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arnold-j/all_documents/273.
|
subject: Re:
content: i heard he's interviewing to be Shankman's right hand man
Jennifer Burns
10/20/2000 02:12 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject:
I saw Bill Perkins today, he was on 33. I heard someone call my name and I
was like hey Bill. Weird huh?
| ||
arnold-j/all_documents/274.
|
subject:
content: Andy:
I tried to open EOL at 4 on Sunday, but we had systems problems that delayed
the opening until 6:05. This is the third time in four or five sessions when
EOL had problems on Sunday. Anything you can do to improve reliability would
be appreciated.
John
| ||
arnold-j/all_documents/275.
|
subject: Re: How are you today
content: Adam:
Hope your interview goes well. Things are going crazy in the gas market so,
unfotunately, I'm stuck at my desk and can't go up for interviews.
As far as the interview goes, my advise would be the same as any interview.
Be confident. Answer the question asked. Don't be afraid to say you don't
know but don't make excuses. Express interest in why you find Enron
appealing compared to the other 100 companies interviewing.
The trading training program is still in the works. Few people outside the
trading area are even aware of its existence at this point so I wouldn't ask
any questions about it in the interviews. If you receive an offer, it would
probably be for a normal analyst position with the opportunity to enter the
training program when you arrive. Not sure about that last statement
though. The training program is geared towards our two most mature and pure
trading business areas: gas and power. There are still a large number of
other trading spots in our developing commodities side that would not fall
under the program. That's a function of the program being developed by the
head of these two businesses. Not ready to take it corporate-wide yet.
Write me about how your interviews went.
Good luck:
John
"Adam Bayer" <[email protected]> on 10/19/2000 03:28:57 PM
To: <[email protected]>
cc:
Subject: How are you today
Hi John,
How are you today? You must be pleased with Enron's most recent numbers.
Could you tell me a little more about the trading training program? You
mentioned you wanted to expand it to two years, but what does the extra year
entail? I have been selected for an interview next Monday, and I look
forward to seeing you again. Do you have any tips on approaching the
interview process? I have poured over the company website, and if you have
any tips I would love to hear them.
Thanks for your time, and I hope to see you Monday.
Cordially,
Adam Bayer
| ||
arnold-j/all_documents/276.
|
subject: Re: Mexico Industrial
content: Hello:
I received this by mistake.
Rick Curry <[email protected]> on 10/21/2000 05:45:42 PM
To: Jennifer Stewart Arnold <[email protected]>
cc:
Subject: Mexico Industrial
> MIHC is a consulting firm with offices in Mexico City and
> Los Angeles. We specialize in assisting foreign national
> corporations with regard to their real estate interest in
> Mexico.
>
> Currently our M,xico City office is representing a client
regarding the disposition of their surplus corporate assets in
country.
>
> They have three properties which may be might be of
> interest.
>
> 1. Light to Heavy Industrial building in Tula, Hidalgo (a
> well-populated industrial valley roughly 50 miles north of
> Mexico City). Deluxe all brick and concrete building is
> approximately 98,500 square feet with clear span ceiling
> height in excess of 30 ft. The site includes adjacent land,
> which would allow more than doubling the size of facility.
> Located in front of the PEMEX Hidalgo refinery /
> petrochemical plant and a Thermoelectric power generating
> station. Factory is equipment ready and could be in full
> production quickly.
>
> 2. Housing complex built for the Tula factory supervisory
> personnel consists of 32 three-bedroom garden style
> townhouse apartments and an independent eight bedroom
> extended stay dormitory for engineers. In a separately
> enclosed compound is a 3,800 square foot deluxe residence
> with 4-car garage designed for the plant manager or visiting
> officials. The property contains appropriate recreational
> and sports areas for families. It is entirely gated and
> fully secured.
>
> 3. Development site City of Puebla. This highly visible 8.7
> acres of flat land fronts the Puebla-Mexico City
> superhighway at a formal exit. It is at the entrance corner
> to an industrial area of other trans-national manufactures.
> Site is located approximately 5.5 miles north of the
> Volkswagen assembly plant.
>
> Prefer selling items 1 & 2 as a package, but will entertain
> separate offers. Would also consider long term lease with a
> creditworthy corporate tenant.
>
> With respect to item 3, a build to suit, again a
> long-term lease with a credit worthy corporate tenant is
> possible.
>
> All properties are surplus assets and therefore very
> aggressively priced. Factory and housing offered at
> substantially below replacement cost.
>
> For more information on these items and other services we
> provide in Mexico please visit our web site.
>
> http://www.MIHC.com.mx
>
> In the US:
>
> Rick Curry
> General Counsel
> MIHC - Los Angeles
> PH 213-308-0300
> email to: [email protected]
>
> In Mexico:
>
> Ari Feldman, CCIM, SIOR, CIPS
> Director General
> MIHC - Mexico City
> Phone from the US (011) (52) 5286-3458
> email to: [email protected]
| ||
arnold-j/all_documents/277.
|
subject: Re:
content: 6 months severence minus any errors
Jennifer Shipos
10/20/2000 03:22 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject:
How about 6 months severance? Do you think you can work that out for me?
| ||
arnold-j/all_documents/278.
|
subject:
content: if only i didn't have a position today I'd be ok
| ||
arnold-j/all_documents/279.
|
subject: Re: Look at what I found
content: think you're pretty clever, don't you?
"Jennifer White" <[email protected]> on 10/18/2000 04:03:59 PM
To: [email protected]
cc:
Subject: Look at what I found
http://www.fortune.com/fortune/fastest/stories/0,7127,CS|52390-2,00.html
___________________________________________________________________
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/28.
|
subject: Re: Vulcan Signs
content: Dan,
Thank you for the opportunity. I am open today until 2:30 (I have meetings
from 3:00 - 5:00), or tomorrow before noon, and after 4:00. Wednesday also
looks good (you pick)!
Thanks!
Jeff
Daniel Coleman
12/04/2000 10:52 AM
To: Jeff Youngflesh/NA/Enron@ENRON
cc: Craig H Brown/NA/Enron@Enron
Subject: Vulcan Signs
Jeff,
Please review the note below, and let's discuss at your convenience.
Daniel Coleman, C.P.M.
Enron Global Strategic Sourcing
Sourcing Portfolio Leader - Construction Services
(713) 646-7028
----- Forwarded by Daniel Coleman/NA/Enron on 12/04/2000 10:51 AM -----
Bob Hamlin <[email protected]>
11/02/2000 04:26 PM
To: "'[email protected]'" <[email protected]>
cc:
Subject: Change Places
Hello
I hear from Leonard that he had a very good meeting with you last week in
Houston. We are hearing from quite a few people and the business is
beginning to flow. On that subject Leonard did pass on to me that the
signed contract is "on the way".
The purpose of this e-mail is inquire about Enron's ability to
provide/supply natural gas to our company. We consume quite a bit of
natural gas relatively speaking in our aluminum furnace. I believe last
year we spent about $500,000.
As we both know the price of natural gas is rising. It never hurts to check
and see if better deals are out there. If this is of any interest, please
pass on to the appropriate person/group who would handle. The can contact
me first and then I will turn over to our person here. Thanks
Bob Hamlin
Vice President
Vulcan Utility Signs & Products
800-426-1314
| ||
arnold-j/all_documents/280.
|
subject:
content: rajib:
The following are my bids for the asian option:
GQ 1 : .41
GQ 2 : .63
GQ 3 : .57
| ||
arnold-j/all_documents/281.
|
subject: Re: BNP PARIBAS Commodity Futures Weekly AGA Survey
content: 34
[email protected] on 10/18/2000 08:21:15 AM
To: [email protected]
cc:
Subject: BNP PARIBAS Commodity Futures Weekly AGA Survey
Good Morning,
Just a reminder to get your AGA estimates in by Noon EST (11:00 CST) TODAY.
Last Year +42
Last Week +62
Thanks,
Michael Byrne
BNP PARIBAS Commodity Futures
______________________________________________________________________________
_______________________________________________________
Ce message et toutes les pieces jointes (ci-apres le "message") sont etablis
a l'intention exclusive de ses destinataires et sont confidentiels. Si vous
recevez ce message par erreur, merci de le detruire et d'en avertir
immediatement l'expediteur.
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diffusion ou toute publication, totale ou partielle, est interdite, sauf
autorisation expresse.
L'internet ne permettant pas d'assurer l'integrite de ce message, BNP PARIBAS
(et ses filiales) decline(nt) toute responsabilite au titre de ce message,
dans l'hypothese ou il aurait ete modifie.
------------------------------------------------------------------------------
----
This message and any attachments (the "message") are intended solely for the
addressees and are confidential. If you receive this message in error, please
delete it and immediately notify the sender.
Any use not in accord with its purpose, any dissemination or disclosure,
either whole or partial, is prohibited except formal approval.
The internet can not guarantee the integrity of this message. BNP PARIBAS
(and its subsidiaries) shall (will) not therefore be liable for the message
if modified.
