the committee has also pointed to the strange practice of using four different exchange rates for different aspects of the project negotiation : a rate of rs 32 per dollar was assumed for calculating debt service of rupee loans , rs 34 . 5 per dollar as reference rate for phase - i , rs 39 . 35 per dollar as reference rate for phase - ii and a curious rs 42 per dollar for calculating government of india tariff . forcing a reduction of these excessive charges has nothing to do with contract cancellation . all it needs is tough negotiation and public pressure on the political establishment . the godbole committee has established that dpc ' s tariffs can easily be halved if excess payments are eliminated and unfair conditions such as the dollarisation of payments , the take - or - pay clause and escrow facility ( which is in fact hampering mseb ' s reform particularly in power distribution ) are scrapped . the security of future payments to dpc under the restructured tariff would be based on increased cash flows from a reformed distribution system . the committee also gives enron a difficult escape route . it says that if the multinational finds the conditions for restructuring too onerous , it should free mseb from its contractual obligations and find buyers outside maharashtra . the committee has tried to establish another precedent on all projects negotiated by government : " the public has a right to know what is being contracted on their behalf " and has recommended that all documents , including contracts related to all independent power projects ( ipps ) , particularly dpc , should be published by the maharashtra government within two months . also , having established that demand - supply estimates by the state government were fanciful , the committee has asked mseb to defer all negotiations with power producers until demand levels in the state permit full absorption of power generation from such ipps . it recommends that such negotiations should be in accordance with the least - cost plan spelt out by the report . this should also end the hectic lobbying by reliance ( patalganga ) , mittals ( bhadravati ) , the bses ( saphale ) and others to set up ipps in maharashtra . - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - the financial express , april 23 , 2001 dpc board set to authorise president , enron md to issue notice of termination , sanjay jog scrapping of power purchase agreement the board of directors of dabhol power company ( dpc ) , which has already taken an aggressive posture , has proposed to authorise the enron india managing director k wade cline and dpc president and chief executive officer neil mcgregor to issue notices for the termination of power purchase agreement ( ppa ) and transfer of dabhol project in view of continuing default by the state and central governments and maharashtra state electricity board ( mseb ) . the board of directors , which would meet on april 25 in london , also plans to appoint mr cline as its " true and lawful attorney - in - fact " and authorise him to represent the company in the negotiation of all project contracts and financing agreements and their amendments and modifications . top sources told the financial express that dpc would authorise mr cline and / or mr mcgregor to serve the preliminary termination notices and transfer notices to the state and central governments and mseb under clause 17 and schedule 11 of the ppa . " in response to the continuing default by the mseb of its payment obligations under the ppa , the failure of the government of maharashtra to honour obligations under its guarantee and state support agreement and failure of the government of india to honour obligations under its counter guarantee , the company has sought recourse to dispute resolution and has initiated conciliation and arbitration proceedings , " the company resolution said . " consistent with this recourse to contractual remedies , the company now seeks the authority to serve preliminary termination notices and transfer notices pursuant to clause 17 and schedule 11 of the ppa from time to time and at any time upon the occurrence of an event giving rise to its right to serve such notices as determined by the company , " the resolution added . according to the resolution , the directors , the company secretary and officers of the company and each of them acting individually , are authorised and empowered to execute and deliver such documents and instruments and take such other actions as they deem fit to effect the purpose of the resolution , in the name and for and on behalf of the company . against this backdrop , the state government and mseb have been exploring the possibilities of issuing termination notice to the dpc for its failure to meet the contractual obligations under the ppa . the state government and mseb sources said that such a notice could be served by the mseb as dpc has not paid the rebate ( penalty ) of rs 409 crore for misdeclaration and default on the availability of power on january 28 and february 13 . the state government and mseb , which reviewed its position on saturday at a meeting convened by the chief minister vilasrao deshmukh , are of the view that they have a strong case and substantial grounds to slap the termination notice to the dpc . the dpc ' s move to appoint mr k wade cline as its " true and lawful attorney - in - fact " deserves importance especially when the state government proposes to set up a negotiating committee to cut the per unit cost and gauge the possibility of sale of dabhol power to the power deficit states . mr cline would also be authorised to dispose of equipment that is worn out or obsolete or other equipment or fuel no longer expected to be used in the ordinary course in amounts exceeding rs 64 crore or the equivalent in foreign currency in any financial year . furthermore , mr cline would be in a position to enter into contracts and take any other actions for purpose relating to the day - to - day operation of the company ' s business or exercise its rights and discharge its obligations under the project contracts and the financing agreements - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - business standard , monday , april 23 , 2001 dpc seeks ok to exit power project , tamal bandyopadhyay otherwise it cannot be a complete exercise , " he added . deshmukh and the mseb team are scheduled to meet union finance minister yashwant sinha and power minister suresh prabhu on monday in new delhi to discuss the stalemate and find a acceptable solution for the same . " i am meeting sinha and prabhu to request them to take an initiative and send representatives for the negotiations committee , " he said . deshmukh ' s meeting with the centre comes at a crucial stage as dpc ' s lenders would be meeting in london , on the same day , to decide upon the future finances of the controversy marred 2 , 184 - mw project in dabhol . moreover , the dpc board is also scheduled to meet on april 25 in london to decide the fate of its $ 900 million project in dabhol , including winding up of its operations . the meeting would discuss the topmost item on the agenda , which was to empower dpc managing director neil mcgregor to wind up operations in the country . dpc has already slapped one conciliation notice on the centre and three arbitration notices on the state government over non - payment of dues amounting to rs 213 crore plus interest towards the bills due for the months of december 2000 and january 2001 . asked whether the centre had send any feel over a possible clubbing together of the arbitration and conciliation processes , deshmukh replied in the negative . deshmukh said mseb chairman vinay bansal along with two senior officials would attend dpc ' s board meeting in london . bansal had said on sunday that mseb would present its case concerning the rs 401 - crore penalty that the loss - making board slapped on dpc on february 28 , for not generating required power within the stipulated time as per the ppa . currently , enron india holds 65 per cent in the $ 900 - million dpc project , which includes mseb ' s 15 per cent , while general electric and bechtel hold 10 per cent each . ( pti ) - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - the economic times , april 23 , 2001 ' enron is a national problem ' union power minister suresh prabhu on sunday said the centre would render all possible help to resolve the enron crisis faced by maharashtra which is " haunting the entire country " . prabhu said he would meet the state chief minister vilasrao deshmukh in new delhi tomorrow to discuss stalemate over the payments due to the us energy major - promoted dhabol power company by the maharashtra state electricity board . referring to godbole committee report ' s finding that dpc was keen on offering mseb ' s 15 per cent stake to the national thermal power corporation , prabhu said : " the centre has not received any such proposal regarding participation of the central power utility . " ( pti ) - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - afternoon , april 23 , 2001 cm takes enron to delhi today chief minister vilasrao deshmukh will discuss the enron imbroglio with union finance minister yashwant sinha and union power minister suresh prabhu in delhi today . he will request the centre to appoint a representative to the committee that the state government is setting up to carry on discussions and negotiations regarding the dabhol power project of the us - based enron power company . today , a special meeting of representatives of all those finanicial institutions which have extended loans to the dabhol power project is also being held in london . a meeting of its directors will be held on wednesday to discuss the fate of the $ 900 million project which has been under a cloud ever since its inception . yesterday , mr . prabhu declared at a ' janata darbar ' in thane that the centre would extend all help to solve the enron crisis . this is in the backdrop of pending bills to the tune of rs . 213 crore which the state fowarded to the centre against payments for the months of december 2000 and january 2001 . confirming that there was no proposal from the state government to handover the project to the centre , mr . prabhu said that the situation of the electricity boards in the country was precarious . the centre had decided to assist maharashtra upto rs . 250 crore every year to improve customer services . - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - outlook , monday , april 23 , 2001 the real story of dabhol if a judicial probe , suggested by the committee , is ordered into the enron deal , it could embarrass three governments ranjit bhushan " the committee has prima facie found infirmities in several decisions taken in respect of the enron project at different points of time by successive governments and agencies in the centre and state . " - - energy review committee headed by former home secretary madhav godbole this could well be the real enron story a five - member high - powered committee headed by madhav godbole - and including former union economic affairs secretary e . a . s . sarma , hdfc chairman deepak parekh , teri chairman rajendrapachauri and maharashtra government official vinay mohan lal - has recommended a judicial probe into the entire enron power project deal saying it signified " the utter failure of governance that seems to have characterised almost every step of the decision - making process relating to the dabhol project " . the report , which was submitted to the maharashtra government last fortnight and has been acquired by outlook , is severely critical of former chief minister sharad pawar ( with the congress then ) , the 13 - day bjp - led union government which reworked the deal in 1996 , shiv sena supremo balasaheb thackeray and his government in maharashtra headed by manohar joshi " the utter failure of governance seems to have characterised almost every step of decision - making relating to the dabhol project . " madhav godbole committee report an investigation , if ordered , could embarrass at least these three governments the report clearly upholds the allegations of money being paid by enron to politicians and bureaucrats for clinching the deal . according to the committee , the deal reveals failure of governance , both at the centre and state , and across different agencies . " it strains belief to accept that such widespread and consistent failure to execute responsibilities is purely coincidental , " the report said , proposing a set of measures to be implemented if something of the project was to be retrieved . godbole and sarma also felt that the panel should categorically recommend the government of india to order a judicial inquiry . this was finally adopted by it . says a congress leader : " enron could well become the biggest political issue in maharashtra and put to question liberalisation , particularly in the power sector . " the proposal has already struck panic . says ncp ' s praful patel : " if the enron decision has at all been detrimental , it is because of the haste with which phase 2 was cleared by the shiv sena - bjp government . now with the state having already entered into an agreement with enron , the important thing is to resolve it amicably . a judicial inquiry will be an eyewash because it ' s not an issue of corruption but that of perception . " pro - market congressmen privately admit that it was their governments at the centre and the state which invited enron , even though the second phase was cleared by the bjp - shiv sena combine . says congress spokesperson jaipal reddy : " right now we ' re too involved with the parliament deadlock over tehelka . " pro - liberalisation congress mps also fear that such witch - hunting could send wrong signals to foreign investors . non - congress mps from maharashtra , meanwhile , claim that the godbole committee was instituted with the express purpose of politicising the enron issue . " i think i know vilasrao deshmukh ' s gameplan , " says an mp from the state . but some mps like congress ' prithviraj chavan question the cloak of secrecy that ' s surrounded the deal : " i ' ve maintained for long that there should be a judicial committee to examine this " . the committee report also says that had the enron project been subjected to a techno - economic appraisal , as envisaged under provisions of the electricity supply act of 1948 and related legislations , the infirmities could have been avoided . since this wasn ' t done , questions about a concerted effort towards exercising undue influence at every stage of the project are bound to arise , the exhaustive 93 - page report points out . " i ' d highlight the speed with which the 13 - day vajpayee government cleared the project minutes before it quit , " says congress mp prithviraj chavan . the enron project had been held out as an exemplar of the impending liberalisation in the early ' 90 s and , despite several controversies , is now an established power project at dabhol , 150 km south of mumbai . in july 1992 , enron signed an mou with the maharashtra state electricity board ( mseb ) to set up a 2 , 550 mw station as part of the government ' s ' fast track ' projects . subsequently , when the shiv - sena - bjp came to power in maharashtra it filed a writ against the project . this curiously led to renegotiations with enron . the committee has quoted a bombay high court order on the renegotiated deal . " once it ( gom ) decided to revive the project , it acted in the very same manner its predecessors in office had done . it forgot all about competitive bidding and transparency . the speed with which the negotiating group studied the project and made its proposal for renegotiatons , which was accepted by dabhol , is unprecedented . " says chavan : " i would particularly like to highlight the speed with which the 13 - day vajpayee government at centre endorsed the renegotiated project minutes before it resigned . " since the commissioning of the plant in may 1999 , the mseb has paid rs 1 , 607 crore for the power it has bought from dabhol . if the same watttage of power had been bought from indian - built power plants fired by indigenous coal , the payment would have been approximately rs 736 crore . in the first year - and - a - half of its operation itself , the dpc had drained the maharashtra exchequer of nearly rs 1 , 000 crore . the central electricity authority ( cea ) , in fact , pointed out that the dabhol plant was not the least costly option . the mseb had other inexpensive alternatives like the four units of kaparkheda , but they were in a preliminary stage . the report notes : " . . . if the mseb had made efforts to seriously pursue these projects , they might not have remained in their preliminary stages " . it adds that the members were of the opinion that " the mseb and the maharashtra government erred seriously , based on information available at that time , in proceeding with the dpc as a base - load factor even when its capacity was reduced . " the failure seems to have been compounded by the laxity of the union power ministry , finance ministry and the cea . it quotes the cea as saying that since the union finance ministry found the tariff reasonable , no further examination was required strangely , bal thackeray ' s shiv sena , when it came to power together with the bjp in maharashtra , filed a writ in the court and then renegotiated the deal . after the new shiv sena - bjp government took over , its cm , manohar joshi , appointed a renegotiating committee in 1996 which made the right noises , actually managing to reduce the tariff . but certain things remained inexplicable . no fresh clearances were required from the cea , which also said that " since