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arnold-j/all_documents/1042.
|
subject: Re: APIs
content: Any idea what amount of switching in gas equivalents does the implied demand
of resid equate to?
From: Jennifer Fraser 12/20/2000 03:05 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: APIs
JA:
See note on switching. It is hard to monitor the distiallte because any
switching is being absorbed by the incessant arrival of European cargoes. We
hope to have you guys some better numbers before the end of the week.
---------------------- Forwarded by Jennifer Fraser/HOU/ECT on 20/12/2000
09:00 ---------------------------
Alex Mcleish@ENRON
20/12/2000 02:40
To: London, [email protected], Sarah Mulholland/HOU/ECT@ECT
cc:
Subject: APIs
PIRA report attached - bit uninspired this week, like the stats.
Crude went back to the usual pattern and built 2 .4 mbbls, as opposed to an
implied draw (excl SPR) of 2 (although half of this in PADD 5). Perhaps
surprisingly, runs were down again, but most of this was non-CDU, and
gasoline bore the brunt of the output drop as a result.
Distillate demand, the main factor to watch, did fall, but not by much (240
kbd), and only another weak import showing prevented a build. The cold
weather and switching are definitely having an impact, as this demand is well
above last year's Y2K inflated levels. Most of the draw was in low sulphur
material, but PADD 1 still suffered a 500 kbbls drop in heating oil stocks.
However, it does sems to be building up in PADD 3.
Gasoline stocks did build, but interestingly only in blending components, not
the finished material. Evidence of high gas prices impacting on production?
Stocks rose in PADD 1 by almost the same amount as they fell in PADD 3.
Imports were very strong, however, at 500 kbd.
Again, the real shoker was resid - demand up 57% to 1600 kbd, an incredibly
high number, and clear evidence (if repeated next week) of switching.
| ||
arnold-j/all_documents/1043.
|
subject: Re: confidential employee information-dutch quigley
content: thx
Jeanie Slone
12/19/2000 04:51 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: confidential employee information-dutch quigley
Dutch requested a meeting with me today and I gave him the scoop on the
promotion. I will follow-up with him after our meeting the first week of
Jan. He was ok with everything. let me know if you need anything else.
---------------------- Forwarded by Jeanie Slone/HOU/ECT on 12/19/2000 04:45
PM ---------------------------
Jeanie Slone
12/19/2000 10:09 AM
To: John Arnold/HOU/ECT@ECT
cc: Ted C Bland/HOU/ECT@ECT, David Oxley/HOU/ECT@ECT
Subject: confidential employee information-dutch quigley
John,
As we discussed earlier, ENA HR is working with the A/A program to develop a
process for placing sr. spec into associate titles. Unfortunately, that
process has not been finalized and as such, Dutch is not yet an associate.
Ted is finalizing the process this week and it will likely require Dutch to
interview with 4 other commercial managers outside of ENA.
Additionally, there are two other sr. spec. on the gas trading floor in
similar situations and we will be discussing them at a promotion meeting to
be held the first week of Jan. I would like to handle all of these
consistently and had planned to include Dutch's promotion in this
discussion. I would recommend that we hold on a title change for Dutch until
after this meeting and manage it through the promotions process.
Per the message attached below, Dutch believes he has already received the
title change. Please clarify the situation with him at your earliest
convenience. If you need my assistance with this please let me know. I
apologize if there was any confusion from our previous discussions. Please
contact me with any questions/concerns.
---------------------- Forwarded by Jeanie Slone/HOU/ECT on 12/19/2000 09:21
AM ---------------------------
people.finder@ENRON
12/19/2000 09:19 AM
Sent by: Felicia Buenrostro@ENRON
To: [email protected]
cc: Jeanie Slone/HOU/ECT@ECT
Subject: Re: PeopleFinder Feedback
Dutch,
Unfortunately, I cannot make that change for you.
Please contacct your HR Rep (Jeanne Slone). Your HR Rep can only change your
title.
Thanks.
Felicia
[email protected] on 12/18/2000 08:05:19 AM
To: [email protected]
cc:
Subject: PeopleFinder Feedback
My job title needs to be updated to ASSOCIATE.
Dutch
| ||
arnold-j/all_documents/1044.
|
subject:
content: can you program my steno in the offices like the ones on my desk?
| ||
arnold-j/all_documents/1045.
|
subject: Greetings from GARP - Mark your Calendars
content: ---------------------- Forwarded by John Arnold/HOU/ECT on 12/18/2000 05:04
PM ---------------------------
Enron North America Corp.
From: Frank Hayden @ ENRON 12/14/2000 09:44 AM
To: John J Lavorato/Corp/Enron@Enron, John Arnold/HOU/ECT@ECT, Mike
Maggi/Corp/Enron@Enron, Larry May/Corp/Enron@Enron
cc:
Subject: Greetings from GARP - Mark your Calendars
---------------------- Forwarded by Frank Hayden/Corp/Enron on 12/14/2000
09:42 AM ---------------------------
From: Frank Hayden 12/14/2000 09:36 AM
To: [email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected], Sunil
Dalal/Corp/Enron@ENRON, Naveen Andrews/Corp/Enron@ENRON, Vladimir
Gorny/HOU/ECT@ECT, Erik Simpson/HOU/ECT@ECT, [email protected],
[email protected], [email protected], [email protected],
Cassandra Schultz/NA/Enron@Enron, [email protected],
[email protected], [email protected], [email protected],
[email protected], Vince J Kaminski/HOU/ECT@ECT, [email protected],
Bharat Khanna/NA/Enron@Enron, David Port/Market Risk/Corp/Enron@ENRON, Rudi
Zipter/HOU/ECT@ECT
cc:
Subject: Greetings from GARP
GREETINGS FROM GARP! WE ARE HAVING THE NEXT MEETING JANUARY 30th AT ENRON.
TIME 6:30PM UNTIL 8:30PM
Vince Kaminski will lead a discussion regarding volatility in the energy
markets.
Please RSVP to Rita Hennessy. Her email address is [email protected]
| ||
arnold-j/all_documents/1046.
|
subject:
content: Andy:
I just spoke to a guy named Neil Hanover. He is a fund trader for a company
in London. He asked the head EOL marketer to give him a call about setting
him up on the system. Can you help?
his number is 011 44 207 397 0840
john
| ||
arnold-j/all_documents/1047.
|
subject: Re: FLU Vaccinations
content: please remind me
Ina Rangel
12/18/2000 10:25 AM
To: Matthew Lenhart/HOU/ECT@ECT, Kenneth Shulklapper/HOU/ECT@ECT, Jay
Reitmeyer/HOU/ECT@ECT, Tori Kuykendall/HOU/ECT@ECT, Paul T
Lucci/NA/Enron@Enron, Barry Tycholiz/NA/Enron@ENRON, Randall L
Gay/HOU/ECT@ECT, Patti Sullivan/HOU/ECT@ECT, Jane M Tholt/HOU/ECT@ECT,
Monique Sanchez/HOU/ECT@ECT, Keith Holst/HOU/ECT@ect, Mike
Grigsby/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT,
Mike Maggi/Corp/Enron@Enron, Larry May/Corp/Enron@Enron, Dutch
Quigley/HOU/ECT@ECT
cc:
Subject: FLU Vaccinations
The nurse from the health center will be here on Tuesday, December 19, 2000
to give flu vaccinations to anyone interested.
EB3269
3:00 PM - 4:00 PM
Tuesday, 12/19/2000
Cost: - free for Enron employees and $10 for contract employess.
| ||
arnold-j/all_documents/1048.
|
subject: Re: O COME ALL YE FABULOUS!
content: just called they're on vacation for two weeks.......that sucks
"Jennifer White" <[email protected]> on 12/15/2000 12:46:59 PM
To: [email protected]
cc:
Subject: Re: O COME ALL YE FABULOUS!
OK, you don't have to twist my arm.
5 more hours... I can't wait!
Jen
---- [email protected] wrote:
>
> hey:
> any interest in seeing cirque du soleil saturday?
>
>
___________________________________________________________________
To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax,
all in one place - sign up today at http://www.zdnetonebox.com
| ||
arnold-j/all_documents/1049.
|
subject: Re: O COME ALL YE FABULOUS!
content: hey:
any interest in seeing cirque du soleil saturday?
| ||
arnold-j/all_documents/105.
|
subject: Plastics & Petrohemicals - Universal
content: Jennifer,
I just spoke with Lee Jackson, Enron Plastics and Petrochemicals, in regard
to Universal Studios. He did not feel Universal's plastic spend would be in
the range their group would consider for a prospect. Lee said their main
clients are chemical companies/producers. He mentioned a typical usage would
be 1 Billion Lbs/yr in polymers and 5-10 MM Lbs/year in polymers large
users.
I also briefly mentioned EP&P possibly coming to do an overview training for
us. I mentioned this to Sarah-Joy and she said she would schedule something
through Alan Engberg beginning next year.
Colleen
| ||
arnold-j/all_documents/106.
|
subject: Lexmark Document/Workflow mgmt intro
content: Lexmark Solution Services intro to GSS BD. Gabrielle Herring, District
Services Manager, her 1st line, and possibly John Niegos (Lexmark rep
covering Enron) are interested in establishing themselves w/GSS Bus Dev, in
anticipation of competing for future opportunity.
Restaurant TBD, hard stop @ 1:00pm. GSS BD attendees possible: J. Medcalf,
C. Koenig, (and maybe) J. Youngflesh
| ||
arnold-j/all_documents/107.
|
subject: RE: EES contact on the PCC Ball Valves deal
content: Jennifer:
I talked with John will and he doesn't know what PCC has done with EES. So=
,=20
I'll wait to hear back from Peter Eichler once he does some investigations=
=20
into his own company and gets the answer back to us.
Sarah-Joy
---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 12/13/2000=
=20
07:45 PM ---------------------------
"Peter Eichler" <[email protected]> on 12/13/2000 06:00:29 PM
Please respond to <[email protected]>
To: <[email protected]>, <[email protected]>
cc: "ENRON John Will" <[email protected]>, <[email protected]>=20
Subject: RE: EES contact on the PCC Ball Valves deal
Sarah-Joy...
I just picked up your voice mail...
I am forwarding Byron Gaddis's e-mail in response to your question of who
PCC is working with at EES.
Let me stress that I am not working with anyone other than John (and now
hopefully you) at Enron to get PCC Ball Valves approved for international
use at Enron.
I am providing Byron Gaddis' e-mail address as he is in Portland at Corp HQ=
,
and is familiar with the issue. He may be able to provide a name for you at
EES that PCC is working to conclude an agreement on energy....note that the
activity is covered under a Conf Agreement to protect PCC and its data. In
addition, Byron was curious about your possible need for blades and the
mechanism you go through to acquire them.
As for me... we would like you to fall in love with our world class ball
valves from PCC Ball Valves (hence putting them on the approved supplier
list) AND also love our Emergency Shutdown Systems for pipelines by our
Barber Industries (again, feeling so smitten that they find their way onto
your approved list)... John has the information packages on both companies
and product lines...
For me... signing off from Milan Italy...where I have been living and
breathing these ball valves this week. Shipments of 40" and 48" units going
to Transgaz on a Romanian/ Russian pipeline as well as 36" units for a
Turkish pipeline are going out....
Pete
-----Original Message-----
From: Peter Eichler [mailto:[email protected]]
Sent: Wednesday, December 13, 2000 12:16 PM
To: [email protected]
Cc: ENRON John Will; PCC Ball Valves Aldo Bargeri (SMgr); PCC Ball
Valves Roberto Bartolena
Subject: RE: EES contact on the PCC Ball Valves deal
Sarah-Joy....
The only person I have been working on in Enron about Ball Valves is John
Will.
For Enron to come to PCC Ball Valves outside Milan Italy for a quality audi=
t
(as proposed by John), the correct people to contact are:
Roberto Bartolena - Managing Director Phone number 39-02-9379-9127 e-mail
[email protected]
Aldo Bargeri - Sales Mgr Phone number same as above... e-mail
[email protected]
I look forward to PCC BV becoming an approved supplier for your
international work....
Pete
-----Original Message-----
From: [email protected] [mailto:[email protected]]
Sent: Wednesday, December 13, 2000 7:53 AM
To: [email protected]
Subject: Re: EES contact on the PCC Ball Valves deal
Pete:
I work with John Will in Enron Corporation, Global Strategic Sourcing. He
asked me to follow up with you regarding WHO you have been working with in
EES on the PCC Ball Valves deal. Thanks for letting me know!
Sarah-Joy
---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 12/13/2000
07:49 AM ---------------------------
From: John Will on 12/12/2000 08:29 PM
To: Sarah-Joy Hunter/NA/Enron@Enron
cc:
Subject: Re: Update (Document link: Sarah-Joy Hunter)
Pete's number is: 281 775 1694
Thanks!
jw
Sarah-Joy
Hunter To: John Will/NA/Enron@ENRON
cc:
12/12/2000 Subject: Update
06:58 AM
J
"Peter
Eichler" To: "ENRON John Will"
<[email protected]>
<peichler@pcc cc:
flow.com> Subject: Update
12/11/00
01:23 PM
Please
respond to
peichler
John....
Since we last met, a letter of Intent has been signed by PCC with EES
(Enron Energy Services)....
I have heard that our=01;Byron Gaddis was trying to reach you=01; about an=
y
ideas you might have for large structural parts (remember out titanium
casting capability for jet engine turbine blades as well as generator
turbine blades)....
In any case... we definitely want to make sure PCC Ball Valves is your
INTERNATIONAL (non-USA) Project ball valve supplier for gas pipelines...
How are we doing to get that distinction?
Pete
| ||
arnold-j/all_documents/108.
|
subject: December 13 Update - Enron
content: Thanks, John. If I'm in when the conference call (subsequent to the internal
Fedex meeting) is held, I'd like to join you. Either way, look forward to
staying in the loop.
Appreciate it.
Sarah-Joy
---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 12/14/2000
07:13 AM ---------------------------
From: John Will on 12/14/2000 07:11 AM
To: Sarah-Joy Hunter/NA/Enron@Enron
cc:
Subject: December 13 Update - Enron
fyi
jw
----- Forwarded by John Will/NA/Enron on 12/14/2000 07:10 AM -----
Carmen Perez <[email protected]>
12/13/2000 07:44 PM
To: [email protected]
cc: [email protected]
Subject: December 13 Update - Enron
As of today, Richard Roberts, FedEx Senior Attorney, notified me of the
following:
Billy Mike Golden, Managing Director of Field Facility Management,
received a call from John Patillo. Mr. Golden was in the process of
returning his call at approximately 2:15 p.m. Depending on what the
two discussed will determine if FedEx needs to hold a conference call to
discuss this further.
If a conference call is needed, it will occur as soon as possible. The
attendees will be FedEx employees. They are as follows:
Carmen Perez, Corporate Account Executive
Billy M. Golden
Gary Stoops, Managing Director of Supply Chain Management
Richard Roberts
After FedEx holds the conference call, it will be determined if FedEx
commercial and legal needs to meet with Enron commercial and legal.
I understand if resolution does not take place prior to December 31,
2000 FedEx may not be Enron's carrier.
Regards,
Carmen Perez
| ||
arnold-j/all_documents/109.
|
subject: Re: Cross-sell opportunity
content: Great.
Thank you for the heads up.
DW - can you please take a look at these guys and find some background info.
MH
Jennifer Medcalf@ENRON
12/13/00 02:37 PM
To: Matt Harris/Enron Communications@Enron Communications
cc:
Subject: Cross-sell opportunity
Matt,
I have spoken with Mark who is part of the GSS organization and we are going
to pursue this after the first of the year. Mark has a relationship with the
President of Requisite and we will be having a meeting with him to discuss
opportunity.
Jennifer Stewart Medcalf
Senior Director, Business Development
Global Strategic Sourcing
(713) 646-8235
----- Forwarded by Jennifer Medcalf/NA/Enron on 12/13/2000 04:36 PM -----
Mark Hudgens
12/13/2000 12:36 PM
To: Jennifer Medcalf/NA/Enron@Enron
cc: John Gillespie/Corp/Enron@ENRON
Subject: Cross-sell opportunity
We signed a contract with Requisite Technology (http://www.requisite.com)
Monday night to provide electronic cataloging tools for our SAP system
(they're replacing the i2Technologies products currently in place.
Requisite hosts catalogs for many major companies and digital marketplaces.
They have offices in Westminster, CO and Toronto. John and I discussed the
opportunities Tuesday, and there may be one with EBS. EES is probably less
likely, but it may be worth the investigation.
I know the VP of Sales, North America, so let me know if you're interested in
pursuing, and when.
Thanks.
Mark Hudgens
Enron Global Strategic Sourcing
Director, eCommerce Content Development
713-345-6544
713-569-7401 (cellular)
[email protected]
| ||
arnold-j/all_documents/11.
|
subject: Active International - Action Items
content: ACTION ITEMS:
(1) Include additional EES and Enron Corp conferences where trade credits
may be applicable. Identify cash spend estimates for existing and new
spend categories. Assigned: Tracy Ramsey, Carrie Blaskowski and Janelle
Daniel. Date: by 12/7
Cash Spend Estimates - Meeting Spend:
Meeting planning represents 20% additional T&E costs
Enron has spent approximately $10M on meetings to date in 2000
At least one Enron meeting is held offsite every workday of the year
EES T&E Spend Jan - Aug = 2.9M (Estimated Meeting Planning Spend $580,000)
Corp T&E Spend Jan - Aug = 3.2M (Estimated Meeting Planning Spend $640,000)
Note: Estimates include food & beverages, golf, spa, etc.
Please let me know ifyou have any questions.
Tracy x68311
| ||
arnold-j/all_documents/110.
|
subject: Brown bag thank you
content: Dear Jennifer,
Thank you for hosting a brown bag lunch session yesterday; your presentation
was very informative and I believe it led to greater understanding of
Business Development within GSS. On a personal level, I was very interested
in your Continental deal and would like to read a white paper or postmortems
analysis of the deal after it closes.
I also thank you for taking an active role in this mornings' brown bag, I
felt like it lent additional credibility to Experience Enron and answered the
inevitable "what's in it for me" questions.
Sincerely,
Jim Wininger
| ||
arnold-j/all_documents/111.
|
subject: Dell online order
content: >
>
> DELL & ENRON ClickAtHome ORDER CONFIRMATION
>
> Thank you for your Enron ClickAtHome order! Please read and retain this
> e-mail for your records. It contains important information relating to
> your order that should be used in any future communications with Dell.
>
> Your Dell customer number is: 12213206
>
> Your order number is: 483017901
>
> Your total "Out of Pocket" amount: $565.96
> The total "Out of Pocket" amount includes upgrade costs, shipping and
> taxes.
>
>
> Your Online Sales Point of Contact:
> We are here to assist you with your order if needed. Our office hours are
> Monday- Friday, 8am-7pm Central Standard Time. You can reach our office
> by calling 1-866-220-3355 or through e-mail at:
> [email protected] <mailto:[email protected]> .
>
> Estimated Ship Date:
> We estimate that your order should be shipped on or before 12/29/00.
> Although we do not anticipate a delay in your order, we cannot guarantee
> the shipping date as we occasionally run into unexpected delays in
> manufacturing. Your order is being shipped to you under Dell's terms and
> conditions of sale found at: www.dell.com <http://www.dell.com>.
>
> Total Satisfaction Policy:
> If you wish to cancel your order for any reason within 30 days, we'll
> refund amounts paid by you, minus shipping costs, no questions asked. You
> are responsible for the cost of shipping your system back to us.
>
> How to Check Order Status:
> If you would like to check the status of your order, please call Dell's
> automated order status inquiry system at: 1-800-433-9014, or visit Dell's
> Order Status Page at: <http://wwwapp.us.dell.com/us/en/ordstat/index.asp>.
>
>
> You can also register to have Dell e-mail you when your order is shipped,
> by going to:
> <http://wwwapp.us.dell.com/us/en/ordstat/watchreg.asp?ordnum>.
>
> How to reach a Technical Support Representative:
> Once you have received your equipment, if you need to contact a Dell
> technical support representative, please call 1-866-220-3355, option 3.
> You will be asked to give your "Service Tag Number". The "Service Tag
> Number" is a five digit alphanumeric number written on the white bar code
> label on the back of the system. Please have this number ready before you
> contact the technical support representative.
>
>
> Thank you for participating in the Dell/ Enron ClickAtHome program. It is
> my pleasure to work with you.
>
> Sincerely,
>
>
>
> Jerome Alder
> Dell Sales Rep.
> EPP
> 1-800-695-8133
> Ext. 49761
> Email:[email protected]
>
>
| ||
arnold-j/all_documents/112.
|
subject: UPDATE - Attendees for brown bags (12/13-12/14)
content: I just noticed I missed Jim, who was, of course, in attendance.
----- Forwarded by Colleen Koenig/NA/Enron on 12/14/2000 01:20 PM -----
Colleen Koenig
12/14/2000 01:19 PM
To: Jennifer Medcalf/NA/Enron@Enron
cc: James Wininger/NA/Enron@Enron
Subject: Attendees for brown bags (12/13-12/14)
12/13 - GSS BD Brown Bag
(Jennifer Medcalf)
Jim Wininger
Diane Eckels
Dan Coleman
Bob Johansen
Jim Durbin (EES Capital Corp)
Mark Hudgens
John Gillespie
Norm Stevens
Jim Ischy
Jerry Thomas
Colleen Koenig
Calvin Eakins
Cathy Riley
Karina Prizont
Tom Moore
Sarah-Joy Hunter
Raul Davila
Lisa Honey
Jody Clement
Jeff Yougflesh
12-14 - Experience Enron
(Carrie Robert)
Jeff Youngflesh
Cathy Riley
Lisa Honey
Jim Wininger
Colleen Koenig
Karina Prizont
Mike Frost
Jody Clement
Ron Smith
David Rinehardt
Jennifer Medcalf
Cheri Sublet
Rick Perkins
Randy Lagrimmi
Norm Stevens
| ||
arnold-j/all_documents/113.
|
subject: $85K allocation - processed (FYI)
content: Jennifer,
I just checked with Carolyn on your invoicing for the conference. She
verified the 85K was processed.
Colleen
| ||
arnold-j/all_documents/114.
|
subject: Meeting Minutes - FINAL - 12/11/00
content: Not attending: Drew Ries, Bob Johansen, Trang Dinh
George Wasaff
Kelly Higgason accepted a position to work for EES effective Jan. 1. Looking
for a new Asst. Gral. Counsel.
Kim Rizzi validated her resignation last week. For HR needs we will make
contact with Dave Schafer's office.
Ken Smith left the company last week to pursue new opportunities. John to
circulate memo. Position open in Platforms & Processes.
Staffing. Juanita Andrade was the candidate selected for the Sr. Admin.