______________________________________________________________________________
_______________________________________________________
| ||
arnold-j/all_documents/282.
|
subject:
content: can you find out if the tech group has scheduled installation of a dsl line
in my apartment?
| ||
arnold-j/all_documents/283.
|
subject: Re: mkts
content: It's funny the spreads in gas. First, in gas, you can play the seasonality
game. Does anybody want to buy M/N at 1 back. No, of course not. But in
crude, m/n at .10 back is normal. definitely a game as you try to keep month
on month spreads somewhat within reason while preserving year on year spreads
and creating equilibrium for where cal 2 on back hedging and spec demand is.
that's why cal 2 is as high as it is.
when was the last time the most bullish part of the nat gas curve was prompt
month. i can't remember w/o looking at charts. it's always the mentality
of: if it's tight now what about July or what about winter. i think that's
why the winter spreads are a piece. the z/f/g fly is interesting. i think
z/f can and will settle backw. just a high prob it goes cantango first.
Still seeing sellside interest in term. definitely a result of pira. will
probably get absorbed in the next two weeks as everybody forgets about them
and watches the front of the curve. previous to that conference, the
producers just didnt want to sell anything. tired of writing us a big check
every month.
so not only am i in on weekends, but they just put a computer in my house so
i can work at home at night. it's really my only time to sit and think
without the phones and eol going crazy. they better pay me for the decline
in my lifestyle .
[email protected] on 10/15/2000 09:26:31 PM
To: [email protected]
cc:
Subject: Re: mkts
what is a young pup like you doing working on saturday? yea ill check again
the
numbers but pretty sure they said +3 bcf by dec. ill let you know/its been
along week/weekend of partying in ny so my memory mite be failing me. i know
this isnt same as crude-less mature but getting there so im always wondering
if/when the mentality will start to go more that way-ie inverses shud be for
only 1 reason-that supply/demand balance will get less tite than it is today.
some length has gotten out of winter sprds but i know from a few i talk
too
they still in-im out even slitely short not much cuz i think growing
deliverabilty if it occurs is bearish the sprds-and 30 cts inverses will be
hard
to maintain unless we have crazy weather. we're only 2 weeks from withdrawel
period so unitl i see cash backwardate im not gonna be bullish these sprds
until
all the length bails.
your rite on the mkt-the anticipation is in the mkt-you gotta have flat px
to make money,my approach in the short term as well. that said everyone at
pira
including pira all bull bull the winter-will be good i think for a
win/sum01/win02 inverse play even tho its not cheap.
fyi-pira also bearish crude-not saying they rite but will have impact on
natgas producers sentiment short term-esp as mideast starts to fiad. for you
be
careful of the politics effecting heating oil, natgas watching too. there will
be some action in my opinion next 4 weeks by govt that cud impact ho futs
negatively and therefore may roll to natgas-ie if ho goes a big discount to
natgas before any major cold-gas will get hit i think. if i hear anything on
oil
side ill be happy to pass it on-apprec comment on producers not that im
surpirsed, wonder if they start going out further esp with forward sparks
getting hit lately??
good luck man-talk soon. pira was good. you go next year ill set up you
some
interesting people,good to network cuz we never know where we'll end up.
by the way-you bullish sum 02/win 02 or are you rolling a short? non of my
biz but i was on the other side-ill add if it narrows more. inkjections next
summer will be huge albeit from low stx-curve will mean revert eventually.
| ||
arnold-j/all_documents/284.
|
subject: Video for Enron Management Conference
content: Please call her and schedule
---------------------- Forwarded by John Arnold/HOU/ECT on 10/17/2000 06:52
PM ---------------------------
MARGE
NADASKY
10/17/2000 08:53 AM
To: Danny McCarty/ET&S/Enron@Enron, Shelley Corman/ET&S/Enron@ENRON, Bill
Cordes/ET&S/Enron@ENRON, John Arnold/HOU/ECT@ECT, Janet R
Dietrich/HOU/ECT@ECT, Gene Humphrey/HOU/ECT@ECT, Michael Kopper/HOU/ECT@ECT,
Paul Racicot/Enron Communications@Enron Communications, Ed Smida/Enron
Communications@Enron Communications, Mark Palmer/Corp/Enron@ENRON, Dan
Leff/HOU/EES@EES, Elizabeth Tilney/HOU/EES@EES, Marty Sunde/HOU/EES@EES,
Charlene Jackson/Corp/Enron@ENRON, Kirk
McDaniel/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT
cc: Terrie James/Enron Communications@Enron Communications
Subject: Video for Enron Management Conference
We need you -- for the Management Conference video
We are working with the Office of the Chairman in preparing a video that
celebrates how Enron has reinvented itself many times over in the last 15
years, which is the theme of this year's Enron Management Conference. We
will be videotaping members of the Enron Executive Committee this week who
will be sharing and swapping stories with each other about Enron's past.
Then we will fast forward to today -- that's where you come in. We want each
of you to talk about what you and your group are doing right now that
represent how Enron continues to change and reinvent itself.
We will be videotaping October 24 and 25 in EB-50M05. Please call or e-mail
Marge Nadasky on Ext. 36631 as soon as possible to schedule a time that works
best for you on either of these days. We expect the taping will only take 20
minutes or so.
Again, your comments will help make this video fun and informative. Thanks
for your participation.
| ||
arnold-j/all_documents/285.
|
subject: Re: congrats
content: We both thank you
From: Jennifer Fraser 10/17/2000 06:12 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: congrats
Dutch ( as you know ) is great.
I am very happy for him and you
JF
| ||
arnold-j/all_documents/286.
|
subject: Re: Hi
content: So, what is it? And by the way, don't start with the excuses. You're
expected to be a full, gourmet cook.
Kisses, not music, makes cooking a more enjoyable experience.
"Jennifer White" <[email protected]> on 10/17/2000 04:19:20 PM
To: [email protected]
cc:
Subject: Hi
I told you I have a long email address.
I've decided what to prepare for dinner tomorrow. I hope you aren't
expecting anything extravagant because my culinary skills haven't been
put to use in a while. My only request is that your stereo works. Music
makes cooking a more enjoyable experience.
Watch the debate if you are home tonight. I want a report tomorrow...
Jen
___________________________________________________________________
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/287.
|
subject: Re: Thursday meeting
content: sure, stop by and we'll arrange a place to meet. If you come by during
trading hours though, I can only say hi for a couple seconds.
"Mark Sagel" <[email protected]> on 10/17/2000 05:20:14 PM
To: <[email protected]>
cc:
Subject: Re: Thursday meeting
That sounds fine. Would you like to meet at your office and go from there?
By the way, I will be in your office earlier in the afternoon for a meeting.
Perhaps I can stop over to say hello. ----- Original Message -----
From: <[email protected]>
To: <[email protected]>
Sent: Tuesday, October 17, 2000 5:53 PM
Subject: Re: Thursday meeting
how about 6:00 for drinks
"Mark Sagel" <[email protected]> on 10/17/2000 04:34:56 PM
To: "John Arnold" <[email protected]>
cc:
Subject: Thursday meeting
Hey John:
When you have a chance, let me know what time works for us to get together
Thursday. Thanks,
Mark Sagel
Psytech Analytics
| ||
arnold-j/all_documents/288.
|
subject: Re: Thursday meeting
content: how about 6:00 for drinks
"Mark Sagel" <[email protected]> on 10/17/2000 04:34:56 PM
To: "John Arnold" <[email protected]>
cc:
Subject: Thursday meeting
Hey John:
?
When you have a chance, let me know what time works for us to get together
Thursday.? Thanks,
?
Mark Sagel
Psytech Analytics
| ||
arnold-j/all_documents/289.
|
subject: Re:
content: I've got a "strategy" mtg from 3:00 - 5:00. It's very important. I've got
to strategize about things. Not sure about exactly what. Just things.
From: Margaret Allen@ENRON on 10/17/2000 01:13 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re:
Other than the fact that we desparately need your unbelieveably
marketing-savvy person up here - no. What's going on in the trading world?
Maybe I'll have to mosey on down there later today. Is it busy?
| ||
arnold-j/all_documents/29.
|
subject: Vengas venue / Venezuela
content: ---------------------- Forwarded by Jennifer N Stewart/NA/Enron on 12/04/2000
11:09 AM ---------------------------
Don Hawkins
12/04/2000 10:51 AM
To: Jennifer N Stewart/NA/Enron@Enron
cc: George Wasaff/NA/Enron@Enron
Subject: Vengas venue / Venezuela
Jennifer, thanks for making Colleen available to Jim, She did an excellent
job.
Don
---------------------- Forwarded by Don Hawkins/OTS/Enron on 12/04/2000 10:51
AM ---------------------------
From: Jim Rountree 12/04/2000 07:50 AM
To: Don Hawkins/OTS/Enron@Enron, Jennifer N Stewart/NA/Enron@Enron
cc:
Subject: Vengas venue / Venezuela
I want to pass on my sincere appreciation for the excellent work and
assistance from Colleen Koenig during last weeks crisis management program in
Venezuela. Colleen was more than helpful and provided services that I found
invaluable. She was extremely well liked by the senior management of Vengas
and spent a great deal of time with them in creating an environment conducive
to teamwork and productivity. Her language skills, knowledge and personality
provided an incredible resource. Thanks for allowing my program her services
and I look forward to working with her again in the future.