no cost increase was involved . . . fresh formal clearance wasn ' t necessary . " says the committee : " this only adds strength to the suspicion that the cea didn ' t consider the economic aspects of the project at all . indeed , given the non - availability of any official record of the meeting on june 24 , 1994 , with the committee and the nature of this letter dated december 23 , 1994 , the committee is doubtful whether the economic aspects of dpc were discussed at all . ' ' the credibility of the shiv sena - bjp government has been seriously questioned . " the committee finds it unexplicable ( sic ) why there was no mention of any reduction in capital cost of the project from $ 2 , 828 million to $ 2 , 501 million as agreed by dpc in the summary report of the renegotiating committee , " the panel observes . says lawyer prashant bhushan : " it is strange that the shiv sena - bjp government first filed a writ in the court and then coolly renegotiated the deal . " the committee further spells out the losses incurred through the deal . " subsequent to the commissioning of the dpc , the financial deterioration of mseb has been rapid . while the mseb was in profit in 1998 - 99 , it plunged into huge losses of rs 1681 crore in 1999 - 2000 . " significantly , the world bank in 1993 had predicted the system ' s inherent weaknesses . in a letter written to the then power secretary , r . vasudevan , a top bank official had said that " after a detailed review of the analytical framework and costing assumptions , we reconfirm our earlier conclusion that the dabhol project , as presently formulated , is not economically justified " and that in " our assessment the project is too large to enter the mseb system in 1998 . the proposed base - load operation could result in uneconomic plant dispatch , as already existing lower variable cost coal power would be replaced by the higher cost lng power . " enron ' s persistence and the ' gullibility ' of the indian side can be gauged from high - ranking enron official joe sutton ' s letter to a key indian official , ajit nimbalkar : " i recently met with the world bank and have been following the articles in the india papers . i feel that the world bank opinion can be changed . we ' ll engage a pr firm and hopefully manage the media from here on . the project has solid support from all other agencies in washington . " the key question in the enron deal is whether a developed state like maharashtra needs outside intervention in the power sector at all ? for the first time the godbole committee has raised objections about the viability of such a project . according to the report , the mseb has been one of the better performing boards in the country and has , despite a faulty transmission and distribution ( t and d ) system , managed to consistently earn net revenue surpluses on an accrual basis . maharashtra accounts for nearly one - fourth of the gross value of india ' s industrial sector . it ' s one of the few states to achieve 100 per cent electrification . since ' 95 , the mseb has been adding to its generation . " this improvement , which has been largely due to renovation and modernisation undertaken by the mseb , exceeded its own expectations at a time when the dpc was being considered , " the report points out . following a policy of cross - subsidy , roughly nine out of its ten users are subsidised . but the gap between the average cost of supply and average realisation hasn ' t been much . in fact , the subsidy claim decreased from rs 630 crore in 1995 - 96 to rs 355 crore in 1998 - 99 , until in 1999 - 2000 it increased nearly five - fold to rs 2 , 084 crore due to the sudden increase in the gap by 26 paise per unit - from 15 to 41 paise - an increase of 173 per cent . " the increase in the subsidy claim by rs 1 , 729 crore is due to the increase in the gap principally because of the increase in power purchase costs , " says the committee , adding : " without the dpc and without problems of t and d loss , the mseb could be financially healthy . " but can that happen now since enron is here to stay ? the committee has come up with some far - reaching recommendations : make public all dabhol - related documents and agreements , restructure the dabhol project itself to bring down the cost of power , restructure dpc financially , allow sale of dpc power outside maharashtra , re - examine ppas in accordance with least - cost plans , and thoroughly reform the mseb . the committee know this can become reality only with political consensus and through forming of public opinion . the question is , can that be achieved in an unstable political environment ? with priya sahgal making of a scam ? 1992 : centre invites enron to set up ' fast track ' power project ? dec 1993 : first ppa signed with mseb ? 1994 : enron starts construction ? 1995 : sena - bjp govt scraps enron ? 1996 : state govt renegotiates project ? 1996 : 13 - day vajpayee govt approves counter - guarantee ? may 1996 : state cabinet clears ppa ? may 13 , 1999 : phase i commissioned ? jul 1999 : financial closure for phase ii ? oct 2000 : mseb defaults on payment , subsequently stops paying monthly bills ? feb 6 , 2001 : enron invokes central government ' s counter - guarantee - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - business standard , monday , april 23 , 2001 mseb revenue collections up at rs 968 crore in march , renni abraham the maharashtra state electricity board ' s ( mseb ) revenue collections in march 2001 stood at a record rs 968 crore . this was largely due to the disconnection drive on defaulter connections - - pegged at nearly 20 , 000 disconnections a month - - which resulted in compliance by consumers . with the dabhol power company ( dpc ) monthly financial burden issue now a topic of discussion among arbitrators on the negotiating table , the mseb has turned to putting its house in order . as if to ward of any criticism of its fiscal condition that could be termed as the facilitator to the entire dpc tariff crisis , the state electricity board has put matters relating to its performance on record . for instance , mseb has recorded the highest power generation in the year ended march 31 , 2001 , at 45930 units , compared with the previous year ' s 45582 units , making it the top seb of the country in this respect . similarly its power stations recorded the highest availability percentage at 86 . 1 up from 84 . 6 per cent last fiscal . plant load factor is up to 72 . 78 per cent , compared with 71 . 7 per cent in 2000 . the parli power station has recorded the highest ever generation in the ten years of its life time in 2000 at 4545 million units , which made it eligible for the meritorious productivity award under the eligibility guidelines issued by the government of india carrying a cash award of rs 12 . 5 lakh . all other power stations in the state , without exception , also fulfill the eligibility criteria for the cash award , a senior mseb official said . similarly , the chandrapur power station became the first power station of any state electricity board to get the iso 9002 certification . a senior mseb official said : " earlier mseb was suffering from too much interference in its day to day functioning . the agriculturists were touted as the major reason for its deteriorating accruals , while theft of electricity during the transmission and distribution stage was conveniently camouflaged under this head . in the recent past , the government has authorised mseb to take steps to curb this misuse of power by its own officials , many of whom , including a chief engineer have suffered suspensions | 0 |
Subject: phone interview per our conversation yesterday , i will have a job description for the comp finance students sometime today . i have also gone through the mba resume stack yet again . the person who requested the phone interview is troy mischke . he works for pratt & whitney in florida . cmu has a flexmode program , which is another phrase for distance learning . it turns out that there are a number of people that work for pratt & whitney in florida . my guess is that they all know each other , and decided to take the flexmode program together . here are the names tony garcia k . todd kuykendall timothy leonard troy mischke only troy requested the phone interview , although tony gacia did send a cover letter . what is the best path forward ? - kevin kindall | 0 |
Subject: interview schedule for yingquan shen ( charles ) please be aware of the correction on candidate ' s name . thank you stephanie - - - - - - - - - - - - - - - - - - - - - - forwarded by stephanie summers / na / enron on 10 / 10 / 2000 04 : 00 pm - - - - - - - - - - - - - - - - - - - - - - - - - - - stephanie summers 10 / 10 / 2000 03 : 41 pm to : vince j kaminski / hou / ect @ ect , zimin lu / hou / ect @ ect , alex huang / corp / enron @ enron , tanya tamarchenko / hou / ect @ ect , paulo issler / hou / ect @ ect cc : anita dupont / na / enron @ enron , shirley crenshaw / hou / ect @ ect , marlow anderson / corp / enron @ enron subject : interview schedule for yingquan shen ( charles ) please find the interview packet for the above - referenced person . the interview will occur on friday october 13 , 2000 . please print all three documents for your reference . if you have any questions , or conflicts of schedule , please do not hesitate to contact me . stephanie 58701 | 0 |
Subject: re : ca for henwood engagement sandeep , it probably makes sense for you to directly coordinate the signing of the contract for henwood . attached is another copy of the earlier email containing a draft contract provided by bonnie nelson in legal . she would still like to change section 6 on exclusivity . her number in houston is 713 646 7712 . let me know whatever i can do to help . - - stinson - - - - - - - - - - - - - - - - - - - - - - forwarded by stinson gibner / hou / ect on 01 / 18 / 2001 08 : 43 am - - - - - - - - - - - - - - - - - - - - - - - - - - - bonnie nelson @ enron _ development 01 / 11 / 2001 12 : 51 pm to : stinson gibner / hou / ect @ ect cc : vince j kaminski / hou / ect @ ect , sandeep subject : re : ca for henwood engagement stinson , attached please find a draft consulting agreement for use with henwood . you will want to review it before you send it to henwood . please see section 6 in particular . also , i put in that arbitration will be in houston and texas law will apply . we could move that to new york , with new york law if that is better for henwood . if pressed , we could make it singapore or u . k . law , with arb in singapore . but any other law , including australian law , would mean we would need to get this contract reviewed by foreign counsel - - so i strongly urge you to argue for texas or ny law ( no other state , please ) . i tried to make this agreement reflect the terms in henwood ' s proposal , and believe i succeeded . our form has some additional terms not contained in their proposal , as well as fcpa boilerplate ( ie . , the " business conduct " and " drug policy " language ) . also , i just want to point out that this agreement allows them to subcontract the work - - but only with our written agreement . under their proposal , the subcontractor costs will be charged to us at cost plus 15 % - - so you might not want to do it . please let me know if you have any comments or questions . bonnie | 0 |
Subject: re : book review great job vince . i know people will be knocking themselves over for the book . i know for a fact that the consultants can make a lot of money just ' reselling ' stuff that are in the book ! i know first hand since d & t did that with even the first version . i think the fas 133 article by some out - of - work nuclear engineer was the bomb ! ravi . | 0 |
Subject: resume , cv . , etc . dear mr . kaminski : as explained over the phone , i have been doing political , economic , and strategic analysis for terry thorn , formerly head of government affairs for ei . most of my work has been focussed on asia , a region in which i have deep experience and speak major languages . wtih the restructuring of the asia - pacific group , terry is moving to a new function and i am seeking a new role . since i have been based in washington , dc , with more frequent trips to asia than to houston , i still feel as though i don ' t know my way around the company , a disadvantage in my current situation . several people have recommended that i talk to you about your shop , but more generally if you have any ideas about where i might fit in , i would appreciate them . i am attaching my resume , cv and a biographical sketch as you requested , edith terry enron / dc | 0 |
Subject: alliance info alert : ferc report on western markets at its special meeting today , ferc released the results of its eagerly awaited probe into california ' s summer power crisis , concluding that under certain circumstances , california ratepayers were subjected to unjust and unreasonable power rates due to california ' s " seriously flawed " market structure and rules in conjunction with tight demand and supply conditions throughout the west . the ferc staff report on western markets and the causes of the summer 2000 price abormalities , entitled , part i of staff report on u . s . bulk power markets , is available at the following website : in response , ferc issued an order proposing a series of sweeping structural changes to the california iso and px to help remedy the pricing problems , and solicited public comment by november 22 . a technical conference has also been scheduled for november 9 , to discuss the proposed solutions and other remedies that might be suggested ( details tba ) . while all four commissioners supported the order , the order stretched the commission . chairman hoecker and comm . breathitt expressed strong endorsements , while comms . hebert and massey concurred , citing areas where they felt the commission had either " over - reached " or not gone far enough , as discussed below . a final order is expected to be issued by year ' s end . at the same time , the commission warned california consumers of their continued risk of paying higher prices unless policy makers there resolve state issues , such as : ( 1 ) immediately implementing the availability of day ahead markets for power purchases ; ( 2 ) development of demand responses ; ( 3 ) siting of generation and transmission ; and ( 4 ) assurance of sufficient reserve requirements . highlights of proposed california structural remedy in its order , ferc proposed a series of market overhauls , including : ( 1 ) eliminating the state ' s mandatory requirement that the state ' s investor - owned utilities buy and sell electricity through the px , and allowing these utilities to purchase electricity through forward contracts and other alternative mechanisms to manage supply risks . ( 2 ) requiring market participants to schedule 95 percent of their transactions in the day - ahead market and instituting a penalty charge for under - scheduling ( in excess of five percent of hourly load requirements ) , in order to discourage over - reliance on the real - time spot market . ( 3 ) establishing independent , non - stakeholder governing boards for the iso and px . ( 4 ) modifying the current single price auction system by ( a ) imposing a temporary $ 150 / mwh " soft cap " that prohibits supply bids in excess of $ 150 from setting the market - clearing price for all bidders ; ( b ) requiring sellers bidding above $ 150 / mwh to report their bids to ferc on a confidential , weekly basis and provide certain cost support ; and ( c ) requiring the iso and px to report monthly information on such bids . the commission ' s price mitigation measures would remain in effect through december 31 , 2002 . ( 5 ) declining to order retroactive refunds for the state ' s ratepayers and utilities , citing insufficient authority to do so , but subjecting sellers to potential refund liability for transactions from october 2 , 2000 until december 21 , 2002 , but no lower than their marginal or opportunity costs , if ferc finds non - competitive behavior . ( 6 ) encouraging accelerated state siting approval and introduction of demand response management programs . separately , the draft order rejected the iso ' s request for an extension of its current purchase price cap authority , and the px ' s request for price capping authority . commissioner responses comm . herbert reluctantly concurred , noting that his decision may change when a final order is considered based on comments filed or testimony offered at the november 9 meeting . he stressed that he would have preferred that the order address four areas : ( 1 ) eliminate all price controls in california markets ; ( 2 ) abolish the single price auction entirely ; ( 3 ) terminate the " buy and sell " mandate in the px ; and ( 4 ) direct the iso to address a long list of cited problems in its january 2001 rto filing , rather than having the commission prescribe specific remedies . hebert stated that while he was opposed in principle to the " soft cap " concept , if one had to be adopted , then the soft cap should increase incrementally increase over time at specific pre - announced dates . he believes that this would serve to both encourage greater investment in facilities and additional forward contracting as well as provide an incentive for california regulators to address market design and other flaws . also , he would not have disbanded the stakeholder governing boards at this time , but allow the iso and px to address this issue in their january 2001 rto filings . in addition , he would not dictate risk management methods , preferring instead that market participants determine appropriate actions on their own . finally , he advised californians