Asst. position. Leticia Flores to be considered for upgrade in Zhang's group.
People Plan. Meeting today at 10.30 AM with Bob Reimer and Don Miller.
KGW will be off the rest of the year. Derryl to lead next Monday's meeting.
New floor tech. For assistance, call the Resolution Center at 3-1411.
Derryl Cleaveland
Cynthia Barrows asked Bruce to contact auto makers for options on hybrid
automobiles.
DealBench. e-Commerce conference for construction services will be held this
week. Background on infrastructure GSS can provide needed. John Will to
contact each team to get input. Looking to use DealBench on Nuovo Pignone
Phase V units. Phil Foster in Italy meeting with transport cos.
FreeMarkets. Glen Meaken has started discussions with KGW.
Sonoco. Craig and EES to engage Enron on products Sonoco offers to assist on
improving their operations. Also looking for assistance to improve their
procurement strategy.
Nepco. Opportunities continue. Will meet with Greg again this week. Nepco
Europe willing to help as well.
Analysts revised savings methodology. Met with Rick Buy's group to
incorporate what they use on origination projects. Will also take a look at
a course for analysts on how to look and analyze new deals.
Outlook migration scheduled for Dec. 18 and 19. Notes will need to be
cleaned up.
John Gillespie
iBuyIt. ETS and Steve Kean's organization (HR, Communications, Govmt.
Affairs, NA) will try it. Will contact Steve to get point person. Active
fronts: EBS, EES, and Global IT.
Andersen Consulting Off Site Re: e-Commerce postponed until after the
holidays.
Peregrine. Will talk with KGW off line.
Kelly Higgason
Kathy Clark starts today.
Finalized agreements with Corestaff and GE Capital.
Trying to close on Citibank and Cooper Cameron.
Derryl to take a look at Contract Administration on how to manage the area.
Calvin Eakins
Cathy Riley contacted prime suppliers on 2nd tier.
Progress on mentoring plan. Formed committee. Talked with Tony last week.
Meeting with him and Beth this week Re: Branding and Mentoring Program.
Diversity Task Force. Number one issue on survey is the need to do a better
job on promoting and hiring and retention of women and minorities. If anyone
would like to view the 2000 Diversity Survey results, please stop by Calvin's
office. Diversity Task Force will be merged into the Vision & Values Task
Force.
Jennifer Medcalf
Will prepare a trip report on trip to Europe. Met with Brian Stanley Re:
Bringing in some of their spend, John Sheriff (asked for periodic e-mail with
update), EBS (will set up conference calls), Shirley McCain Re: Cellular,
Beth Apollo (coming back to the US), Etol.
EBS. Re: BMC, will contact Brad.
Sony Electronics. Final negotiation of confidentiality agreement Re: Energy
consumption.
Compaq. Meeting scheduled.
SAP. Commerce 1 and them had conference call. Nothing for EBS at this point.
Sam Kemp. There might be an opportunity for him to move into GSS or have a
GSS representation in Europe.
| ||
arnold-j/all_documents/115.
|
subject: FW: BMC DEAL --- UPDATE --- from Net Works (J Rub)
content: Jennifer,
I spoke w/Jenny Rub about almost every BMC/EBS issue, except for this one. I
did not know about the issue which Bruce Smith has sent (blue text, below) to
Jenny and Bob McAuliffe. When I spoke w/Jenny, I was unaware of BMC's
retraction. It is new news to me, and at the very least, doesn't seem very
"customer-focused" on BMC's part. I certainly agree w/Bruce's statement to
the effect that BMC needs to meet w/Philippe about their pricing!
JKY
----- Forwarded by Jeff Youngflesh/NA/Enron on 12/14/2000 04:39 PM -----
Jenny Rub
12/14/2000 04:21 PM
To: Jeff Youngflesh/NA/Enron@ENRON
cc:
Subject: FW: BMC DEAL --- UPDATE
----- Forwarded by Jenny Rub/Corp/Enron on 12/14/2000 04:21 PM -----
Bruce Smith/ENRON@enronXgate
12/14/2000 02:50 PM
To: Bob McAuliffe/ENRON@enronXgate, Jenny Rub/Corp/Enron@Enron
cc:
Subject: FW: BMC DEAL --- UPDATE
Not that it matters but wanted you to know:
BMC rep left message recanting the fact that we would still have the 45 %
discount if SAP modules were purchased at some other time. He states now
that if not purchased now the discount would only be 10-20 % range at a later
date.
Bruce
-----Original Message-----
From: Smith, Bruce
Sent: Wednesday, December 13, 2000 8:35 PM
To: McAuliffe, Bob; Rub, Jenny
Cc: Robinson, Larry
Subject: BMC DEAL
Importance: High
Jenny/Bob
Per the BMC deal, here is where we are with Batch Processing:
TidalSoft, Sysadmiral
Approx. 90 k ( current quote covers us and GPG and does not include SAP )
We have added a couple of pieces to this and it could bring the cost to 125 k
worst case. This quote covers consulting and maintenance. They are trying
very hard to get a deal done this year and we could probably get our
additional components at the current quote price if we signed.
BMC, Control -M
Approx. 325 k This is after we remove the SAP modules and components from
the quote. Quote that was sent over from Jeff Youngflesh (Enron GSS) was for
a total of 628 k
Hardware for either product is approx. 300 k.
We have conferred with the SAP team and they are not desperate for us to take
over their scheduling but think it is a good idea to include them in our long
term strategy. They actually do not recommend either of these product's SAP
modules and mentioned a third party product (Autosys) that has connectors
into BMC. We are not sure at this point about a connector into TidalSoft
(Larry if you have info on this please comment).
Larry's and his team have eval'd both products and although they are leaning
towards Sysadmiral they are satisfied that both products are acceptable. You
guys make the call as to whether the additional 200 k is worth the weight it
will lend to the EBS/BMC deal. FYI - BMC rep said that we still get 45%
discount if we cut the SAP modules. BMC needs to sit down with PB and learn
how over priced their products are !
Let me know what you think. If we go TidalSoft I need to push this through
or be advised to let it go till the New Year.
Thanks
Bruce
*****
Also in Quote sent over from Youngflesh :
BMC, Control SA
1.3 M NOT EVALUATED AT THIS TIME - Is a candidate for future
consideration for the Security Admin space but not enough info to speculate
as to whether to try and leverage current deal with EBS. I guess they put
this quote together from info they received from Henry Moreno
| ||
arnold-j/all_documents/1157.
|
subject: Recruiting Expenses
content: ---------------------- Forwarded by John Arnold/HOU/ECT on 10/14/2000 05:25
PM ---------------------------
From: Beth Miertschin 10/05/2000 10:41 AM
To: Purvi Patel/HOU/ECT@ECT, Sheetal Patel/HOU/ECT@ECT, Beau
Ratliff/HOU/EES@EES, Jennifer Reside/HOU/ECT@ECT, Justin Rostant/HOU/ECT@ECT,
Sarah Shimeall/HOU/EES@EES, Cindi To/HOU/EES@EES, Otis
Wathington/HOU/EES@EES, Wes Colwell/HOU/ECT@ECT, Peter Bennett/Enron
Communications@Enron Communications, Bob Butts/GPGFIN/Enron@ENRON, Jeffrey E
Sommers/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Edward Coats/Corp/Enron@ENRON,
Kevin M Presto/HOU/ECT@ECT, Sheri Thomas/HOU/ECT@ECT, Mark Wilson/Enron
Communications@Enron Communications, Lisa B Cousino/HOU/ECT@ECT, Faith
Killen/HOU/ECT@ECT, Gary Peng/GPGFIN/Enron@ENRON, Stephen
Schwarzbach/Corp/Enron@Enron, Jefferson D Sorenson/HOU/ECT@ECT, Julie
Goodfriend/Corp/Enron@ENRON, Molly LaFuze/Enron Communications@Enron
Communications, Khristina Griffin/NA/Enron@Enron, Ching Lun/HOU/EES@EES,
Chris Ochoa/NA/Enron@Enron, Heather Alon/HOU/ECT@ECT, Harry
Bucalo/HOU/ECT@ECT, Timothy Coffing/HOU/EES@EES, Colleen
Koenig/NA/Enron@Enron, Michael Kolman/HOU/ECT@ECT, Simone La
Rose/HOU/ECT@ECT, Mark Mixon/NA/Enron@Enron, Paula Rieker/Corp/Enron@ENRON,
Dan Boyle/Corp/Enron@Enron, Edward Coats/Corp/Enron@ENRON, Billy
Lemmons/Corp/Enron@ENRON, Kathy M Lynn/Corp/Enron@Enron, James
Coffey/ENRON@Gateway, Larry Fenstad/OTS/Enron@ENRON, Ryan
Siurek/Corp/Enron@ENRON, Scott Vonderheide/Corp/Enron@ENRON, Ron
Coker/Corp/Enron@Enron, Kevin D Jordan/Corp/Enron@ENRON, Gary
Peng/GPGFIN/Enron@ENRON, Tracey Tripp/Corp/Enron@ENRON, Dixie
Riddle/Corp/Enron@ENRON, Wanda Curry/HOU/ECT@ECT, Fred Lagrasta/HOU/ECT@ECT,
Georgeanne Hodges/HOU/ECT@ECT, Tommy J Yanowski/HOU/ECT@ECT, Ted C
Bland/HOU/ECT@ECT, Shirley A Hudler/HOU/ECT@ECT, Edith Cross/HOU/ECT@ECT,
Mark Friedman/HOU/ECT@ECT, Carrie Slagle/HOU/ECT@ect, Brandon
Wax/HOU/ECT@ECT, David Oliver/LON/ECT@ECT, John Alvar/HOU/ECT@ECT, Meredith M
Eggleston/HOU/EES@EES, Gayle W Muench/HOU/EES@EES, Patricia A
Lee/HOU/EES@EES, Christina Barthel/HOU/EES@EES, Dara M Flinn/HOU/EES@EES,
Holly Mertins/HOU/EES@EES, Travis Andrews/HOU/EES@EES, Jonathan
Anderson/HOU/EES@EES, Jonathan Anderson/HOU/EES@EES, Tom Baldwin/HOU/EES@EES,
Justin Day/HOU/EES@EES, Michael Krautz/Enron Communications@Enron
Communications, Shelly Friesenhahn/Enron Communications@Enron Communications,
Todd Neugebauer/Enron Communications@Enron Communications, Steven
Batchelder/Enron Communications@Enron Communications, Bucky
Dusek/HOU/EES@EES, Niclas Egmar/HOU/EES@EES, Brad Mauritzen/HOU/EES@EES,
Clifford Nash/HOU/EES@EES, Sara Weaver/HOU/EES@EES, Kyle Etter/HOU/ECT@ECT,
Nick Hiemstra/HOU/ECT@ECT, Heather A Johnson/HOU/ECT@ECT, Binh
Pham/HOU/ECT@ECT, Stanton Ray/HOU/ECT@ECT, Jason R Wiesepape/HOU/ECT@ECT,
Erin Willis/HOU/ECT@ECT, Christa Winfrey/HOU/ECT@ECT, Michelle
Zhang/HOU/ECT@ECT, Dan Feather/SA/Enron@Enron, Ryan Hinze/Corp/Enron@ENRON,
Michael Olsen/NA/Enron@Enron, Ryan Taylor/NA/Enron@Enron, John
Weakly/Corp/Enron@ENRON, Amy Lehnert/Enron Communications@Enron
Communications, Reagan Mathews/Enron Communications@Enron Communications,
Lisa Gillette/HOU/ECT@ECT, Rob Brown/NA/Enron@Enron, Bill
Gathmann/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Donald M- ECT Origination
Black/HOU/ECT@ECT, Jim Schwieger/HOU/ECT@ECT, Peter Ramgolam/LON/ECT@ECT,
Paul Choi/SF/ECT@ECT, Ron Baker/Corp/Enron@ENRON, Di Mu/Enron
Communications@Enron Communications, Will Chen/Enron Communications@Enron
Communications, Ted Huang/Enron Communications@Enron Communications, Eric
Mason/Enron Communications@Enron Communications, Lena Zhu/Enron
Communications@Enron Communications, Shahid Shah/NA/Enron@Enron, Ravi
Mujumdar/NA/Enron@Enron, David Junus/HOU/EES@EES, Paul Tan/NA/Enron@Enron,
Kristin Quinn/NA/Enron@Enron, Bryan Burnett/HOU/ECT@ECT, Michael W
Bradley/HOU/ECT@ECT, Jeffrey A Shankman/HOU/ECT@ECT, Thomas A
Martin/HOU/ECT@ECT, Adam Gross/HOU/ECT@ECT, Margaret
Rhee/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Gerardo Benitez/Corp/Enron@Enron,
Hector Campos/HOU/ECT@ECT, Robert Fuller/HOU/ECT@ECT, Dayem
Khandker/NA/Enron@Enron, Sarah Mulholland/HOU/ECT@ECT, Jeffrey
Snyder/Corp/Enron@Enron, Gabriel Chavez/NA/Enron@Enron, Reza
Rezaeian/Corp/Enron@ENRON, Jennifer Fraser/HOU/ECT@ECT, Ozzie
Pagan/HOU/ECT@ECT, John L Nowlan/HOU/ECT@ECT, Jeffrey McMahon/HOU/ECT@ECT,
John Arnold/HOU/ECT@ECT, Cheryl Lipshutz/HOU/ECT@ECT, Steve
Venturatos/HOU/ECT@ECT, Michelle Juden/HOU/EES@EES, Christine
Straatmann/HOU/EES@EES, Nicole Alvino/HOU/ECT@ECT, Ashley Dietz/Enron
Communications@Enron Communications, Russell T Kelley/HOU/ECT@ECT, Katie
Stowers/HOU/ECT@ECT, Jason Thompkins/Enron Communications@Enron
Communications, Justyn Thompson/Corp/Enron@Enron, Jodi Thrasher/HOU/EES@EES,
Kim Womack/Enron Communications@Enron Communications, James
Wininger/NA/Enron@Enron, Brian Steinbrueck/AA/Corp/Enron@Enron, Jeffery
Ader/HOU/ECT@ECT, Andy Zipper/Corp/Enron@Enron, Barry
Schnapper/Corp/Enron@Enron, Brian Hoskins/Enron Communications@Enron
Communications, Barry Schnapper/Corp/Enron@Enron
cc:
Subject: Recruiting Expenses
Below are the instructions and cover sheet for your expense reports and the
form that you need to use for your expenses. Please be sure to follow all of
the instuctions or your report will be sent back to you and your payment
delayed.
You do not need to code anything! Everything is coded down here so you do
not have to know any numbers except your social security number and your
phone number. Also, tape your receipts to a blank sheet of paper on ALL 4
SIDES. If you have any questions you can call me at 3-0322.
FYI - Milage is reimbursed at .325 cents to the mile.
Thank you!!
| ||
arnold-j/all_documents/116.
|
subject: Re: Cross-sell opportunity
content: See attached. In September 2000, Requisite filed for a $92 M IPO.
Requisite hosts content for some customers in Denver, but the majority of its
revenues are from licenses and contracts with SAP. Based on negative net
income for the past few years, I am sure that credit would take a big margin
for these guys. I was not able to find anything that mentioned who
Requisite's network provider is.
Please let me know if you would like more info.
Dorothy Woster
Enron Broadband Services
tel: (503) 886-0364
cell: (503) 780-9904
Matt Harris
12/14/00 07:15 AM
To: Jennifer Medcalf/NA/Enron@ENRON
cc: Dorothy Woster/Enron Communications@Enron Communications
Subject: Re: Cross-sell opportunity
Great.
Thank you for the heads up.
DW - can you please take a look at these guys and find some background info.
MH
Jennifer Medcalf@ENRON
12/13/00 02:37 PM
To: Matt Harris/Enron Communications@Enron Communications
cc:
Subject: Cross-sell opportunity
Matt,
I have spoken with Mark who is part of the GSS organization and we are going
to pursue this after the first of the year. Mark has a relationship with the
President of Requisite and we will be having a meeting with him to discuss
opportunity.
Jennifer Stewart Medcalf
Senior Director, Business Development
Global Strategic Sourcing
(713) 646-8235
----- Forwarded by Jennifer Medcalf/NA/Enron on 12/13/2000 04:36 PM -----
Mark Hudgens
12/13/2000 12:36 PM
To: Jennifer Medcalf/NA/Enron@Enron
cc: John Gillespie/Corp/Enron@ENRON
Subject: Cross-sell opportunity
We signed a contract with Requisite Technology (http://www.requisite.com)
Monday night to provide electronic cataloging tools for our SAP system
(they're replacing the i2Technologies products currently in place.
Requisite hosts catalogs for many major companies and digital marketplaces.
They have offices in Westminster, CO and Toronto. John and I discussed the
opportunities Tuesday, and there may be one with EBS. EES is probably less
likely, but it may be worth the investigation.
I know the VP of Sales, North America, so let me know if you're interested in
pursuing, and when.
Thanks.
Mark Hudgens
Enron Global Strategic Sourcing
Director, eCommerce Content Development
713-345-6544
713-569-7401 (cellular)
[email protected]
| ||
arnold-j/all_documents/117.
|
subject: Re: HP -- confidential internal document
content: This is an excellent update. Thanks for putting this together.
Dale/Patrick - lets regroup on how we want to move this onward. Seems like
SJ's suggestion of our spending more time with Bill Dwyer is a good one.
Thanks
Matt
Sarah-Joy Hunter@ENRON
12/12/00 02:42 PM
To: Matt Harris/Enron Communications@Enron Communications
cc: Patrick Tucker/Enron Communications@Enron Communications, Peter
Goebel/NA/Enron@Enron, Dale Clark/Enron Communications@Enron Communications,
Jennifer Medcalf/NA/Enron@Enron
Subject: HP -- confidential internal document
Matt:
As GSS Business Development transitions the HP relationship for broadband to
your team, there are several issues I wanted to clarify in terms of how the
relationship has been developed and who the contacts have been to date.
Additionally, I outlined the discussion points/action items from this
morning's meeting you held with Jennifer Medcalf and myself. Per your
request, the HP presentation complete with a listing of HP's business
partners was e-mailed to you this morning.
HP contacts to date:
Bill Lovejoy, Western Gulf Area Sales Manager
Houston, TX
#(713)-439-5587
(Gerry Cashiola's boss)
Gerry Cashiola, sales representative
Houston, TX
#(713)-439-5555
(To date, HP person coordinating the relationship--seeking a short term play)
Greg Pyle, Solution Control Manager
Southeast Region
Austin, TX
(#(512)-257-5735
(Pyle has been playing the business developer role but continues to defer
leadership of the process to Gerry Cashiola)
Daniel Morgridge, Manager of Internet - E-Services long term alliances
Austin, TX
#(512)-257-5736
(Interested in E-services/wireless longer term alliances)
Bill Dwyer, Chief Architect, e-Services Solutions
Cupertino, CA
#(408)-447-5240
(To date, clearly the most knowledgeable person on HP's business
propositions; strong technical, financial background to craft value
propositions. Gerry Cashiola and Greg Pyle deferred to his judgement in the
11/16th meeting)
Matt,
On November 10th, GSS Business Development took HP through a tour of Enron's
trading floor, the gas control center, and the peaking power plant unit
center on the trading floor. This tour was one meeting, amongst several,
held in October and November to provide HP a full overview of Enron's
products and services and introduce them to appropriate contacts at Enron
(EBS, GSS buy side -- Peter Goebel).
On November 16th GSS Business Development, Patrick Tucker, and Dale Clark
outlined 3 possible EBS/HP focus areas -- connectivity, storage, and
wireless. Three EBS action items were defined in that meeting:
1) HP was to provide an HP contact on connectivity (to date, Gerry Cashiola
has stalled on providing this). Sarah-Joy will continue to pursue this
information and get a sense from Gerry Cashiola of what he means by short
term opportunity. What is HP's time horizon for short term?
2) EBS and GSS/BD was to facilitate a conference call on Storage with Ravi to
explore size and potential scope of opportunity (completed 12/8)
3) GSS/BD was to facilitate a conference call with Peter Goebel, GSS IT
Sourcing Portfolio Leader (set for 12/14)
In conversations with you, Jennifer Medcalf and myself this morning, several
decisions on forward-looking strategy with HP/EBS were confirmed:
Gerry Cashiola has been unable to take control of the process. More
importantly, despite numerous visits to Enron in which he has had overviews
of Enron's products and services; met with Peter Goebel and his team on the
GSS buy side, and participated in an Experience Enron tour, Gerry has been
unable to define an HP business proposition. The coordination between
Cashiola (short term initiative) Morgridge (long term, 12-24 months) has
remained unorganized. These initiatives need to be developed separately.
Clearly, the conversations with HP need to be elevated to a more senior
level so EBS can work with HP decision makers who can move the relationship
forward at a strategic level. As the relationship is developed at this
strategic level, shorter term opportunities will crop up along the way. But
Gerry's short term plans will not be the focus of the EBS/HP relationship,
rather a by-product. To facilitate this process of elevating the
relationship, Jennifer Medcalf and I are following up with Bill Lovejoy and
Greg Pyle. Lovejoy's boss is Dan Sytsma, VP of HP's America's Central
Region.
In the conference call Thursday, 12/14 with Peter Goebel and HP regarding
wireless initiatives, Peter will support the GSS/BD push for the HP/EBS
initiative by reiterating the following two points:
a) Enron is already an HP customer; the onus is on HP to move forward on
the process of building a strategic relationship (IBM and Lexmark are only
some of the HP competitors who could push them out of the running)
b) HP's ability to bring the right people to the table will influence HP's
business relationship process with Enron
Patrick Tucker and Dale Clark could build their relationship with Bill
Dwyer, Chief Architect e-Services Solutions, (met at the meeting 11/16) in
the near term. Perhaps, plan a visit to Cupertino, California to see Dwyer
in person.
We look forward to continuing close collaboration with your team on this and
other opportunities.
Sarah-Joy Hunter
Enron Corporation
Global Strategic Sourcing - Business Development
#(713)-345-6541
| ||
arnold-j/all_documents/118.
|
subject: Re: Cross-sell opportunity
content: Thanks,
They look like a startup S/W vendor so I'm not sure how big the opportunity
will be.
Jennifer, can you please keep us in the loop as this progresses.
Thanks
MH
Dorothy Woster
12/14/00 03:34 PM
To: Matt Harris/Enron Communications@Enron Communications
cc: Jennifer Medcalf/NA/Enron@ENRON
Subject: Re: Cross-sell opportunity
See attached. In September 2000, Requisite filed for a $92 M IPO.
Requisite hosts content for some customers in Denver, but the majority of its
revenues are from licenses and contracts with SAP. Based on negative net
income for the past few years, I am sure that credit would take a big margin
for these guys. I was not able to find anything that mentioned who
Requisite's network provider is.