Jim Rountree
| ||
arnold-j/all_documents/290.
|
subject:
content: anything new in the world of marketing?
| ||
arnold-j/all_documents/291.
|
subject: Re: Margin Lines
content: yea, how about 3:30?
Sarah Wesner@ENRON
10/16/2000 10:21 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Margin Lines
Are you around today? I need to talk to you about some things. Sarah
| ||
arnold-j/all_documents/292.
|
subject: Re: John Arnold's PC
content: how about 4:00?
Ina Rangel
10/16/2000 11:03 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: John Arnold's PC
John,
When would be a good time for you. After work maybe?
Ina
---------------------- Forwarded by Ina Rangel/HOU/ECT on 10/16/2000 11:02 AM
---------------------------
DON ADAM @
ENRON
10/16/2000 10:06 AM
To: Ina Rangel/HOU/ECT@ECT
cc:
Subject: John Arnold's PC
Ina,
Could you please have John email you the directions to his house and when
would be a good time to come by and install the equipment? Thanks.
Don
| ||
arnold-j/all_documents/293.
|
subject: Executive Reports Viewer: NEW LOCATION
content: I can't get into this....any ideas?
---------------------- Forwarded by John Arnold/HOU/ECT on 10/14/2000 05:12
PM ---------------------------
Christa Winfrey
10/06/2000 06:00 PM
To: Chris Abel/HOU/ECT@ECT, Darin Talley/Corp/Enron@ENRON, Alisa
Green/HOU/ECT@ECT, Eugenio Perez/HOU/ECT@ECT, Faith Killen/HOU/ECT@ECT, Gary
Hickerson/HOU/ECT@ECT, Gary Stadler/Enron Communications@Enron
Communications, Greg Whalley/HOU/ECT@ECT, Cliff Baxter/HOU/ECT@ECT, John J
Lavorato/Corp/Enron@Enron, John Sherriff/LON/ECT@ECT, Kevin Hannon/Enron
Communications@Enron Communications, Kimberly Hillis/HOU/ECT@ect, Kevin M
Presto/HOU/ECT@ECT, Michael Benien/Corp/Enron@ENRON, Mark Frank/HOU/ECT@ECT,
Mark E Haedicke/HOU/ECT@ECT, Michael E Moscoso/HOU/ECT@ECT, Patricia
Anderson/HOU/ECT@ECT, Raymond Bowen/HOU/ECT@ECT, Rick Buy/HOU/ECT@ECT, Rudi
Zipter/HOU/ECT@ECT, Sally Beck/HOU/ECT@ECT, Shona Wilson/NA/Enron@Enron, Tim
Belden/HOU/ECT@ECT, Trey Hardy/HOU/ECT@ect, Tammy R Shepperd/HOU/ECT@ECT,
Veronica Valdez/HOU/ECT@ECT, William S Bradford/HOU/ECT@ECT, Wes
Colwell/HOU/ECT@ECT, Bjorn Hagelmann/HOU/ECT@ECT, Brent A Price/HOU/ECT@ECT,
David W Delainey/HOU/ECT@ECT, Mark Frevert/NA/Enron@Enron, Jeffrey A
Shankman/HOU/ECT@ECT, Cassandra Schultz/NA/Enron@Enron, Daniel
Falcone/Corp/Enron@ENRON, Frank Hayden/Corp/Enron@Enron, Frank
Prejean/HOU/ECT@ECT, James New/LON/ECT@ECT, John L Nowlan/HOU/ECT@ECT, Kevin
Beasley/Corp/Enron@ENRON, Kevin Sweeney/HOU/ECT@ECT, Liz M
Taylor/HOU/ECT@ECT, Minal Dalia/HOU/EES@EES, Nelson Bibby/LON/ECT@ECT, Scott
Earnest/HOU/ECT@ECT, Scott Tholan/Corp/Enron@Enron, Thomas Myers/HOU/ECT@ECT,
George McClellan/HOU/ECT@ECT, Eric Groves/HOU/ECT@ECT, John
Massey/HOU/ECT@ECT, Jeff Smith/HOU/ECT@ECT, Kevin McGowan/Corp/Enron@ENRON,
Mason Hamlin/HOU/ECT@ECT, Kenneth Lay/Corp/Enron@ENRON, Joseph W
Sutton@Enron, Jeffrey K Skilling@Enron, LaCrecia Davenport/Corp/Enron@Enron,
Rebecca Phillips/HOU/ECT@ECT, Ted Murphy/HOU/ECT@ECT, Stacey W
White/HOU/ECT@ECT, Vladimir Gorny/HOU/ECT@ECT, Daniel Reck/HOU/ECT@ECT, Sunil
Dalal/Corp/Enron@ENRON, Fletcher J Sturm/HOU/ECT@ECT, Gabriel
Monroy/HOU/ECT@ECT, Robin Rodrigue/HOU/ECT@ECT, Brian Redmond/HOU/ECT@ECT,
Christopher F Calger/PDX/ECT@ECT, Cheryl Dawes/CAL/ECT@ECT, W David
Duran/HOU/ECT@ECT, Georgeanne Hodges/HOU/ECT@ECT, Jim Coffey/HOU/ECT@ECT,
Janet R Dietrich/HOU/ECT@ECT, Jeff Donahue/HOU/ECT@ECT, Julie A
Gomez/HOU/ECT@ECT, Jill Louie/CAL/ECT@ECT, Jean Mrha/NA/Enron@Enron, Jere C
Overdyke/HOU/ECT@ECT, Jody Pierce/HOU/ECT@ECT, John Thompson/LON/ECT@ECT,
Kathryn Corbally/Corp/Enron@ENRON, Laura E Scott/CAL/ECT@ECT, Michael S
Galvan/HOU/ECT@ECT, Michael Miller/EWC/Enron@ENRON, Mark Tawney/HOU/ECT@ECT,
Paula McAlister/LON/ECT@ECT, Richard Lydecker/Corp/Enron@Enron, Rodney
Malcolm/HOU/ECT@ECT, Rob Milnthorp/CAL/ECT@ECT, Scott Josey/Corp/Enron@ENRON,
Andrea V Reed/HOU/ECT@ECT, Brenda F Herod/HOU/ECT@ECT, Chris
Komarek/Corp/Enron@Enron, Cris Sherman/HOU/ECT@ECT, David Leboe/HOU/ECT@ECT,
Gail Tholen/HOU/ECT@ECT, Greg Whiting/Corp/Enron@ENRON, Herman
Manis/Corp/Enron@ENRON, Hope Vargas/HOU/ECT@ECT, Lon Draper/CAL/ECT@ECT, Mary
Lynne Ruffer/HOU/ECT@ECT, Stanley Farmer/Corp/Enron@ENRON, Stephen
Wolfe/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT,
Jonathan McKay/CAL/ECT@ECT, Jim Schwieger/HOU/ECT@ECT, Mike
Grigsby/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT,
Thomas A Martin/HOU/ECT@ECT, Andrew, Andrew R Conner/HOU/ECT@ECT, Bob
Crane/HOU/ECT@ECT, John Jacobsen/HOU/ECT@ECT, Matthew Adams/Corp/Enron@ENRON,
Steven Kleege/HOU/ECT@ECT, Tracy Beardmore/NA/Enron@Enron, Robert
Richard/Corp/Enron@ENRON, Timothy M Norton/HOU/ECT@ECT, Michael
Nguyen/HOU/ECT@ECT, D Todd Hall/HOU/ECT@ECT, Eric Moon/HOU/ECT@ECT, Jenny
Latham/HOU/ECT@ECT, Valarie Sabo/PDX/ECT@ECT, Monica Lande/PDX/ECT@ECT, Vince
J Kaminski/HOU/ECT@ECT
cc: Vern Vallejo/HOU/ECT@ECT, Sally Chen/NA/Enron@Enron, Annemieke
Slikker/NA/Enron@Enron, Kristin Walsh/HOU/ECT@ECT
Subject: Executive Reports Viewer: NEW LOCATION
As of midnight, Saturday, October 7th, the Executive Reports Viewer will no
longer be accessible at its current location, due to IT modifications. The
system has been redesigned to allow access via Internet Explorer (you cannot
use Netscape). The new location is http://ersys.corp.enron.com.
This change will ONLY affect the viewing of the reports; it will NOT impact
the publishing of the reports.
A shortcut icon can be created by dragging the Internet Explorer Logo
(located in the address field next to the URL) to the desktop.
If you have any questions, please do not hesitate to call Kristin Walsh at
3-9510 or myself at 3-9307.