not to be so environmentally focused that they do not realize their tremendous need for generation capacity . comm . breathitt stated her approval of the order while warning that ferc cannot allow the events of this past summer to reverse or slow the progress towards open and competitive markets . she noted that it was the commission ' s job to guide the market to self - correct and not to conduct " command and control . " she also commended the managers of the iso and px , saying that they have performed admirably . however , she noted she is awaiting comments on the single price auction remedy and its accompanying confidential reporting requirements . comm . massey concurred , but emphasized that he advocates a more aggressive approach . he feels that the congress has " put its thumb on the scale " in the federal power act to protect consumers . stating that prices will continue to be unreasonable in the future , he believes that this order moves in the right direction , by proposing solutions to identified problems such as an over reliance on the spot market , lack of demand response , the need to reconstitute governance of the iso and px and the elimination of the buy / sell mandate . comm . massey specifically called for comments regarding whether the $ 150 / mwh soft cap went far enough , whether ferc has the legal authority to issue refunds and to determine whether there should be a requirement for a certain percentage of forward contracting to hedge against the spot market price volatility . finally , chairman hoecker stated his strong support of the order , but noted that this is " no time to pull punches . " he emphasized that the commission needed frank comments from the industry . he echoed comm . breathitt ' s warning that competition is at risk and that they needed to get the markets back on track . noting that the commission lacked authority to order refunds , he stated that the responsibility rests with congress . addressing jurisdictional issues , he stated that siting problems encountered at the state level are slowing the " meandering transition " to competition . he feels that the state of california and ferc need to work together to resolve these problems and that ferc is not attempting to usurp power . rather , california is part of a broader interstate market and is dependent on the western region for reliable energy , thus placing the burden on federal action to make things work , hoecker maintained . the chairman also said that the commission will fully investigate and act upon complaints of market power abuse or further evidence provided by staff ' s ongoing investigation . if you have any questions or comments , please call jack cashin at 202 / 508 - 5499 . | 0 |
Subject: revised : restricted list neither ena / rac / egf employees nor family members or others living in their household or financially dependent on the ena / rac / egf employee may purchase or sell securities of any entity ( or derivatives thereof ) listed on the restricted list for your or their personal or related accounts or recommend the purchase or sale of such securities to any person , except with the prior approval of the compliance department in consultation with the ena legal department . in addition to the trading restrictions above , should you at any time possess non - public material information about any public company , you , your family members and anybody that is financially dependent on you , are restricted from trading in that issue , and you may not disclose the non - public material information to anyone that does not have a business need to know . company name stock symbol adrian resources beau canada exploration ltd bau cn belco oil & gas corporation bog bonus resource services corp bou brigham exploration bexp canfibre group ltd . cfgl carrizo oil & gas inc . crzo costilla energy cose crown energy croe cynet , inc . cyne cypress energy cyz esenjay exploration esnj hanover compressor co . hc ice drilling enterprises inc . idf industrial holdings , inc . ihii inland resources , inc . inln kafus environmental industries , inc . ks nakornthai strip mill public co ltd nsm set paladin resources plc plr ld paradigm geophysical pgeof place resources , inc . plg cn quanta services inc . pwr queen sand resources , inc . qsri quicksilver resources inc . kwk rhythms netconnection inc . rthm saxon petroleum , inc . sxn cn startech seh cn syntroleum corp . synm tejon ranch corp . trc titan exploration texp transcoastal marine services , inc . tcms zargon oil & gas zar cn the restricted list is solely for the internal use of ena / rac / egf . no one may engage in discussions regarding whether a security is or is not on the restricted list with persons outside ena / rac / egf without specific clearance from the compliance department in consultation with the ena legal department . in addition to the above , you are reminded that pursuant to enron corp . ' s risk management policy ( " policy " ) , no ena / rac / egf employee may engage in the trading of any " position " ( " position " means any commodity , financial instrument , security , equity , financial asset or liability that are authorized for trading in the policy for the benefit of any party other than ena / rac / egf , whether for his / her own account or the account of any third party , where such position relates to ( i ) any commodity , financial instrument , security , equity , financial asset or liability which falls within such employee ' s responsibility at ena / rac / egf or ( ii ) any energy commodity . the prohibitions listed above do not replace or modify the policies set forth in ena ' s policies and procedures regarding confidential information and securities trading , enron corp . ' s risk management policy , or enron corp . ' s conduct of business affairs . should you have any questions regarding the above , please contact me at ext . 31939 . | 0 |
Subject: seasonal factors and curve fitting i have written a c + + code to do the following : for a given curve , the code will filter out the seasonal factor . it then fits the deseasoned curve to a smooth function of the form f ( t ) = a + a / ( t + b ) c , with 00 , which is useful in calculating forward - forward ? vol . ? the outputs are season patterns ( 2 different patterns are allowed ) ? and the smoothed curve . one can then calculate forward - forward vol ? from the smoothed curve and superimpose the seasonal factors back ? onto the curve . ? ? this procedure is not useful for var calcuation . however , i believe it ? is useful for other situations which require the knowledge of seasonal ? forward - forward vols . for example , in power plant valuation and ? credit exposure simulations , it would reflect the reality more closely ? if we add seasonality to our forward - forward vol in simulating the forward ? prices . ? ? attached are the spreadsheet and xll file . i will forward the c code if ? any of you is interested . ? ? alex ? ? | 0 |
Subject: doreen v - i spoke with doreen this morning re : our san francisco project . please forward info to her at doreen @ magdalinweiss . com are you up fro brunch at my house on sunday with bill and mary ? kathryn will be home on midterm break p - | 0 |
Subject: re : ken lay ' s speech the $ 460 billion would be the cumulative tax cut over the first five years . the $ 1 . 3 trillion would be the cumulative tax cut over 10 years , so yes , the $ 460 billion is part of the $ 1 . 3 trillion . attached is the inforamtion that you requested on the ppi . regards , maureen | 0 |
Subject: fea announces the release of @ energy 2 . 1 . 05 / 14 / 2001 enron north america corp . vince kaminski 1400 smith street 30 th floor , rm . 3036 b houston , tx 77251 - 1188 1 713 - 853 - 3848 dear vince kaminski , this is to inform you of the release of @ energy 2 . 1 . ftp download instructions are available immediately . the download instructions are included at the end of this email . please see below for more information regarding this new release . . fea is pleased to enclose your new version of @ energy / erglib . the accompanying documentation contains installation and other information . here is an overview of the new and changed features since version 2 . 0 . @ energy ( forward curve ) no change . @ energy ( basics ) a control variate methodology hull ( 1997 ) has been implemented for valuation of american options ( opt ) , black and mean - reverting models . it greatly improves accuracy at minimal cost in speed . all models now supports new scalar risk measures corresponding to parallel displacement delta , hedge , and gamma . average price / strike options now support an alternative way of computing theta . the definition of gamma curves has been modified for all models . @ energy ( advanced ) a faster and more accurate methodology is used to value spread options . models affected are spreadopt , stripspreadopt , optspreadopt , optstripspreadopt . the new methodology dramatically improves speed . all models now supports new scalar risk measures corresponding to parallel displacement delta , hedge , and gamma . average price / strike options now support an alternative way of computing theta . the definition of gamma curves has been modified for all models . @ energy ( swing ) the definition of gamma curves has been modified for all models . @ energy ( weather ) no change . see the file fea \ energy \ ergnote . txt in your distribution for a list of bug fixes . here is an overview of the new and changed features since version 1 . 6 . @ energy ( forward curve ) jump parameters are now calibrated for use in other @ energy functions . inputs and outputs to powercalib and comcalib have changed . see the corresponding function syntax in the user guide for additional information . 35 - 40 % speed improvement . the module is now out of beta . @ energy ( basics ) different interpolation schemes on forward prices are now supported . if you use indexswap , exoticswap , or optindexswap with floating price linked to a series of futures dates , such futures dates need not be close to dates specified in the forward curve input . a new utility function , pathutil , allows you to simulate and visualize price paths consistent with the models supported by @ energy . 25 - 30 % speed improvement . @ energy ( advanced ) different interpolation schemes on forward prices are now supported . if you use optdiffswap or diffswap with floating price linked to a series of futures dates , such futures dates need not be close to dates specified in the forward curve input . calspreadopt now allows for the specification of two different mean reversion rates . 30 - 35 % speed improvement . @ energy ( swing ) swingopt and stripswingopt now allow for valuation of swing straddle contracts with overall load constraints . 65 - 70 % speed improvement . the module is now out of beta . @ energy ( weather ) 30 - 35 % speed improvement . see the file fea \ energy \ ergnote . txt in your distribution for a list of bug fixes . if you are a user of the erglib library , please be aware of possible backward compatibility issues in calls to eapo , easo , espreadapo , espreadaso , and ecrackapo . see fea \ energy \ ergnote . txt for additional details . here is an overview of the new and changed features since version 1 . 5 . @ energy ( basics ) european options and strips of european options now support valuation via a jump diffusion model ( see opt and stripopt functions ) . average price options ( see the apo , spreadapo , crackapo functions ) , and average strike options ( see the aso , spreadaso functions ) now allow for a direct input of the fixing dates . @ energy ( advanced ) includes two new functions , optstripopt and optstripspreadopt for valuation of complex compound options . if you are a user of the erglib library , please be aware of backward compatibility issues in calls to eapo , easo , espreadapo , espreadaso , and ecrackapo . see fea \ energy \ ergnote . txt for additional details . here is an overview of the new and changed features since version 1 . 4 . @ energy ( forward curve ) @ energy ( forward curve ) is the new module which includes functions designed to generate forward curves , volatility curves and mean reversion rates used in many other @ energy functions . module in beta release . @ energy ( basics ) apo ' s and aso ' s : bug fixed when avg _ starts prompt . type " quit " . the file will be downloaded into the directory at which you entered the ftp site . double click on the exe and follow the instructions on the screen . there is also a readme file which contains installation instructions . you may wish to print this out for easy reference . n . b . : the password is only valid until the first friday of next month . if you have any questions please feel free to contact us . we appreciate this opportunity to be of continuing service to enron north america corp . . regards , erin hopkins administrative assistant financial engineering associtates , inc . tel : + 1 . 510 . 548 . 6200 mailto : info @ fea . com or mailto : support @ fea . com | 0 |
Subject: re : garp 2001 convention andreas , am i entitled to bringing one delegate as a guest , free of charge ? some conferences offer such privileges . vince " andreas simou " on 12 / 04 / 2000 06 : 31 : 37 am to : cc : subject : garp 2001 convention dear garp 2001 speaker ? this is just a quick note to keep you up - to - date with developments at the garp 2001 convention , which will be held in new york between 12 th and 15 th february , 2001 . ? thus far , garp 2001 looks set to far exceed our expectations and garp 2000 . there has been a great deal of interest in the 2001 convention . delegate bookings have been much higher than this time last year . as a result , we are set to far exceed the number of delegates that attention earlier this year . the three workshops and the one - day asset management forum are also very well received and will probably reach full capacity . i will of course provide you with much fuller details closer to the time of the event . ? regarding the event itself , i would like a few outstanding issues : ? 1 . presentations : can you please e - mail your presentation to me by 15 th december , so that i have enough time to reproduce them and place them in a delegate pack for the convention . ( given the break of the christmas and new york period , and that the event is being held in new york , i am sure you can appreciate that there are certain logistical factors that need to be taken into account , hence the reason why the presentations are required as soon as possible ) . this is purely for reproduction , we also request you bring your presentation to the convention on the day in either a floppy disc or a laptop . ? 2 . audio - visual requirements : can you please inform me of what audio - visual requirements you may have ( 35 mm slides ; ohp ; lcd projection - notably powerpoint ) . ? 3 . check list : i have attached a check list for your information . if you have not returned this already , can you please read and fax it to my colleague , claire as soon as possible . ? if you have any questions or queries , please do not hesitate to contact me , otherwise i eagerly await your response in due course . ? i look forward to seeing you in new york in february . ? kind regards ? andreas _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ andreas simou garp 2001 - conference producer tel ? + 44 ( 0 ) 20 7626 9301 fax + 44 ( 0 ) 20 7626 9900 ? don ' t miss the garp 2001 convention , program details via our web site www . garp . com - speaker checklist . doc | 0 |
Subject: logistics for the sycamore meeting in chelmsford next week hi barb , please add the following enron names to your list . i will call to confirm this later today ( 1 / 28 / 00 ) . krishna and samer , please go ahead and arrange the travel plans as per the following schedule and my e - mail before . kind regards , ravi . - - - - - forwarded by ravi thuraisingham / enron communications on 01 / 28 / 00 11 : 10 am - - - - - barb . vanbeyrer @ sycamorenet . com 01 / 28 / 00 08 : 56 am to : phil markwart / enron communications @ enron communications cc : ravi thuraisingham / enron communications @ enron communications , erik simpson / enron communications @ enron communications , stinson gibner @ ect , john griebling / enron communications @ enron communications , allan grimm / enron communications @ enron communications , dorn hetzel / enron communications @ enron communications , michael baker / enron communications @ enron communications , nicole gilson / enron communications @ enron communications , hardeep luthra / contractor / enron communications @ enron communications , larry . sakauye @ sycamorenet . com , richard reichardt / enron communications @ enron communications , susan wadle / enron communications @ enron communications subject : logistics for the sycamore meeting in chelmsford next week hi phil , here are the logistical details for our meetings next week at sycamore in chelmsord ( 10 elizabeth drive ) . hotel : double tree in lowell . transportation : everyone should fly into boston monday afternoon / early evening . chelmsford is about 40 - 45 minutes from the airport , more in traffic . i can arrange for a car service from the airport to the restaurant monday night for everyone , and have the limo wait for you until we are through with dinner ( then everyone can leave there bags in the limo ) . if some or all want to use this car service , i ' ll need their flight information by friday afternoon so i can make arrangements . here is the agenda for next week : monday : dinner at 7 : 30 pm - agresti ' s restaurant , 175 littleton rd , westford , ma . directions will immediately follow this email . tuesday meetings at sycamore 8 : 30 am - 5 : 00 pm planning session : - enron ' s business drivers / vision - enron ' s optical networking architecture - dinner planned - - location tbd wednesday meetings at sycamore 8 : 30 am - 5 : 00 pm planning session : - detailed route design - deployment planning - dinner planned - - location tbd ( boston ? ) thursday meetings at sycamore 8 : 30 am - 4 : 00 pm - review detailed route designs - metro area services : access partners - depart for airport at 4 pm thursday , or friday morning depending on flight availability as of this morning , here is the list of enron attendees that we are expecting : john griebling dorn hetzel phil markwart ravi thuraisingham stinson gibner allan grimm erik simpson mike baker nicole gilson hardeep luthra richard reichardt valient employee ( i have no name as of today ) can you please let me know of any additions or changes to the attendee list ? and please send this email to anyone planning to attend that is not on the cc : ' d list . thanks . please call me today , or over the weekend if you have any questions . my cell phone number is listed below . look forward to seeing everyone next week ! barb barbara van beyrer national account manager sycamore networks office : 503 - 977 - 6354 mobile : 503 - 781 - 0693 fax : 503 - 977 - 6185 barb . vanbeyrer @ sycamorenet . com www . syacmorenet . com | 0 |