Please let me know if you would like more info.
Dorothy Woster
Enron Broadband Services
tel: (503) 886-0364
cell: (503) 780-9904
Matt Harris
12/14/00 07:15 AM
To: Jennifer Medcalf/NA/Enron@ENRON
cc: Dorothy Woster/Enron Communications@Enron Communications
Subject: Re: Cross-sell opportunity
Great.
Thank you for the heads up.
DW - can you please take a look at these guys and find some background info.
MH
Jennifer Medcalf@ENRON
12/13/00 02:37 PM
To: Matt Harris/Enron Communications@Enron Communications
cc:
Subject: Cross-sell opportunity
Matt,
I have spoken with Mark who is part of the GSS organization and we are going
to pursue this after the first of the year. Mark has a relationship with the
President of Requisite and we will be having a meeting with him to discuss
opportunity.
Jennifer Stewart Medcalf
Senior Director, Business Development
Global Strategic Sourcing
(713) 646-8235
----- Forwarded by Jennifer Medcalf/NA/Enron on 12/13/2000 04:36 PM -----
Mark Hudgens
12/13/2000 12:36 PM
To: Jennifer Medcalf/NA/Enron@Enron
cc: John Gillespie/Corp/Enron@ENRON
Subject: Cross-sell opportunity
We signed a contract with Requisite Technology (http://www.requisite.com)
Monday night to provide electronic cataloging tools for our SAP system
(they're replacing the i2Technologies products currently in place.
Requisite hosts catalogs for many major companies and digital marketplaces.
They have offices in Westminster, CO and Toronto. John and I discussed the
opportunities Tuesday, and there may be one with EBS. EES is probably less
likely, but it may be worth the investigation.
I know the VP of Sales, North America, so let me know if you're interested in
pursuing, and when.
Thanks.
Mark Hudgens
Enron Global Strategic Sourcing
Director, eCommerce Content Development
713-345-6544
713-569-7401 (cellular)
[email protected]
| ||
arnold-j/all_documents/119.
|
subject: Confirmation for Order #3253472
content: Hope you are doing well!
---------------------- Forwarded by Jennifer N Stewart/NA/Enron on 12/15/2000
08:33 AM ---------------------------
12/13/2000 01:03 PM
Janet Warri
Janet Warri
Janet Warri
12/13/2000 01:03 PM
12/13/2000 01:03 PM
To: Jennifer N Stewart/NA/Enron@Enron
cc:
Subject: Confirmation for Order #3253472
Hi there,
Here are your anytime conf. call set-up numbers.
Remember, you as the Host /Moderator should retain the Moderator's Code which
is 1998190.
Janet Warri
Global Strategic Sourcing - Enron Corp.
Ph. (713) 345-6531
E-mail [email protected]
----- Forwarded by Janet Warri/NA/Enron on 12/13/2000 12:49 PM -----
Reservations Department <[email protected]>
12/07/2000 09:52 AM
To: [email protected]
cc:
Subject: Confirmation for Order #3253472
*** ENRON Corporation Confirmation for Order #3253472 ***
(This call is available 24 hours a day, 7 days a week)
Customer: Enron Global Strategic Sourcing
Host: Jennifer Medcalf
The Host (or Moderator) will dial in on 1 (888) 689-5736, enter the
Passcode 6945190, and then enter the Moderator Code 1998190.
Important: The call will not start until the Host joins the conference with
the Moderator Code.
20 Participants will be dialing in on 1 (888) 689-5736 and using
Passcode 6945190.
NOTE: Participants will be given 3 attempts to enter the correct Passcode.
In the event of 3 unsuccessful attempts, the Participant will be prompted to
contact the Host for correct dialing instructions.
Alternate Dial-In:
International participants should dial: 1 (847) 944-7277
Moderator Conference Touch-Tone Commands:
1. Press *0 to speak privately with an operator. (Host and Participants)
2. Press 00 to request an operator to join the conference. (Host and
Participants)
3. Press *5 to mute all lines except the Moderator. (Host only)
4. Press #5 to unmute all lines. (Host only)
5. Press *6 to mute your line. (Host and Participants)
6. Press #6 to unmute your line. (Host and Participants)
7. Press *7 to lock the conference. (Host only)
8. Press #7 to unlock the conference. (Host only)
9. Press *8 to hear the number of participants in the conference. (Host
and Participants)
10.Press ** to play a list of available commands. (Host and Participants)
------------------------------------------------------------------------------
Jennifer Medcalf
1 (713) 345-6531
------------------------------------------------------------------------------
--
Please note that for security reasons, your passcode number is now
different than your confirmation number.
If there are any questions, comments, or changes regarding this or any other
conference call please call us at 1 (800) 766-1863 or FAX at 1 (847) 619-6111.
Please refer to confirmation #3253472. Thank You!
This Email Confirmation was sent at 12/07/00 09:51
| ||
arnold-j/all_documents/12.
|
subject: Agreement of Confidentiality
content: ---------------------- Forwarded by Trey Comiskey/HOU/EES on 11/30/2000 03:55
PM ---------------------------
Enron Energy Services
From: Trey Comiskey 11/28/2000 02:18 PM
Phone No: 713-853-6060
To: [email protected]
cc:
Subject: Agreement of Confidentiality
Ken - Thanks again for your time yesterday. Here is the C.A. per our
discussion.
---------------------- Forwarded by Trey Comiskey/HOU/EES on 11/28/2000 02:14
PM ---------------------------
Lori Pinder
11/01/2000 04:37 PM
To: sean.o'[email protected]
cc: Trey Comiskey/HOU/EES@EES, Bill Rapp/HOU/EES@EES
Subject: LEtter Agreement of Confidentiality
Please see the attached confidentiality agreement sent at the request of Trey
Comiskey for your review, signature and faxing back to me at 713.853.0528.
Once signed by the appropriate party here, we will have a fully-signed copy
faxed to you for your records. Should you have questions or comments, please
Mr. Comiskey. Thank you.
| ||
arnold-j/all_documents/120.
|
subject: Meeting and information
content: Jennifer,
Thanks for hosting the meeting yesterday. Sorry I had to leave but I had to
meet with Beth Pearlman. I believe there was a lot of good information
exchanged and that is why we ran so late. I certainly came away with a
different insight to Enron that I did not have before we met.
Regarding the relationship between Compaq and Enron, I need to make some
things are very clear in our go forward strategy.
At the end of the day, the account team (Dave Spurlin up through Jeff,
myself and Jerry) own the responsibility for the Enron relationship. If
corporate folks are making deals with Enron, we still have to manage the
account. Peter Blackmore is very clear about that. He was always preserved
the integrity of the account team as being responsible for the customer.
That is why we need to keep Dave focused and knowing what transactions are
taking place within Enron. He isn't the decision maker on deals like the
EBS one, but as you are well aware of, the EBS contract has impaired other
business opportunities within Enron. Dave's sole responsibility is Enron and
making sure that your needs are being met. He will direct and assist in
making sure that we have resolutions for situations that impact the
relationship with Enron. I need your help with all Enron organizations to
make sure that they use Dave as the focal point. If folks continue to go
around him, situations like EBS will continue. He has to have the total
picture of business transactions happening at Enron. He will understand how
those situations can impact the business at and for Enron.
Secondly, attached is the information that I received regarding contracts
with Enron. Regarding the Power/Gas contact it is a 5-year deal with the
sixth year being optional. The annual outlay is estimated to be $16.1M per
year. I did make an error in using the $97M divided 5 years versus 6 years.
So at 5 years the value is $80.5M. If you have something different, let's
make sure that we are on the same page. I have attached the emails that I
received this data from.
<<RE: Enron Energy Management Contract - Update.>> <<RE: Enron Building
Services Novi MI.>>
Regarding the EBS deal, from a business perspective we need to do a level
set very quickly. Compaq wants to get this settled and move on in a positive
light. Compaq will honor it's commitments but we need to make sure that
Enron does the same. The bottom line is there needs to be a resetting of
expectations relative to Compaq's revenue from EBS versus what actually got
booked. Our expectations were $96M a year based on the forecast provided by
EBS, certainly not $14M (based on what we agreed to yesterday). I find it
very difficult in the spirit of partnership to hear that we are being held
accountable for our portion of the deal, when we don't have the revenue to
off set it. Based on what I have heard, both parties had shortcomings based
on expectations that were set. I will speak to Keith and Rob this morning to
see how it was left. I also need to get your perspective on the
transaction. Jennifer, if there is a business opportunity, Compaq certainly
wants to continue in pursuing that with Enron. Provided it's equitable for
both sides. I realized that this is a difficult situation, but we will get
through it.
Jennifer, once again I appreciate your efforts in setting the meeting up and
hosting Compaq. I will contact you later today.
Thanks,
Bob Jordan
Rio Grande Area Director
Compaq Computer Corporation
Tele #281-927-6350
Fax #281-514-7220
[email protected]
From: "Earle, Jerry" <[email protected]>
To: "Fiore, Michael" <[email protected]>
Cc: "Leach, Renee" <[email protected]>, "Jordan, Bob"
<[email protected]>, "Spurlin, David" <[email protected]>,
"Gooden, Jeff" <[email protected]>
Subject: RE: Enron Energy Management Contract - Update.
Date: Tue, 19 Sep 2000 14:29:34 -0600
Sensitivity: Company-Confidential
MIME-Version: 1.0
X-Mailer: Internet Mail Service (5.5.2652.78)
Content-Type: text/plain; charset="iso-8859-1"
Michael and Renee,
This is great news. Thanks to both of you for not only driving this to a
successful conclusion, but for also keeping us informed throughout the
process. Hopefully, this will help our business with Enron.
Regards,
Jerry
> -----Original Message-----
> From: Fiore, Michael
> Sent: Friday, September 15, 2000 8:54 AM
> To: Earle, Jerry
> Cc: Leach, Renee
> Subject: Enron Energy Management Contract - Update.
> Importance: High
> Sensitivity: Confidential
>
> Jerry,
>
> Good morning. The Enron contract for Energy Management
> Services was signed yesterday. Below are some highlights of the deal:
>
> I. Sites Included:
>
> California: (Gas & Electricity)
> Massachusetts:
> 19191 Vallco Pkwy , Cupertino 200 Forest Street,
> Marlboro (electric)
> 19333 Vallco Pkwy., Cupertino 165 Dascomb Rd,
> Andover (gas)
> 10100 N Tantau Ave., Cupertino King Street,
> Littleton (gas)
> 10300 N Tantau Ave, Cupertino Taylor St. Bldg.1,
> Littleton (gas)
> 10420 N Tantau Ave, Cupertino Taylor St. Bldg.2,
> Littleton (gas)
> 10432 N Tantau Ave, Cupertino 333 South St.,
> Shrewsbury (gas)
> 10435 N Tantau Ave, Cupertino Old-Bolton Rd., Stow
> (gas)
> 10440 N Tantau Ave, Cupertino
> 10501 N Tantau Ave, Cupertino Texas: (Electricity
> only)
> 10400 Ridgeview Crt., Cupertino 10225 Louetta,
> Houston
> 10555 Ridgeview Crt., Cupertino 10251 North Fwy.,
> Houston
> 10600 Ridgeview Crt., Cupertino 17111 Jarvis,
> Houston
> 901 Page Ave., Fremont
> 5425 Stevens Creek Blvd, Santa Clara (gas only)
>
> Energy Management Services will include the supply of gas
> and electricity and local utility company bill management services.
>
>
>
> II. Contract Term:
>
> Five (5) year term with the option for Enron to extend for
> and additional one (1) year period.
>
>
> III. Estimated Contract Value: (6years)
>
> Electricity:
> State Term Value
> Massachusetts $13,267,505
> Texas $49,894,554
> California $30,170,154
>
> Gas:
> State Term Value
> Massachusetts $1,727,956
> California $2,354,178
> Total Contract Value: $97,414,347
>
>
> Regards,
>
> Michael Fiore
> General Procurement
> Procurement Manager REOS & Telecom
> Compaq Computer Corporation
> PH: (281) 514-1399
> Fax: (281) 514-0686
> [email protected]
>
>
From: "Fiore, Michael" <[email protected]>
To: "Jordan, Bob" <[email protected]>
Cc: "Leach, Renee" <[email protected]>
Subject: RE: Enron Building Services Novi MI.
Date: Thu, 7 Dec 2000 17:22:25 -0600
Sensitivity: Company-Confidential
MIME-Version: 1.0
X-Mailer: Internet Mail Service (5.5.2652.78)
Content-Type: text/plain; charset="iso-8859-1"
Bob,
Enron Building Services is currently providing service to Compaq at the
following locations: (the contract expires 28-Feb-03 and we are currently
spending $6.5M per year). Call me if you need additional information.
SCA - Dallas, TX
OHF - Detroit, MI
ALF - Alpharetta, GA
MRO - Marlboro, MA
LKG - Littleton, MA
SHR - Shrewsbury, MA
OGO - Stow, MA
TAY - Littleton, MA
INI - Indianapolis, IN
UMP - Escanaba, MI
SWO - Midland, MI
KZO - Portage, IN
IXC - Carmel, IN
FSU - Big Rapids, MI
GVS - Allendale, MI
MIL - Lansing, MI
SCH - Schaumburg, IL
CPO - Chicago.IL
BNB - Bannockburn, IL
LPO - Rockford, IL
ILI - Itasca, IL
SEO - WA
LEX - Lexington, MA
CRL - Cambridge, MA
RCH - Rocky Hill, CT
PHH - Blue Bell, PA
PTO - Pittsburgh, PA
OPK - Overland Park, KS
SLO - Salt Lake City, UT
TIG - Salt Lake City, UT
MPO - Bloomington, MN
DLC - Dallas, TX
Regards,
Michael Fiore
General Procurement
Procurement Manager REOS & Telecom
Compaq Computer Corporation
PH: (281) 514-1399
Fax: (281) 514-0686
[email protected]
-----Original Message-----
From: Jordan, Bob
Sent: Thursday, December 07, 2000 3:01 PM
To: Fiore, Michael
Subject: RE: Enron Building Services Novi MI.
Sensitivity: Confidential
Michael,
I left you a voice message today regarding Enron. I'm doing
a presentation and I would like to get the amount ($) of contracts we
currently have with Enron Services. For example the $97M 5-year contract for
power. I understand that we have contracts in the Northeast and West for
facilities.
Can you provide me with that kind of data? I would
appreciate it.
My presentation is on the 14th of December.
Any questions, please don't hesitate to call.
Regards,
Bob Jordan
Rio Grande Area Director
Compaq Computer Corporation
Tele #281-927-6350
Fax #281-514-7220
[email protected]
-----Original Message-----
From: Earle, Jerry
Sent: Monday, October 09, 2000 1:32 PM
To: Fiore, Michael
Cc: Leach, Renee; Jordan, Bob; Blackmore, Peter;
Earle, Jerry
Subject: RE: Enron Building Services Novi MI.
Sensitivity: Confidential
Michael,
Thanks for the update. I am OK with your decision
not to select Enron (and I also reviewed with Jim Milton). Given that Enron
chose not to rebid, I certainly think this is a reasonable decision.
It is very important that I (and the Enron account
team) stay informed on all of these issues, so thanks again for keeping us
in the loop.
Regards,
Jerry
-----Original Message-----
From: Fiore, Michael
Sent: Wednesday, October 04, 2000 10:59 AM
To: Earle, Jerry
Cc: Leach, Renee
Subject: Enron Building Services Novi
MI.
Importance: High
Sensitivity: Confidential
Jerry,
As part of our continuing communication with
the Compaq/Enron account team, below is an overview of a recent bid
analysis for services at Compaq's Novi, MI site. Enron Building Services
is the current service provider for Office Services related support. The
proposed pricing received by Pitney Bowes is 11.1% or $15,147 lower than the
price provided by Enron. Enron has been given the opportunity to revise
their pricing but has chose not to. The recommendation is to award the
business to Pitney Bowes. Please confirm that you concur with our
recommendation. Thanks.
----------------------------------------------------------------------------
----------------------------------------------------------------------------
------------
Background: Enron Building Services was
providing a facility manager, shipper receiver, receptionist and admin/help
desk support for Compaq's Novi, MI site. Compaq recently chose to hire the
facility manager as a permanent Compaq employee. Enron Building Services
provided Compaq with revised pricing to reflect the modified scope of work.
The pricing provided by Enron was 11.1% higher than the price received by
Pitney Bowes. The Enron account team has been informed that their pricing
is not competitive and they been given the opportunity to lower their price.
They have opted not to lower the price. The recommendation of both Real
Estate and Procurement is to award the business to Pitney Bowes.
Enron Building Services Current Cost:
Base cost for services was
$190,198.00
Admin/Help Desk
$44,787.00
Ship/Rec
$35,521.00
Receptionist
$38,610.00
Facilities Manager
$71,280.00
Mail Van/Car (remote site
support) $13,030.00
Management Fee
$14,210.00
Total Cost
$216,438.00
Compaq hired the facility manager as a
badged employee.
Enron Building Services Proposed Cost:
Base cost for remaining services
$128,071.00
Admin/Help Desk
$53,940.00
Ship/Rec
$35,521.00
Receptionist
$38,610.00
Mail Van/Car (deleted)
Management Fee
$8,324.00
Total Cost
$136,395.00
Issue: 20% increase in Admin/Help desk
cost.
Pitney Bowes has submitted a proposal to
provide Admin/Help Desk coverage, Shipper/Receiver, Receptionist for a total
cost of. $121,248.00 which is 11.1% less than EBS proposal.
Regards,
Michael Fiore
General Procurement
Procurement Manager REOS & Telecom
Compaq Computer Corporation
PH: (281) 514-1399
Fax: (281) 514-0686
[email protected]
| ||
arnold-j/all_documents/1203.
|
subject: Vanderbilt presentation
content: ---------------------- Forwarded by John Arnold/HOU/ECT on 09/29/2000 03:31
PM ---------------------------
From: Beth Miertschin 09/29/2000 02:31 PM
To: Jeffrey McMahon/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Brian
Steinbrueck/AA/Corp/Enron@Enron, Rick Buy/HOU/ECT@ECT, Barry
Schnapper/Corp/Enron@Enron, Katie Stowers/HOU/ECT@ECT, Nicole
Alvino/HOU/ECT@ECT, Russell T Kelley/HOU/ECT@ECT
cc: Sue Ford/HOU/ECT@ECT
Subject: Vanderbilt presentation
Open Presentation
Monday, October 2nd - 6:00 PM
Alumni Hall, room 203
Please meet in the lobby of the hotel at 5:15 PM or at the room by 5:30 PM so
we can set up and finalize the game plan.
After the presentation we are going to have a dinner for targeted candidates
and also a reception for the people who came to the presentation. You will
be informed about where you need to participate on Monday; for now just keep
the time open.
Hotel rooms: Lowe's Vanderbilt Plaza Hotel - 615-320-1700
Nicole Alvino - #6953024
Brian Steinbrueck - #7964648
Katie Stowers - #9216151
Beth Miertschin - #415172
Rusty Kelley - #414434
Thank you for helping out! Please let me know if you need anything else or
have questions.
Beth Miertschin
| ||
arnold-j/all_documents/121.
|
subject: Re: HP -- confidential internal document
content: Good plan.
I agree re SJ. She is on the ball.
mh
Patrick Tucker
12/14/00 04:28 PM
To: Matt Harris/Enron Communications@Enron Communications
cc: Dale Clark/Enron Communications@Enron Communications
Subject: Re: HP -- confidential internal document
I agree. Sarah-Joy and I had a detailed follow-on conversation today about
this topic, and we're in agreement as to how things can move forward. I'd
definitely like to have Bill rejoin our conversation with our new overall
commercial contact at HP, whose name Greg Pyle and Bill Lovejoy will supply
in the very near future. I understand that Peter Goebel was quite clear with
HP in today's meetings regarding the imminent nature of his wireless
decision, the breadth of vendors with whom he could conceivably do business,
and the fact that the wireless deal and the Enron sell side are inextricably
linked. Sarah-Joy mentioned that Gerry has not been present in the more
recent conversations, which we're taking to indicate that Bill and Greg
understand that his focus was different than ours.
Sarah-Joy has brought immense focus and organization to this process. I have
certainly found her involvement invaluable.
Patrick
Matt Harris
12/14/00 10:51 AM
To: Sarah-Joy Hunter/NA/Enron@ENRON
cc: Dale Clark/Enron Communications@Enron Communications, Jennifer
Medcalf/NA/Enron@Enron, Patrick Tucker/Enron Communications@Enron
Communications, Peter Goebel/NA/Enron@Enron
Subject: Re: HP -- confidential internal document
This is an excellent update. Thanks for putting this together.
Dale/Patrick - lets regroup on how we want to move this onward. Seems like
SJ's suggestion of our spending more time with Bill Dwyer is a good one.
Thanks
Matt
Sarah-Joy Hunter@ENRON
12/12/00 02:42 PM
To: Matt Harris/Enron Communications@Enron Communications
cc: Patrick Tucker/Enron Communications@Enron Communications, Peter
Goebel/NA/Enron@Enron, Dale Clark/Enron Communications@Enron Communications,
Jennifer Medcalf/NA/Enron@Enron
Subject: HP -- confidential internal document
Matt:
As GSS Business Development transitions the HP relationship for broadband to
your team, there are several issues I wanted to clarify in terms of how the
relationship has been developed and who the contacts have been to date.
Additionally, I outlined the discussion points/action items from this
morning's meeting you held with Jennifer Medcalf and myself. Per your
request, the HP presentation complete with a listing of HP's business
partners was e-mailed to you this morning.
HP contacts to date:
Bill Lovejoy, Western Gulf Area Sales Manager
Houston, TX
#(713)-439-5587
(Gerry Cashiola's boss)
Gerry Cashiola, sales representative
Houston, TX
#(713)-439-5555
(To date, HP person coordinating the relationship--seeking a short term play)
Greg Pyle, Solution Control Manager
Southeast Region
Austin, TX
(#(512)-257-5735
(Pyle has been playing the business developer role but continues to defer
leadership of the process to Gerry Cashiola)
Daniel Morgridge, Manager of Internet - E-Services long term alliances
Austin, TX
#(512)-257-5736
(Interested in E-services/wireless longer term alliances)
Bill Dwyer, Chief Architect, e-Services Solutions
Cupertino, CA
#(408)-447-5240
(To date, clearly the most knowledgeable person on HP's business
propositions; strong technical, financial background to craft value
propositions. Gerry Cashiola and Greg Pyle deferred to his judgement in the
11/16th meeting)
Matt,
On November 10th, GSS Business Development took HP through a tour of Enron's
trading floor, the gas control center, and the peaking power plant unit
center on the trading floor. This tour was one meeting, amongst several,
held in October and November to provide HP a full overview of Enron's
products and services and introduce them to appropriate contacts at Enron
(EBS, GSS buy side -- Peter Goebel).