Thank you for your understanding,
Christa Winfrey
| ||
arnold-j/all_documents/294.
|
subject: Re: Sunday Trading
content: Savita:
A couple of issues:
1. I'm having trouble setting a syncopated basis child of a syncopated basis
child (grandchild). Is this not currently allowed by the system?
2. I have a lot of counterparties whom click on hub gas daily when they
meant to trade nymex. Although I would like the nymex filter to bring gas
dailies, is there anyway to separate them a little more clearly. Eventually
I would like to run all my products in parallel with gas daily, but I'm
restricted right now by issue #1.
Please advise,
John
| ||
arnold-j/all_documents/295.
|
subject: Re: Last night
content: Oh yea, I always get those two places confused.
From: Margaret Allen@ENRON on 10/13/2000 04:26 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re: Last night
I thought we agreed to Denny's tonight after Rick's?!
| ||
arnold-j/all_documents/296.
|
subject: Re: mkts
content: pira's certainly got the whole market wound up. I've seen a wave of producer
selling for the first time in two months over the past two days. Most
selling Cal 1 off the back of Pira. Pira certainly commands a lot of respect
these days. Too much, probably.
The problem with all these bull spreads (ie F-H) is the thought process in
natty is that if Jan is strong, just think what happens when you get to March
and run out of gas. The spread game is very different than playing crude.
These spreads haven't moved for the past 1000 point runup. You know there
were guys bullish this market trying to play it with spreads and haven't made
a penny.
Just to clarify, Pira said 3 bcf y on y for Z1? That seems hard to believe.
[email protected] on 10/13/2000 09:42:43 AM
To: [email protected]
cc:
Subject: mkts
cmon give me some credit-you think ive been doing this this long w/out know
who's doing what! im i ny for the pira conference-thyre pretty bearish cal 01
and 02-will be interesting to see if/when the producers start to take that to
heart. here's one for you to think about... of pira's rite-ie production gonna
be up 1-1.5 bcf by year end. does increased deliverabilty mean these winter
sprds in producing areas-ie jan-apr and the fact the mkts gonna be more
concerened about running out in march than in jan suggest big invererese will
not be sustainable but will happen only on a weather event??? be curoius your
thots-i maybe thinking too much but makes some sense to me-have a good weekend
johnny.
pira says decm 01 prod up 3 bcf y on y!
| ||
arnold-j/all_documents/297.
|
subject: Re: Last night
content: of course...
just kidding. Aldo's next week. you're done. Open up your checkbook baby.
From: Margaret Allen@ENRON on 10/13/2000 03:45 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re: Last night
am i being ignored?
| ||
arnold-j/all_documents/298.
|
subject: Re:
content: Jerk
From: Jeffrey A Shankman 10/13/2000 08:49 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject:
Give me a C
Give me an N
Give me an R
Give me an S
What do you have? A Quarter!
| ||
arnold-j/all_documents/299.
|
subject: Re: Last night
content: Lady, c'mon...you're just one of the guys! Wanna go to Treasures tonight?
From: Margaret Allen@ENRON on 10/13/2000 08:39 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Last night
Hey Buster John,
Despite the X's you received last night for your ill behavior, I wanted to
thank you for dinner because I had a great time. Although, I do take
personal offense to being flipped off at least 5 times in the course of
dinner. Watch your manners when your with a lady!
I hope you have a great Friday and today is one of your top 5 too!
MSA
| ||
arnold-j/all_documents/3.
|
subject: RE: Avaya mtgs
content: Jennifer, I'm not so territorial that fire hydrants and trees are on my
priority list, but I thought that I was doing my job OK on this. If I read
Crowder's FWD to Kim in a certain "tone", it appears to me that they feel I
am overstepping. I'm sure there is a better way for me to coordinate and
facilitate these meetings, and do so in such a "tone" that Jim doesn't react
the way I sense he did, so I'll be coming to you to discuss, OK?
On a lighter note (I hope), I hope your NY trip went well, and I'll see you
tomorrow!
Thank you,
Jeff
----- Forwarded by Jeff Youngflesh/NA/Enron on 11/27/2000 04:49 PM -----
Kim Godfrey@ENRON COMMUNICATIONS
11/27/2000 08:41 AM
To: Jeff Youngflesh/NA/Enron@ENRON
cc:
Subject: RE: Enron / Avaya meetings: calendar
Please include me on these EMails.
thanks,
Kim
----- Forwarded by Kim Godfrey/Enron Communications on 11/27/00 08:44 AM -----
Jim Crowder
11/22/00 11:59 AM
To: Kim Godfrey/Enron Communications@Enron Communications
cc:
Subject: RE: Enron / Avaya meetings: calendar
again, you should be driving this. let's discuss next week.
----- Forwarded by Jim Crowder/Enron Communications on 11/22/00 09:58 AM -----
Jeff Youngflesh@ENRON
11/21/00 02:45 PM
To: Everett Plante/Enron Communications@Enron Communications, Jim
Crowder/Enron Communications@Enron Communications, Larry Ciscon/Enron
Communications@Enron Communications
cc: Jennifer Stewart/NA/Enron@Enron, Nancy Young/Enron Communications@Enron
Communications, Steve Pearlman/Enron Communications@Enron Communications,
[email protected], Marie Thibaut/Enron Communications@Enron Communications
Subject: RE: Enron / Avaya meetings: calendar
Mission/Purpose: Coordinate EBS Executive Calendars
for EBS' trip to Avaya HQ in Basking Ridge, NJ
This is targeted as a one-day trip for the Enron executives
Daily objectives highlighted in red, further below.
Individual items per person follow immediately:
Jim,
I have spoken w/Nancy Young, and we have penciled in
that you could possibly make the trip on December 19th,
20th, or 21st; OR January 9th, 10th, or 11th. If Larry and Everett
can also join on one of the same days you are penciled in
for, I would like to book your time for the meeting.
Larry,
I have left you a voicemail, and this note. Please let me
know ASAP which of the days that I have penciled in for
Jim Crowder's attendance would also work for you.
Everett,
I have called Marie Thibaut and left her the information on
her voicemail. Since she's out, I'll send this to you directly,
as well. Will you also let me know which days (above)
work best for you?
Steve Pearlman,
You and I have spoken, I have your availability info. Thank you.
+++++++++++++++++++++++++++++++++++++++
To clarify the purpose of the Avaya trip: the first day (only)
is for executives to investigate the following items --
1) what value can EBS deliver to Avaya for Avaya internal
use (product/service solutions, financing, etc.) EBS sell
EBS' solutions to Avaya for Avaya internal use
2) ideas for opportunities for Avaya and EBS to enter into
a "sell through/sell with" arrangement, whereby some type
of joint marketing efforts could be enjoined. EBS sell with,
and/or through the Avaya sales organization
The second day (only) would be for Avaya and EBS
development/technical staff to meet and brainstorm the:
1) results of the executive meetings' output from 1&2 above,
discuss output of day 1 meetings, & technical issues
and opportunities
and 2) what technical hurdles or opportunities exist which
could enable successful EBS efforts to sell EBS solutions
to Avaya and through Avaya or with Avaya's sales &
marketing team. Larry Ciscon may choose to attend both
days due to the nature of his mission.
++++++++++++++++++++++++++++++++++++
Please let me know as soon as you can which day or
days would work best for you to make the trip. I need to
get things coordinated with my counterpart at Avaya so
he can schedule his executives' time, and their briefing
center facility.
Thank you,
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
----- Forwarded by Jeff Youngflesh/NA/Enron on 11/21/2000 03:56 PM -----
Jeff Youngflesh
11/21/2000 10:44 AM
To: [email protected]
cc:
Subject: RE: Enron / Avaya meetings in Basking Ridge
Thad, can you give Barbara a "hold" on this until you and I get the
people scheduled? I have just returned from a day off, and don't
have the information I needed yet. It still looks like Jan 8-9 may be
leading date candidates, with the 19/20 or 20/21 of December being
possible alternates...
Thank you,
Jeff
----- Forwarded by Jeff Youngflesh/NA/Enron on 11/21/2000 10:30 AM -----
"Korp, Barbara I (Barbara)" <[email protected]>
11/20/2000 01:22 PM
To: "'[email protected]'" <[email protected]>
cc:
Subject: RE: Enron / Avaya meetings in Basking Ridge
Jeff,
I'm in the process of booking the Avaya Briefing Center and need to know how
many people from Enron will be visiting our headquarters. I've asked for
the afternoon of December 13th and all day on the 14th.
Barb
Barbara Korp
Avaya Inc.
Assistant to Serge Minassian
908-953-3771
908-953-3772 (fax)
[email protected]
| ||
arnold-j/all_documents/30.
|
subject: Re: British Airways vs Continental
content: George,
Happy to work for the greater good, but would welcome your help in nailing a
deal with Continental quickly, as my understanding is that they have been
unresponsive to date.