Subject: energy & power risk management 2001 dear vince , i would like to confirm the invitation for you to participate at our annual congress in houston . following our conversation , i would be most interested in including a presentation on ' modeling price volatility in us power markets ' in the pricing , hedging & trading stream on the 14 th may , 2001 . i am keen to confirm each speaker and session by the end of next week , which will then allow time to work with each presenter on titles and points that will provide an accurate summary for the session . if you have any overall views or suggestions regarding the conference feel free to email me at pbristow @ riskwaters . com or call me on 212 925 6990 , extn . 225 . i look forward to confirming your participation at energy & power risk management 2001 . important : due to system problems i am using another system . please do not reply to this email . please reply to the address given above . yours sincerely , paul bristow manager of conferences , usa risk waters group - spktemp 2 . doc | 0 |
Subject: introduction of the european gas advisory service and european po wer advisory service to : european gas and power clients from : peter hughes , cera senior director ; scott foster , cera director ; simon blakey , cera director ; mack brothers , cera director date : 14 march 2000 re : introduction of the european gas advisory service and european power advisory service for the past 15 years , cera ' s european gas and power retainer advisory service has been primarily a natural gas service , with a small component related to electric power issues . in recognition of the changing industry and regulatory environment for electric power , we have significantly added to our electric power capabilities in europe over the past three years , in terms of both staff and of the depth and breadth of our research . based on strong client demand for a dedicated team and service focused on the impending sea change for the power industry and our desire not to lessen the service we provide to the natural gas industry and market in europe , cera is pleased to announce the launch of the european power advisory service as of 1 april 2000 . this new service , in combination with our existing european gas advisory service , will maintain cera ' s thought leadership and provide clients with an " early warning " system in these fast changing and important markets . the two teams will continue to work closely together , which will allow them to identify and analyze the important aspects of " convergence " between the gas and electric power markets while highlighting and researching the independent issues in each market . european gas advisory service the european gas advisory service will continue to provide clients with independent analysis and insight on the changing dynamics of the european gas market . it offers decision makers clear and comprehensive analysis on the future energy landscape and the challenges posed by the emerging competitive environment in europe . the focus is on market fundamentals , the impact of european union and national policies , the changing industry structure , and strategic responses . the deliverables include : the semi - annual european gas watch european gas decision briefs european gas private reports european gas energy signposts interactive media conference calls dedicated european gas website - highlighting cera ' s current thinking and market fundamentals on the gas sector in europe on a country - by - country basis . attendance at european gas roundtables ( optional ) european power advisory service the european power advisory service will provide clients with independent analysis and insight on the changing dynamics of the european power market . the service will review the market fundamentals for the european electricity market and will provide clients with a framework for understanding and interpreting the major changes taking place in the market . european power advisory service will present cera ' s view of the dynamics and assessment of the opportunities being created in the market . the deliverables will include : a semi - annual european power watch european power decision briefs european power private reports european power energy signposts interactive media conference calls dedicated european power website - highlighting cera ' s current thinking and market fundamentals on the power sector in europe on a country - by - country basis . attendance at european power roundtable ( optional ) we are pleased at this opportunity to enhance cera ' s coverage of a rapidly changing market and look forward to providing you with deeper and broader perspectives on the future of european energy . if you have any questions regarding this exciting transition , please contact mack brothers * in our paris office at + 33 ( 0 ) 1 42 44 10 10 . also please note the upcoming european gas and european power roundtable sessions scheduled for monday 5 june 2000 in paris . these roundtables commence at 9 a . m . and include dinner that evening . * cera is pleased to announce that as of 1 april 2000 mack brothers will be moving from our cambridge office to our paris office to head the commercial team for european energy . * * end * * this electronic message and attachments , if any , contain information from cambridge energy research associates , inc . ( cera ) which is confidential and may be privileged . unauthorized disclosure , copying , distribution or use of the contents of this message or any attachments , in whole or in part , is strictly prohibited . - attl . htm | 0 |
Subject: leadership committees we are launching a number of committees to perform key functions across enron . enron , s breadth of activities and nonhierarchal organization make it increasingly necessary to broaden the participation of enron , s next generation of leadership in the important decisions affecting the company . broadening participation will result in increased access to information as decisions are made and will allow committee members to extend their working relationships and influence throughout the company . the committee charters and memberships are set forth below . not everyone listed has been contacted in advance . we urge you to serve if at all possible , but , if you cannot , please contact the committee chair . vp prc the vp prc will continue to be responsible for evaluating the performance of enron , s vice presidents , determining promotions to vice president , and recommending promotions to managing director . additionally , the vp prc will review and propose changes to the prc process , the performance evaluation criteria and the promotion criteria . the vp prc will be chaired by dave delainey and its membership is as follows : tim belden ben glisan danny mccarty michael brown joe gold jeff mcmahon rick buy mark haedicke rob milnthorp wes colwell jim hughes matthew scrimshaw david cox louise kitchen jeff shankman janet dietrich michael kopper richard shapiro dave duran john lavorato marty sunde jim fallon dan leff analyst / associate prc the analyst / associate prc will be divided into 3 groups . enron europe will have the same committee evaluate analysts and associates . this group will be chaired by john sherriff and its membership is as follows : pierre aury kevin heffron andreas radmacher rob bayley joe hirl stuart rexrode paul chivers chris mahoney marcello romano markus fiala christopher mckey bjarne schieldrop david gallagher roy poyntz ron slimp bruce garner paul quilkey rob stewart the associate prc for the americas will be chaired by stan horton and its membership is as follows : sally beck troy henry kevin presto jeremy blachman sean holmes brad richter don black sean long stewart seeligson dan castagnola rodney malcolm hunter shively joe deffner scott neal jim steffes kevin garland john nowlan andy zipper david gorte ozzie pagan the analyst prc for the americas will be chaired by steve kean and its membership is as follows : federico cerisoli mark jackson everett plante jennifer fraser ben jacoby paul racicot derrick davies steve jernigan angela schwarz scott gahn jay lewis ed smida rod hayslett cheryl lipshutz jon thomsen rogers herndon michael mann emilio vicens brenda herod ed mcmichael frank vickers kevin howard steve meyers analyst / associate program the most essential determinant of enron , s continued growth is our ability to attract and develop new talent . the analyst / associate program has been the biggest contributor to our success in this area . charlene jackson , currently leading our analyst / associate program , has taken a commercial position in ees , account management organization . we thank charlene for her hard work and many contributions to the program . going forward , this program will be administered by a committee chaired by john sherriff , ceo of enron europe . the members of this committee are listed below . billy lemmons , currently vice president of enron global markets , will lead the day - to - day operations of the program . billy joined enron in 1992 , and has served in a variety of commercial capacities across the company and has been an active participant in the associate / analyst program . please join us in congratulating billy on his new responsibilities . phillip allen andy fastow eric shaw robina barker - bennett kevin garland hunter shively rick causey ken rice stu staley joe deffner culture we are combining the vision and values , diversity and corporate responsibility committees into a single corporate culture committee chaired by ken lay . cindy olson , beth tilney and kelly kimberly will serve as executive directors of this committee . this committee will focus on leadership and work - life issues ( making it easier to attract and retain the best talent ) , in addition to continuing the work of the vision and values , diversity and corporate responsibility task forces . the members of this committee are as follows : greg adams louise kitchen mark palmer shelley corman michael kopper paula rieker janet dietrich richard lewis jeff shankman jeff donahue sean long mitch taylor gene humphrey dan mccarty mike terraso robert jones jean mrha the corporate policy committee will conduct the md prc and review the recommendations of the other committees , giving substantial deference to the decisions of those other committees . we will be forming other committees to deal with other significant functions , tasks and issues facing the company . | 0 |
Subject: employees that are listed in the research time site that are not in the research group hello everyone : in doing the sap timesheets this time i have discovered there are several people listed in the 105896 cost center - org . unit # 1424 ( research ) that are no longer in the research group . shouldn ' t they be moved ? they are : alexios kollaros 502373 now with the new power co . farouk lalji 501609 analyst rotated out ainsley gaddis 400250 summer intern returned to school ( last day the 11 th ) mandeep chahal 502876 now with the new power co . james aimone 514849 summer intern returned to school ( last day the 11 th ) roman zadorozhny 501778 now with another co . in enron please let me know if i need to do anything . thanks ! shirley | 0 |
Subject: re : vacation shirley , no problem . vince shirley crenshaw 01 / 09 / 2001 10 : 24 am to : vince j kaminski / hou / ect @ ect cc : subject : vacation vince : if it is allright , i would like to take the following days as vacation days : friday , january 12 friday , february 2 anita will be here . thanks ! shirley | 0 |
Subject: spreadsheet for george posey vince and clayton : attached is the spread sheet i worked up for george posey . feel free to edit or let me know and i will . thanks ! | 0 |
Subject: meeting with vince kaminski hello mr . roberts : vince kaminski will be arriving in london on monday , the 18 th of september at 9 : 55 am . he would be available to meet with you in the afternoon on the 18 th . please let me know if this is acceptable and who the individuals are that will be attending the meeting . you also mentioned an agenda , which would be great . thanks ! shirley crenshaw administrative coordinator enron research group | 0 |
Subject: flat screens hello , please call or contact regarding the other flat screens requested . trisha tlapek - eb 3132 b michael sergeev - eb 3132 a also the sun blocker that was taken away from eb 3131 a . trisha should two monitors also michael . thanks kevin moore | 0 |
Subject: re : follow - up on siam workshop thanks for forwarding peter ' s resume . by copy of this memo i am forwarding peter ' s resume to danny mccarty and phil lowry . danny and phil : please follow - up with vince if you have an interest in meeting with peter . he seems to be a very qualified candidate . vince j kaminski @ ect 04 / 30 / 2001 02 : 28 pm to : stanley horton / corp / enron @ enron , danny mccarty / et & s / enron @ enron cc : vince j kaminski / hou / ect @ ect subject : follow - up on siam workshop i am forwarding for your attention the resume of peter percell who has an extensive experience in modeling physical flows of natural gas in pipeline systems . peter is looking currently for a job . i met him last week at the meeting of the science and industry advance with mathematics society at the university of houston . the application of recent developments in optimization theory and numerical methods can help enron to improve further efficiency of our pipeline system and reduce the consumption of compressor fuel . please , let me know if you interested in introducing peter to executives in your organization . i shall be glad to make arrangements for an interview . vince kaminski - - - - - - - - - - - - - - - - - - - - - - forwarded by vince j kaminski / hou / ect on 04 / 30 / 2001 02 : 17 pm - - - - - - - - - - - - - - - - - - - - - - - - - - - peter percell on 04 / 30 / 2001 11 : 16 : 58 am to : vincent kaminski cc : subject : follow - up on siam workshop i enjoyed your presentation , and meeting you briefly afterwards , at the siam workshop last friday . i have extensive experience as a technical leader in the design and development of modeling and simulation software products , mostly for the oil and gas pipeline industry . i am looking for a position that can utilize my software development and mathematical skills . getting out of the narrow confines of the pipeline simulation industry would be a plus . please consider whether i might fit in your group . your answer to a question indicated that i have several of the skills you look for . also , please let me know , by email , the names and contact information of other managers within enron who might benefit from having someone with my qualifications in their group . attached are my resume and an addendum covering academic & consulting experience . publications are available on request . i will call you in a couple of days to follow up on this email . thank you for your time . peter percell 10030 doliver drive percell @ swbell . net houston , tx 77042 - 2016 ( 713 ) 532 - 3836 voice & fax - percell , peter resume only . doc - percell , peter a & c exp . doc | 0 |
Subject: hello hi vince , how are you . it was really a pleasure meeting you and talking to you at the toronto energy derivative conference . thank you for speaking with me about the possibility of visiting your research group . it will be great if i could have such opportunity whenever you see your schedule fits . i am very much open for the last week of july and early august . i ' m looking forward to hearing from you soon . best , shijie shi - jie deng assistant professor school of isye georgia institute of technology office phone : ( 404 ) 894 - 6519 e - mail : deng @ isye . gatech . edu home page : http : / / www . isye . gatech . edu / ~ deng | 0 |
Subject: resume for bruce james dr . kaminski : please find attached my resume and cover letter . sincerely , bruce james - jameslett 60 . zip | 0 |
Subject: ( no subject ) vince , here are the overview powerpoint slides for the investment and strategic relationship management firm , azure capital , i mentioned in my voice mail . the transactions they completed in their past lives at csfb and already in the new firm , as well as their advisory board are probably the strongest evidence of their capabilities . hope all is well . blake - azure slides . ppt | 0 |