On November 16th GSS Business Development, Patrick Tucker, and Dale Clark
outlined 3 possible EBS/HP focus areas -- connectivity, storage, and
wireless. Three EBS action items were defined in that meeting:
1) HP was to provide an HP contact on connectivity (to date, Gerry Cashiola
has stalled on providing this). Sarah-Joy will continue to pursue this
information and get a sense from Gerry Cashiola of what he means by short
term opportunity. What is HP's time horizon for short term?
2) EBS and GSS/BD was to facilitate a conference call on Storage with Ravi to
explore size and potential scope of opportunity (completed 12/8)
3) GSS/BD was to facilitate a conference call with Peter Goebel, GSS IT
Sourcing Portfolio Leader (set for 12/14)
In conversations with you, Jennifer Medcalf and myself this morning, several
decisions on forward-looking strategy with HP/EBS were confirmed:
Gerry Cashiola has been unable to take control of the process. More
importantly, despite numerous visits to Enron in which he has had overviews
of Enron's products and services; met with Peter Goebel and his team on the
GSS buy side, and participated in an Experience Enron tour, Gerry has been
unable to define an HP business proposition. The coordination between
Cashiola (short term initiative) Morgridge (long term, 12-24 months) has
remained unorganized. These initiatives need to be developed separately.
Clearly, the conversations with HP need to be elevated to a more senior
level so EBS can work with HP decision makers who can move the relationship
forward at a strategic level. As the relationship is developed at this
strategic level, shorter term opportunities will crop up along the way. But
Gerry's short term plans will not be the focus of the EBS/HP relationship,
rather a by-product. To facilitate this process of elevating the
relationship, Jennifer Medcalf and I are following up with Bill Lovejoy and
Greg Pyle. Lovejoy's boss is Dan Sytsma, VP of HP's America's Central
Region.
In the conference call Thursday, 12/14 with Peter Goebel and HP regarding
wireless initiatives, Peter will support the GSS/BD push for the HP/EBS
initiative by reiterating the following two points:
a) Enron is already an HP customer; the onus is on HP to move forward on
the process of building a strategic relationship (IBM and Lexmark are only
some of the HP competitors who could push them out of the running)
b) HP's ability to bring the right people to the table will influence HP's
business relationship process with Enron
Patrick Tucker and Dale Clark could build their relationship with Bill
Dwyer, Chief Architect e-Services Solutions, (met at the meeting 11/16) in
the near term. Perhaps, plan a visit to Cupertino, California to see Dwyer
in person.
We look forward to continuing close collaboration with your team on this and
other opportunities.
Sarah-Joy Hunter
Enron Corporation
Global Strategic Sourcing - Business Development
#(713)-345-6541
| ||
arnold-j/all_documents/122.
|
subject: Fedex
content: John:
Good Morning!
Per our conversation yesterday, you had noted that John Pattillo would be
getting back to you with his decision as to how he would approach FEDEX with
an Enron counteroffer. Any news on this?
Also, thanks for leaving voicemail/e-mail messages to keep me in the loop
regarding:
a) John Pattillo's decision 12/14;
b) Carmen's feedback by close of business Monday 12/18
c) what you finally decide to do before leaving for the holidays 12/22
d) if you follow up on George Wasaff's offer to fly to Memphis next week if
necessary
and e) if you need to pull back on Enron's contracts with Fedex.
Appreciate it.
Sarah-Joy
| ||
arnold-j/all_documents/123.
|
subject: FW: SAP information for your proposal
content: Looks like we are dead in the water based on this message and the one Glenn
got. Let's meet to review this morning.
-------------------------------------------------------------
Gary Waxman
Director, Enterprise Group
Enron Broadband Services
2100 SW River Parkway
Portland, OR 97201
Mobile: 503-807-8923
Desk: 503-886-0196
Fax: 503-886-0441
-------------------------------------------------------------
----- Forwarded by Gary Waxman/Enron Communications on 12/15/00 08:32 AM -----
[email protected]
12/15/00 05:54 AM
To: Gary Waxman/Enron Communications@Enron Communications
cc:
Subject: FW: SAP information for your proposal
Gary,
FYI....
-----Original Message-----
From: Bruder, Dietmar
Sent: Friday, December 15, 2000 6:44 AM
To: Meyer, Curtis
Cc: Lingner, Annett
Subject: RE: SAP information for your proposal
Hello Curtis,
sorry for the late response.
An upgrade from E1 to E3 is not an option for the mentioned locations, for
the foreseeable future.
The 2. proposal is also not an option for us, because we buy bandwidth on
demand and the demands change very dynamically, therefore such a plan would
not fit our requirements.
best regards Dietmar
-----------------------
-----Original Message-----
From: Meyer, Curtis
Sent: Montag, 11. Dezember 2000 17:22
To: Bruder, Dietmar
Cc: Gooden, Dennis; Bannon, Michael
Subject: FW: SAP information for your proposal
Importance: High
Dietmar,
Attached is a message from Enron Broadband Services on sizing the
proposal back to SAP.
Hopefully his attached message is clear in terms of finding a way to
structure it
for growth based on your needs. This would increase the size of our
arrangement if it
makes good sense for you. Please get back to me with your thoughts.
-----Original Message-----
From: [email protected] [mailto:[email protected]]
Sent: Friday, December 08, 2000 2:19 PM
To: Meyer, Curtis
Cc: [email protected]; [email protected]
Subject: Re: SAP information for your proposal
Curtis - following our phone call this morning I met with Matt Harris and
our
structuring person (Glenn Surowiec) to review the deal. After some quick
analysis it looks like we overestimated the opportunity.
The circuits Dietmar is requesting is a european E1 which equates to a US
T1.
The hub (Wallfdorf) -and-spoke (Hungary, Netherlands, UK) model SAP requires
works out to roughly a $2.09M deal.
Clearly this is smaller than both parties would prefer.Thus we would like to
know if there are growth plans for one or more of these connections so that
we
can we propose a larger pipe (i.e. European E3/US DS3).
For example if just one of the connections can be an E3 for the entire
contract
(ten years) it would bump the value up to $8.5M. Please review this and
let's
plan on talking later today. Another model to consider would be to
progressively
bump up the pipe size across all the connections at set intervals (i.e.
years
1-3 = E1, years 4-6 = E2, years 7-10 = E3).
Please let me know what your thoughts are and let's talk ASAP.
-------------------------------------------------------------
Gary Waxman
Director, Enterprise Group
Enron Broadband Services
2100 SW River Parkway
Portland, OR 97201
Mobile: 503-807-8923
Desk: 503-886-0196
Fax: 503-886-0441
-------------------------------------------------------------
|--------+----------------------->
| | curtis.meyer@|
| | sap.com |
| | |
| | 12/08/00 |
| | 09:54 AM |
| | |
|--------+----------------------->
>---------------------------------------------------------------------------
-|
|
|
| To: Gary Waxman/Enron Communications@Enron Communications
|
| cc: [email protected], [email protected]
|
| Subject: SAP information for your proposal
|
>---------------------------------------------------------------------------
-|
| ||
arnold-j/all_documents/124.
|
subject: Meeting Minutes: Continental and Enron, December 12th
content: Meeting Attendees from Continental Airlines:
Greg Hartford, Vice President, Fuel Management
Ron Howard, Vice President, Food Services
Larry Kellner, Chief Financial Officer
Meeting Attendees from Enron:
Craig Breslau, Vice President, Enron North America
Sarah-Joy Hunter, Manager, Global Strategic Sourcing
John Nowlan, Vice President, Enron Global Markets
Jeff Shankman, President and COO, Enron Global Markets
Mark Tawney, Director, Enron Global Markets
George Wasaff, Managing Director, Global Strategic Sourcing
MEETING MINUTES: The December 12th meeting addressed three initiatives in
order of economic value: (1) fuel management, (2) weather derivatives, and
(3) plastics hedging -- VaR analysis.
(1) Fuel management (Craig Breslau; John Nowlan)
-- exchanging call options on crude oil for airline tickets
-- crack spread product to address basis risk
(2) Weather derivatives (Mark Tawney; Gary Taylor)
-- rebate program
-- insurance product
(3) Outsourcing antifreeze and plastics risk (Alan Engberg)
Sarah-Joy Hunter
Enron Corporation
Global Strategic Sourcing
Business Development
#(713)-345-6541
| ||
arnold-j/all_documents/125.
|
subject: Re: Quest Software/BMC update
content: fyi...i meant to copy you, but my system crashed (screen whited out and i had
to reboot), and you didn't get a copy...so here it is...
----- Forwarded by Jeff Youngflesh/NA/Enron on 12/15/2000 04:39 PM -----
Jeff Youngflesh
12/15/2000 04:17 PM
To: Douglas Cummins/HOU/ECT@ECT
cc:
Subject: Re: BMC Summary to-date
Thank you Doug!
I relayed the update verbally to Jennifer Medcalf, here is the written
version. Expect a copy on a note I'm going to send EBS.
Jeff
Douglas Cummins@ECT
12/15/2000 04:14 PM
To: Jeff Youngflesh/NA/Enron@ENRON
cc:
Subject: Re: BMC Summary to-date
Jeff,
We backed away from Patrol for monitoring - Quest is so far ahead
technology-wise and cheaper.
My group still considers BMC's Schema Manager tool to be the best and would
purchase it now if the other group was willing to cooperate. I believe Jim
Ogg wants to evaluate more tools and related design tools before making a
decision.
Regards,
Douglas
| ||
arnold-j/all_documents/126.
|
subject: Re: BMC update, 17:15
content: Chaz and Steve,
Here's the latest, in a nutshell. Basically, the testing is not fully
completed, even where we might have felt that it was close (because there is
also a financial component which needs to be exercised - the TCO part of the
purchase decision). As you know, both Randy Matson and Bob McAuliffe are out
on vacation, so getting a decision from them is not likely before Christmas.
However, it looks like there has been enough feedback to/through them to
surmise that BMC is not in the driver's seat in either situation.
In a meeting today, it became apparent that BMC's revenue opportunity with
the Net Works organization is much lower than BMC has projected to you at
EBS. The primary opportunity for BMC in Net Works is for their Schema
Manager tool, and the rest of the opportunities look increasingly dim,
especially given the time constraints imposed in your situation.
Still, the Net Works team has not completely ruled BMC out as a potential
vendor; but neither is there a commitment (written OR verbal) to make a BMC
purchase at this point. I will be on vacation next week, but will be
checking in on Monday the 18th and Tuesday the 19th. Jennifer or I will keep
you posted if we are able to report opportunity changes in your favor.
I have sent you a paraphrased version of Doug's most recent communication to
me. The overall message would apply fairly universally to the other Net
Works teams in question: more testing, but looks like BMC's total sales
opportunity to Enron is not going to get to the amount necessary to get your
deal done. The issues mentioned in the other summary update note from
yesterday still apply.
Thank you,
Jeff
----- Forwarded by Jeff Youngflesh/NA/Enron on 12/15/2000 05:15 PM -----
Douglas Cummins@ECT
12/15/2000 04:14 PM
To: Jeff Youngflesh/NA/Enron@ENRON
cc:
Subject: Re: BMC Summary to-date
Jeff,
We backed away from Patrol for monitoring - we feel that a competitor's
solution is a better one for us.
My group still considers BMC's Schema Manager tool to be an excellent
product, and would consider it to be a viable option for purchase. I believe
Net Works will still evaluate more similar tools, and related design tools,
before making a decision.
Regards,
Douglas
| ||
arnold-j/all_documents/127.
|
subject: FW: FW: Fedex and other cross sells UPDATE
content: Jennifer:
If you are referring to the Wireless call, I was on the call and actively
participated with Peter G. I had the agenda discussion items and guided the
conversation. The call was brief and enabled HP and Peter G. to discuss
wireless initiatives briefly. Then Peter G. literally read from my notes the
"message" you gave him about the need for HP to support the process on both
the buy and sell sides.
The call went well, message was delivered and Darrin will follow up with HP
so they can come in to Enron and present the wireless intiative.
Greg Pyle and Bill Lovejoy (but not Gerry Cashiola) were on the call. Greg
Pyle made a note of saying that HP realized that they were going to have to
fully support the process on both the buy and sell sides.
I will still connect back with Greg Pyle by phone.
SJ
-----Original Message-----
From: Medcalf, Jennifer
Sent: Monday, December 18, 2000 8:40 AM
To: Hunter, Sarah-joy
Subject: Re: FW: Fedex and other cross sells UPDATE
Sarah-Joy,
I would contact Greg Pyle and find out what took place on the conference call.
Have a Happy and safe Christmas!
Jennifer
Sarah-joy Hunter/ENRON@enronXgate 12/18/2000 08:40 AM To: Jennifer
Medcalf/NA/Enron@Enron cc: Subject: FW: Fedex and other cross sells UPDATE
Jennifer:
In my absence, the only issues I expect to arise are the Fedex and HP deals.
For FEDEX: (cross sell) I will be speaking with Buck McGugan, VP of sales,
Carmen Perez's boss's boss this morning at his office in Chicago.
847-215-4241. This is a follow up call to the calls from different Fedex
business units which I have received.
(buy side--John Will) I forwarded John's latest update earlier this week
then his note below. First, he had several conference calls with George
Wasaff to John Pattillo. John Pattillo had committed to getting back to John
on Friday (he didn't) with the specifics of ABS' counter offer to FEDEX.
John's e-mail below notes that on Friday 12/15 by noon he heard nothing back
from Pattillo. Second, John is to hear back from Carmen Perez today, Fedex
account rep, on any news from Fedex lawyers and team regarding Fedex's
response to lawsuit issue update. Third, George Wasaff has made himself
available to fly to Memphis with John this week if necessary and if this will
help resolve the lawsuit issue in our favor. Fourth, John has been told to
begin to pull back business from FEDEX in terms of the GSS contractual
relationship. I've asked John to keep us in the loop on the developments
with these four items and what he finally decides to do 12/22 on the Fedex
account.
HP: Wireless conference call with Peter G. went fine. Peter G. has asked
Darrin to set up a follow up meeting with HP after 1/8/01 when the Enron
wireless team returns from London. This is in progress. EFS/Datawarehouse
equipment meeting set for early Jan. Spoke with Peter G.
I spoke with Bill Dwyer directly last week and he would welcome the
opportunity to work more closely with Enron but would want to work in concert
with the sales force. My e-mailed question to you was as follows: Do we
just wait to hear back from Greg Pyle given your phone call to him and Peter
G. message delivered to him on 12/14?
Kinko's: Connected Mike Rabon to Kinko's CIO via conference call. That
enables the EBS proposition to move forward with Kinko's. Also, connected Ed
Quinn and Chris Charbonneau to VP of purchasing. He is the initial decision
maker. Chris Charbonneau and I got on a follow up conference call with VP of
Purchasing and found that he had already received a business proposition from
EIM Pulp & Paper team 9 months ago. But, the offer was not as competitive as
the options offered by the Kinko's paper mills. Ed and Chris have some
homework to do to improve the offer and get back to the VP of Purchasing.
Once we get past this initial hurdle, I will work with Quinn and Charbonneau
on getting to the CFO's office as necessary. So, both sides are moving
foward here.
Also, had Ed Quinn meet with Craig Brown and Tracy F. on office automation
(pulled Jeff Youngflesh up to speed as well) since he couldn't attend the
meeting. Ed had some great ideas for the process.
Continental: Wasaff will speak briefly with Ron Howard on Wednesday at 1:30
PM as a follow up thank-you. Meeting minutes sent out. Will be working with
Craig Breslau and T. Ramsey in early Jan. meeting to get info. needed for
airline ticket for fuel mgt. swap deal going. Also, followup up with Tawney,
Taylor, and Engberg (plastics) in early Jan. Plastics will also be coming to
GSS/BD to give educational overview.
CSC, Sonoco, Instromet followup in Jan. 2001.
Have a great holiday! I will be checking my work voicemail daily weekdays
(except Christmas day).
Sarah-Joy
-----Original Message-----
From: Will, John
Sent: Friday, December 15, 2000 12:44 PM
To: Hunter, Sarah-joy
Subject: Re: Fedex
Sarah-Joy,
No news from John Patillo yet.
jw
Sarah-joy Hunter/ENRON@enronXgate 12/15/00 10:17 AM To: John
Will/NA/Enron@ENRON cc: Subject: Fedex
John:
Good Morning!
Per our conversation yesterday, you had noted that John Pattillo would be
getting back to you with his decision as to how he would approach FEDEX with
an Enron counteroffer. Any news on this?
Also, thanks for leaving voicemail/e-mail messages to keep me in the loop
regarding:
a) John Pattillo's decision 12/14;
b) Carmen's feedback by close of business Monday 12/18
c) what you finally decide to do before leaving for the holidays 12/22
d) if you follow up on George Wasaff's offer to fly to Memphis next week if
necessary
and e) if you need to pull back on Enron's contracts with Fedex.
Appreciate it.
Sarah-Joy
| ||
arnold-j/all_documents/128.
|
subject: Re: Compaq Update
content: fyi - our position is either pay the $2.5 million termination fee or pay the
$4.1 million toward Compaq future purchases. You will see a bcc of my EMail
to Bob and Rob. My reason for the blind copy is that I want to ensure that
this communication is between Bob and our group.
Kim
----- Forwarded by Kim Godfrey/Enron Communications on 12/18/00 11:35 AM -----
Jim Crowder
12/17/00 07:23 PM
To: Kim Godfrey/Enron Communications@Enron Communications
cc: Bryan Williams/Enron Communications@Enron Communications, Everett
Plante/Enron Communications@Enron Communications, Marie Thibaut/Enron
Communications@Enron Communications
bcc:
Subject: Re: Compaq Update
832k is not going to have a dramatic impact on our business. Stick with the
2.5 number and ensure that Global Sourcing holds the line.c
Kim Godfrey
12/15/00 09:01 AM
To: Everett Plante/Enron Communications@Enron Communications, Jim
Crowder/Enron Communications@Enron Communications
cc: Marie Thibaut/Enron Communications@Enron Communications, Bryan
Williams/Enron Communications@Enron Communications
Subject: Compaq Update
Everett and Jim,
I have phone calls into both of you to gain your feedback and support on
appropriate next steps with Compaq. Everett, I am asking for your input as
it is your cost center that purchases the Compaq servers and hence one of the
relationship owners. During the meeting yesterday - the following happened :
a) Keith McAuliffe announced that he is leaving Compaq effective immediately
(his replacement has yet to be named). My perception is that Keith took the
hit for Compaq missing their 4th quarter Server Business Unit sales
projections. EBS is not their only account who did not meet projected
targets.
b) Bob Jordan - Director NA Sales reporting to Jerry Earle will expand his
existing Enron sales relationship to include ownership of the EBS Server
Agreement
c) EBS Server Agreement - Under the agreement Compaq was to buy EBS
Services. For the first two quarters - the Compaq purchase amount was fixed
at $1.72 million and starting with the third month then would be based on an
8% value of the total EBS Server spend for the prior two quarters. EBS sent
Compaq an invoice for $4,134,229 on November 7th. Compaq has not paid the
invoice. Lou Casari's team is handling the delinquency and notifying
Compaq. Compaq ( Keith M.'s stewardship) had agreed to pay. Bob stated that
EBS has not performed to Compaq's satisfaction under the Server Agreement and
Compaq does not believe that Compaq should be accountable to buy any EBS
services (Bob's first negotiation position).
d) EBS and Compaq have different viewpoints on what should be included in
the EBS Server Spend amount.
Compaq (Bob Jordan) value - EBS purchase of $5.1 million for servers and
hardware in 2000
EBS (added) - EBS purchase value would add an additional $1.0 million
for servers and hardware in 2000
EBS (added) - EBS purchase of $4.9 million for servers and hardware in
1999
EBS (added) - EBS purchase of $3.1 million in Compaq professional
services (costs for Server deployment)
From these viewpoints - if one was to set a Compaq purchase amount then the
following might occur
EBS total is $14.1 million spend for 1999/2000 at 8% would equal a Compaq
purchase amount of $1.128 million (w/out the 2 fixed quarters)
Compaq total is $5.1 million spend at 8% would equal a Compaq purchase
amount of $408,000
EBS Viewpoint - Per the signed EBS Server Purchase Agreement - the amount
is $4,134,229. (I did not concede)
e) 2000 income. Per the signed EBS Server Purchase Agreement - Compaq had
to pay for the Compaq Purchase amount before or by Dec 31, 2000 but could
defer identifying the services to be used against the amount until Dec 31,
2002. If Compaq had not used the services by Dec 31, 2002 then they lost the
right to spend against the amount. To gain 2000 income recognition, EBS
worked with Keith M and Rob Senders to invoice for $832,000 to cover EBS
consulting services provided to Compaq. Again, under Keith M's stewardship
- they verbally agreed to pay.
Now with the above information - my offered next steps :
a) Until everything is done - maintain the "stick" of the EBS invoice ($4.1
million). This is being done.
b) Termination fee - the contract does not state a termination fee. It
does state a value of $2.5 million max for liquidated damages. Prior
conversations have discussed Compaq paying a $2.5 million termination fee
(again with Keith M). This could be recognized as yr 2000 income.
c) Consulting Fee - The recognition of the $832,000 would be a 20% return on
services of $4.1 million. This is a good return for a commodity
transaction. So.... do we accept a lower amount to maintain a healthier
relationship.
So...... please let me know your thougths. We have countered with the $2.5
million with the understanding that the lower end would be $832,000.
Please let me know your thoughts
Kim Godfrey
Director, Enterprise Services
Enron Broadband Services
phone : 713 345 8813
cell : 713 501 8105
fax: 713 853 7354
| ||
arnold-j/all_documents/129.
|
subject: HP
content: Jennifer,
Can I get a contact from you for a representative at Hewlett-Packard. I am
needing to get in a 15" and an 18" LCD monitor to compare to other brands for
the trading floors in the new building.
Thank you.
Regards,
Darin Lee Carlisle
Supply Analyst - Global Strategic Sourcing
Enron
713-345-6133 - Office
713-646-6313
| ||
arnold-j/all_documents/13.
|
subject: Continental/Enron meeting, December 11th, 2-3 PM
content: Mr. Shankman:
In preparation for the meeting on December 11th with Larry Kellner, CFO,
Continental Airlines I have noted below some background on the
Enron/Continental relationship and the purpose for the meeting. We would
appreciate your answers to a couple of questions below.
Background:
Ron Howard, Vice President, Continental Food Services, met earlier this year
with George Wasaff, Managing Director, Enron Corporation Global Strategic
Sourcing and Tracy Ramsey, Sourcing Portfolio Leader, to review the strong
business relationship in fuel management and travel services which Enron has
had with Continental Airlines. Discussions were held as to how this
relationship could be expanded favorably for both companies.