Thanks
Fernley
George Wasaff@ENRON
04/12/2000 16:05
To: Fernley Dyson/LON/ECT@ECT
cc: Colin Bailey/LON/ECT@ECT, Sam Kemp/LON/ECT@ECT, Tracy
Ramsey/EPSC/HOU/ECT@ECT, Derryl Cleaveland/NA/Enron@ENRON, Jennifer
Medcalf/NA/Enron@Enron
Subject: Re: British Airways vs Continental
Fernley:
We have a number of key initiatives in process with Continental including
sales of broadband services, weather derivatives and facility management that
have the potential to exceed the savings being offered by British Airways. I
would prefer that we stay the course with Continental plus I am confident
that Continental can either meet or exceed BA's current offer.
George Wasaff
Fernley Dyson@ECT
11/21/2000 06:32 AM
To: George Wasaff/NA/Enron@Enron
cc: Sam Kemp/LON/ECT@ECT, Colin Bailey/LON/ECT@ECT
Subject: British Airways vs Continental
George,
Enron Europe has negotiated a preferred supplier agreement with British
Airways which will save us circa $3m a year vs Continental Airlines. I know
there are existing and potential links with Continental, so please let me
know if this causes you a problem. Colin Bailey is in Houston next week if
you need or want to know any of the detail.
Regards
Fernley
| ||
arnold-j/all_documents/300.
|
subject:
content: Gary:
Just checking to see if the Trader's Roundtable includes us gas boys. I
would certainly be interested in attending.
John
| ||
arnold-j/all_documents/301.
|
subject: Re:
content: Yea, problem is I left at noon to catch my flight, but Marc had a later
flight because NY is closer to Columbus than here. Right after I left, the
market got very busy and Marc decided to stay at work and not go. So that
sucked.
Jennifer Burns
10/12/2000 04:09 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re:
I think I would be a little disappointed after traveling so far.......I guess
it was nice to see your "buddies".
John Arnold
10/12/2000 04:06 PM
To: Jennifer Burns/HOU/ECT@ECT
cc:
Subject: Re:
Sounds as if you went to a better show than I did. The game was very
sloppy. They tied 0-0. Not too exciting.
Jennifer Burns
10/12/2000 03:43 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re:
Well......IT WAS GREAT!!!!!! Live was actually better than Counting Crows
(Shocking). How was the Soccer Game? I owe you dinner. Thanks again for
the tickets.
John Arnold
10/12/2000 03:38 PM
To: Jennifer Burns/HOU/ECT@ECT
cc:
Subject:
how was the concert?
| ||
arnold-j/all_documents/302.
|
subject: Re: SMUD deal Asian options
content: sure
To: John Arnold/HOU/ECT@ECT, Timothy M Norton/HOU/ECT@ECT, John
Griffith/Corp/Enron@Enron, Dutch Quigley/HOU/ECT@ECT
cc:
Subject: Re: SMUD deal Asian options
John,
Thank you for your flexibility regarding the asian option we purchased from
you (average Feb-Aug GD HH settle). Unfortunately, our customer would like
to settle on 7 days, using the preceding day for any day for which Gas Daily
is not published (i.e., Friday prices would be used for Saturday and Sunday)
- so I know it's not your preference, but I need to take advantage of your
offer.
Regards,
Gary
x31511
John Arnold
10/08/2000 02:05 PM
To: Gary Taylor/HOU/ECT@ECT
cc:
Subject: Re: SMUD deal Asian options
I can do it either way but would much rather just make it the simple average
of prices, 5 per week.
From: Gary Taylor 10/05/2000 07:25 PM
To: John Arnold/HOU/ECT@ECT, John Griffith/Corp/Enron@Enron
cc:
Subject: SMUD deal Asian options
John(s),
How will the Asian options we purchased from the gas desk settle with respect
to weekends... will the average of every day's gas daily settle mean the
average of only the days on which Gas Daily is published? or will it triple
count each Friday's or Monday's price to account for the weekend (with a
similar calculation on weekends). I assume it is the former, not the
latter. Is this correct? Are you indifferent if we want to switch to the
latter? Intuitively, it would seem to me that at this point, it wouldn't
matter (because Friday or Monday prices are just as likely to be above the
average as below the average), but you're wearing the risk, not us - so let
me know.
Frankly, we don't have a preference as a desk, except that we need the
settlement to be consistent with the deal we are entering into with SMUD.
SMUD has questioned our calculation and I need to know how much I need to
argue for one or the other.
Regards,
Gary
x31511
| ||
arnold-j/all_documents/303.
|
subject: Re:
content: Sounds as if you went to a better show than I did. The game was very
sloppy. They tied 0-0. Not too exciting.
Jennifer Burns
10/12/2000 03:43 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re:
Well......IT WAS GREAT!!!!!! Live was actually better than Counting Crows
(Shocking). How was the Soccer Game? I owe you dinner. Thanks again for
the tickets.
John Arnold
10/12/2000 03:38 PM
To: Jennifer Burns/HOU/ECT@ECT
cc:
Subject:
how was the concert?
| ||
arnold-j/all_documents/304.
|
subject:
content: how was the concert?
| ||
arnold-j/all_documents/305.
|
subject: Re: Follow - Up
content: Thx,
I do not have high speed service yet.
Ina Rangel
10/12/2000 10:28 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Follow - Up
John,
I just wanted to update you on some of the things that you wanted me to do:
1. I have ordered your computer and accessories for home use. Once it comes
in Jay Webb and Don Adams of IT and EOL will make sure that everything you
need will be programmed on your computer.
2. I I have ordered your t.v for the office
3. I am working with telerate department on how you will be able to access it
from your home.
4. Polycom is installed in your office
5. I am still investigating different cellular phone companies
I will get back to when everything is completed.
And one question, do you all ready have DSL or any king of internet service
at home?
Ina
| ||
arnold-j/all_documents/306.
|
subject: Re: Popup Text
content: sounds good
David Forster@ENRON
10/12/2000 01:32 PM
To: Savita Puthigai/NA/Enron@Enron, Andy Zipper/Corp/Enron@Enron, Kal
Shah/HOU/ECT@ECT
cc: John Arnold/HOU/ECT@ECT
Subject: Popup Text
I would like to put the following text into a popup box which will appear
once to all users of EnronOnline. If you have any comments, please pass them
back to me by this afternoon.
Thanks,
Dave
Special Bulletin: Nymex Trading every Sunday on EnronOnline
Starting Sunday, October 15 and continuing every Sunday until further
notice, Nymex US Gas Swaps will be available for trading from 4:00 p.m. to
7:00 p.m. Central Time.
| ||
arnold-j/all_documents/307.
|
subject: Re: BNP PARIBAS Commodity Futures Weekly AGA Survey
content: 82
[email protected] on 10/11/2000 08:17:21 AM
To: [email protected]
cc:
Subject: BNP PARIBAS Commodity Futures Weekly AGA Survey
Good Morning,
Just a reminder to get your AGA estimates in by Noon EST (11:00 CST) TODAY.
Last Year +49
Last Week +78
Thanks,
Michael Byrne
BNP PARIBAS Commodity Futures
______________________________________________________________________________
_______________________________________________________
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autorisation expresse.
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(et ses filiales) decline(nt) toute responsabilite au titre de ce message,
dans l'hypothese ou il aurait ete modifie.
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______________________________________________________________________________
_______________________________________________________
| ||
arnold-j/all_documents/308.
|
subject: Re: Var, Reporting and Resources Meeting
content: I will not be able to attend
Enron North America Corp.
From: Airam Arteaga 10/11/2000 09:17 AM
To: Phillip K Allen/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT, Scott
Neal/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Ted Murphy/HOU/ECT@ECT, Vladimir
Gorny/HOU/ECT@ECT, Frank Hayden/Corp/Enron@Enron
cc: Rita Hennessy/NA/Enron@Enron, Ina Rangel/HOU/ECT@ECT, Laura
Harder/Corp/Enron@Enron, Kimberly Brown/HOU/ECT@ECT, Araceli
Romero/NA/Enron@Enron, Kay Chapman/HOU/ECT@ECT
Subject: Var, Reporting and Resources Meeting
REMINDER - Please see below.
---------------------- Forwarded by Airam Arteaga/HOU/ECT on 10/11/2000 09:14
AM ---------------------------
Enron North America Corp.
From: Airam Arteaga 10/04/2000 02:23 PM
To: Phillip K Allen/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT, Scott
Neal/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Grant Masson/HOU/ECT@ECT, Ted
Murphy/HOU/ECT@ECT, Vladimir Gorny/HOU/ECT@ECT, Frank Hayden/Corp/Enron@Enron
cc: Rita Hennessy/NA/Enron@Enron, Ina Rangel/HOU/ECT@ECT, Laura
Harder/Corp/Enron@Enron, Kimberly Brown/HOU/ECT@ECT, Araceli
Romero/NA/Enron@Enron, Kimberly Hillis/HOU/ECT@ect
Subject: Var, Reporting and Resources Meeting
Please plan to attend the below Meeting:
Topic: Var, Reporting and Resources Meeting
Date: Wednesday, October 11th
Time: 2:30 - 3:30
Location: EB30C1
If you have any questions/conflicts, please feel free to call me.