Subject: resume - rabi de vince , thanks for returning my call . here ' s rabi ' s resume for your review . as i mentioned , i worked with rabi for a little over a year at shell and was very impressed with both his abilities and work ethic . if you would like any further info from me , please do not hesitate to give me a call . thanks . bill ( for human resources ) - - - - - - - - - - - - - - - - - - - - - - forwarded by bill berkeland / corp / enron on 06 / 26 / 2000 11 : 08 am - - - - - - - - - - - - - - - - - - - - - - - - - - - rabi de on 06 / 25 / 2000 08 : 24 : 07 pm to : bill . berkeland @ enron . com cc : subject : resume dear bill : thank you very much for volunteering to circulate my resume within enron . as you know , i am interested in exploring career opportunities in financial engineering within enron . i am particularly interested in joining the research group headed by dr . vince kaminski . enron continues to innovate its way through the energy and telecom marketplace using its substantial intellectual capital . the enclosed resume details my experience , academic background , and contributions in the area of risk modeling and management . understanding risk is a core competency of enron and i am excited about the possibility of working , learning , and growing with the very best in the industry . please forward my resume within enron as you see fit . thank you in advance for any referrals or recommendations you may be able to provide . best regards , rabi s . de do you yahoo ! ? get yahoo ! mail - free email you can access from anywhere ! | 0 |
Subject: re : transition to research group - an update sounds great - - molly vince j kaminski 01 / 19 / 2001 06 : 21 pm to : molly magee / hou / ect @ ect cc : vince j kaminski / hou / ect @ ect subject : re : transition to research group - an update molly , thanks . let ' s wait for sandeep : he comes back wednesday . anshuman will work with him . vince enron north america corp . from : molly magee 01 / 19 / 2001 06 : 08 pm to : margaret daffin / hou / ect @ ect cc : vince j kaminski / hou / ect @ ect subject : re : transition to research group - an update once again , margaret , we are in your debt . vince , let ' s get together some time next week and see where you would like us to go with this . . . molly margaret daffin 01 / 19 / 2001 03 : 27 pm to : molly magee / hou / ect @ ect cc : vince j kaminski / hou / ect @ ect subject : re : transition to research group - an update molly : just to be sure that everyone understands , anshuman cannot work in the us on a bl visa - he can only come here for business meetings and training . we will have to get him the ll visa in order for him to work in the us . margaret enron north america corp . from : molly magee 01 / 19 / 2001 02 : 53 pm to : vince j kaminski / hou / ect @ ect cc : margaret daffin / hou / ect @ ect subject : re : transition to research group - an update thank you so much for the information , vince . i hope that you have a great weekend ! molly vince j kaminski 01 / 19 / 2001 02 : 39 pm to : molly magee / hou / ect @ ect cc : vince j kaminski / hou / ect @ ect subject : re : transition to research group - an update molly , i shall ask sandeep to do it when he comes back from india next week . i have just learned that anshuman has bl visa and he can start on a project as a person delegated by dhabol power company to houston . to be absolutely above the line , i would still arrange the ll visa . vince enron north america corp . from : molly magee 01 / 19 / 2001 10 : 44 am to : vince j kaminski / hou / ect @ ect cc : margaret daffin / hou / ect @ ect subject : re : transition to research group - an update i agree that it makes sense to put the ll in place . there are several things we will need from you in order to start the visa process . the first is a fairly detailed job description for anshuman . secondly , we also need to know whether or not he will be in a managerial position here and / or managing a project . if there is someone else in your group who can furnish this job description , just let me know and i will be happy to contact him / her . as for sandeep , i have been told that he is a u . s . resident so there should be no problems with him . margaret daffin will be contacting him to be absolutely sure . thanks , molly vince j kaminski 01 / 19 / 2001 10 : 21 am to : molly magee / hou / ect @ ect cc : vince j kaminski / hou / ect @ ect subject : re : transition to research group - an update molly , let ' s get ll for anshuman , just in case . i am sure he will stay here for a while once he comes . it is quite obvious jeff shankman will have to keep him longer , given the priority of the project . i assume there are no problems with sandeep . thanks . vince enron north america corp . from : molly magee 01 / 19 / 2001 09 : 54 am to : vince j kaminski / hou / ect @ ect cc : margaret daffin / hou / ect @ ect subject : re : transition to research group - an update thank you for the update , vince . i have been working with margaret daffin with regard to anshuman ' s visa status . we will have to get an ll visa in place before he can come to the united states , even in a temporary capacity . do you want to move forward with that effort at this time , or is the possibility of him coming to the u . s . so remote that it wouldn ' t be worth the time and money right now ? molly vince j kaminski 01 / 19 / 2001 09 : 42 am to : molly magee / hou / ect @ ect cc : vince j kaminski / hou / ect @ ect subject : transition to research group - an update molly , this is an update on anshuman . please , see below . it seems that his transfer is not an issue for the time being . we can put it on a back - burner till he gets here . vince p . s . the relevant section . i also spoke about anshuman , and there was resistance to his leaing for such a long time . however , i have agreement from folks here to send him to houston for a shorter stint on dpc budget . i will try to finalize that before i leave . i will call you in the evening to just chat . - - - - - - - - - - - - - - - - - - - - - - forwarded by vince j kaminski / hou / ect on 01 / 19 / 2001 09 : 45 am - - - - - - - - - - - - - - - - - - - - - - - - - - - sandeep kohli @ enron _ development 01 / 19 / 2001 04 : 32 am to : vince j kaminski @ ect cc : subject : transition to research group - an update vince , just wanted to let you know that i had a meeting with wade cline ( coo , enron india ) , neil mcgregor ( president , dpc ) , and mohan gurunath ( cfo , dpc ) today . though i had already spoken to all of them earlier about my joining your group , today it became official , and all of them supported the move . i explained to them what we would be doing , and the results expected from the henwood study . dpc would like to pay the costs for the study , and that was mentioned . there maybe some tax issues etc . that need to be cleared , and other related issues that i would like to discuss with you , so i will leave them till i get to houston . i also spoke about anshuman , and there was resistance to his leaing for such a long time . however , i have agreement from folks here to send him to houston for a shorter stint on dpc budget . i will try to finalize that before i leave . i will call you in the evening to just chat . i am very thankful to you for giving the opportunity you have . things here have deteriorated dramatically over the last few weeks . morale is quite down due to many lay - offs . i am really looking forward to returning to houston , and the family ! ! regards , sandeep . | 0 |
Subject: re : summer work . . jinbaek , thanks for your message . we have a number of additional fascinating projects that you can work on . as a matter of fact , it would be great to have you here earlier . vince " jinbaek kim " on 05 / 02 / 2001 05 : 18 : 32 am to : , " raghavan , suresh " , " mesquita , ross " cc : subject : summer work . . long time no see , how have you been . . . must be busy and living a challenging life ? i have been pretty busy too , to finish a project and write a paper , these days . everything looks going ok for my summer internship . i took necessary steps to work out of campus , and sent signed contract to molly a week ago . . here is what i am expecting to do in the summer . please let me know if you have any change in mind . actually , i wonder a little bit if dealbench changed its business model . . . and maybe you got priority in something different because it has been quite a while since we talked . i ' d like to what ' s going on in dealbench team . . . raghavan and ross , if we talk over phone it will be great ! dr . kaminski , if you think there is something else interesting to work with during the summer , to both you and i , please let me know . my interest is auction , market design , and simulation . i am taking a financial engineering class , ( mostly on option pricing ) and working on electricity generator valuation problem based on spark spread option . all of you , let ' s keep in touch until we meet in june ! ! best regards , jinbaek tentative work period : 6 / 4 - 8 / 4 1 . tasks : 1 ) survey on auctions : the state of art single - item auction , multi - unit auction , sequential auction , multi - attribute auction , combinatorial auction - theoretical - experimental - algorithmical 2 ) deal bench ' s auction model analysis 2 . deliverables : 1 ) 3 presentations : - lst presentation : around 6 / 30 : on different auction types and researches - 2 nd presentation : around 7 / 15 : the state of art in auction studies - 3 rd presentation : around 8 / 1 : deal bench ' s model analysis 2 ) report : summary of auction study in laymen ' s term deal bench ' s model analysis | 0 |
Subject: contstraints on the shape of a smile stinson , vince , zimin , here ' s a brief document on constraints on the shape of a smile for a fixed expiry date . the constraints are neccessary and sufficient for no arbitrage in this case . i ' ve used a template created by dr . leppard which is why it looks so scary . if you need constraints in the time direction then i will have to think a little bit more about it . i think constraints in this direction are very model depenendent e . g . stochastic volatility and local volatility models will throw up different constraints . steve , i am not sure if our traders ( or quants for that matter ) are aware of these constraints and some desks are beginning to build smiles . . . regards sharad | 0 |
Subject: re : invoices hi julie : the march invoice # 000166 was sent to our accounting department for payment on march 28 th . i have a call into them to see what happened to it . i will let you know . the aud 5000 invoice was sent to the accounting department but they sent it back saying they cannot pay invoices in foreign currency . so i then had to send it to the treasury dept . i will check on it today also . as far as the other invoice . it should be sent to our australia office to the attention of paul quilkey . we had agreed to split this with them . their address is : paul quilkey enron australia pty . ltd . level 21 9 castlereagh street sydney , nsw 200000 , australia if you need anything else , please let me know . shirley . " julie " on 12 / 12 / 2000 07 : 03 : 32 am please respond to " julie " to : cc : subject : invoices shirley , ? sorry to bother you again , but we still have two outstanding invoices from enron . ? they are : ? march ' 00 : ? ? ? ? ? enron ? inv . 000166 ? ? ? ? ? ? usd 4900 ? september ' 00 ? ? enron inv . 000202 ? ? ? ? ? ? ? aud 5000 i have another invoice to send out for the balance of ? the original aud 10 , 000 ( balance would be the remaining aud 5 , 000 ) , but ? i ' m ? unsure to whom i should direct it ? ? i sent ? an email to vince several weeks ago asking for this information , but haven ' t heard ( assume he ' s tremendously busy ) . ? let me know what you ? need from ? me . ? thanks , julie ? lacima group ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? | 0 |
Subject: re : mscf speaker series pierre - philippe , friday would be beter . vince pierre - philippe ste - marie on 10 / 09 / 2000 10 : 11 : 37 am to : vince . j . kaminski @ enron . com cc : subject : re : mscf speaker series dear mr . kaminski , it goes without saying that whoever come with you is invited for dinner . would you prefer to have dinner on thursday night or friday night . i think it would be better friday night as we could discuss the presentation . sincerely , pierre - philippe ste - marie | 0 |
Subject: hi vince ! please let me know if university affairs cana ssist in setting up interviews to address the ees issues raised by maheshram . i ' m at beaver creek in colorado now , and will be in california making presentations of various cases for completeing my phd course work jan 3 - 4 . back in houston on the 5 th . if anything needs to get arranged on this before then , please feel free to call mike rosen at 3 - 9624 . he will be happy to help . thanks vince ! may your new year be filled with peace - of - mind , good health and many joys ! see you there ! best regards ! - - christie . - - - - - - - - - - - - - - - - - - - - - - forwarded by christie patrick / hou / ect on 12 / 29 / 2000 12 : 23 am - - - - - - - - - - - - - - - - - - - - - - - - - - - " vittal , maheshram " on 12 / 26 / 2000 10 : 59 : 38 am to : " ' vince . j . kaminski @ enron . com ' " cc : " ' christie . patrick @ enron . com ' " subject : re : houston trip dear vince / christie , thanks for coming to philadelphia to present an overview of the projects . we enjoyed meeting you and your colleagues and look forward to working with enron . i would also like to pass on my team ' s appreciation for the dinner as well . we wanted to give you an update on our project and get some feedback and additional information prior to our upcoming visit to houston on january 19 th . our project is going to be geared to the 3 rd option you mentioned . we plan on addressing some part of the retail energy services business . we are considering two options regarding this topic and would like to pursue either ( i ) how customers are acquired and recommending new processes and ways to serve retail customers , or ( ii ) studying the supply chain and coming up with recommendations for areas for further investments . however , we would like to get some more information on the retail energy services before truly scoping the project . we are also very open to suggestions , especially if you had a much broader or different scope in mind ; so please let us know . we have not yet reviewed the introductory information received last week , but here are the questions we have specific to the retail energy services unit : can we look at its overall business plan or a more detailed summary than is in the annual report ? what is the pricing philosophy / overall structure ? who are the customers and how are they acquired ? what would the customers be doing if they did not work with enron ? what are the international expansion plans and capabilities ? is there any important regulatory summary information we can have ? if this information is not already covered in the review material you sent , will you be able recommend other sources where we may find such information ? after we have reviewed the material sent to us recently , we may want to schedule a phone call with you and / or one of your colleagues directly involved in the retail energy services business . i would like to call you in the new year to discuss this further . in the meantime , please feel free to call me at ( 215 ) 546 - 9416 if you need any information . regards , retail energy services tiger team ram dennis jason omar steve clay | 0 |
Subject: the real options conference shirley , please , forward my bio to crystal . vince - - - - - - - - - - - - - - - - - - - - - - forwarded by vince j kaminski / hou / ect on 02 / 11 / 2000 08 : 34 am - - - - - - - - - - - - - - - - - - - - - - - - - - - crystal barry on 02 / 09 / 2000 05 : 05 : 17 am to : vince j kaminski / hou / ect @ ect cc : subject : the real options conference dear vince , as the above event is drawing closer , i thought i would write a quick email to finalise a few things with you . i understand that you would like a guest to attend , please can you let me know their name and job title . also , if you could send me your conference checklist i would appreciate it , so that i can finalise details with my audio visual company . in the meantime , if there is anything i can do for you , please do not hesitate to let me know on 0171 - 915 - 5116 . kind regards crystal | 0 |
Subject: off - site : john griebling ' s organization and research group jeff , i would like to invite you to an off - site meeting of john griebling ' s organization and the research group . date : april 27 - april 29 location : breckenridge , colorado as you know , john griebling is managing the network design and construction project currently under way in ebs . the research group is actively involved in this effort which requires advanced quantitative skills in the area of stochastic optimization and stochastic processes ( for modeling and forecasting internet traffic flows ) . the objective of this meeting is to develop common language and accomplish transfer of skills between the two groups , to facilitate cooperation on this project in the future . we are also inviting to this off - site senior management of ebs and plan to have on the agenda several presentations about strategic directions of ebs . the effort of network design and construction currently under way is unprecedented in terms of its scope and complexity and it is important for technical people , who often have highly specialized technical skills , to understand the broad picture . i would appreciate if you could join us for friday afternoon ( april 28 ) and saturday ( april 29 ) . i understand that you have commitments on thursday and friday morning . we have reorganized the tentative agenda of the meeting to devote friday afternoon to more general topics . vince | 0 |