A subsequent meeting held October 25th enabled decision makers from both
companies to act on these earlier discussions and explore opportunities to
expand beyond the current fuel management and travel initiatives to those in
weather derivatives and plastics hedging.
December 11th Meeting Purpose: Follow-up from October 25th meeting to
specifically address Larry Kellner (who could not make the October 25th
meeting) on three initiatives in order of $ magnitude: (1) fuel management,
(2) weather derivatives, and (3) plastics hedging -- VaR analysis.
Location: Larry Kellner's office will be getting back to us regarding his
availability to do a quick tour of the trading floor. If he can make it for
a trading floor tour Kellner would meet at Enron Corporation; otherwise, he
is requesting that Enron Executives meet in his executive offices at 1600
Smith Street. Is either location fine for you or do you have a specific
preference?
Meeting Attendees from Continental Airlines:
Ron Howard, Vice President, Food Services
Larry Kellner, Chief Financial Officer
Greg Hartford, Vice President, Fuel Management Company
Jeff Misner, Vice President and Treasurer (tentative)
Mr. Shankman, who would you like to have at the meeting from Enron? To date,
we have coordinated through John Nowlan. At the October 25th meeting, Alan
Engberg and Mark Tawney presented the plastics hedging and weather
derivatives opportunities, respectively.
Next week, I will be forwarding a short briefing which outlines Enron's
current relationship with Continental in fuel management and the proposed
initiatives in both weather derivatives and plastics hedging. Larry
Gagliardi, Craig Breslau, Alan Engberg, and Gary Taylor are all providing
input on this.
Sarah-Joy Hunter
Enron Corporation
Global Strategic Sourcing -- Business Development
#(713)-345-6541
| ||
arnold-j/all_documents/130.
|
subject: Re: FW: Fedex
content: Sarah-Joy,
Here is an update per your request.
Per our conversation yesterday, you had noted that John Pattillo would be
getting back to you with his decision as to how he would approach FEDEX with
an Enron counteroffer. Any news on this?
I spoke to John briefly this morning. Fed-Ex (Memphis) has not been in
contact with our legal all last week. John supports our move today to begin
moving business to UPS. I have left a message to Carmen to call me ASAP. My
message is to inform her of our movement of significant corporate office
business beginning today. I have every expecation that Carmen will call me
back this afternoon. Since the discussions aren't happening, I doubt that we
will be flying to Memphis, but I'll advise of any changes as they occur.
Also, thanks for leaving voicemail/e-mail messages to keep me in the loop
regarding:
a) John Pattillo's decision 12/14;
b) Carmen's feedback by close of business Monday 12/18
c) what you finally decide to do before leaving for the holidays 12/22
d) if you follow up on George Wasaff's offer to fly to Memphis next week if
necessary
and e) if you need to pull back on Enron's contracts with Fedex.
Sarah-joy Hunter/ENRON@enronXgate
12/18/2000 08:42 AM
To: John Will/NA/Enron@ENRON
cc: Jennifer Medcalf/NA/Enron@Enron
Subject: FW: Fedex
John:
Since this message Friday at noon, have you heard anything back from John
Pattillo? Please send e-mail updates this week to both me and Jennifer
Medcalf on points a) through e) noted below.
Thanks.
Sarah-Joy
-----Original Message-----
From: Will, John
Sent: Friday, December 15, 2000 12:44 PM
To: Hunter, Sarah-joy
Subject: Re: Fedex
Sarah-Joy,
No news from John Patillo yet.
jw
Sarah-joy Hunter/ENRON@enronXgate 12/15/00 10:17 AM To: John
Will/NA/Enron@ENRON cc: Subject: Fedex
John:
Good Morning!
Per our conversation yesterday, you had noted that John Pattillo would be
getting back to you with his decision as to how he would approach FEDEX with
an Enron counteroffer. Any news on this?
Also, thanks for leaving voicemail/e-mail messages to keep me in the loop
regarding:
a) John Pattillo's decision 12/14;
b) Carmen's feedback by close of business Monday 12/18
c) what you finally decide to do before leaving for the holidays 12/22
d) if you follow up on George Wasaff's offer to fly to Memphis next week if
necessary
and e) if you need to pull back on Enron's contracts with Fedex.
Appreciate it.
Sarah-Joy
| ||
arnold-j/all_documents/131.
|
subject: Confirmation of your order
content: This is an automatic confirmation of the order you have placed using IT
Central.
Request Number: ECTH-4S5TZN
Order For: Jeff Youngflesh
Compaq iPAQ handheld PC, H3650 Pocket PC. CPQ Item number: 170294-001.
Compaq iPAQ PKT PC Expansion Jacket for H3650. CPQ Item number: 170338-B21.
Compaq iPAQ USB CRADLE. CPQ Item number: 176481-B21.
Sierra wireless modem: "Aircard 300". Item # unknown. Enron IT Purchasing
| ||
arnold-j/all_documents/132.
|
subject: NEPCO / GSS Meeting, December 14th
content: Please find below our trip report to NEPCO last week.
Thanks,
Derryl Cleaveland
Global Strategic Sourcing - Operations
Work: 713.646.7024
Cell: 713.301.8980
----- Forwarded by Derryl Cleaveland/NA/Enron on 12/18/2000 04:31 PM -----
Roy Hartstein
12/18/2000 12:32 PM
To: [email protected]
cc: Derryl Cleaveland/NA/Enron@ENRON, James C
Davis/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, [email protected]@Enron,
Amanda Becher/NA/Enron@Enron, John Will/NA/Enron@ENRON, Peter
Goebel/NA/Enron@Enron, Shirley Jo Dickens-Wilson/NA/Enron@ENRON, Michael
Kushner/NA/Enron@ENRON, Daniel Coleman/NA/Enron@ENRON, Tracy
Ramsey/EPSC/HOU/ECT@ECT, Bruce Martin/NA/Enron@ENRON, Janet
Lind/ENRON@enronXgate
Subject: NEPCO / GSS Meeting, December 14th
Greg,
I really appreciated the time you spent with Derryl and I last week. It was
an excellent start to developing the significant opportunities that will
benefit both GSS and NEPCO. I look forward to continuing to work with you to
deliver value to the NEPCO bottom line.
I have attached meeting minutes from last Thursday's meeting, including
action items for some of the areas we discussed. One of the action items is
to set a follow up in January for a GSS analytical team to gather data in
your offices, and to begin developing specific supply strategies. I met with
the other SPLs this morning and identified the team members we would plan to
send. At the moment we would like to target January 30th and 31st for our
follow-up. I will work with the team to develop a specific agenda for that
visit and will forward it to you by January 8th.
Please let me know if you have any additions, deletions or changes to the
attached minutes.
Happy Holidays,
Roy Hartstein
Director, Sourcing Portfolio Leader
Global Strategic Sourcing
| ||
arnold-j/all_documents/133.
|
subject: Compaq / EBS Relationship
content: David and Bob,
We look forward to working with you to strengthen the Compaq and EBS
relationship. EBS has identified potential server business opportunities
(storage, streaming media) where our two organizations can work together.
After our meeting on Dec 14th, EBS now understands to utilize David Spurlin
as the point person for these communications. EBS had prior direction from
Compaq to direct our discussions to Derrick Deakins, Rob Senders, Keith
McAuliffe or Kent Major. Tracy Prater and myself look forward to spending
additional time with David to ensure that he is aware of the EBS business
opportunities and issues.
EBS had invested significant dollars, time and energy with Compaq to develop
the streaming media server solutions. We discussed during the Dec 14th
meeting that there are decisions to be made regarding the existing Product
and Server Supply Agreement that are contingent on those streaming media
solutions. EBS and Compaq have both acted in good faith to achieve the
intent of the Product and Server Supply Agreement in pursuing these
solutions. To that end, EBS has had internal discussions regarding the
appropriate next steps to further our relationship.
The January 2000 Product and Service Supply Agreement is the legal framework
for our relationship until both parties mutually agree to change. Until
those changes are made:
1) 2000 Compaq Annual Purchase of ECI Services: Per the Agreement, Compaq
was invoiced for the 2000 Minimum Annual Purchase of ECI Services on November
7, 2000 as per Sections 3.1, 3.2 and 3.3. Compaq had agreed to the invoice
amount. EBS expects payment for the total invoice as outlined in Section 3.0
on or before December 31,2000.
2) Potential for Agreement Termination: Prior to the Dec 14th meeting,
Compaq (Keith and Rob) have discussed this with EBS (Jim Crowder, myself).
The understanding between both Parties was that EBS would need a written
notice and payment by Compaq of $2,500,000. The concept to start over with a
new contractual agreement was again discussed during the Dec 14th meeting.
EBS strongly believes in the value of the Compaq and EBS relationship, if
Compaq believes that to start over with a new agreement is necessary then we
look forward to working with Compaq to achieve that goal.
Again, we look forward to working with yourselves to identify and create
strategic business opportunities for both EBS and Compaq.
Kim Godfrey
Director, Enterprise Services
Enron Broadband Services
phone : 713 345 8813
cell : 713 501 8105
fax: 713 853 7354
| ||
arnold-j/all_documents/134.
|
subject: Re: Broadband opportunity with Corestaff
content: Colleen,
Thanks for the heads up on this. We would be pleased to look into this whe=
n=20
the time is right from your perspective. Let us know. Please follow-up=
=20
with Mike Rogala or me.
FYI - there were some conversations with ProStaff earlier this year around=
=20
the same topic and I believe the conclusion was that their bandwidth needs =
to=20
were too small to be interesting. I would recommend that we get some sizi=
ng=20
info from Corestaff up front so we can determine whether it is worth their=
=20
time and ours. =20
Thanks again,
Brad
=09Colleen Koenig@ENRON
=0912/18/00 05:23 PM
=09=09=20
=09=09 To: Brad Nebergall/Enron Communications@Enron Communications
=09=09 cc: Jennifer Medcalf/NA/Enron@Enron
=09=09 Subject: Broadband opportunity with Corestaff
Brad,
As you are aware, Enron has recently signed an agreement with Corestaff for=
=20
temporary staffing services. Our group, Global Strategic Sourcing Business=
=20
Development, is now working with Corestaff from a cross-sell prospective. =
=20
Corestaff has a contract with MCI for broadband services that will be comin=
g=20
up this year for renegotiation. In the coming month, we would like to=20
facilitate a meeting with the EBS contacts you determine and the Corestaff =
IT=20
contacts.
Nationally, Corestaff has 100 offices and its parent company, The Corporate=
=20
Services Group, has 348 offices located in Great Britain, France and Spain.=
=20
For your reference, I've also included the original all-Enron e-mail=20
regarding the Corestaff alliance. =20
Colleen Koenig
Analyst
Global Strategic Sourcing, Business Development
713.345.5326=20
----- Forwarded by Colleen Koenig/NA/Enron on 12/18/2000 05:15 PM -----
=09Cindy Olson Executive VP Human Resources & Community Relations
=09Sent by: Enron Announcements
=0912/12/2000 06:50 PM
=09=09
=09=09 To: All Enron Employees United States
=09=09 cc:=20
=09=09 Subject: Improved Process for Engaging Temporary Workers
Cindy Olson Executive VP
Human Resources & Community Relations =20
As you are aware, Enron utilizes temporary staffing services to satisfy=20
staffing requirements throughout the company. For the past several months,=
a=20
project team, representing Enron=01,s temporary staffing users, have resear=
ched=20
and evaluated alternative Managed Services programs to determine which sour=
ce=20
would best meet our current and future needs in terms of quality, performan=
ce=20
and cost containment objectives. The Business Unit Implementation Project=
=20
Team members are:=20
Laurie Koenig, Operations Management, EES
Carolyn Vigne, Administration, EE&CC
Linda Martin, Accounting & Accounts Payable, Corporate
Beverly Stephens, Administration, ENA
Norma Hasenjager, Human Resources, ET&S
Peggy McCurley, Administration, Networks
Jane Ellen Weaver, Enron Broadband Services
Paulette Obrecht, Legal, Corporate
George Weber, GSS
In addition, Eric Merten (EBS), Kathy Cook (EE&CC), Carolyn Gilley (ENA),=
=20
Larry Dallman (Corp/AP), and Diane Eckels (GSS) were active members of the=
=20
Selection Project Team.
As a result of the team=01,s efforts, we are pleased to announce the beginn=
ing=20
of a strategic alliance with CORESTAFF=01,s Managed Services Group. This g=
roup=20
will function as a vendor-neutral management entity overseeing all staffing=
=20
vendors in the program scope. They will also provide a web based online=20
technology tool that will enhance the ordering and reporting capabilities. =
=20
The goal of our alliance with CORESTAFF is to make obtaining a temporary=20
worker with the right skills and experience easier while protecting the bes=
t=20
interests of the organization.=20
We plan to implement Phase I of this improvement effective January 2, 2001.=
=20
This Phase I of the implementation will encompass administrative/clerical=
=20
temporary workers at the Houston locations only. If you currently have=20
administrative/clerical temporary workers in your department, the enhanceme=
nt=20
will not affect their position. In an effort to preserve relationships, all=
=20
current staffing vendors will be invited to participate in this enhanced=20
program. CORESTAFF shares our commitment to minimize any disruptions in=20
service during this transition.=20
=20
We expect to incorporate the administrative/clerical workers in Omaha,=20
Seattle and Portland in Phase II, which is scheduled for February, 2001. T=
he=20
scope and timing of any additional phases will be determined after these tw=
o=20
phases have been completed.
Realizing the impact that the temporary workforce has in business today, we=
=20
selected CORESTAFF=01,s Managed Services Group based on their exceptional=
=20
management team, commitment to quality service, and creative solutions to o=
ur=20
staffing needs. The relationship promises to offer Enron a cost effective=
=20
and simple means for obtaining temporary employees.
In the coming weeks, Enron and CORESTAFF=01,s Managed Services Group will b=
e=20
communicating to Enron=01,s administrative/clerical temporary staffing vend=
ors=20
about the new process. =20
There are many benefits to this new Managed Services program, which are=20
outlined on the attached page. More details on how to utilize CORESTAFF=01=
,s=20
Managed Services program will be announced soon and meetings will be=20
scheduled to demonstrate the reporting system and to meet the Managed=20
Services team.
What is Managed Services?
CORESTAFF=01,s Managed Services program includes:
? Vendor-neutral management model
? Equal distribution of staffing orders to all staffing partners
? Web-based application with online ordering, data capture and customized=
=20
reporting
? Benchmarking and performance measurement for continuous improvement
? Methodologies for accurate skill-matching and fulfillment efficiencies=20
Key Benefits
? More vendors working on each order from the outset =01) faster access to=
=20
available talent pools
? Standardized mark-ups and fees to manage costs more effectively
? Online access to requisition status for users=20
? Robust databases offering managers enhanced tracking and reporting of=20
temporary usage and expenditures
? Standard and customized reporting capabilities -- online
? Tenured, experienced Managed Services team on-site to assist users in=20
accessing web site, identifying usage trends, preparing specialized reports=
,=20
etc. =20
Corestaff/Managed Services/Staffing
Joseph Marsh =01) Lead / Operations ([email protected]; 713-438-1400)
Amy Binney, Sharon B. Sellers =01) Operations
Cherri Carbonara =01) Marketing / Communications
Cynthia Duhon =01)Staffing Partner management
| ||
arnold-j/all_documents/135.
|
subject: sparesFinder named in Sunday Times top 100 e-League
content: ?
sparesFinder Friends
?
In their quarterly review, The Sunday Times and Bathwick Group have ranked=
=20
sparesFinder at number 47 of Europe's top 100 e-businesses, dubbed the=20
"e-League". We are delighted to be named and to debut more than half way u=
p=20
the list. (For those of you receiving this message in plain text, you can=
=20
find the e-League commentary page at=20
http://www.bathwick.com/ir/eleague/commentary.shtml)
?
Please note the mention we get in paragraph two, as "a young company with =
a=20
great concept," in the update commentary below. For the full review, just=
=20
click on the Top 100 and see sparesFinder at 47. You'll also see us in The=
=20
Sunday Times itself when the e-League is printed in the new year.
?
Coming on the heels of recent reviews from Schroder Salomon Smith Barney a=
nd=20
Goldman Sachs, this is further good news and endorsement for the=20
sparesFinder initiative. Thank you for your support and?role in helping ma=
ke=20
this happen.=20
?
The Sunday Times
e-League home
in association with
The Bathwick Group
Click below to view the NEW top 100
To Top 100
E-league Contents- - - - - - - - - - - - - - - - -- Assessment criteria- Ha=
ve=20
your say- Email subscription
Previous Rankings- - - - - - - - - - - - - - - - -- Launch - 2 July 2000- 6=
=20
Aug 2000
E-league Sponsors- - - - - - - - - - - - - - - - -CazenoveHewlett PackardKP=
MG
Oracle
Disclaimer
Return to Bathwick Investment Research
[IMAGE]
The e-league is updated on a regular basis. If you would like to receive=
=20
updates please register today.=20
=09
=09
=09Brief commentary - October update
=09This update sees one notable exit =01) that of Boxman.com from no.20 la=
st time=20
(August). Boxman had a good management team, business model, cost control,=
=20
and customer base, but was a victim of over-ambition and negative investor=
=20
sentiment in the light of long or lengthening periods of losses. Others=20
will probably follow over the coming months.
=09
=09As with the last update, though, there's more good news than bad =01) n=
ew=20
entries include a number of strong b2b companies, including =20
Sparesfinder.com, a young company with a great concept for cutting costs f=
or=20
heavy industries.
=09
=09On a general note, The standard of companies in the e-league (against w=
hich=20
all are judged) continues to improve, and scores have been adjusted to=20
reflect the improving average.
=09
=09There are still some notable exceptions that warrant a place in the lea=
gue,=20
but from which we have been so far unable to obtain sufficient data for th=
e=20
assessment, including many continental European companies such as=20
Chateauonline, and Mercateo and other UK companies like Medexonline.=20
=09
=09Future developments will include more analysis of individual market sec=
tors =20
and the addition of selected company profiles =01) we will provide more de=
tails=20
on this site over the next month.
=09
=09
=09
=09The Sunday Times and The Bathwick Group would like to extend their than=
ks to=20
the sponsors of the e-League
=09
=09[IMAGE]
=09[IMAGE]
=09[IMAGE]
=09[IMAGE] =20
=09
=09
=09
=09
=09=09
=09=09
=09=09
=09=09[IMAGE]
=09=091
=09=09?band-x.com=20
=09=092
=09=09?mondus.com=20
=09=093
=09=09?deal4free.com=20
=09=094
=09=09?jobserve.com=20
=09=095
=09=09?silicon.com=20
=09=096
=09=09?wgsn.com=20
=09=097
=09=09?beenz.com=20
=09=098
=09=09?moreover.com=20
=09=099
=09=09?sportal.com=20
=09=0910
=09=09?vavo.com=20
=09=0911
=09=09?thinknatural.com=20
=09=0912
=09=09?europeaninvestor.com=20
=09=0913
=09=09?streetsonline.co.uk=20
=09=0914
=09=09?blackstar.co.uk=20
=09=0915
=09=09?tiss.com=20
=09=0916
=09=09?netdoktor.com=20
=09=0917
=09=09?sharepeople.com=20
=09=0918
=09=09?goindustry.com=20
=09=0919
=09=09?peoplesound.com=20
=09=0920
=09=09?kelkoo.com=20
=09=09
=09=09
=09=09To view the full Top 100 table click here. =20
=09=09
=09=09
=09=09
=09=09
=09=09
=09=09
| ||
arnold-j/all_documents/136.
|
subject: RE: Compaq / EBS Relationship
content: Jeff,
As of Dec 14th, Enron received the message regarding David Spurlin greater
involvement in the EBS relationship. In the past, EBS had included David on
the direction of our relationship and not the details. Our prior direction
was to have Derrick Deakins as our key point of communication.
In regards to your comment about amending the Agreement. I would like to
fill yourself, David and Bob in on some history. During the meetings in
August 2000, EBS and Compaq reviewed the Agreement line by line and
identified 5 sections to be clarified / amended. There was a group of at
least 8 Compaq attendees (Chris Sweet took extensive notes for Compaq). Both
EBS and Compaq agreed on the methodology to calculate the value of the Compaq
Minimum Annual Spend of EBS Services. Spreadsheets were exchanged between
both Parties and the amounts were agreed upon. A significant amount of time
was spent in this process between August through October. EBS and Compaq
(Derrick Deakins) developed contract language to clarify the outstanding 5
sections. This contract amendment was sent to Compaq (Rob and Derrick) for
comments in November. EBS has not heard anything regarding the language.
During the course of these discussions, EBS agreed to concede on certain
points of interpretation on the Server Purchase Agreement and Compaq agreed
to work with EBS to achieve revenue recognition in 2000. The EBS
concessions were used by both Parties to develop the methodology to calculate
the Compaq Minimum Spend toward EBS Services. This was reason for the
development of the EBS Consulting Payment ($832,000).
EBS looks forward to the resolution of these issues and moving forward with
our relationship.
Kim Godfrey
Director, Enterprise Services
Enron Broadband Services
phone : 713 345 8813
cell : 713 501 8105
fax: 713 853 7354
[email protected]
12/18/00 07:58 PM
To: Kim Godfrey/Enron Communications@Enron Communications
cc:
Subject: RE: Compaq / EBS Relationship
Kim,
Thank you for including me in this email...I agree, without question, Dave
Spurlin "Owns" the Enron/Compaq relationship, from Compaq's perspective.
All matters should go through Dave...Thank you, this will make your life
easier.
Although I was not in the entire meeting with yourself, Keith and Rob; My
reaction was that this agreement needs to be amended to protect both Enron
and Compaq. We are both exposed to potential unnecessary pitfalls that are
clearly evident in the original agreement.
We look forward to resolving this issue, amending this agreement, and moving
forward in the partnership between Enron and Compaq.
Sincerely,
Jeff Gooden
Enterprise Sales Manager
Compaq Computer Corporation
(281) 927-3500
-----Original Message-----
From: [email protected] [mailto:[email protected]]
Sent: Monday, December 18, 2000 5:54 PM
To: Gooden, Jeff
Subject: Compaq / EBS Relationship
Jeff,
David asked that I include you in future Emails.
thanks,
Kim G
----- Forwarded by Kim Godfrey/Enron Communications on 12/18/00 05:57 PM
-----
|--------+----------------------->
| | Kim Godfrey |
| | |
| | 12/18/00 |
| | 05:49 PM |
| | |
|--------+----------------------->
>---------------------------------------------------------------------------
-|
|
|
| To: [email protected], [email protected]
|
| cc: Jim Crowder/Enron Communications@Enron Communications,
|
| Everett Plante/Enron Communications@Enron Communications, Tracy
|
| Prater/Enron Communications@Enron Communications,
|
| [email protected], Gil Melman/Enron Communications@Enron
|
| Communications
|
| Subject: Compaq / EBS Relationship
|
>---------------------------------------------------------------------------
-|
David and Bob,
We look forward to working with you to strengthen the Compaq and EBS
relationship. EBS has identified potential server business opportunities
(storage, streaming media) where our two organizations can work together.