Thanks,
Rain
x.31560
| ||
arnold-j/all_documents/309.
|
subject:
content: Hey:
I hope you know we were just kidding with you yesterday. We don't get many
strangers on the floor so we have to harass them when we do.
I think I am a couple of the "we are not" attributes in your book. Is that
going to cause me any problems going forward?
John
| ||
arnold-j/all_documents/31.
|
subject: Re: British Airways vs Continental
content: Fernley:
Consider it done. Tracey Ramsey will take the lead in getting a deal done.
George Wasaff
Fernley Dyson@ECT
12/04/2000 11:22 AM
To: George Wasaff/NA/Enron@ENRON
cc: Michael R Brown/LON/ECT@ECT, Sam Kemp/LON/ECT@ECT, Tracy
Ramsey/EPSC/HOU/ECT@ECT, Derryl Cleaveland/NA/Enron@ENRON, Jennifer
Medcalf/NA/Enron@Enron
Subject: Re: British Airways vs Continental
George,
Happy to work for the greater good, but would welcome your help in nailing a
deal with Continental quickly, as my understanding is that they have been
unresponsive to date.
Thanks
Fernley
George Wasaff@ENRON
04/12/2000 16:05
To: Fernley Dyson/LON/ECT@ECT
cc: Colin Bailey/LON/ECT@ECT, Sam Kemp/LON/ECT@ECT, Tracy
Ramsey/EPSC/HOU/ECT@ECT, Derryl Cleaveland/NA/Enron@ENRON, Jennifer
Medcalf/NA/Enron@Enron
Subject: Re: British Airways vs Continental
Fernley:
We have a number of key initiatives in process with Continental including
sales of broadband services, weather derivatives and facility management that
have the potential to exceed the savings being offered by British Airways. I
would prefer that we stay the course with Continental plus I am confident
that Continental can either meet or exceed BA's current offer.
George Wasaff
Fernley Dyson@ECT
11/21/2000 06:32 AM
To: George Wasaff/NA/Enron@Enron
cc: Sam Kemp/LON/ECT@ECT, Colin Bailey/LON/ECT@ECT
Subject: British Airways vs Continental
George,
Enron Europe has negotiated a preferred supplier agreement with British
Airways which will save us circa $3m a year vs Continental Airlines. I know
there are existing and potential links with Continental, so please let me
know if this causes you a problem. Colin Bailey is in Houston next week if
you need or want to know any of the detail.
Regards
Fernley
| ||
arnold-j/all_documents/310.
|
subject:
content: I've got your tix. Just two though. I left them in my car. Can you walk
down with me around 11:45-12:00?
| ||
arnold-j/all_documents/311.
|
subject: Re: Offers
content: No 0-jun 1 indicative offer is 4.85
Sheetal Patel
10/10/2000 01:03 PM
To: John Arnold/HOU/ECT@ECT, Mike Maggi/Corp/Enron@Enron
cc: Charles H Otto/HOU/ECT@ECT
Subject: Offers
John & Mike,
Could you please fill out the attach spreadsheet COB today? There is one
swap term and one collar term.
It looks like we are getting close to a finance deal and are working with
John Thompson in the finance group. The outline quotes would be a buy out of
existing deals on Enron's books.
Thanks,
Sheetal
x36740
| ||
arnold-j/all_documents/312.
|
subject: Re: Substantiation for EOL
content: how's 3:00?
From: Margaret Allen@ENRON on 10/10/2000 12:08 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re: Substantiation for EOL
Oh, I have a meeting with four people at 3:30. Can I come before or after
that? If no other time works, I can probably change it. Just let me know,
MSA
| ||
arnold-j/all_documents/313.
|
subject: Re: Substantiation for EOL
content: Absolutely. Come by around 3:30??
From: Margaret Allen@ENRON on 10/10/2000 10:28 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Substantiation for EOL
Hi,
I was hoping that you could give me a few minutes after trading hours to help
me substantiate the EOL commercial. ABC is threatening not to run it if I
don't prove that "Enron has created the First Internet Global Commodities
Market." I can easily prove we are the largest, but I'm having a hard time
with first. I know we were, but I have to have it in writing.
Give me a call or email me and let me know when you have a second or two.
Thanks, Margaret
| ||
arnold-j/all_documents/314.
|
subject: Re: Admin Issues
content: how about 4:45?
From: Jennifer Fraser 10/10/2000 10:52 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Admin Issues
JA;
Got any time say around 4 pm today .. I need 5 minutes to discuss some
potential poaching on my part
Thansk
JF
| ||
arnold-j/all_documents/315.
|
subject:
content: John:
Please call Lavorato's secretary, Kim, and schedule a time to talk with John
ASAP.
Thanks,
John
| ||
arnold-j/all_documents/316.
|
subject: Re: Hmmmmm........
content: Yea, I'm picking up 2 tix today....hopefully.
John
Jennifer Burns
10/09/2000 10:38 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Hmmmmm........
J. Arnold-
Hey - It's me! Any luck with the tickets????? Just curious if there any way
I can get four tickets instead of two? I know I'm asking alot but I really
appreciate it. You know how much I love the Counting Crows and last time
they were in town someone was going to take me but the plans fell
through..........Thanks!!!!!!!
Jennifer
| ||
arnold-j/all_documents/317.
|
subject: Re:
content: I was long 4000 X @ 4902, then I switched it from X to F at the same price.
I switched it at 5000, but it puts me into the F at a price basis of 4902.
Sorry for the confusion.
Enron North America Corp.
From: Kevin M Presto 10/05/2000 10:12 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re:
My book indicates you have 4000F (Jan 01) at $5.00.
---------------------- Forwarded by Kevin M Presto/HOU/ECT on 10/05/2000
09:41 AM ---------------------------
Enron North America Corp.
From: Jenny Latham 10/05/2000 09:23 AM
To: Kevin M Presto/HOU/ECT@ECT
cc:
Subject: Re:
He has 4000F (Jan01) in your book at 5000.
Enron North America Corp.
From: Kevin M Presto 10/05/2000 08:30 AM
To: Stacey W White/HOU/ECT@ECT, Jenny Latham/HOU/ECT@ECT
cc:
Subject:
Please confirm Arnold's position by sending me an e-mail.
---------------------- Forwarded by Kevin M Presto/HOU/ECT on 10/05/2000
08:13 AM ---------------------------
John Arnold
10/04/2000 04:01 PM
To: Kevin M Presto/HOU/ECT@ECT
cc:
Subject:
Hey:
I just want to confirm the trades I have in your book.
Trade #1. I sell 4000 X @ 4652
Trade #2. I buy 4000 X @ 4652
I sell 4000 X @ 4902
Trade #3 I buy 4000 X @ 5000
I sell 4000 F @ 5000
Net result: I have 4000 F in your book @ 4902.
Thanks,
John
| ||
arnold-j/all_documents/318.
|
subject: Re: SMUD deal Asian options
content: I can do it either way but would much rather just make it the simple average
of prices, 5 per week.
From: Gary Taylor 10/05/2000 07:25 PM
To: John Arnold/HOU/ECT@ECT, John Griffith/Corp/Enron@Enron
cc:
Subject: SMUD deal Asian options
John(s),
How will the Asian options we purchased from the gas desk settle with respect
to weekends... will the average of every day's gas daily settle mean the
average of only the days on which Gas Daily is published? or will it triple
count each Friday's or Monday's price to account for the weekend (with a
similar calculation on weekends). I assume it is the former, not the
latter. Is this correct? Are you indifferent if we want to switch to the
latter? Intuitively, it would seem to me that at this point, it wouldn't
matter (because Friday or Monday prices are just as likely to be above the
average as below the average), but you're wearing the risk, not us - so let
me know.
Frankly, we don't have a preference as a desk, except that we need the
settlement to be consistent with the deal we are entering into with SMUD.
SMUD has questioned our calculation and I need to know how much I need to
argue for one or the other.
Regards,
Gary
x31511
| ||
arnold-j/all_documents/319.
|
subject: Re: Thank you for dinner last night
content: Adam:
Good question. The exchange, NYMEX, and I, Enron Online, offer a nearly
identical product. The fight is over which execution model is superior. I
would argue that technology will make open outcry exchanges extinct. It's
happened in Europe already. The largest commodity exchange in Europe, the
LIFFE, went with a parallel electronic system to open outcry. Within weeks,
the floor was deserted and virtually all trading occurred electronically. I
still trade on the exchange because we have credit issues with individuals
and certain hedge funds that limit the trading we can do with them direct.
The exchange still provides a credit intermediation function that is useful.
It is certainly an issue that we are trying to address.
John
"Bayer, Adam Ryan" <[email protected]> on 10/03/2000 01:23:01 PM
To: [email protected]
cc:
Subject: Thank you for dinner last night
Dear Mr. Arnold,
It was nice to meet you yesterday at the
information session. Thank you for the dinner last night.
I had a great time getting to know Enron and its people in
a more relaxed setting.