Subject: data for moody ' s riskcalc craig and kim , as you know , i have obtained a 60 day trial subscription to moody ' s riskcalc . you wanted to know if it makes sense for enron to purchase riskcalc . well , after plowing through their 100 page manual and sitting through today ' s 2 - hour moody ' s presentation , it is necessary for us to have information about enron ' s counterparties to move to the next step with riskcalc . we have obtained some information on enron ' s european counterparties from our colleagues in the london office . we need for you and / or your colleagues in the houston office to supply us with a list of enron ' s north american counterparties . more specifically , to evaluate moody ' s riskcalc we will need the following financial inputs for enron ' s north american ( private firm ) counterparties : fiscal year the prior twelve months of financial data are represented . annual statements are usable as well as quarterly statements after summing the flow variables , such as cost of goods sold , net income , sales , and ebit . the value should be a four - digit integer year without mention of the day or month such as 1999 or 2000 . forecasts until the year 2009 can be made . a constant rate of inflation is applied to future years using last year ' s ( 1999 ) inflation level . in general this ' estimation error ' will not cause any great problems , as size affects default rates at very large scales ( e . g . , $ 10 , 000 , 000 vs . $ 1 , 000 , 000 makes a significant difference , $ 1 , 000 , 000 vs . $ 1 , 050 , 00 does not ) . cash & equivalents this measure of liquid assets includes cash and marketable securities . inventory inventories are taken directly from the balance sheet , in thousands dollars , without any alterations for accounting method ( e . g . , lifo , fifo , average cost ) . this item represents merchandise bought for resale and materials and supplies purchased for use in production of revenue . specifically this would include purchase cost , sales cost , sales taxes , transportation costs , insurance costs , and storage costs . current assets this item primarily represents cash , inventories , accounts receivables , marketable securities , and other current assets . total assets total assets and every other variable are entered in thousands of dollars . for example , $ 15 , 500 , 000 should be entered as 15500 . specifically , total assets are the sum of current assets plus net property , plant , and equipment plus other noncurrent assets ( including intangible assets , deferred items , and investments and advances ) . leave previous year ' s total assets blank for australian companies . current liabilities liabilities are positive values . included in current liabilities are short - term debt , accounts payable , and other current liabilities . total liabilities this balance sheet account , total liabilities , is a positive number representing the sum of current liabilities plus long - term debt plus other noncurrent liabilities ( including deferred taxes , investment tax credit , and minority interest ) . retained earnings retained earnings , a historical measure of performance , is the cumulative earnings of the company less total dividend distributions to shareholders . typically , it is the prior year ' s retained earnings plus net income less distributions . retained earnings are generally positive . some firms with low credit quality will have negative retained earnings . leave this field blank for australian companies . sales this item consists of the industry segment ' s gross sales ( the amount of actual billings to customers for regular sales completed during the period ) reduced by cash discounts , trade discounts , and returned sales and allowances for which credit is given to customers . cost of goods sold entered in thousands of dollars , this value is generally a positive number less than sales . it represents all costs directly allocated by the company to production , such as material , labor , and overhead . not fixed overhead or items that would be included in selling , general , and administrative expenses . leave this field blank for australian companies . ebit earning before interest expense is operating income after depreciation . it can be positive or negative but is usually greater then net income . interest expense this item represents the periodic expense to the company of securing short - and long - term debt . typically , we expect this charge to be approximately the prevailing interest rate times the total liabilities . one measure of computing this is : interest expense = 0 . 07 * total liabilities . net income this item represents the income ( or loss ) reported by a company after expenses and losses have been subtracted from all revenues and gains for the fiscal period including extraordinary items and discontinued operations . a loss is represented by a negative sign . for example , a $ 5 , 000 , 000 loss would be entered as - 5000 . leave previous year ' s net income blank for australian companies . extraordinary items positive or negative , this item represents unusual items that sometimes appear on the income statement . the items are designated by the company as extraordinary and presented after net income from continuing operations and discontinued operations . these items include extraordinary gains / losses , income ( loss ) from discontinued operations , and cumulative affect of accounting changes . expenses are entered as negative values , gains as positive values . leave previous year ' s extraordinary items blank for australian companies . country this model is calibrated for the united states , canada , and australia . we look forward to receiving this information for enron ' s private firm north american counterparties so that we can move on to the next step with the evaluation of riskcalc . thanks , iris | 0 |
Subject: year end 2000 performance feedback note : you will receive this message each time you are selected as a reviewer . you have been selected to participate in the year end 2000 performance management process by providing meaningful feedback on specific employee ( s ) . your feedback plays an important role in the process , and your participation is critical to the success of enron ' s performance management goals . to complete requests for feedback , access pep at http : / / pep . corp . enron . com and select perform review under performance review services . you may begin providing feedback immediately and are requested to have all feedback forms completed by friday , november 17 , 2000 . if you have any questions regarding pep or your responsibility in the process , please contact the pep help desk at : houston : 1 . 713 . 853 . 4777 , option 4 london : 44 . 207 . 783 . 4040 , option 4 email : perfmgmt @ enron . com thank you for your participation in this important process . the following is a cumulative list of employee feedback requests with a status of " open . " once you have submitted or declined an employee ' s request for feedback , their name will no longer appear on this list . review group : enron feedback due date : nov 17 , 2000 employee name supervisor name date selected - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - crenshaw , shirley j wincenty j kaminski oct 26 , 2000 tamarchenko , tanya v vasant shanbhogue oct 26 , 2000 villarreal , norma e sheila h walton oct 26 , 2000 walton , sheila h david oxley oct 27 , 2000 yaman , sevil vasant shanbhogue oct 27 , 2000 | 0 |
Subject: color copier information kevin , please see the following websites for features and specifications of the color copiers currently available to enron and pricing is on an attacment @ the bottom of the mesage . let me know if you would like to meet with any of the reps or if vince / mike / shirley or yourself would want to take a trip to the vendor location for demonstrations on any of the equipment listed below . these color copiers are only supported by the vendor and the lease would be between your group and the relative vendor . response times have been specified as 4 hr from the time the call is placed to the vendor tech arriving during normal business hours . after hours service is available @ premium rates , yet to be quoted = let me know if you require this after hours service pricing . epsc key - op does not currently support color copier equipment and as such , someone in your group would receive the necessary training for low level maintenance { jams / toner / staples etc } . you would also need to store the necessary supplies for the selected color copier . lanier 5706 website : - - > http : / / www . lanier . com / ps / products / wkgrp / c 5706 . html canon clc 900 website : - - > http : / / www . usa . canon . com / corpoffice / copiers / clc 900 . html lanier 5710 website : - - > http : / / www . lanier . com / ps / products / hivol / c 5710 . html canon clcl 150 website : - - > http : / / www . usa . canon . com / corpoffice / copiers / clcl 150 . html { we have one of these installed @ 3 acl 612 } canon clc 2400 website : - - > http : / / www . usa . canon . com / corpoffice / copiers / clc 2400 . html canon clcl 000 website : - - > http : / / www . usa . canon . com / corpoffice / copiers / clcl 000 . html { we have some of these installed @ 3 acl 8 & 3 aco 9 } pricing please see attached winzip file : - - > thanks , iain russell @ 713 - 853 - 6861 contracts supervisor administration enron property & services corp . | 0 |
Subject: uk swap rpi model - - - - - - - - - - - - - - - - - - - - - - forwarded by zimin lu / hou / ect on 03 / 31 / 2000 01 : 44 pm - - - - - - - - - - - - - - - - - - - - - - - - - - - martina angelova 03 / 22 / 2000 02 : 59 pm to : zimin lu / hou / ect @ ect cc : anjam ahmad / lon / ect @ ect , trena mcfarland / lon / ect @ ect subject : uk swap rpi model hi zimin ! please find attached the rpi model i developed by bootstrapping rpi swaps . the structure of this particular swap is : semi / semi act / 365 f > > yoyukrpi = ( ukrpi ( p - 2 ) / ukrpi ( p - 14 ) - 1 ) / 2 > p = payment month > the first payment is the latest known historical rpi , february 2000 . you will notice that i have assumed constant cashflows between the quoted years ( as opposed to interpolating swaps which distorts the curve a lot ) . please find below a graphic comparison between the rpi curve produced by swaps and the one produced by the gilt market . looking forward to your comments . best regards , martina x 34327 | 0 |
Subject: risk systems enhancements meeting 9 / 29 / 00 - 11 : 30 - 1 : 00 p . m . eb 2868 tanya : fyi . this is the meeting you will be attending for vince tomorrow . thanks ! shirley - - - - - - - - - - - - - - - - - - - - - - forwarded by shirley crenshaw / hou / ect on 09 / 28 / 2000 10 : 09 am - - - - - - - - - - - - - - - - - - - - - - - - - - - dorothy youngblood 09 / 28 / 2000 09 : 11 am to : karen k heathman / hou / ect @ ect , jo corbitt / na / enron @ enron , rita hennessy / na / enron @ enron , cherylene r westbrook / hou / ect @ ect , shirley crenshaw / hou / ect @ ect , peggy mccurley / hou / ect @ ect , patti thompson / hou / ect @ ect , giselle james / corp / enron @ enron cc : subject : risk systems enhancements meeting 9 / 29 / 00 - 11 : 30 - 1 : 00 p . m . eb 2868 ladies , good morning , just a reminder of the above referenced meeting will be held tomorrow 9 / 29 / 2000 @ 11 : 30 a . m . - 1 : 00 p . m . lunch will be served . attendees : rick buy sally beck philippe bibi ( or representative from his group ) bill bradford debbie brackett vince kaminski ( or representative from his group ) ted murphy beth perlman david port stephen stock thank you in advance . . dorothy 3 - 6114 - - - - - - - - - - - - - - - - - - - - - - forwarded by dorothy youngblood / hou / ect on 09 / 28 / 2000 08 : 37 am - - - - - - - - - - - - - - - - - - - - - - - - - - - dorothy youngblood 09 / 21 / 2000 11 : 41 am to : karen k heathman / hou / ect @ ect , jo corbitt / na / enron @ enron , rita hennessy / na / enron @ enron , cherylene r westbrook / hou / ect @ ect , shirley crenshaw / hou / ect @ ect , peggy mccurley / hou / ect @ ect , patti thompson / hou / ect @ ect , giselle james / corp / enron @ enron cc : subject : risk systems enhancements meeting 9 / 22 / 00 - 11 : 30 - 1 : 00 p . m . eb 2868 ladies , just a quick reminder about the meeting tomorrow . lunch will be served - - so each of your bosses or their representatives will be served . so they do not have to worry about bringing their lunches . yeah ! ! ! ! ! attendees : rick buy sally beck philippe bibi ( or representative from his group ) bill bradford debbie brackett vince kaminski ( or representative from his group ) ted murphy beth perlman david port stephen stock please see below : menu blackened chicken fettuccine fresh seasonal vegetables ceasar salad w / assorted dressings fresh baked rolls w / butter bottled water assorted drinks cookies ( assorted ) thank you very much in advance . thanks . . dy - - - - - - - - - - - - - - - - - - - - - - forwarded by dorothy youngblood / hou / ect on 09 / 21 / 2000 10 : 59 am - - - - - - - - - - - - - - - - - - - - - - - - - - - dorothy youngblood 09 / 19 / 2000 12 : 52 pm to : karen k heathman / hou / ect @ ect , jo corbitt / na / enron @ enron , rita hennessy / na / enron @ enron , cherylene r westbrook / hou / ect @ ect , shirley crenshaw / hou / ect @ ect , peggy mccurley / hou / ect @ ect , patti thompson / hou / ect @ ect , giselle james / corp / enron @ enron cc : subject : risk systems enhancements meeting ladies rick buy would like to have the above meeting on a weekly basis . debbie brackett asked that i send an email to invite your bosses . the meeting will be from 11 : 30 a . m . - 1 : 00 p . m . this meeting will be held each friday - room eb 2868 for the rest of the year . attendees : rick buy bill bradford debbie brackett philippe bibi ted murphy david port stephen stock vince kaminski beth perlman sally beck thank you dorothy 3 - 6114 - - - - - - - - - - - - - - - - - - - - - - forwarded by dorothy youngblood / hou / ect on 09 / 19 / 2000 12 : 29 pm - - - - - - - - - - - - - - - - - - - - - - - - - - - from : debbie r brackett 09 / 11 / 2000 10 : 09 am to : dorothy youngblood / hou / ect @ ect cc : subject : rac it improvement projects - - - - - - - - - - - - - - - - - - - - - - forwarded by debbie r brackett / hou / ect on 09 / 11 / 2000 10 : 09 am - - - - - - - - - - - - - - - - - - - - - - - - - - - rick buy @ enron 09 / 07 / 2000 04 : 35 pm sent by : jo corbitt @ enron to : sally beck / hou / ect @ ect , philippe a bibi / hou / ect @ ect , debbie r brackett / hou / ect @ ect , william s bradford / hou / ect @ ect , mike jordan / lon / ect @ ect , vince j kaminski / hou / ect @ ect , ted murphy / hou / ect @ ect cc : john j lavorato / corp / enron @ enron , mike mcconnell / hou / ect @ ect , john sherriff / lon / ect @ ect subject : rac it improvement projects | 0 |
Subject: california power 1 / 15 / 01 vince - kristin mentioned that you might be interested in receiving our daily updates on the california situation . hope that you are doing well and let us know if you require any additional information . rj - - - - - - - - - - - - - - - - - - - - - - forwarded by robert johnston / hou / ect on 01 / 16 / 2001 08 : 08 am - - - - - - - - - - - - - - - - - - - - - - - - - - - robert johnston 01 / 15 / 2001 09 : 10 pm to : michelle d cisneros / hou / ect @ ect cc : gary hickerson / hou / ect @ ect , james d steffes / na / enron @ enron , richard shapiro / na / enron @ enron , jaime gualy / na / enron @ enron , john greene / lon / ect @ ect , jeff kinneman / hou / ect @ ect , kristin walsh / hou / ect @ ect , scott tholan / corp / enron @ enron subject : california power 1 / 15 / 01 as talks continued toward the tuesday deadline markets have been focused on for the california electricity crisis , state officials around governor gray davis have toughened up their rhetoric on a couple of fronts even as they confirmed they would be in the market as early as tuesday taking bids for energy to be paid by the state of california . one problem on that front is still how much producers want to charge the state for electricity . as we reported last week , davis and his aides want to pay around $ 50 to $ 55 dollars per megawatt hour and suppliers want about $ 75 . treasury secretary summers has suggested an auction as the best way to determine the price , but california officials are taking a less free market approach and still hope to set the price through negotiation over long - term contracts . our sources in washington , sacramento , and california are increasingly of the view that governor davis is positioning his government to establish long - term power contracts with the generators that could be passed through to the utilities following a bankruptcy in the near term . this week ' s legislative activities in sacramento will create the vehicle to do so . state credit backing purchases of power would obviate the need for super - priority borrowing to finance power purchases after utility bankruptcy . 