After
our meeting on Dec 14th, EBS now understands to utilize David Spurlin as the
point person for these communications. EBS had prior direction from Compaq
to
direct our discussions to Derrick Deakins, Rob Senders, Keith McAuliffe or
Kent
Major. Tracy Prater and myself look forward to spending additional time
with
David to ensure that he is aware of the EBS business opportunities and
issues.
EBS had invested significant dollars, time and energy with Compaq to develop
the
streaming media server solutions. We discussed during the Dec 14th meeting
that
there are decisions to be made regarding the existing Product and Server
Supply
Agreement that are contingent on those streaming media solutions. EBS and
Compaq have both acted in good faith to achieve the intent of the Product
and
Server Supply Agreement in pursuing these solutions. To that end, EBS has
had
internal discussions regarding the appropriate next steps to further our
relationship.
The January 2000 Product and Service Supply Agreement is the legal framework
for
our relationship until both parties mutually agree to change. Until those
changes are made:
1) 2000 Compaq Annual Purchase of ECI Services: Per the Agreement, Compaq
was
invoiced for the 2000 Minimum Annual Purchase of ECI Services on November 7,
2000 as per Sections 3.1, 3.2 and 3.3. Compaq had agreed to the invoice
amount. EBS expects payment for the total invoice as outlined in Section
3.0 on
or before December 31,2000.
2) Potential for Agreement Termination: Prior to the Dec 14th meeting,
Compaq
(Keith and Rob) have discussed this with EBS (Jim Crowder, myself). The
understanding between both Parties was that EBS would need a written notice
and
payment by Compaq of $2,500,000. The concept to start over with a new
contractual agreement was again discussed during the Dec 14th meeting. EBS
strongly believes in the value of the Compaq and EBS relationship, if Compaq
believes that to start over with a new agreement is necessary then we look
forward to working with Compaq to achieve that goal.
Again, we look forward to working with yourselves to identify and create
strategic business opportunities for both EBS and Compaq.
Kim Godfrey
Director, Enterprise Services
Enron Broadband Services
phone : 713 345 8813
cell : 713 501 8105
fax: 713 853 7354
| ||
arnold-j/all_documents/137.
|
subject: Server Agreement Amendment Language
content: Bob, David and Jeff,
Please find the following EMail as a piece of the EBS / Compaq history.
This is the amendment language developed to address the five clarification
points rasied during the EBS / Compaq meetings in August and September
2000. These meetings were held to gain mutual understanding and clearly
identify the requirements of the January 2000 Product and Server Supply
Agreement.
Bob, I appreciated the honesty and perspective shared between us this
morning. I look forward to resolution of these perspectives.
thanks,
Kim
----- Forwarded by Kim Godfrey/Enron Communications on 12/19/00 08:42 AM -----
Kim Godfrey
11/30/00 07:16 PM
To: [email protected]
cc: Bryan Williams/Enron Communications@Enron Communications
Subject: Server Agreement Amendment Language
Derrick,
Please find attached proposed language for the Amendment to address the four
items that we discussed today in our Conference Call. We believe that this
will achieve discussed changes to the Server Purchase and Product Supply
Agreement. We look forward to resolving this in a timely fashion and thank
you in advance for your assistance.
Kim Godfrey
Director, Enterprise Services
Enron Broadband Services
phone : 713 345 8813
cell : 713 501 8105
fax: 713 853 7354
| ||
arnold-j/all_documents/138.
|
subject: Avaya - Preparation Meeting EB4598A
content: Strategy meeting to prepare for the Avaya discussions on January 8th.
Jeff - Would you please send out the details for the Weds Jan 10th meeting so
we can plan travel, etc ?
Greg - We will call you from the phone in the conference room ?
thanks, Kim
| ||
arnold-j/all_documents/139.
|
subject: EnronOnline Broker Client
content: Recently we signed Letters of Interest (LOI's) with three brokers. The
letters contemplate our interest in providing these brokers with the ability
to execute on behalf of their customers on EnronOnline. Below are the terms
of these transactions as outlined in the LOI's. I have contacted many of the
desk heads prior to entering into the LOI's and outlined the general terms of
these transactions (J Arnold, J Nowlan, K McGowan, U Ek, S Hastings, K
Presto,J Hawthorn). We are also in discussions with the following brokers E
D & F Man (US Gas and US Power), GFI (global gas, power, coal and emissions),
PVM (European Crude and Products), and Prebon (world-wide gas & power). We
would appreciate if you could give us the names of additional brokers we
could talk to that are active in your products.
Please pay particular attention to the Amerex terms which include the ability
to initiate executions telephonically using website prices. Enrons
obligation to transact telephonically on website prices are good faith only.
This term allows Amerex to get around a exclusivity clause with Altra which
they are trying to negotiate out of.
Please review the terms and contact me at (ext 3-0397) concerning any
comments or concerns that need to be addressed prior to the execution of
definitive agreements.
Amerex Natural Gas I, Ltd./Amerex Power, Ltd.
Products: Worldwide Gas, Power, Crude, Crude Products and Bandwidth
Broker Fee: No fee for transactions executed on EnronOnline (or initiated
with a website price)
Other: Ability to initiate execution telephonically using a website price
with good faith effort by Enron.
License Fee: $250,000
Term: One year
Liquidated Damages: Payable on broken transactions up to dollar amount of
collateral deposit and accounts payable due to broker. No limit on
Broker fraud or misrepresentation.
Natsource LLC
Products: US Gas and US Power
Broker Fee: No fee for transactions executed on EnronOnline
License Fee: $250,000
Term: One year
Liquidated Damages: Payable on broken transactions up to dollar amount of
collateral deposit and accounts payable due to broker. No limit on
Broker fraud or misrepresentation.
Power Merchant Group
Products: Nymex Natural Gas
Broker Fee: No fee for transactions executed on EnronOnline
License Fee: $100,000
Term: One year
Liquidated Damages: Payable on broken transactions up to dollar amount of
collateral deposit and accounts payable due to broker. No limit on
Broker fraud or misrepresentation.
| ||
arnold-j/all_documents/1398.
|
subject: RE: (no subject)
content: Please call me at 713 557 3330
| ||
arnold-j/all_documents/1399.
|
subject: Re:
content: Premonition?
=20
=09
=09
=09From: Jennifer Fraser 10/04/2000 03:01 PM
=09
To: John Arnold/HOU/ECT@ECT
cc: =20
Subject:=20
British Trader Sentenced to Prison
this could be you
British Trader Sentenced to Prison=20
By Jill Lawless
Associated Press Writer
Tuesday, Oct. 3, 2000; 2:07 p.m. EDT
LONDON =01)=01) A futures trader who bet the wrong way on=
U.S.
unemployment figures, and destroyed a company in 92=20
minutes, was
sentenced Tuesday to more than three years in jail.=20
"The position got worse and he was just numb," a defense=
=20
attorney said,
comparing the debacle to a bad night at a roulette wheel.=
=20
Stephen Humphries, 25, formerly a trader at Sussex Future=
s=20
Ltd., sank
the company with losses of $1.1 million.=20
"During that afternoon of Friday, Aug. 6, 1999, during a=
=20
period of one
hour, 32 minutes, the company's hard-earned reputation an=
d=20
value was
destroyed at a stroke ... by the fraudulent trading=20
activity of one man,
Stephen Humphries," said prosecution lawyer Martin Hicks.=
=20
Humphries pleaded guilty to one count of fraudulent=20
trading. Judge Denis
Levy sentenced him to three years and nine months in=20
prison.=20
Southwark Crown Court heard testimony that Humphries ran =
up=20
the
losses by trading futures contracts in government bonds,=
=20
and repeatedly
lied to superiors about his trades.=20
When worried colleagues left to summon the firm's senior=
=20
broker,
Humphries fled the building.=20
After the huge one-day loss, the company's creditor banks=
=20
balked and a
financial regulator was called in. Sussex Futures =01) wh=
ich=20
employed 70
brokers =01) ceased trading three months later with losse=
s of=20
$3.4 million.=20
The court was told that Humphries' trading losses began o=
n=20
the morning of
Aug. 6, wiping out two-thirds of his $25,000 trading=20
deposit by lunchtime.
The situation worsened at 1:30 p.m., when U.S. economic=
=20
figures were
released showing no increase in the unemployment rate. Th=
e=20
data made
U.S. interest rates more likely to rise and reduced the=
=20
value of
fixed-interest investments such as British government=20
bonds.=20
Nonetheless, Humphries continued to buy, in quantities th=
at=20
exceeded his
trading ceiling. Questioned by co-workers about the large=
=20
trades going
through his account, Humphries said he was in the process=
=20
of selling out.=20
By the time he fled, he held more than 100 times his=20
trading limit in futures.
"In the course of an afternoon ... you ruined not only yo=
ur=20
own career, but
the career of many others and you caused a prosperous=20
company, Sussex
Futures Limited, to go into liquidation, causing loss to=
=20
the company which
trusted you and employed you," said the judge.=20
Defense lawyer Simon Ward said Humphries had been under=
=20
intense
financial pressure and was "deeply sorry."=20
He had lost a previous job when a trading company he work=
ed=20
for went
under =01) also at the hands of a rogue trader.=20
He had taken out large bank loans, amassed a substantial=
=20
credit-card debt
and had borrowed from his father's life savings. He and h=
is=20
partner, with
whom he had two children, had a third baby die, a blow th=
at=20
affected
Humphries' judgment, Ward said.=20
"This is a tragic and very upsetting case," said Ward. "H=
e=20
was 24, under
intense financial and personal pressure and, in effect,=
=20
lost his head at the
roulette table."=20
, Copyright 2000 The Associated Press=20
Back to the top=20
| ||
arnold-j/all_documents/14.
|
subject: EBS opp'ty w/BMC
content: Chaz & Steve,
I was able to review our recently completed conference call w/BMC with
Jennifer Medcalf.
During the call, Bernie Goicoechea and Ann(e?) Munson expressed that during
their last few months of interaction with Enron Net Works, they have
attempted to understand the exact issues and concerns which Net Works has
with regard to selection/use of BMC's products. Bernie voiced that he hasn't
been able to get more detail on the problems or nature of concerns that Net
Works has, beyond what you and I know. The BMC account team feels that
without specifics, they cannot address the issues accurately or in a timely
fashion.
The Enron Net Works team has expressed concern that various BMC products are
not Windows 2000 certified (at least, not the ones they are focused on, and
not in writing). Net Works also have some other concerns relative to the
(Net Works) team's feelings that the BMC products (in some areas) "...haven't
kept up with the industry", and that they (Net Works) have some residual
issues with the BMC account support in general. Bottom Line, expressed by
Net Works, is that there is a low probability of their purchasing enough BMC
software product this year to enable EBS to clinch its deal with BMC.
You related Jim Crowder's suggestion related to the use of indemnification
and liquidated damages clauses being implemented. Jennifer and I discussed
this situation, and our meetings with your team, in context. We have a
possible alternative for you to consider: perhaps EBS might provide a hedge
for Net Works in the form of "advance purchase" of BMC product.
For example, EBS is poised to buy about $1 million worth of BMC software, but
needs to show BMC a firm purchase commitment for about $3 million in total
Enron purchases from BMC. A way in which you could reach the $3 million mark
with BMC; while also allowing the relationships between Net Works and BMC
time to "click" might be this: EBS buys all $3 million worth of BMC
software, but $1 million is used to actually take product now, and the other
$2 million is used as a "future purchases" fund, in which EBS buys, but does
not take immediate delivery of, the (remaining $2 million worth of) current
software...
THEN, future Enron Net Works (and any other ENE business unit) purchases of
BMC software would be executed such that EBS is paid, and the software is
delivered from/by BMC. That way, EBS gets its $2 million back, the other
business units aren't spending any of today's dollars for product which they
seem to have some concerns about (but they can get current/certified product
when they need it in the future). In addition, you secure the business with
BMC right now. I'm sure you could also figure out how to account for the
time value of money in this, so that there is further leverage advantage to
you.
If all else fails, you may wish to consider something like this...In the
meantime, we will continue along the current path and keep you posted on
progress.
Thanks,
Jeff
Jeff Youngflesh
Director, Business Development
Global Strategic Sourcing
Enron Corp.
333 Clay Street, 11th Floor
Houston, TX 77002
t: 713-345-5968
f: 713-646-2450
c: 713-410-6716
| ||
arnold-j/all_documents/140.
|
subject:
content: rent tix
| ||
arnold-j/all_documents/1400.
|
subject: RE: (no subject)
content: I am not who you think I am. I have never been in IDRC nor am I in the
profession.
Thx,
John
Jeannine Peaker <[email protected]> on 09/12/2000 02:09:32 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: (no subject)
We are still showing you as an Active member of IDRC. Do you wish to resign
from the membership?
-----Original Message-----
From: [email protected] [mailto:[email protected]]
Sent: Tuesday, September 12, 2000 1:59 PM
To: Jeannine Peaker
Subject: (no subject)
Remove me from your mailing list please.
| ||
arnold-j/all_documents/1401.
|
subject: Re: Re Larry May - REVISED
content: Frank:
Susan Scott, Larry's risk manager, will compile and send you a spreadsheet of
total p&l minus new deal p&l since June 1. Can you review this data and
compare it to the respective VAR numbers for these dates. I think you will
see the VAR numbers way overestimate his p&l volatility.
John
Enron North America Corp.
From: Frank Hayden @ ENRON 07/14/2000 05:17 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re Larry May - REVISED
John,
I apologize for the delay in responding, I was in class today.
We are having difficulty backtesting Larry May's VaR. It looks as if during
the month of June, the book administor loaded the spreadsheets into ERMS but
assigned multiple master deal ID's. (the code is "NG-OPT-XL-PRC")
For example Larry May is showing the following during the month of June:
June 1st $797 million dollars loss
June 2nd +192 million dollars made
June 5th $300 million dollars made... (etc..)
This problem makes it impossible to backtest....
Second, regarding a different approach, the immediate solution was the
allocation of an additional $5 million dollars of VaR, thereby temporarily
increasing your limit to $45 million. This limit increase is in effect until
July 26th. The game plan is that during this time period, a better solution
can be devised.....
I hope this helps.
Thanks,
Frank
John Arnold@ECT
07/14/2000 02:33 PM
To: Frank Hayden/Corp/Enron@Enron
cc:
Subject:
Frank:
Just following up on two topics.
One: Larry May's book continues to run at a VAR of 2,500,00 despite the fact
his P&L is never close to that. Can you check that his exotics book
positions are being picked up in his VAR calcs.
Second: Have you looked into applying a band-aid to the understating longer
term Vol problem until we change formulas?
John
| ||
arnold-j/all_documents/141.
|
subject: RE: technical help for interviewing traders
content: In regards to gas:
what signals do you for in determining your view?
no right answer. some examples are strength or weakness in financial basis
and index markets, customer flow, cash/futures spread, technical analysis,
storage projections, price action, etc.
what resources do you use to formulate a price view?
goal is to see how much he analyzes the fundamentals of the market
weather - does candidate look at weather models such as american, european,
and canadian operational runs or does he just subscribe to a weather
service
storage - has he built an aga forecasting model or does he just wait for
others to tell him projections
production - has candidate dug into eia production data, company specific
drilling results, or state specific (such as texas railroad commission
reports)
end of season storage number - has candidate built a longer term forecast
of where we end up in storage.
give example of complex transaction you've structured for a customer.
where is storage now relative to history? what is the highest and lowest
level we've been at in past 5 years?
what are your short, medium, and long term views of gas market?
what major basis changes have occured in the market over the past 5 years?
What do you expect in the next 5?
how should a storage operator decide whether or not to inject on any given
day?
In regards to derivatives in order of difficulty
What are delta/gamma/theta?
if you buy a put spread, is your delta positive, negative, or zero?
Is swap price equal to simple average of futures contracts?
If interest rates go up what happens to option prices all else equal?
what is the value of a european $1 call expiring in 12 months if
corresponding futures are trading $5?
what happens to delta of an option if volatility increase?
From: Tom Wilbeck/ENRON@enronXgate on 04/04/2001 11:20 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: technical help for interviewing traders
John,
Thanks a million for your input.
I was wondering if you could outline some good responses to these questions.
With your interpretation of a good response, or points to consider, this will
be a great resource for other interviewers.
Thanks again,
Tom Wilbeck
5-7536
-----Original Message-----
From: Arnold, John
Sent: Thursday, March 29, 2001 7:11 PM
To: Wilbeck, Tom
Subject: Re: technical help for interviewing traders
In regards to gas:
what signals do you for in determining your view?
what resources do you use to formulate a price view?
give example of complex transaction you've structured for a customer.
where is storage now relative to history? what is the highest and lowest
level we've been at in past 5 years?
what are your short, medium, and long term views of gas market?
what major basis changes have occured in the market over the past 5 years?
What do you expect in the next 5?
how should a storage operator decide whether or not to inject on any given
day?
In regards to derivatives in order of difficulty
What are delta/gamma/theta?
if you buy a put spread, is your delta positive, negative, or zero?
Is swap price equal to simple average of futures contracts?
If interest rates go up what happens to option prices all else equal?
what is the value of a european $1 call expiring in 12 months if
corresponding futures are trading $5?
what happens to delta of an option if volatility increase?
From: Tom Wilbeck/ENRON@enronXgate on 03/23/2001 03:35 PM
To: John Arnold/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Phillip K
Allen/HOU/ECT@ECT
cc:
Subject: technical help for interviewing traders
Jeanie Slone was telling me that you were among the best interviewers in the
trading group. Because of your expertise in this area, I was wondering if
you could help me put some technical questions together that you've found to
be effective in interviewing Gas Traders.
Norma Hasenjager is in our Omaha office needs this information ASAP in order
to help her screen some candidates. It would be great if you could respond
to this with two or three questions that you've used in the past to select
good Gas Traders.
Thanks for your help.
Tom Wilbeck
EWS Training and Development
| ||
arnold-j/all_documents/142.
|
subject: Bloomberg contract
content: John,
Attached is a Bloomberg contract for Scott Neal, it will have to be executed
by your department as our legal department cant sign off under this name.
I am still waiting for Bloomberg to send the paperwork to transfer yours.
If you would like for these contracts to be sent to someone else in the
future please let me know.
Thanks,
Julie
-----Original Message-----
From: "CONTRACTS ADMINISTRATION" <[email protected]>@ENRON
[mailto:IMCEANOTES-+22CONTRACTS+20ADMINISTRATION+22+20+3CCONTRACT+40bloomberg+
[email protected]]
Sent: Friday, April 20, 2001 4:44 PM
To: Pechersky, Julie
Subject: Bloomberg Contracts Attached - Urgent
Dear Bloomberg Subscriber,
Attached please find legal documents that require your prompt
attention, signature and return to facilitate installation of
the BLOOMBERG PROFESSIONAL(TM) or related service(s).
Attached is a PDF file requiring Adobe(R) Acrobat(R)Reader
software. This free software package is publicly available at
http://www.adobe.com/
*Important: To print the document correctly, please use the
"Shrink To Fit" or "Fit To Page" option in the "Print" dialog
box. For assistance call our Contracts Dept. at (212) 318-2540.
- 785426-H2.pdf
| ||
arnold-j/all_documents/143.
|
subject: margin financing
content: we maybe slow, but we eventually get there,,
as you know Carr has been trying to get approval from within and from Enron
finance people to create margin financing to execute & clear Nymex (and
e-nymex too) business for Enron. Well we are finally there..
We would love the opportunity to renew our realtionship of executing and/or
clearing for you again.
We are told (by Sarah) that you would have to talk to your individual
finance person to get the particulars of this, but she told us that we are
basically approved.. If you have any question about this , please call..
Other than that any assistance we could be to help in this , let us know..
definitely looking forward to this opportunity to do business again.
Carr Futures
150 S. Wacker Dr., Suite 1500
Chicago, IL 60606 USA
Tel: 312-368-2205
Fax: 312-368-2281
[email protected]
http://www.carrfut.com
| ||
arnold-j/all_documents/144.
|
subject: Options Advisory Committee Meeting - May 31st
content: ---------------------- Forwarded by John Arnold/HOU/ECT on 05/10/2001 02:21
PM ---------------------------
"Schaefer, Matthew" <[email protected]> on 05/10/2001 10:52:30 AM
To: Brad Banky <[email protected]>, David Rosenberg
<[email protected]>, George Gero <[email protected]>, James
Haupt <[email protected]>, Jeff Frase <[email protected]>, Jeff Ong
<[email protected]>, Jim Adams <[email protected]>, John
Arnold <[email protected]>, Kayvan Scott Malek <[email protected]>, Mel Mullim
<[email protected]>, Michael Maggi <[email protected]>, Robert Collins
<[email protected]>, Russ Knutsen <[email protected]>, Sanjiv Khosla
<[email protected]>, William Coorsh <[email protected]>
cc:
Subject: Options Advisory Committee Meeting - May 31st
Please be advised that there will be a meeting of the Options Advisory
Committee on Thursday, May 31, 2001 in Room 1012 on the 10th floor in the
NYMEX building. Video conference facilities will also be set up at the
NYMEX office in Houston for those who wish to participate there. The agenda
is attached.
<<OPTIONS ADVISORY COMMITTEE May 31, 2001.doc>>
- OPTIONS ADVISORY COMMITTEE May 31, 2001.doc
| ||
arnold-j/all_documents/145.
|
subject: Re:
content: David:
Do you have a simulation set up that will allow me to simulate trades by
pushing a buy or sell button and will move the two way so i can try
simulating actual market cicumstances?
From: David Forster/ENRON@enronXgate on 05/08/2001 09:55 AM
To: John Arnold/HOU/ECT@ECT
cc: Savita Puthigai/ENRON@enronXgate
Subject:
John,
You might recall we spoke a few weeks ago about a system with more
intelligence for out-of-hours trading than just leaving the products on Last
Trade is Mid.
Attached is a suggestion for how such a system might work. It builds on
Offset to Last Trade functionality.
The simplified description is: It tracks two variables: Intensity(Speed) and
Bias (Buy or Sell emphasis). As Intensity increases, the Spread increases.
As Bias increases, the Offset increases.
I'll call later to see what you think of the idea.
Dave
Program Criteria
The formula which defines the trading decision-making program will need to
work with several criteria/inputs/definitions. These might be:
Intensity (Speed) - The average time between transaction attempts, regardless
of whether they are buys or sells. Measured as a moving average over the last
[Intensity Factor] transactions by comparing the timestamp of the transaction
Tibco messages for the Product.