During out conversation yesterday, I was confused
about a point you made. You stated that you spent most of
your time on the phone with Traders in New York. When
you talk to the traders, do you try to steer them towards
Enron Online, or are you doing trading outside of Enron
Online? I think the underlying question that I am asking,
is: Is Enron Online meant to facilitate a gas trader's job,
or is it meant to bypass traders completely.
Thanks again for your time and for dinner. I look forward
to talking with you again when you come to campus for
interviews.
Cordially,
Adam
-----------------------------------------------------------------
Bayer, Adam Ryan
Vanderbilt University
Email: [email protected]
| ||
arnold-j/all_documents/32.
|
subject: Request for Enron Spend Data
content: Rob,
Per Jennifer Stewart Medcalf's request, attached are files containing Enron
spends between $5MM-500K, for 1999 and Q1Q2 2000.
Colleen Koenig
Analyst
Global Strategic Sourcing
713.345.5326
| ||
arnold-j/all_documents/320.
|
subject: Re: Demo
content: yes
Brian Hoskins@ENRON COMMUNICATIONS
10/05/2000 06:28 PM
To: John Arnold/HOU/ECT@ECT@ENRON
cc:
Subject: Re: Demo
4pm?
Brian T. Hoskins
Enron Broadband Services
713-853-0380 (office)
713-412-3667 (mobile)
713-646-5745 (fax)
[email protected]
John Arnold@ECT
10/05/00 06:05 PM
To: Brian Hoskins/Enron Communications@ENRON COMMUNICATIONS@ENRON
cc:
Subject: Re: Demo
Oops, I hadn't gotten to this one yet. Can we do it any later?
Brian Hoskins@ENRON COMMUNICATIONS
10/05/2000 04:52 PM
To: [email protected]
cc: John Arnold/HOU/ECT@ECT
Subject: Re: Demo
Let's plan on meeting between 3 and 3:30pm on Wednesday. I'll call you on
Wednesday.
Brian T. Hoskins
Enron Broadband Services
713-853-0380 (office)
713-412-3667 (mobile)
713-646-5745 (fax)
[email protected]
[email protected]
10/05/00 03:39 PM
To: Brian Hoskins/Enron Communications@Enron Communications
cc:
Subject: Re: Demo
Let me know when will be good for both you and John on next Wednesday
afternoon. Right now only you and myself have been added into the NT group.
After the demo, if both of you think it is a great tool, then I am going to
add all traders into the NT group, so they can use it.
Fangming
Brian_Hoskins
@enron.net To:
[email protected]
cc:
[email protected]
10/05/2000 Subject: Re:
Demo
03:18
PM
Fangming,
I am out of town until tomorrow so will not be able to see the demo today.
Wednesday afternoon looks good for me if you'd like to do it then. John,
does
this work for you?
Brian
Brian T. Hoskins
Enron Broadband Services
713-853-0380 (office)
713-412-3667 (mobile)
713-646-5745 (fax)
[email protected]
|--------+----------------------->
| | Fangming.Zhu@|
| | enron.com |
| | |
| | 10/05/00 |
| | 09:17 AM |
| | |
|--------+----------------------->
>
----------------------------------------------------------------------------|
|
|
| To: Brian Hoskins/Enron Communications@Enron Communications
|
| cc: [email protected]
|
| Subject: Demo
|
>
----------------------------------------------------------------------------|
Hi, Brian:
Let me know if you have time for the messageboard application demo today. I
am planning to take vacation on Friday and coming Monday. I will not be
available to show you the demo until next Wednesday if you can't see it
today.
Let me know your schedule.
Thanks,
Fangming
| ||
arnold-j/all_documents/321.
|
subject: Re: options information
content: Dave:
We spend a tremendous amount of resources and money collecting information.
Further, the flow we see gives us an advantage in the market. We have
little interest in distributing this info outside of the building. I hope
you understand. Good luck to your brother.
David Pruner@AZURIX
10/06/2000 09:03 AM
To: John Arnold/HOU/ECT@ECT, Mike Maggi/Corp/Enron@Enron
cc:
Subject: options information
I run the structuring group at Azurix, but I am emailing you in reference to
my brother-in-law, Scott Adams, who is based in New York City. Since
graduating from Brown University he has traded options on the floor in New
York as a local for the last 8 years. He trades natural gas options and is
looking to occassionally do an information exchange with someone where he can
discuss the OTC market versus what he sees going on in the ring. If this
would be of interest or not let me know and I will hook you two up. Thanks
for your time.
Dave Pruner 713-646-8329
| ||
arnold-j/all_documents/322.
|
subject: Re: Demo
content: Oops, I hadn't gotten to this one yet. Can we do it any later?
Brian Hoskins@ENRON COMMUNICATIONS
10/05/2000 04:52 PM
To: [email protected]
cc: John Arnold/HOU/ECT@ECT
Subject: Re: Demo
Let's plan on meeting between 3 and 3:30pm on Wednesday. I'll call you on
Wednesday.
Brian T. Hoskins
Enron Broadband Services
713-853-0380 (office)
713-412-3667 (mobile)
713-646-5745 (fax)
[email protected]
[email protected]
10/05/00 03:39 PM
To: Brian Hoskins/Enron Communications@Enron Communications
cc:
Subject: Re: Demo
Let me know when will be good for both you and John on next Wednesday
afternoon. Right now only you and myself have been added into the NT group.
After the demo, if both of you think it is a great tool, then I am going to
add all traders into the NT group, so they can use it.
Fangming
Brian_Hoskins
@enron.net To:
[email protected]
cc:
[email protected]
10/05/2000 Subject: Re:
Demo
03:18
PM
Fangming,
I am out of town until tomorrow so will not be able to see the demo today.
Wednesday afternoon looks good for me if you'd like to do it then. John,
does
this work for you?
Brian
Brian T. Hoskins
Enron Broadband Services
713-853-0380 (office)
713-412-3667 (mobile)
713-646-5745 (fax)
[email protected]
|--------+----------------------->
| | Fangming.Zhu@|
| | enron.com |
| | |
| | 10/05/00 |
| | 09:17 AM |
| | |
|--------+----------------------->
>
----------------------------------------------------------------------------|
|
|
| To: Brian Hoskins/Enron Communications@Enron Communications
|
| cc: [email protected]
|
| Subject: Demo
|
>
----------------------------------------------------------------------------|
Hi, Brian:
Let me know if you have time for the messageboard application demo today. I
am planning to take vacation on Friday and coming Monday. I will not be
available to show you the demo until next Wednesday if you can't see it
today.
Let me know your schedule.
Thanks,
Fangming
| ||
arnold-j/all_documents/323.
|
subject: Re: Demo
content: Yea ... the later the better.
Brian Hoskins@ENRON COMMUNICATIONS
10/05/2000 03:18 PM
To: [email protected]
cc: John Arnold/HOU/ECT@ECT
Subject: Re: Demo
Fangming,
I am out of town until tomorrow so will not be able to see the demo today.
Wednesday afternoon looks good for me if you'd like to do it then. John,
does this work for you?
Brian
Brian T. Hoskins
Enron Broadband Services
713-853-0380 (office)
713-412-3667 (mobile)
713-646-5745 (fax)
[email protected]
[email protected]
10/05/00 09:17 AM
To: Brian Hoskins/Enron Communications@Enron Communications
cc: [email protected]
Subject: Demo
Hi, Brian:
Let me know if you have time for the messageboard application demo today. I
am planning to take vacation on Friday and coming Monday. I will not be
available to show you the demo until next Wednesday if you can't see it
today.
Let me know your schedule.
Thanks,
Fangming
| ||
arnold-j/all_documents/324.
|
subject: Re: aug/sep
content: Sorry for not responding. I don't look at my email constantly through the
day. Don't have much to do in Q/U still it widens back out.
Thanks,
John
[email protected] on 10/05/2000 01:05:27 PM
To: [email protected]
cc:
Subject: aug/sep
i think your selling the whole curve-if your interested im .005 bid for 300
aug/sep ngas. let me know if your interested. dont let silverman get you into
too much trouble tonite
| ||
arnold-j/all_documents/325.
|
subject: RE: WEFA's Outlook for Natural Gas
content: Something to take a look at
---------------------- Forwarded by John Arnold/HOU/ECT on 10/04/2000 04:17
PM ---------------------------
From: Jennifer Fraser 10/04/2000 11:10 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: WEFA's Outlook for Natural Gas
---------------------- Forwarded by Jennifer Fraser/HOU/ECT on 10/04/2000
11:08 AM ---------------------------
"Goyburu, Alfredo" <[email protected]> on 10/04/2000 10:52:58 AM
To:
cc:
Subject: RE: WEFA's Outlook for Natural Gas
Thank you for your interest in Ron Denhardt's comments on Natural Gas.
If you have any difficulty opening or using the file, please write to me or
give me a call.