1 . audit - untangling utility relationships california officials have also toughened their rhetoric on the debt repayment front as they say results from a preliminary audit show that half of the $ 9 to $ 12 billion the utilities say they owe is actually owed to themselves for power they bought from their corporate relations this strange situation is due to the fact that one holding company owns both the power - generating and power - distributing companies under a holding company umbrella . of course , that means that some of the power pg & e and southern california edison bought at highly inflated prices was bought from themselves . but it was not all bad news in the tense negotiations . sources confirm that davis increasingly understood that the state finance role was a crucial part of any potential solution . he told our sources this afternoon that he is willing to use state credit to eliminate the " risky debt " premium that pg & e and sce are being charged by suppliers because of their shaky finances and that he is willing to extend the current 10 % rate increase utility customers are paying far beyond the initial 90 - day deadline . in return he is demanding that the companies prepare to " share the burden of debt reduction in return for state help and credit extension . " 2 . debt restructuring - guarantees , but no direct state money davis also told the videoconference that he believes the $ 12 billion in back debt owed by the utility companies can be cleared up during a 90 - day forbearance period ( whether that period has been agreed to by all creditors is not something we are clear about right now ) . davis ' idea , as he laid it out in the meeting , is to use the forbearance period to securitize the debts and sell them against the utilities ' forward rate base or by establishing a medium - term repayment plan backed by continued state guarantees . in both cases the restructured debt would be resolved over a decade without direct use of taxpayer money as the utilities use their positive margins to paydown their debt . one of the reasons davis wants to stay close to the $ 50 - $ 55 megawatt charge is that it maximizes the rate at which utilities can pay down this debt . there is a strong chance that davis will agree to use state guarantees to sweeten the pot at the end of these negotiations , but he remains opposed to using direct state money . this frustrates both clinton administration and utility creditors , but davis has not yet shown much flexibility . 3 . eminent domain / reregulation perhaps most frustrating to the washington dc free market crowd at treasury and the white house was the continued comfort davis and his group of political advisers have with " non - market " solutions to the energy crisis . although the governor ' s aides actually believe the weapon is more a " way to force eventual agreement , than an actual solution , " the talk returns frequently to these non - market mechanisms . " we have the ultimate weapon to enforce compliance by the tuesday deadline . if we make no progress . if this thing looks like it will turn into a genuine crisis , then we will use our powers of condemnation and we will re - take the plants and equipment and run them ourselves , " a close political aide to davis said . " we will absorb the plants , the transmission lines and the reserved parking places of the executives . the legislature would agree in a second . " | 0 |
Subject: energy book fiona , ? thanks for your message and the update . ? we haven ' t made any changes . ? i was referring to the enron changes , and the electronic brochure i sent to you yesterday . ? in total , we have the following pieces which list the enron name : ? - ? book cover - ? bios which are on the cover and in the " preface " section of the book - ? chapter 3 which was written by vince kaminski ' s group - ? electronic brochure ? the first 3 pieces are the most important since they have to do with the printing of the book . ? if you could ? get the modifications to us by thursday , that would be great . ? ? thanks , and look forward to hearing from you . ? julie ? | 0 |
Subject: re : yes sir jeff , thanks . we shall try to arrange a video conference with houston when howard is back . vince " $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ " on 02 / 05 / 2001 07 : 29 : 12 pm please respond to " $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ " to : vince . j . kaminski @ enron . com cc : subject : yes sir ok , vince . i ' ll track him and find when he is back . i will inform alec and his manager what you want . i ' m on it . thank you . jeff jeff , we shall continue talking to howard when he comes back from nyc . i shall set up an interview with him . vince * get free , secure online email at http : / / www . ziplip . com / * | 0 |
Subject: trash bash event on saturday , march 31 st thanks for the interest so many of you have shown in trash bash . several of you are of the mistaken idea that trash bash is tomorrow . it is not until saturday , march 31 , 2001 . registration will be in sam houston park and trash will be picked up along buffalo bayou from so . shephard to the wortham center . the work areas will be divided into 8 to 10 sections . when you check in , you will be assigned to a work section . if you are going to work at the registration desk , you need to be at sam houston park by 7 : 30 am . if you are going to pick - up trash , you need to be at sam houston park by 8 : 00 am . there will be a pre - registration desk set up in the lobby of the enron bldg . sometime during the week of march 26 th and i will let you know the exact dates when they are given to me . if you pre - register , you won ' t have to stand in the long lines at sam houston park . thanks again for your interest and help . anita | 0 |
Subject: re : prospective 6 / 22 houston visit hi professor ronn : i have ordered a flip chart and markers and an overhead projector . there were 11 pages in your presentation and they look fine . we have already made the copies . i believe everything is set - if you think of anything else , please let me know . enjoy your dinner tonight and we will see you tomorrow . regards , shirley crenshaw " ehud i . ronn " on 06 / 21 / 2000 02 : 03 : 03 pm to : shirley . crenshaw @ enron . com cc : subject : re : prospective 6 / 22 houston visit shirley : > please let me know if you need > anything else . there is one additional item i would request : if the room does not contain a blackboard or whiteboard , i would appreciate a flip chart and markers . i am faxing you my presentation handout for tomorrow . i would be grateful if your produced copies in sufficient number for tomorrow ' s 11 : 30 a . m . meeting ; vince advises me the number of attendees will be in the 25 - 30 range . i will also bring along a " master copy " in case the trasmission unduly mangles the fax . thanks , ehud ehud i . ronn department of finance mccombs school of business university of texas at austin austin , tx . 78712 - 1179 voice : ( 512 ) 471 - 5853 fax : ( 512 ) 471 - 5073 internet : eronn @ mail . utexas . edu | 0 |
Subject: re : visit to enron fyi - - - - - - - - - - - - - - - - - - - - - - forwarded by stinson gibner / hou / ect on 05 / 19 / 2000 11 : 40 am - - - - - - - - - - - - - - - - - - - - - - - - - - - nick bambos on 05 / 19 / 2000 11 : 33 : 29 am to : stinson . gibner @ enron . com cc : subject : re : visit to enron stinson , > 1 . will you be able to arrive in houston by , say , 6 p . m . on thursday so > that we can schedule a dinner meeting that evening ? i ' m arriving at the george bush airport in houston next thursday at 5 : 15 pm . i could then take a taxi to the hotel or the restaurant . how long would it take me to get there ? is there a " rush hour " problem at that time ? > also , if you are > returning on friday , what time is your flight ? i don ' t want to book > meetings too late in the afternoon for you , if you will need to leave for > the airport . i ' m flying out of houston on friday at 6 : 45 pm . is there a rush hour problem on the freeways at that time ? what time should i leave from enron to be at the airport at 6 pm ? > 2 . would you be amenable to giving a 45 minute presentation on friday ? > this would be an effective way of introducing you to many more people in > ebs , including many of the traders . the topic could be of your choice and > could be related to networks or the future of the internet . i hope i ' ll have opportunities to give talks at enron in subsequent visits along the research path . in this first visit i was hoping to understand better the research goals of enron and brainstorm with people about what are the top challenges and opportunities for our research collaboration . identifying the best research problems in terms of 1 ) highest innovation potential and 2 ) highest projected impact would be at the top of my list . it might be unprofessional on my side to talk to an audience that i don ' t have any prior information about and is very diverse anyway ; it could actually be " dangerous . " i would feel much more comfortable to do that in my second visit , after i have understood the environment better and i have some results to talk about . i would like to be in a position to " impress " people when i give my first talk at enron . ( besides , i will have to prepare good slides for such a talk and i am totally swamped all next week . ) > 3 . do you have time to draft a short letter of understanding that vince > could use to document the support being given to you and the uses which > would be made of our contribution to your research effort ? i ' m swamped , but i ' ll try to put something together . i look forward to seeing you next week . nick | 0 |
Subject: good morning vince , attached you will find a draft " thought document " based on our conversations yesterday . i think that it captures much of my recollections . please edit it to your liking and pass it back to me . in the next steps i have laid out a plan of action that should lead us to a successful conclusion and a draft by christmas . let me emphasize that this is a working document so feel free to modify it in whatever ways you think appropriate ( don ' t be bashful - - i want us to get this right ) . have a great day . your friend , john - enroninterview . doc john d . martin carr p . collins chair in finance finance department baylor university po box 98004 waco , tx 76798 254 - 710 - 4473 ( office ) 254 - 710 - 1092 ( fax ) j _ martin @ baylor . edu web : http : / / hsb . baylor . edu / html / martinj / home . html | 0 |
Subject: vacation vince : i would like to take a day of vacation next friday , october 6 th if it ok . anita will be here . thanks ! shirley | 0 |
Subject: ideas vince : i may have neglected to send you the attached last week . enron is one of a handful of institutions which could facilitate an entire transaction of the kind described here . this is simply your old production payment concept applied to corporate finance . best , - pressrelease . pdf - monetization . pdf | 0 |
Subject: riskbrief - january issue riskbrief - http : / / www . financewise . com / risk dear risk brief subscriber , it , s been a while since you last received your monthly ' risk brief ' update from financewise . but not without good reason - we ' ve changed a lot . we have launched an exciting online news product called ' risknews ' . this free website provides dedicated global coverage of all the top stories , informed analysis and best practice in the world of financial risk management , derivatives , technology and exchanges , people moves and key industry events . breaking news is added to the website throughout the day , every day . another key benefit of risknews is a free weekly e - mail update covering the need - to - know headlines and links back to the relevant news items . so , if you can ' t find the time to visit http : / / www . risknews . net regularly , don ' t worry , you can keep yourself informed with the weekly ' risknews update ' . so , what does this mean for you ? from now on , as well as receiving your monthly ' risk brief ' e - mail summarising risk management news a month after it happens , you can now receive the weekly ' risknews update ' . the e - mail update is sent every friday and the service is free . starting from friday 26 january you will receive your first ' risknews update ' with coverage from stories occurring just this week . and finally ( to celebrate this important milestone in our internet services development , we would like to offer you a free copy of the february issue of ' operational risk ' , worth $ 70 . this special issue serves as a guide to the regulators , proposals on operational risk capital charges as contained in the basle committee ' s second consultative paper released in january 2001 . coverage contains market reactions , impacts and implications , as well as : ? contributing articles from the regulators ? views and reactions from banking analysts ? views of the banking industry bodies ? implications for the risk technology sector with interviews order your free copy ( worth $ 70 ) now and check out http : / / www . risknews . net for the first time ! your comments please e - mail us on mailto : web @ riskwaters . com , best regards , the risknews team ( formerly risk brief ) if you think any of your business associates or colleagues would find risknews useful , please forward a copy of this e - mail to them for us . thanks ! all of risk waters group online services can be accessed through http : / / www . riskwaters . com risk waters group ) providing products with accurate analysis and technical commentary on the latest developments in the world of finance , financial technology , credit , emerging markets , market data , bandwidth trading & telecoms , risk management and derivative products . to unsubscribe to this list , send a blank message to mailto : financewise - unsubscribe @ listbot . com or visit http : / / www . financewise . com / public / edit / riskm / briefix . htm and unsubscribe from there . to unsubscribe , write to financewise - unsubscribe @ listbot . com | 0 |
Subject: re : green card for paulo stinson , yes , makes perfect sense . brad can start the process . vince stinson gibner 03 / 10 / 2000 02 : 15 pm to : vince j kaminski / hou / ect @ ect cc : subject : green card for paulo vince : now that paulo is a manager , i think we can start the process for trying to get him a permanent resident status . should i contact brad mcsherry about this ? - - stinson | 0 |
Subject: re : march real options conference gary , peter , this is a copy of my london presentation . i expect to make some minor changes to this presentation for march 13 . vince vince kaminski " jackson , gary l . " on 02 / 27 / 2000 03 : 07 : 13 pm to : vince j kaminski / hou / ect @ ect , " ' peter tufano ' " cc : " demars , suzanne " subject : re : march real options conference > this is a draft of what i was thinking of presenting . i was not planning to go over any specific options or opas ( these are covered by confidentiality clauses and i have to be careful from a competitive standpoint ) but to give the audience a few of the " real world " applications and challenges . i welcome any thoughts or comments . gary > - - - - - - - - - - > from : peter tufano [ smtp : ptufano @ hbs . edu ] > sent : friday , february 18 , 2000 4 : 56 pm > to : vkamins @ ect . enron . com ; gljackson 2 @ tva . gov > subject : re : march real options conference > > dear vince and gary , > > we are all speaking at the march real options session in ny . my work in > real options in the energy field has come , to a large part , from my > casewriting in your two organizations , so i feel that we should probably > allocate more time toward your presentations and less to mine . while we > have a two hour block among the three of us , i think we can freely > re - arrange things to produce the best result . would you two like to > schedule a brief conference call to coordinate our talks ? i am free > virtually all of next wednesday 2 / 23 , perhaps we could talk at 10 am ( est ) > or 2 pm ( est ) ? i am happy to arrange the call , if you send me your phone > numbers . thanks . > > peter tufano > > > - - - - - - - - - - - - - - - - - - - - - - - - - - - > prof . peter tufano > harvard business school > morgan hall 377 > soldiers field > boston , massachusetts 02163 > phone : ( 617 ) 495 - 6855 > fax : ( 617 ) 496 - 6592 > email : ptufano @ hbs . edu > http : / / www . people . hbs . edu / ptufano > - real options valuation in the new economy . ppt | 0 |
Subject: re : alp presentation christie , great ! ! you think big . it also puts a lot of pressure on the students . vince christie patrick 04 / 11 / 2001 10 : 57 am to : vince j kaminski / hou / ect @ ect , kenneth parkhill / na / enron @ enron , melinda mccarty / corp / enron @ enron , shirley crenshaw / hou / ect @ ect cc : subject : re : alp presentation vince and ken , please see note below . rice ' s president is planning to attend the presentation and dinner ! i ' ll let you know when i hear from gil ( dean whitaker ) . thanks ! also , please remember that i ' ve scheduled steve kean for lunch ( i ' ll have melinda have lunches brought to the conference room ) . please let me know the exact room number and the exact number of lunches needed from your end . thanks ! - - christie . - - - - - - - - - - - - - - - - - - - - - - forwarded by christie patrick / hou / ect on 04 / 11 / 2001 10 : 38 am - - - - - - - - - - - - - - - - - - - - - - - - - - - judith duvall on 04 / 11 / 2001 10 : 36 : 06 am to : christie . patrick @ enron . com cc : subject : re : alp presentation ms . patrick , dr . gillis will attend both events . judith at 06 : 01 pm 4 / 10 / 01 - 0500 , you wrote : > president gillis and dean whitaker , > > enron would be honored with your presense at the presentation set forth > below . > > under the guidance of vince kaminski and his team here at enron , we are > thoroughly enjoying working with this group of bright and enthusiastic rice > students . we hope you can join us for the culmination of their significant > efforts . > > please let me know - - thanks ! ! > > - - christie . > - - - - - - - - - - - - - - - - - - - - - - forwarded by christie patrick / hou / ect on 04 / 10 / 2001 > 05 : 52 pm - - - - - - - - - - - - - - - - - - - - - - - - - - - > > > vince j kaminski > 04 / 10 / 2001 08 : 13 am > > to : barrett @ rice . edu , uecker @ rice . edu , cmiller @ rice . edu , > lounghrid @ rice . edu , luigical @ rice . edu > cc : vince j kaminski / hou / ect @ ect , christie patrick / hou / ect @ ect , shirley > crenshaw / hou / ect @ ect , kenneth parkhill / na / enron @ enron > > subject : alp presentation > > on behalf of enron corp . i would like to invite you to an alp project > presentation by a group of students > of jesse h . jones graduate school of management , rice university . > > the students will present the results of a research project regarding > electronic trading > platforms in the energy industry . > > the presentation will be held on may 7 , at 4 : 00 p . m . at enron , 1400 smith . > > we would also like to invite you to dinner , following the presentation . > > > vince kaminski > > vincent kaminski > managing director - research > enron corp . > 1400 smith street > room ebl 962 > houston , tx 77002 - 7361 > > phone : ( 713 ) 853 3848 > ( 713 ) 410 5396 ( cell ) > fax : ( 713 ) 646 2503 > e - mail : vkamins @ enron . com > > > > > > judith duvall secretary to the president rice university 6100 main street - - msl houston , tx 77005 713 / 348 - 4601 713 / 348 - 5271 ( fax ) | 0 |