Obviously, the lower the Intensity calculation, the higher the transaction
flow. Therefore a high Intensity number indicates low transaction flow.
Intensity Factor - The number of transactions to be included in the moving
average Intensity calculation. A possible value for this might be [4].
#Buys - The number of Buys which have occurred.
#Sells - The number of Sells which have occured.
Transaction Count - Could be either #Buys or #Sells (whichever last occured).}
Buy Offset - The Offset value which will be applied if a Buy occurs.
Sell Offset - The Offset value which will be applied if a Sell occurs.
Offset Reversion Ratio (ORR)- The amount by which the Buy Offset should be
reduced if a Sell occurs (or amount Sell Offset should be reduced if a Buy
occurs). A possible value for this might be [0.3]. If the application of the
ORR results in a reduction of less than 1, then the reduction shall be 1.
Transaction Reversion Ratio (TRR)- The amount by which #Buys should be
reduced if a Sell occurs (or amount #Sells should be reduced if a Buy
occurs). A possible value for this might be [0.3]. If the application of the
TRR results in a reduction of less than 1, then the reduction shall be equal
to 1.
Spread Minimum - The minimum Spread value allowed. A possible value for this
might be [0.04]
Spread Maximum - The maximum Spread value allowed. A possible value for this
might be [0.50]
Offset Minimum - The minimum Offset allowed for both Buys and Sells. A
possible value for this might be [0].
Offset Maximum -The maximum offset allowed for both Buys and Sells. A
possible value for this might be [0.50]
Initial Offset - The Buy and Sell Offset used when the program is started
Initial Spread - The Spread used when the program is started
Spread-Offset Minimum - The minimum amount by which Spread must exceed
Offset. Prevents a possible arbitrage opportunity for the customer. A
possible value for this might be [0.01]
Dead Interval - The period of time which must pass before the program will
recalculate the above Criteria, if no transactions have taken place during
the Dead Interval. A possible value for this might be [240] seconds.
Program Outputs
The program should output the following variables as a result of combining
the above Criteria in a user-defined Formula:
Spread (integer) - as per current Stack Manager
Offset (integer) - as per current Stack Manager
Suspension (boolean) - Whether or not the Product should be suspended.
Normally "False"
Program Interface and Operation Principles
The user should be provided with a GUI which will allow them to define a
relationship among the above Criteria, which will produce and apply the
Outputs to a particular Product. This relationship would be defined with
Intensity Formulas and Transaction Formulas.
Every time a Transaction occurs, or a Dead Interval passes, the Criteria will
be recalculated and the user-defined formulas will be reviewed by the
program. If a Dead Interval passes without any transactions taking place,
then Intensity = Intensity +240 and #Buys=#Buys-TRR and #Sells=#Sells-TRR and
Buy Offset = Buy Offset- ORR and Sell Offset = Sell Offset - ORR.
If the user-defined Formulas (see following) indicate that a change in spread
should occur, then if the Offset is zero (in the case of a trade occurring)
or if no trade has occured (during the passing of a Dead Interval), the
system shall perform a Last Trade is Mid calculation around the last
transaction, adjusting the buy and sell prices according to the new Spread
value.
Any adjustment to the Spread shall respect the Spread-Offset Minimum. If a
reduction in the Spread should violate the Spread-Offset Minimum, then the
Buy Offset (or Sell Offset, or both as appropriate) shall be reduced
accordingly. Similarly, if the Offset is increased by a Transaction Formula
to a level greater than the Spread, the Spread shall be increased to maintain
the Spread-Offset Minimum.
GUI/Formulas Example:
Constants
Intensity Factor: [4]
Dead Interval: [240]
Offset Reversion Ratio (ORR): [0.3]
Transaction Reversion Ratio (TRR): [0.3]
Spread Minimum [0.04]
Spread Maximum [0.50]
Offset Minimum [0]
Offset Maximum [0.49]
Spread-Offset Minimum [0.01]
INPUTS OUTPUTS
Intensity Formula
Formula # Intensity Spread Offset Suspension
S1 >220 -0.01 n/a F
S2 <30 +0.01 n/a F
S3 <10 +0.02 n/a F
Transaction Formula
Formula # # Transactions Spread Offset Suspension
V1 <4 n/a -0.01 F
V2 >3 n/a +0.01 F
V3 >5 +0.01 +0.02 F
V4 >10 +0.02 +0.04 F
V5 >15 +0.04 +0.15 F
V6 >20 n/a n/a T
Note that #Transactions would be #Buys or #Sells, as appropriate. Note also
that #Buys and #Sells are not intended to be an absolute count, but rather
are a moving measure of the number of buys or sells which have recently
occured.
In this example, all Constants and Formulae are editable by the user through
the GUI.
Simulation
Obviously, if we want to proceed, we will want to conduct several simulations
to prove concepts and evaluate responsiveness. However, to give some idea of
how the above might work when a market starts to run in a particular
direction, please see the attached:
Additional Features
System Notifications
There should be two kinds of notifications for the Robotrader, which will be
similar to Stack Manager Garbage Checks: Warning and Failure levels for both
Offset and Price. The warning levels will trigger a pager message. The
Failure levels will trigger a pager message and the product will be
automatically suspended. The Price checks will be against prices input by the
trader (not relative price movements, but actual price). There should be both
maximum and minimum price checks (e.g. gas is trading at $5.50. The
notification levels could be $8 at the top end and $2 at the bottom end).
Offset checks will only be against a maximum value.
Dave
| ||
arnold-j/all_documents/146.
|
subject: re:spreads
content: saw a lot of the bulls sell summer against length in front to mitigate
margins/absolute position limits/var. as these guys are taking off the
front, they are also buying back summer. el paso large buyer of next winter
today taking off spreads. certainly a reason why the spreads were so strong
on the way up and such a piece now. really the only one left with any risk
premium built in is h/j now. it was trading equivalent of 180 on access,
down 40+ from this morning. certainly if we are entering a period of bearish
to neutral trade, h/j will get whacked. certainly understand the arguments
for h/j. if h settles $20, that spread is probably worth $10. H 20 call was
trading for 55 on monday. today it was 10/17. the market's view of
probability of h going crazy has certainly changed in past 48 hours and that
has to be reflected in h/j.
[email protected] on 12/13/2000 04:15:51 PM
To: [email protected]
cc: [email protected]
Subject: re:spreads
mkt getting a little more bearish the back of winter i think-if we get another
cold blast jan/feb mite move out. with oil moving down and march closer flat
px
wide to jan im not so bearish these sprds now-less bullish march april as
well.
| ||
arnold-j/all_documents/147.
|
subject: re:spreads
content: mkt getting a little more bearish the back of winter i think-if we get another
cold blast jan/feb mite move out. with oil moving down and march closer flat
px
wide to jan im not so bearish these sprds now-less bullish march april as
well.
| ||
arnold-j/all_documents/148.
|
subject: Re:
content: and they say it was purely coincidental the announcement came today.
6 is fine.
"Jennifer White" <[email protected]> on 12/13/2000 01:18:41 PM
To: [email protected]
cc:
Subject:
Hmmm... interesting news at Enron today. Should I plan to come to your
place around 6PM?
___________________________________________________________________
To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax,
all in one place - sign up today at http://www.zdnetonebox.com
| ||
arnold-j/all_documents/149.
|
subject: AGA for 12/8/2000 is -158
content: AGA for 12/8/2000 is (158)
Website information:
http://gasfundy.corp.enron.com/gas/framework/default.asp
Drop down Box to "Storage"
In-house Analysis
My files are the last three files.
When the dialog box asks to upadate links click "NO".
| ||
arnold-j/all_documents/15.
|
subject: Re: invitation to meeting with senior Compaq executives from 1-4PM
content: Sarah,
Thanks to you and Jennifer for arranging. I will be in attendance at 3:00
pm and have asked either Jim Crowder or Everett Plante to also attend. I do
not know their availability yet due to the Enron PRC meeting conflicts. Is
it possible for me to attend starting at 1:00 pm - I have not been through a
complete Experience Enron meeting ?
thanks again for your help.
Kim
Sarah-Joy Hunter@ENRON
11/30/00 06:16 PM
To: Kim Godfrey/Enron Communications@Enron Communications
cc: Jennifer Medcalf/NA/Enron@Enron, Colleen Koenig/NA/Enron@Enron
Subject: invitation to meeting with senior Compaq executives from 1-4PM 3
Allen Center 11C1, December 14th
Hi Kim,
Hope you had a great Thanksgiving. Jennifer Stewart Medcalf had asked me to
invite you to a meeting with senior Compaq executives on
December 14th. Though the meeting will start at 1PM, Jennifer is
specifically requesting your presence from 3-4 PM when discussions will focus
on the Compaq/EBS relationship. Other Compaq executives besides "Keith" will
be there.
An agenda and listing of attendees will be e-mailed to you the week of
December 11th.
Thanks for confirming back with Jennifer Medcalf your availability, from 3-4
PM, December 14th. She can be reached at ext.#6-8235.
Sarah-Joy Hunter
| ||
arnold-j/all_documents/150.
|
subject:
content: remember when you said there is a reason they call them bear spreads?
bring up a chart of f/g or g/h.
f/g is tighter now than anytime since march 99 when ff1 was worth 2.50
amazing
| ||
arnold-j/all_documents/151.
|
subject:
content: remember i bought rams at 3.50
100 perkins, 100 tony
do you know where anything is trading (mids)?
let's go check out that new wine storage place this weekend.
| ||
arnold-j/all_documents/152.
|
subject: re:f/g again-
content: weather moderating, enuf switching to offset hdds, cash showing same, i wudnt
touch it ...yet
| ||
arnold-j/all_documents/153.
|
subject: Fwd: christmas list-I'm getting the cheap stuff
content: >From: [email protected]
>Subject: christmas list
>To: [email protected]
>Date: Tue, 12 Dec 2000 15:10:39 -0600
>X-MIMETrack: Serialize by Router on ENE-MTA01/Enron(Release 5.0.3 (Intl)|21
>March 2000) at
> 12/12/2000 03:05:36 PM
>
>
>aren't i easy???
>
>
> wooden suit hangers
>
> mini-cuisinart
>
>http://www.chefscatalog.com/product.jhtml?sku_id=1494&top_cat_id=2000&cat_id
>=2040
>
> really heavy le creuset french oven green/blue
>
>http://www.chefscatalog.com/product.jhtml?sku_id=504&top_cat_id=2000&cat_id=
>2074
>
> wooden shoe tree from Nordstrom
>
> leather treatment for my black leather coat (great stocking stuffer)
>
> knife sharpener
>
>http://www.chefscatalog.com/product.jhtml?sku_id=1243&cat_id=2060&top_cat_id
>=2000
>
>
> mp3 digital music player
>
>http://athome.compaq.com/store/default.asp?page=config&ProductLineId=443&Fam
>ilyID=692&BaseID=2360
>
>
>
>
>
>
>
>
| ||
arnold-j/all_documents/154.
|
subject: Harvard Mgmt
content: Mike- I have their trader coming into the office tomorrow- they are a macro
fund (they manage Harvard's endowment fund) that trades commodities- mostly
crude and metals. I want to get them into some gas and power trades.
Specifically, I want to get them into the short Rockies trade for the summer
that we have Tudor in.
Johnny recommended I have you speak to them- can you give me a few minutes
during the day to talk to them about the west in general.
I have him in all day- we are sitting with Mike Roberts to do the weather
update from 6 am-7:30 - would be great if we could get you between 7:30 and
8:30 am. If not, let me know when is good- Ina will know where I am
Rgds,
Caroline
cell 917-324 1999
| ||
arnold-j/all_documents/155.
|
subject: Re: EDF trades switched to ABN
content: come by whenever
Sarah Wesner@ENRON
12/12/2000 01:31 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: EDF trades switched to ABN
John - I need to talk to you about this, are you free today? Sarah
| ||
arnold-j/all_documents/156.
|
subject: Subscription
content: ---------------------- Forwarded by John Arnold/HOU/ECT on 12/12/2000 05:15
PM ---------------------------
Enron North America Corp.
From: Stephanie E Taylor 12/12/2000 05:10 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Subscription
Dear John,
We are trying to get all subscriptions managed through eSource on a December
to December rotation. Your subscription to Energy & Power Risk Management
will expire September, 2001. The prorated subscription cost for October -
December, 2001 will be:
Reg. Subscription Cost With Corp. Discount
Energy & Power Risk Management $93.75 $79.69
If you wish to renew this, we will be happy to take care of this for you. We
would appreciate your responding by December 18th. Please include your
Company and Cost Center numbers with your renewal.
Thank You,
Stephanie E. Taylor
eSource
Houston
713-345-7928
| ||
arnold-j/all_documents/157.
|
subject: Re: HARVARD
content: yep
Caroline Abramo@ENRON
12/12/2000 03:59 PM
To: John Arnold/HOU/ECT@ECT, Mike Maggi/Corp/Enron@Enron
cc:
Subject: HARVARD
J/M- I have Jason Hotra- their trader coming in tomorrow- maybe I can drag
you 2 away for a few minutes after 3.
see you tomorrow,
ca
| ||
arnold-j/all_documents/158.
|
subject: re:f/g
content: absolutely agree. the thought is always, even if cash is piece of shit
today...wait until the future. here's my question: what is the environment
whereby f/g is worth $.50. is there a market scenario where this happens?
[email protected] on 12/12/2000 03:22:07 PM
To: [email protected]
cc: [email protected]
Subject: re:f/g
if you havent read this yet youl think im brilliant-too bad i didnt short
jan/feb or apr/may!
Steve LaFontaine
12/12/2000 07:49 AM
To: [email protected]
cc:
Fax to:
Subject: re:f/g
other question and reason i dont do anything with jan/feb is whats gona make
the
mkt bearish the feb? perception is stx get titire so inverses grow.. only
thing
i can think of is will they get concerned over this industrial slowdown going
forward and weather going above-i struggle generally tho is weather was still
so
warm last year hard to get overly bearish rest of the winter from a y on y
standpoint
Steve LaFontaine
12/11/2000 09:18 PM
To: [email protected]
cc:
Fax to:
Subject: re:summer inverses (Document link not converted)
wish i had a stronger view-my view combined with year end give me just strong
enuf bias not to do anything. its nuts-but you pted out something a while back
is this indistries abilty to keep a contango-we dont have that but they
certainly doing their best. for cash to be at huge premiums and cold weather
up
front like we have nt had in years, 15 dollar ny, 50 socal, 10 buck hub-shit
whats it take, not like theres huge spec lenght left.
i guess to the extent mkt is sooo concerned about running out in
march-they
gonna keep a huge premium in whats left of the winter strip vs summer, and
they
shud. cash loan deals have to keep hedged lenght in mar there fore makes em
strong so long as they stay way below ratchets. other thing worries me about
jan
is cash tite but will steadily get some relief from switching, proocessing
margins negtive , dist, resid, nukes coming up, then on day we come in and
they
say weather going above normal 1 st 10 days of jan... BAM guess they wack it.
and yes apr/may i think is nuts, mar/apr i dont in part cuz apr whud be a
dog. i
cant figure out how and when best way to short it/hedge my bet
dont know-im leaving it alone, the cash makes it a jan/feb a compelling but
too many ifs, yes and dec/jan expirey, wud have thot cash wud recverse the
psychology. but not. im pretty lost john and the risks are bigger than i care
to
take till january-spending next cuplpa weeks formulating some long term
strategies in both natgas and oil. and try not to gain anymore weight before
the
new year.
| ||
arnold-j/all_documents/159.
|
subject: ICE physical volumes
content: FYI on 12/11/00 Intercontinental traded 3.3BCF of physical gas.
| ||
arnold-j/all_documents/16.
|
subject: Re: invitation to meeting with senior Compaq executives from 1-4PM
content: Kim:
Glad you can attend. Yes, please join us from 1PM-4PM.
Colleen, can you add Kim Godfrey to the Experience Enron group?
Thanks.
Sarah-Joy
---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 12/01/2000
07:32 AM ---------------------------
From: Kim Godfrey@ENRON COMMUNICATIONS on 11/30/2000 07:34 PM
To: Sarah-Joy Hunter/NA/Enron@ENRON
cc: Colleen Koenig/NA/Enron@Enron, Jennifer Medcalf/NA/Enron@Enron
Subject: Re: invitation to meeting with senior Compaq executives from 1-4PM 3
Allen Center 11C1, December 14th
Sarah,
Thanks to you and Jennifer for arranging. I will be in attendance at 3:00
pm and have asked either Jim Crowder or Everett Plante to also attend. I do
not know their availability yet due to the Enron PRC meeting conflicts. Is
it possible for me to attend starting at 1:00 pm - I have not been through a
complete Experience Enron meeting ?
thanks again for your help.
Kim
Sarah-Joy Hunter@ENRON
11/30/00 06:16 PM
To: Kim Godfrey/Enron Communications@Enron Communications
cc: Jennifer Medcalf/NA/Enron@Enron, Colleen Koenig/NA/Enron@Enron
Subject: invitation to meeting with senior Compaq executives from 1-4PM 3
Allen Center 11C1, December 14th
Hi Kim,
Hope you had a great Thanksgiving. Jennifer Stewart Medcalf had asked me to
invite you to a meeting with senior Compaq executives on
December 14th. Though the meeting will start at 1PM, Jennifer is
specifically requesting your presence from 3-4 PM when discussions will focus
on the Compaq/EBS relationship. Other Compaq executives besides "Keith" will
be there.
An agenda and listing of attendees will be e-mailed to you the week of
December 11th.
Thanks for confirming back with Jennifer Medcalf your availability, from 3-4
PM, December 14th. She can be reached at ext.#6-8235.
Sarah-Joy Hunter
| ||
arnold-j/all_documents/160.
|
subject: Holiday party
content: I know it will be close to impossible to get out but I wanted to invite you
to our Christmas party on Dec 20 here in NYC- we'd love if you came. If not,
in the new year, I hope we can set something up where you meet some of the
new funds we are dealing and have some fun up here.
I met someone good to work with you guys at this last Super Saturday- David
Larson- Berkeley- good derivatives, trading knowledge, personable. I'll fax
through resume- we are making him an offer for the analyst pool.
Thanks for all you help always,
Caroline
| ||
arnold-j/all_documents/161.
|
subject: LNG to California
content: John,
Following up on yesterday, there are two additional considerations.
First, with regard to the idea of curtailing gas input at the Topock
liquefaction plant, the pipeline bottleneck is actually downstream of the
plant, so that wouldn't help.
Second, it seems there are more of these "portable pipeline" units floating
around than I thought. Besides the inoperable unit in Amarillo, both Transgas
(in Massachusetts) and Minnigasco may have at least one. Moreover, PG&E has
one at the end of a long lateral line on its system just south of Sacramento.
Apparently it uses it mostly to augment linepack. The specs of that unit are
about 4 times higher than the Amarillo one: it puts out 400,000 cubic
feet/hour (about 9.6 mmcf/d or almost one contract) at 150 psi. As I said
yesterday, these units are the only way that you could get gas into the
pipeline system in California.
This information I got from Jeff Beale, who runs CH-IV, a small-scale LNG
consultant. He said that he'd had some similar calls about LNG, and also that
he'd be willing to help Enron source equipment if we were really interested
in looking further into transporting LNG into California.
Assuming that we could get a few "portable pipelines" and some trucks, there
are five liquefaction plants that could most conveniently supply LNG:
Location Owner Liquefaction Capacity (gal/day) Capacity (mmcf/d) Storage
(gal) Storage (mmcf)
Topock, AZ ElPaso/ALT 90,000 7.4 100,000 8.2
LaPlata, CO Williams 20,000 1.64 100,000 8.2
Sacramento 57,600 4.72 132,000 10.8
LaBarge, WY Exxon 60,000 4.92
Evanston, WY Amoco 95,000 7.8 100,000 8.2
Totals 26.48
Whether these plants have spare LNG to sell us is another question. The
Sacramento plant, which I mentioned yesterday, is supposedly dedicated to
providing methane for laboratory purposes. The others may have contracts with
LNG fleet owners.
I'll check back with you later today about the outcome of your meeting.
| ||
arnold-j/all_documents/162.
|
subject: Fwd: NYTimes.com Article: Suspended Rabbi Quits Seminary Presidency
content: >Sender: [email protected]
>Reply-To: [email protected]
>From: [email protected]
>To: [email protected]
>Subject: NYTimes.com Article: Suspended Rabbi Quits Seminary Presidency
>Date: Tue, 12 Dec 2000 00:02:21 -0500 (EST)
>
>This article from NYTimes.com
>has been sent to you by Bob Moss [email protected].
>
>Karen
>
>
>
>Bob Moss
>[email protected]
>
>/-------------------- advertisement -----------------------\
>
>
>LOOKING FOR A TRULY HIGH-SPEED INTERNET EXPERIENCE?Then visit Alcatel.com
>and see what makes us theeworld's leading supplier of DSL
>solutions..Alcatel, world leader in DSL
>solutions..http://www.nytimes.com/ads/email/alcatel/index.html
>
>\----------------------------------------------------------/
>
>Suspended Rabbi Quits Seminary Presidency
>http://www.nytimes.com/2000/12/07/national/07RABB.html
>
>December 7, 2000
>
>By GUSTAV NIEBUHR
>
>Rabbi Sheldon Zimmerman, a leading figure in Judaism's Reform
>movement as president of its seminary, has resigned from his job
>after being suspended by the movement's rabbinic organization for
>having entered into "personal relationships" in the past that the
>organization said violated its ethical code.
>
> Rabbi Zimmerman, president of Hebrew Union College-Jewish
>Institute of Learning, where he had been considered a charismatic
>and innovative leader, quit that post on Monday, after the Central
>Conference of American Rabbis suspended his rabbinical functions
>for at least two years, college and conference officials said.
>
> In a statement, the college said the suspension followed an
>investigation by the conference into "personal relationships" of
>Rabbi Zimmerman, which it did not specify other than to say that
>they predated his appointment as president in January 1996. Rabbi
>Zimmerman was the seventh president of the college, which was
>founded in 1875.
>
> Rabbi Paul J. Menitoff, the conference's executive vice president,
>said its board approved the penalty on Monday, based on a
>recommendation by its ethics committee, which looks into complaints
>about the conference's 1,700 members.
>
> Rabbi Menitoff said that conference rules prevented him from
>discussing the case but that the board decided Rabbi Zimmerman had
>violated a part of the ethics code, paragraph 2A, which deals with
>sexual conduct.
>
> It is included in the section of the code on "personal
>responsibility," which covers such matters as family life, personal
>honesty and finances. It calls on rabbis "to be scrupulous in
>avoiding even the appearance of sexual misconduct, whether by
>taking advantage of our position with those weaker than ourselves
>or dependent on us or succumbing to the temptations of willing
>adults."
>
> Hebrew Union, which trains men and women as rabbis and cantors and
>in other graduate and professional fields, has 1,500 students on
>campuses in Cincinnati, Los Angeles, New York and Jerusalem. Before
>becoming president, Rabbi Zimmerman, 58, was senior rabbi of Temple
>Emanu-El in Dallas from 1985 to 1995, and senior rabbi at Central
>Synagogue in New York, from 1972 to 1985. He is married and has
>four children. From 1993 to 1995, he was also the conference's
>president.
>
> Rabbi Zimmerman's resignation was first reported yesterday in The
>Cincinnati Enquirer and The Dallas Morning News.
>
> Efforts to reach him through the college and its officials were
>unsuccessful. The college said it appointed its provost, Norman
>Cohen, as acting president and would search for a permanent
>replacement.
>
> Rabbi Menitoff said the conference followed "the same process that
>we'd follow with any rabbi in the conference in similar
>circumstances." He said complaints against a rabbi are referred to
>and investigated by the ethics committee. Depending on that
>committee's findings, the conference may dismiss the complaint,
>privately reprimand or publicly censure a rabbi or suspendn or
>expel a rabbi.
>
> Rabbi Menitoff said the decision to suspend Rabbi Zimmerman was
>"very difficult and painful for everyone involved."
>
> Rabbi Eric H. Yoffie, president of the Union of American Hebrew
>Congregations, the Reform movement's synagogue organization, said
>Rabbi Zimmerman did not contest the findings or the judgment
>against him but responded to the decision "with great dignity."
>
> Rabbi Yoffie said that during his tenure as president, Rabbi
>Zimmerman added younger scholars to the faculty and expanded the
>college's Los Angeles branch so much that it will begin ordaining
>rabbis in 2002.
>
> Another member of the conference, Rabbi A. James Rudin, emeritus
>director of interreligious affairs at the American Jewish
>Committee, said Rabbi Zimmerman's resignation was "a real loss" and
>"a shock to the movement."
>
> Hebrew Union's chairman, Burton Lehman, praised Rabbi Zimmerman as
>"a great, great leader." Mr. Lehman said that Rabbi Zimmerman's
>resignation would "have an impact" but that the college was strong.
>
> "Transitionally, we'll be fine," Mr. Lehman said. "We have a
>strong faculty that will carry this institution through this
>tribulation."
>
>
>
>
>The New York Times on the Web
>http://www.nytimes.com
>
>/-----------------------------------------------------------------\
>
>
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arnold-j/all_documents/163.
|
subject: Amazon.com Password Assistance
content: Greetings from Amazon.com.
To finish resetting your password [email protected], please visit our
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The following link can be used to visit the site using the secure
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https://www.amazon.com/exec/obidos/pw?t=B0OR3NO4SMLP&r=11&f=11&c=
The following link can be used to visit the site using the standard server:
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It's easy. Simply click on one of the links above to return to our Web
site. If this doesn't work, you may copy and paste the link into your
browser's address window, or retype it there. Once you have returned
to our Web site, you will be given instructions for resetting your
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| ||
arnold-j/all_documents/164.
|
subject: Re: EIM Due Diligence: Nymex, Enron Gas Data
content: Catherine:
Sorry it's been so long since I could respond. With the craziness here I am
way behind on everything.
#1. 3 years
#2. volume way down on exchange recently with recent volatility. volume
probably averaging 25000 these days. EOL volume averaging around 14000.
Very high percent of market. Current market conditions shows why our
transactional model of being one side of every trade is superior.
#3. good liquidity first 3 years. okay liquidity years 4-6.
#4. calendar 2004-2008 maybe 1 trade a day. 70% chance Enron is one side.
calendar 2009-2013 very rare that it trades.
Catherine Pernot@ENRON
12/01/2000 02:31 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: EIM Due Diligence: Nymex, Enron Gas Data
Per my voicemail, I've included a list of the Investors' questions and
preliminary answers. The answers are attempts by our group, Bob Crane and
Bryon Hoskins but need confirmation by you. Would you mind giving us some
feedback for #4 as well? I could not find these numbers. These are again
going to be forwarded to Bain Capital, the potential equity investor in the
pulp, paper and steel net works fund. They are in their final stages of due
diligence and are comparing pulp and paper facts with gas. (They are under a
confidentiality agreement).
Please call with any questions
Thank you,
Catherine Rentz Pernot
X57654
1. # of years of NYMEX visibility on the typical gas curve.
3 years
2. # of daily trades on NYMEX, in total and for Enron specifically.
102,492 daily trades on NYMEX (11/28/00)and ours amounts to 8,061 per day
(usually around 10% daily NYMEX trades)
3. length and nature of "price discovery" windows past the NYMEX portion of
the gas curve (e.g., 7 years of visibility provided by proprietary market
making past NYMEX, then 10 years of macro / industry average assumptions).
NYMEX price discovery equates to about 3 years. Liquidity of the market and
proprietary market information equates to about 2 years after that with the
remaining portion coming from more macro industry information.
4. trade volume data (# of daily trades as well) for each 5 year increment of
the gas curve beyond the NYMEX portion, in total and for Enron specifically.
??
| ||
arnold-j/all_documents/165.
|
subject: re:summer inverses
content: a couple more thoughts. certainly losing lots of indutrial demand both to
switching and slowdown in economy. Big 3 automakers all temporarily closing
plants for instance. switching is significant and has led to cash in the
gulf expiring weak everyday. gas daily spread to prompt trading at
$1....need some very cold weather to justify that. this seems to be the test
of the next 3-5 days. Will the switching/loss of demand/storage management
keep cash futures spread at reasonable levels or will it blow to $5+. Not too
many years ago we had a $50 print on the Hub. unless we get some crazy
prints, you have to question the steep backwardation in the market.
funny watching the flies in the front. Bot large chunk of g/h/j at $.50
friday morning. probably worth 1.30 now. crazy. people have seen each
front spread be weak since forever and are already starting to eye up g/h.
what's the thoughts on distillates... is it tight enough such that gas
switching is the marginal mmbtu of demand and pulls it up or is the market
too oversupplied to care?
| ||
arnold-j/all_documents/166.
|
subject: re:summer inverses
content: amazing how with cash futures at $1 and the back such a piece that f/g under
such pressure. month 2 has been the strongest part of the board all year.
will be interesting to see what happens when h/j is prompt. could j actually
be strong? seems like of the spreads on the board the best risk reward is in
f/g. a little worried about having the z/f effect again. that is, all spec
length trying to roll and funds trying to roll at the same time leading to
some ridiculous level at expiry. any thoughts?
[email protected] on 12/08/2000 12:05:54 PM
To: [email protected]
cc:
Subject: re:summer inverses
i suck-hope youve made more money in natgas last 3 weeks than i have. mkt shud
be getting bearish feb forward-cuz we already have the weather upon us-fuel
switching and the rest shud invert the whole curve not just dec cash to jan
and
feb forward???? have a good weekend john
| ||
arnold-j/all_documents/167.
|
subject: Re:
content: cant handle the pressure of big money??
John J Lavorato@ENRON
12/10/2000 09:58 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject:
minn +3 1/2
jack -16 1/2
tenn-cinnci under35
gb-det under 39 1/2
tb +2 1/2
new england +2 1/2
pitt +3 1/2
phil-clev under 33 1/2
seattle +10
jets +9 1/2 and over 40 1/2 tease
as discussed.
| ||
arnold-j/all_documents/168.
|
subject: LNG on the road
content: Re: trucking LNG to California -
The short answer is that trucking LNG to California is not a feasible option
for endusers other than companies with LNG-fueled vehicle fleets. There are a
couple of reasons for this.
First, California has a relative abundance of LNG fueling stations but only
two plants capable of regasification. One serves Borrego Springs, a small,
affluent desert community near San Diego. The other is dedicated to military
and industrial supply near Sacramento. I spoke this morning to Applied LNG
Technologies, which is based in Amarillo and has the second largest LNG truck
fleet (after Transgas in Massachusetts). It shouldn't be a surprise that I
was not the first to call regarding this question. While ALT's fleet is
operating at capacity - trucking LNG from liquefaction plants in Wyoming and
Topock, Arizona - it's serving its normal fleet customers in Southern
California and Nevada, and Arizona. The Topock, AZ plant is owned jointly by
ALT and El Paso, and receives gas from El Paso for liquefaction and
subsequent loading onto trucks.
Second, LNG trucks, unlike LNG tankers, carry an extremely small volume. The
average truck carries 10,000 gallons of LNG, which translates roughly into
820,000 cubic feet. ALT has about 23 vehicles so potentially one could
deliver 18.8 mmcf. However, these trucks don't regasify LNG, they merely
transfer it into storage.
The only really viable option for putting gas into the pipeline system would
be a portable pipeline unit, of which ALT has the only one (it's under
repair). It can deliver high pressure gas at 1800 cubic feet/minute (2.6
mmcf/day if it runs 24 hours). It has connections for two LNG trucks at a
time - one live and one backup, so it can operate continuously. In the past,
ALT has used the unit to cover industrials who had a supply outage for some
reason.
I'm going to continue gathering info on domestic LNG peakshaving plants, etc.
I think the opportunity may lie more in future, more strategically located
peakshaving plants rather than LNG trucking arbitrage.
Please let me know if you have specific questions.
| ||
arnold-j/all_documents/169.
|
subject:
content: why does everybody in this company know my p&l?????
| ||
arnold-j/all_documents/17.
|
subject: Hewlett Packard Conference call on Wireless and Handheld
content: Greg Pyle, Gerry Cashiola:
Per our conversation this morning, the conference call on Wireless and
Handheld Technologies with Peter Goebel will be December 14th from 1:30 -
2:30 PM. Mike Heggamen the HP Solutions architect for wireless and handheld
technologies as well asGerry Cashiola and Greg Pyle will be calling in on the
call.
Conference call purpose: HP would outline their wireless and handheld
technology services and capabilities. Both HP and Enron would discuss their
solutions/strategies in this arena.
Date: December 14th
Time: 1:30-2:30 PM
The call-in number: 1-888-689-5736
Password number: 6146040
If any questions, don't hesitate to contact me.
Sarah-Joy Hunter
Enron Corporation
Global Strategic Sourcing/Business Development
#(713)-345-6541
| ||
arnold-j/all_documents/170.
|
subject: LNG Questions
content: Russ:
A couple of questions
1- Check the DOE Northeast Heating season report. There seem to be a lot
of LNG terminal and facilities in the Northeast. How do they work? What are
the logistics of transportation etc...
2- Arnold's buddy has been looking into the logistics of trucking LNG to CA.
Is this possible? Can investigate the probability?
Thanks
JF
| ||
arnold-j/all_documents/171.
|
subject: wassup
content: Hey freak-o! How have you been? I'm just taking a study break (finals,
ick!) and thought I would say hello. What's new? Have you moved into
your place yet? Let me know if I can come and see it--I'll be home (in
college station) a week from Tuesday...am making a pit stop in Tahoe on
my way home...just gotta get thru these pesky exams first!
Greetings from la-la-land,
eleanor :-)
--
Eleanor Fraser
The Anderson School at UCLA, MBA 2002
Home 310.446.7735
Mobile 310.963.4474
| ||
arnold-j/all_documents/172.
|
subject: Burning Fat
content: ---------------------- Forwarded by John Arnold/HOU/ECT on 12/08/2000 03:48
PM ---------------------------
From: Bill Berkeland @ ENRON 12/08/2000 03:43 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Burning Fat
---------------------- Forwarded by Bill Berkeland/Corp/Enron on 12/08/2000
03:43 PM ---------------------------
From: Jennifer Fraser @ ECT 12/07/2000 02:40 PM
To: Sarah Mulholland/HOU/ECT@ECT, Stewart Peter/LON/ECT@ECT, Niamh
Clarke/LON/ECT@ECT, Alex Mcleish/EU/Enron@Enron, Caroline
Abramo/Corp/Enron@Enron, Mark Smith/Corp/Enron@Enron, Vikas
Dwivedi/NA/Enron@Enron, Bill Berkeland/Corp/Enron@Enron
cc:
Subject: Burning Fat
Vikas - What's the market in nat gas versus lard and heating oil versus olive
oil
---------------------- Forwarded by Jennifer Fraser/HOU/ECT on 12/07/2000
02:39 PM ---------------------------
"Joel K. Gamble" <[email protected]>@wwwww.aescon.com on
12/07/2000 12:33:40 PM
Sent by: [email protected]
To: [email protected]
cc:
Subject: Burning Fat
Some of our food processing factories in the Midwest which have fuel switching
capability find it profitable at these gas prices to burn rendered animal fat
in
lieu of natural gas. Apparently, the doesn't hurt the boiler machinery. One
of
the guys responsible for this move did a back of the envelope calculation and
found that at $8.00 / Dth NG prices it was even profitable to buy olive oil in
bulk as a heating fuel. They haven't used veggie oil yet but are considering
it. Anyone else hear any stories of end users switching to unusual fuels?
Regards
| ||
arnold-j/all_documents/173.
|
subject: Burning Fat
content: ---------------------- Forwarded by Bill Berkeland/Corp/Enron on 12/08/2000
03:43 PM ---------------------------
From: Jennifer Fraser @ ECT 12/07/2000 02:40 PM
To: Sarah Mulholland/HOU/ECT@ECT, Stewart Peter/LON/ECT@ECT, Niamh
Clarke/LON/ECT@ECT, Alex Mcleish/EU/Enron@Enron, Caroline
Abramo/Corp/Enron@Enron, Mark Smith/Corp/Enron@Enron, Vikas
Dwivedi/NA/Enron@Enron, Bill Berkeland/Corp/Enron@Enron
cc:
Subject: Burning Fat
Vikas - What's the market in nat gas versus lard and heating oil versus olive
oil
---------------------- Forwarded by Jennifer Fraser/HOU/ECT on 12/07/2000
02:39 PM ---------------------------
"Joel K. Gamble" <[email protected]>@wwwww.aescon.com on
12/07/2000 12:33:40 PM
Sent by: [email protected]
To: [email protected]
cc:
Subject: Burning Fat
Some of our food processing factories in the Midwest which have fuel switching
capability find it profitable at these gas prices to burn rendered animal fat
in
lieu of natural gas. Apparently, the doesn't hurt the boiler machinery. One
of
the guys responsible for this move did a back of the envelope calculation and
found that at $8.00 / Dth NG prices it was even profitable to buy olive oil in
bulk as a heating fuel. They haven't used veggie oil yet but are considering
it. Anyone else hear any stories of end users switching to unusual fuels?
Regards
| ||
arnold-j/all_documents/174.
|
subject: re:summer inverses
content: i suck-hope youve made more money in natgas last 3 weeks than i have. mkt shud
be getting bearish feb forward-cuz we already have the weather upon us-fuel
switching and the rest shud invert the whole curve not just dec cash to jan
and
feb forward???? have a good weekend john
| ||
arnold-j/all_documents/175.
|
subject: Big news!
content: I'm not sure if you have heard our fun news yet, but Rob and I are moving to
Boston at the first of the year!!
I will be working remotely for HBK while looking for something new up there.
Rob is continuing his career with Fidelity, though in a much more convenient
location. The only downside is he will actually have to go into the office
every day!
We would love to see everybody before we leave, though it may not be
possible with the holidays. I'll be back in Dallas once a week in January
and February, so we could plan to get together during one of those trips.
But before that time, Rob and I will be with a group of friends from HBK at
Martini Ranch on Thursday, December 14th right after work. I'm sure we'll
be there late, given my love of martinis, so please stop by if you can.
Regardless, I really want to stay in touch with my Texas friends, so make
sure and send me your updated contact information if anything has changed in
the last year. Please pass this on to people who I may have inadvertently
missed or I did not have their current email address.
Cheers,
Heather Robertson
P.S.
By the way, our house is on the market right now, so if you know of anyone
looking, please tell them about it. The address is 6815 Vivian Avenue,
Dallas, 75223 and can be seen on www.ebby.com.
| ||
arnold-j/all_documents/176.
|
subject:
content: A funny story:
Because Access was up 75 cents last night, Nymex made a trading limit of
unchanged to +150. After 20 minutes of trading, we were at unchanged and the
exchange stopped trading for an hour.
Rappaport, the exchange president, was standing by to make sure everything
was orderly. Obviously, the locals weren't too happy about the exchange
closing. One yelled at Rappaport...
"Why don't you take your million dollar bonus and go buy Enron stock"
| ||
arnold-j/all_documents/177.
|
subject:
content: Please plan on attending the "Options" meeting scheduled:
DATE: Thursday, December 14, 2000
TIME: 4 - 5 pm
LOCATION: Conference Room
EB2710
TOPIC: Options Web Client & End Game
ATTENDEES: Andy Zipper
Jay Webb
John Arnold
Mike Maggi
Savita Puthigai
Teresa Smith
If you are unable to attend, contact me at extension 3-9975
Lydia
| ||
arnold-j/all_documents/178.
|
subject: Dynegy Direct ID request
content: John -
Dynegy Direct has you listed as the administrator for their system. Please
set up the following East Desk traders for execute authority. I can
communicate the login id's and passwords to the individual traders when the
process is completed.
Thank You,
Scott
Scott Neal
Dick Jenkins
Dan Junek
Scott Hendrickson
Susan Pereira
Andy Ring
Jared Kaiser
Tammi Depaolis
Vicki Versen
Judy Townsend
Chris Germany
Scott Goodell
| ||
arnold-j/all_documents/179.
|
subject: re:summer inverses
content: they are crazy but mite have to scale in which i have a little and have some
sort of length on,sprd length in the front to hedge weather risk-if ny stays 5
bucks or so above hub seems hard to think jan /feb gonna fall much. also know
aron and some of them "pre rolled" jan/feb goldman rolls not sure if they bot
em
back, start pxing tomorrow.doubt they have much any impact on the sprd.
am a bit worried as are most what we must be doing to industrial
demand,switching at huge px sprds. tend to think ealry mid jan y on y stx gap
will fall do to aforementioned and rationing this mkt gonna fall-who knows
from
what levels?? thots when you have a chance. distillate mkt save for addional
demand it shud be getting from natgas switching wud have been in trouble i
think
so it will stay discount to gas
[email protected] on 12/07/2000 06:38:53 AM
To: Steve LaFontaine/GlobalCo@GlobalCo
cc:
Fax to:
Subject: re:summer inverses
seems crazy. if you're willing to ride it for a few cents against you it's
a great trade. who knows where they're going in th eshort term though
[email protected] on 12/01/2000 09:57:30 AM
To: [email protected]
cc:
Subject: re:summer inverses
johnnny-you think these inverses ready to get sold yet? to me its all a
timing
issue but aug/oct at 4-5 cts seems rich rich for injection season. only
issue is
when to go?
| ||
arnold-j/all_documents/18.
|
subject: Re: Presentations to Compaq manufacturing and treasury executives,
content: Jennifer:
Can Alan Engberg have an alternate at the meeting? Lee Jackson could do a
great job -- he wrote the recent article on plastics and petrochemicals which
came out in the last Analyst/Associate Encounter newsletter.
SJ
---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 12/01/2000
11:56 AM ---------------------------
Alan Engberg@ECT
12/01/2000 11:53 AM
To: Sarah-Joy Hunter/NA/Enron@ENRON
cc:
Subject: Re: Presentations to Compaq manufacturing and treasury executives,
December 14 from 2-3 PM
I have a conflict that day - both Doug and I will be in NYC. Let me know if
you want an alternate, perhaps Lee Jackson.
Thanks,
Alan
Sarah-Joy Hunter@ENRON
11/30/2000 06:17 PM
To: Alan Engberg/HOU/ECT@ECT
cc:
Subject: Presentations to Compaq manufacturing and treasury executives,
December 14 from 2-3 PM
FYI: A meeting agenda and listing of Compaq attendees will be e-mailed the
week of December 11th!
---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 11/30/2000
06:16 PM ---------------------------
Sarah-Joy Hunter
11/30/2000 06:11 PM
To: Bruce Harris/NA/Enron@Enron, Harry Arora/HOU/ECT@ECT, Alan
Engberg/HOU/ECT@ECT
cc: Jennifer Medcalf/NA/Enron@Enron, Colleen Koenig/NA/Enron@Enron
Subject: Presentations to Compaq manufacturing and treasury executives,
December 14 from 2-3 PM
Bruce, Harry, Alan:
Jennifer Stewart Medcalf has asked me to invite you to a meeting with Compaq
executives from their manufacturing and treasury divisions from 2-3 PM on
December 14th in 3 Allen Center 11C1. You would have the opportunity to
present your business propositions to these senior executives -- about 15
minutes each.
Please e-mail me your confirmations. We will have an LCD projector so you
can bring your presentations on laptop and just hook up at 2PM. Please feel
free to bring paper copies of your presentations to hand out at the meeting.
Thanks.
Sarah-Joy Hunter
713-345-6541
| ||
arnold-j/all_documents/180.
|
subject: Re: microphone to houston
content: i think it is something we need to do. please set it up
Caroline Abramo@ENRON
11/14/2000 11:06 AM
To: John Arnold/HOU/ECT@ECT
cc: Per Sekse/NY/ECT@ECT
Subject: microphone to houston
John-
What do you think of getting a direct mic from New York to Houston as soon as
possible? We had one at my last employer from NY to London which worked
great. You can tun it on or off but it allows us to communicate without
getting on the darn phone - I am sure its a total annoyance to pick us up.
The steno is still a phone to me and its not recorded.
We could keep it between you and Mike.
We are getting a few more funds to trade now- some program guys among them
who will need quicker execution. I know you and Per have discussed the idea
of them calling you direct but I think, for now, the mic is a better answer.
I can sit down with you when I am down there to discuss and give you an
update of who we are planning to trade with.
Best Rgds,
Caroline
| ||
arnold-j/all_documents/181.
|
subject: re:summer inverses
content: seems crazy. if you're willing to ride it for a few cents against you it's a
great trade. who knows where they're going in th eshort term though
[email protected] on 12/01/2000 09:57:30 AM
To: [email protected]
cc:
Subject: re:summer inverses
johnnny-you think these inverses ready to get sold yet? to me its all a timing
issue but aug/oct at 4-5 cts seems rich rich for injection season. only issue
is
when to go?
| ||
arnold-j/all_documents/182.
|
subject: Re: mar/apr
content: don't know. think a little bit of everyone as the storage guys own it all.
[email protected] on 12/05/2000 09:37:01 AM
To: [email protected]
cc:
Subject: mar/apr
im so sick for getting out of that-john who 's getting squeezed on the mar?
hope
its not you. pretty sure it isnt so safe to ask you?
|
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