Subject: spring 2001 course schedule spring 2001 faculty , the spring 2001 course schedule has been posted to embanet . to access the schedule please open the jgsm area icon on the embanet desktop . next please open the announcement jgsm icon . you will find the spring 2001 course schedule located under the subject column . please open the document . if you do not have access to embanet you will need to speak with david kilgore at kilgore @ rice . edu or by calling david at 713 - 348 - 5378 . thanks , kathy kathy m . spradling mba program coordinator jesse h . jones graduate school of management rice university 6100 main street , ms 531 houston , texas 77005 - 1892 phone : ( 713 ) 348 - 3313 fax : ( 713 ) 348 - 5251 email : spradlin @ rice . edu http : / / www . rice . edu / jgs e - mail : spradlin @ rice . edu http : / / www . ruf . rice . edu / ~ jgs / | 0 |
Subject: re : houston visit soussan , thanks for your message . it would be great to meet you when you come to houston . i shall be in town on december 7 , flying back from philly in the morning . assuming that the flight is on schedule , i shall be available for dinner . please , let me know how i can contact you on thursday , december the 7 th , to confirm . look forward to meeting you . vince " faiz , soussan " on 11 / 26 / 2000 09 : 04 : 01 pm to : " ' vince . j . kaminski @ enron . com ' " cc : subject : houston visit dear vince , greetings from ny and hope that all is well and you had a great thanksgiving . i ' ll be coming to houston for 12 / 6 - 12 / 7 and hope you are available either evening for dinner . would be great to see you again and catch up with the latest . . . i really enjoyed my visit last april , your insights , and the risk book you gave me . i do hope you ' re available to meet and pls let me know which evening suits you better . best , soussan faiz texaco inc . 914 253 4187 | 0 |
Subject: invitation - wharton et events mark , fyi . what about going to wharton in october to attend the e - commerce conference ? vince - - - - - - - - - - - - - - - - - - - - - - forwarded by vince j kaminski / hou / ect on 08 / 18 / 2000 11 : 56 am - - - - - - - - - - - - - - - - - - - - - - - - - - - tomczyk @ wharton . upenn . edu ( michael tomczyk ) on 08 / 15 / 2000 01 : 37 : 34 pm to : vkamins @ enron . com cc : thomas . piazze @ wharton . upenn . edu subject : invitation - wharton et events vince hello , i just wanted to followup up on our meeting at wharton and let you know that there are two upcoming events that you may want to attend - or designate others from enron to attend . both of these events are good opportunities to " test drive " the emerging technologies program and see if there is an interest in joining our partner group . september 8 - what next on the internet ? our next insight - building event will be held at wharton on friday , september 8 and is entitled " what next on the internet ? " this is primarily a wharton faculty event and we will be exploring 3 areas : 1 ) the new economics on the web , 2 ) internet , anywhere , and 3 ) implications for ( academic ) research and education . speakers will include jay walker ( priceline . com ) , david farber ( chief technologist at the fcc ) and mohan sawhney ( kellog univ . , one of the nation ' s thought leaders on e - commerce ) , along with several senior wharton faculty members . there will be considerable discussion on how the next generation of the internet will evolve and the implications for management and management research . we are inviting our industry partners to join us at this event , and participate in the discussion , which should contain some valuable insights and also provides an opportunity to help set our research agenda . you are most welcome to participate , or designate a colleague , if you like . october 19 & 20 - winners & losers in the e - commerce shakeout this will be a major impact conference to explore the coming internet shakeout , and apply some of the traditional shakeout measures to e - commerce and try to determine what we can expect . it should be an intriguing day . if you plan to attend please rsvp early since we are sure to be " overbooked " for this event . this is probably the best showcase for our insight - building activities , if you would like to invite any colleagues help determine if it makes sense for enron to become a partner in the et program . if you ' d like to rsvp for you and any colleagues who would like to attend one or both of the events described above , send me an email reply and i ' ll send you a more detailed agenda and speaker description , etc . i ' ll be on vacation the rest of this week but if you have any questions or comments you can call or email me next week . best regards , michael michael s . tomczyk managing director emerging technologies management research program 1400 sh - dh / 6371 the wharton school philadelphia , pa 19104 - 6371 tel 215 - 573 - 7722 fax 215 - 573 - 2129 | 0 |
Subject: re : invitation to my house anthony , thanks for the invitation . what about april 22 ? i have committed to different speaking engagements , charities , off - sites etc . for all the saturdays prior to this date . vince from : anthony mends @ enron communications on 03 / 06 / 2000 02 : 18 pm to : vince j kaminski / hou / ect @ ect cc : subject : invitation to my house vince , i hope you are well . sorry i have not been in touch but i have been swamped trying to build my organization simultaneously as i endeavor to understand ebs and navigate its political terrain . quite interesting . i shall tell you more later . my wife , elisabeth and i would love to have you for dinner at our house any saturday at you convenience . would please let me know which saturday would be suitable ? we are both looking forward to it so please let me know . thanks , tony | 0 |
Subject: re : lng may 19 decision john , this is the update on what i have done for the lng transactions . 1 . i was not involved in the lng ship project . i shall read the dash and give you my comments . without looking at the details , i think that the decision to charter a tanker removes one significant risk we have at the elba island project ( please , see point 2 ) . 2 . elba island . i am working with doug rotenberbg , brad hitch , scott earnest ( sally beck ' s organization ) and rac to set up the book for the elba island transaction . the next step will be to expand the book to capture all the enron ' s lng - related positions in one place and to look for natural risk offsets and possible hedges . a working group is meeting to close a few remaining gaps tomorrow ( tuesday ) at 8 : 30 . a few comments on the book design and my view of the project : a . the current thinking is that lng will be sourced for the elba island facility by buying marginal cargos on the fob basis . marginal cargos will represent supply from excess capacity that has not been committed under long - term contracts or became available due to some short - term frictions . the fob cargos are typically selling at a significant discount to the long - term contract prices . the economics of the deal , as represented by the book we are setting up , will reflect the assumption that not only we can locate marginal cargos but that we shall be able to do it on a regular basis , arranging shipping and coordinating the facility schedule and natural gas transactions in the us . in other words , we have a significant logistical and operational risk in this transaction . b . the transaction will cover the period of 17 years ( with an extension option of 5 years ) . even if we can lock - in the lng volumes over this time period , we have no ability to lock - in the other side of the spread ( us gas prices ) for such a long tenor . this is essentially a tolling transaction with exposure to the lng - nat gas spread and i would not recommend locking - in only one leg of the spread . one solution would be to cover , let ' s say , 50 % of he lng volumes for the first 5 years and lock - in the nat gas side on the us market side . c . the book we are setting up will be based on many managerial assumptions regarding sources of lng , shipping rates , schedules , etc . i would set up a big prudence reserve in case we mark it to market . d . my group will work on valuation of some options we have in the elba island deal ( that are good for enron ) and on the hedging strategy for the lng positions . long - term lng contracts are typically based on the japanese crude cocktail that correlates very well with brent . vince john sherriff 05 / 14 / 2000 01 : 40 am to : vince j kaminski / hou / ect @ ect cc : lauren urquhart / lon / ect @ ect subject : lng may 19 decision vince i haven ' t spoken to you for awhile but hope the world is treating you well . anyway with greg moving to his new role i have ( i hope only temporarily ) staff trading oversight for the eastern hemishere plus lng . i understand that your group is taking a first cut at developing curves for lng and lng ship values . i also understand that another lng ship decision is on the dockets for may 19 ( not very far away ) . anway i understand this is a big decision but i still have gotten very little info yet . can you please let me know where you stand now ? i will ask my assistant lauren to set up a time that i can speak with you in the next couple of days and if you have anything for me to review before then she can get it faxed to me as well . look forward to connecting with you vince . john | 0 |
Subject: contact for sam audit vince & stinson , for your information , professor duffie assigned taiichi , his ph . d . student to work on the audit back in may . i will contact with him about the progress . zimin - - - - - - - - - - - - - - - - - - - - - - forwarded by zimin lu / hou / ect on 08 / 02 / 2000 10 : 50 am - - - - - - - - - - - - - - - - - - - - - - - - - - - hoshino @ leland . stanford . edu on 05 / 25 / 2000 09 : 14 : 52 pm please respond to hoshino @ leland . stanford . edu to : zimin . lu @ enron . com cc : subject : it worked ! dear zimin , it was nice talking to you on the phone today and thank you for the tip . i manually created " c : \ temp " and that was it . the spreadsheet works now . with pentium 200 mhz and 80 m memory , it runs within 5 minutes . very best regards , / ~ / ~ / ~ / ~ / ~ / ~ / ~ / ~ / ~ / ~ / ~ / ~ / ~ / ~ / ~ taiichi hoshino ph . d . candidate ees & or stanford university the shadows apt # 171 750 north shoreline blvd . mountain view ca 94043 home tel / fax ) 650 - 960 - 1993 / ~ / ~ / ~ / ~ / ~ / ~ / ~ / ~ / ~ / ~ / ~ / ~ / ~ / ~ / ~ | 0 |
Subject: benefits - personal days vince : is the following all right to send to the group ? * * * * * * * * good morning all : the question has arisen as to whether enron has " personal days " , that , you can take in case of repair problems at home ; car problems ; sick spouse , sick child , etc . i checked with hr and the policy manual and the answer is " no " , but they can be designated at the discretion of the supervisor . i talked this over with vince and he has decided that the research group will be allowed two ( 2 ) personal days per year to take care of personal business and not have to take a vacation day , discretionary day , or leave of absence . if you have advance notice ( such as an air conditioner repair scheduled ) , please let me know when you are going to take these days . if an emergency arises with no notice , please call in and let me know that you are taking a personal day . it will be coded on your time sheet . these two personal days will in no way cancel or take the place of , " funeral leave " , " family leave " , or " civic duty leave " . they are just a way of being able to take care of repair problems and other personal problems that arise . these should be very beneficial and i am sure very much appreciated by all of us . if you have any questions , please call me . shirley 3 - 5290 | 0 |
Subject: btrieve free ride ends network world fusion focus : dave kearns on novell netware today ' s focus : btrieve free ride ends 03 / 14 / 00 dear wincenty kaminski , today ' s focus : btrieve free ride ends by dave kearns netware has shipped with btrieve ( originally a flat - file database system , now grown into a full - fledged relational database system ) since the days of netware 2 some 12 years ago . many independent software vendors have relied on this and constructed their netware applications to use the built - in facilities btrieve afforded . originally licensed from its creator , softcraft , novell bought btrieve outright in the late + 80 s , then sold it off 10 years later to some of the original developers , now incorporated as pervasive software . pervasive has , essentially , retired the btrieve name in favor of " pervasive sql 2000 , " a true relational database system which nevertheless still purports to support applications written to the btrieve 6 . x specification . a major change has been introduced in netware 5 . 1 , however . there is no longer an unlimited - use version of the database included . novell still uses btrieve technology for ( among other things ) its installed products database ( sys : system \ products . dat is the file ) , but netware 5 . 1 includes only a two - user license for sql 2000 enough for the administrator to add new products and services , but not enough for any btrieve - based applications the network might be running . there is an unlimited - use version of sql 2000 included , but it , s an evaluation version only . it will time out after 90 days . full - use licenses may be purchased from pervasive software ( or your software vendors may provide them ) , but unsuspecting network administrators could be caught off - guard when applications stop working . for the adventurous , there is an unlimited - use version of btrieve 6 . 10 included with the netware 5 . 1 distribution . but novell admits it hasn ' t tested the software with netware 5 . 1 , it may not work , and the real killer most current applications ( such as computer associates arcserve ) require btrieve 6 . 15 . check the applications you ' re using before doing that upgrade to netware 5 . 1 , and calculate the additional costs of obtaining the requisite number of sql 2000 licenses . then , decide if that ' s what you want to do , or if switching to a different application is the better choice . to contact dave kearns : - - - - - - - - - - - - - - - - - - - - - - - dave kearns is the word wrangler for virtual quill , a writing agency serving the computer and networking industries . if your target customer doesn ' t know your product , doesn ' t know its uses and doesn ' t know he needs it , he ' s not going to buy it . from books to reviews , marketing to manuals , vq can help you and your business . virtual quill - " words to sell by . . . " find out more at : http : / / www . vquill . com / , or by e - mail at mailto : info @ vquill . com . for related links - - click here for network world ' s home page : http : / / www . nwfusion . com pervasive . sql v 2000 product family sdk understanding pervasive . sql 2000 , a white paper ( pdf ) migration guide 6 to pervasive . sql . doc % 20 to % 20 pervasive . sql . pdf other netware - related articles from network world : active directory upgrade requires strong game plan , network world , 03 / 13 / 00 microsoft exec sketches future for win 2000 , network world , 03 / 13 / 00 subscription services to subscribe or unsubscribe to any network world e - mail newsletters , go to : to change your email address , go to : subscription questions ? contact customer service by replying to this message . other questions / comments have editorial comments ? write jeff caruso , newsletter editor , at : mailto : jcaruso @ nww . com for advertising information , write jamie kalbach , account executive , at : mailto : jkalbach @ nww . com network world fusion is part of idg . net , the idg online network . it all starts here : http : / / www . idg . com copyright network world , inc . , 2000 | 0 |
Subject: copier on 32 nd floor hello iain , well time is drawing near for another move for us . the problem is we do not have a heavy duty copier for the floor . we do need a copier . please inform me as how we can work through this , maybe we can split the cost with others on the floor . the move is schedule sometime at the end of the month . i will keep you informed . . . . . . . . thanks kevin moore | 0 |
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