Al Goyburu
Electric Power
WEFA Energy
610-490-2648
<<NAPC--Oct 2000.ppt>>
- NAPC--Oct 2000.ppt
| ||
arnold-j/all_documents/326.
|
subject: RE: WEFA's Outlook for Natural Gas
content: Thanks
From: Jennifer Fraser 10/04/2000 11:10 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: WEFA's Outlook for Natural Gas
---------------------- Forwarded by Jennifer Fraser/HOU/ECT on 10/04/2000
11:08 AM ---------------------------
"Goyburu, Alfredo" <[email protected]> on 10/04/2000 10:52:58 AM
To:
cc:
Subject: RE: WEFA's Outlook for Natural Gas
Thank you for your interest in Ron Denhardt's comments on Natural Gas.
If you have any difficulty opening or using the file, please write to me or
give me a call.
Al Goyburu
Electric Power
WEFA Energy
610-490-2648
<<NAPC--Oct 2000.ppt>>
- NAPC--Oct 2000.ppt
| ||
arnold-j/all_documents/327.
|
subject: Re: requirement document
content: Can you handle this. Please forward all names on the daily P&L sheet. I get
a copy every day if you need.
---------------------- Forwarded by John Arnold/HOU/ECT on 10/04/2000 04:11
PM ---------------------------
Brian Hoskins@ENRON COMMUNICATIONS
10/04/2000 11:55 AM
To: Ina Rangel/HOU/ECT@ECT
cc: Fangming Zhu/Corp/Enron@ENRON, John Arnold/HOU/ECT@ECT
Subject: Re: requirement document
Ina,
We're setting up a secure message board for all the traders on the floor.
Can you please provide Fangming with our current list of gas traders?
Thanks,
Brian
Brian T. Hoskins
Enron Broadband Services
713-853-0380 (office)
713-412-3667 (mobile)
713-646-5745 (fax)
[email protected]
----- Forwarded by Brian Hoskins/Enron Communications on 10/04/00 12:01 PM
-----
Fangming Zhu@ENRON
10/03/00 11:14 AM
To: Brian Hoskins/Enron Communications@ENRON COMMUNICATIONS
cc:
Subject: Re: requirement document
Brian,
Please provide the list of user's NT loginID and their full name whoever
will use this application. I am going to set up the security for them while I
am buiding the application.
Thanks,
Fangming
Brian Hoskins@ENRON COMMUNICATIONS
09/28/2000 02:31 PM
To: Fangming Zhu/Corp/Enron@ENRON
cc: Allen Elliott/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT
Subject: Re: requirement document
Fangming,
Looks good. That's exactly what we're looking for. John, please comment if
there are any additional features you'd like to add.
Brian
Brian T. Hoskins
Enron Broadband Services
713-853-0380 (office)
713-412-3667 (mobile)
713-646-5745 (fax)
[email protected]
Fangming Zhu@ENRON
09/28/00 02:23 PM
To: Brian Hoskins/Enron Communications@Enron Communications
cc: Allen Elliott/HOU/ECT@ECT
Subject: requirement document
Hi, Brian:
Please review attached requirement document and reply this message with any
comments. Once you approve it, I am going to build the application.
Thanks,
Fangming
| ||
arnold-j/all_documents/328.
|
subject: Re: Natural update
content: Mark:
We are still on for drinks on the 19th. You have called the market very well
since you started sending me updates. Unfortunately for both of us, a couple
of good calls does not a soothsayer make. Thus, keep sending me your updates
so I can at least get a little broader judgment of your abilities. In terms
of my trading style, I take positions to make $.25-$1, not $.05. Too much
noise in this market to trade differently for me.
"Mark Sagel" <[email protected]> on 10/04/2000 02:55:41 PM
To: <[email protected]>
cc:
Subject: Re: Natural update
John:
I hope you know I was just fishing for a reaction on the phone before. I
assumed we would discuss a potential relationship when I'm in Houston on the
19th. We're still on for drinks after work, right? By then, you should
have a comfort level with the quality of my work. I think the analysis I've
given you has been quite accurate as to market turns and price behavior. It
would be helpful if I had some idea of how you trade/view the market. Are
you mainly day-trading or do you hold positions for several days/weeks?
That way I can structure my comments in order to best serve your interests.
Let me know. Thanks,
----- Original Message -----
From: <[email protected]>
To: <[email protected]>
Sent: Wednesday, October 04, 2000 9:14 AM
Subject: Re: Natural update
Mark:
Let's keep the present system for the short-term. I would like to continue
looking at your work for another couple weeks. We'll talk later,
John
"Mark Sagel" <[email protected]> on 10/03/2000 02:29:47 PM
To: "John Arnold" <[email protected]>
cc:
Subject: Natural update
John:
The price behavior of the past couple days has been disappointing. My
short-term market patterns suggested a more robust price rally and natural
appears to be waning at present. Volume on this rally is poor,
particularly since yesterday was a decent day to the upside. The market
appears to be using a lot of its energy but spinning its wheels. If we
are at these same price levels in another two weeks, that would be
extremely bullish. Right here, the risk/reward to being long is not so
great. Recommend a neutral stance short-term on natural. Bigger picture
is still very bullish. However, this market needs another 1-2 weeks of
what I would call horizontal price action to set the stage for a big move
to the upside.
Let me know if this stuff is useful for you. I certainly don't want to
waste your time. In addition, if you prefer I call when I have something
to pass along, let me know. I don't know how often you check/see your
e-mail. Thanks,
Mark Sagel
| ||
arnold-j/all_documents/329.
|
subject:
content: Hey:
I just want to confirm the trades I have in your book.
Trade #1. I sell 4000 X @ 4652
Trade #2. I buy 4000 X @ 4652
I sell 4000 X @ 4902
Trade #3 I buy 4000 X @ 5000
I sell 4000 F @ 5000
Net result: I have 4000 F in your book @ 4902.
Thanks,
John
| ||
arnold-j/all_documents/33.
|
subject: Strategic Sourcing Conference
content: ----- Forwarded by Jeff Leath/NA/Enron on 12/04/2000 01:57 PM -----
"Johnson, Beverly" <[email protected]>
12/04/2000 01:48 PM
To: "'[email protected]'" <[email protected]>
cc: "Wallin, Kelli" <[email protected]>, "Hudson, Coleman"
<[email protected]>
Subject: Strategic Sourcing Conference
ENRON STRATEGIC SOURCING
FOLIO # 336135
10/8-11/00
MR. JEFF LEATH
PHONE: 713-646-6165
FAX: 713-646-6313
Jeff,
Per our conversation this morning, I will list the items in question. I am
also forwarding this to Kelli Wallin in our accounting department to follow
up on as well.
* ACCOUNTING: Please see that all service charges were posted as 18%,
per contract
* JEFF: I will fax you the comp ticket showing the 1 hour reception
posted to The Woodlands House account.
* ACCOUNTING: Please fax Jeff the back up for the package handling
charges. $451.35
* ACCOUNTING: Please adjust (1) wireless mouse charge for a total of
$156.41
* JEFF: In regards to the lunch charges, we charged a day guest rate
to include lunch in The Woodlands Dining Room @ $57.00 for 40 day
attendees. You had 80 persons on the Complete Meeting Package. However,
when coordinating with Tracey Kozadinos, she ordered and guaranteed 100 box
lunches @ $5.50 per person surcharge for the golf. Thus, 80+40=120 - 100
(box lunches) would leave 20 persons permitted to have lunch in The
Woodlands Dining Room. We billed you for the total amount of persons over
the 20 permitted in the Woodlands Dining Room.
* JEFF: Breakout charges were for (2) rooms. Enron had a guarantee of
120 attendees. We allow (1) breakout per 40 attendees. This particular
day, (5) breakouts were ordered. The audio visual in the additional
breakouts is based on a-la-carte pricing and is not included in the package.
Only av is included in the rooms that are part of the allocation.
Jeff, I will see that the adjustments are forwarded to you as soon as
possible in order to remit for payment. Please feel free to call me should
you have further questions. Thank you for your business!
Beverly J. Johnson
Conference Planning Manager
The Woodlands Resort & Conference Center
(281) 364-6234 -- Direct Dial
(281) 364-6338 -- Fax
| ||
arnold-j/all_documents/330.
|
subject: Re: TEST
content: Received
z <[email protected]> on 10/04/2000 08:48:55 AM
Please respond to [email protected]
To: [email protected]
cc:
Subject: TEST
This is a test from Yahoo email. Please reply if
received.
Don Adam
Team Lead, Trader Support
__________________________________________________
Do You Yahoo!?
Yahoo! Photos - 35mm Quality Prints, Now Get 15 Free!
http://photos.yahoo.com/
| ||
arnold-j/all_documents/331.
|
subject: Re: ABN
content: Credit lines are like bandwidth. Create the capacity and we'll find a way to
use it.
Sarah Wesner@ENRON
10/03/2000 09:58 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: ABN
John - Enron maxed out its facility with ABN on 9/18/00. I am going for an
increase to $50 million. Do you see increasing your trade flow? I do not
want to ask for interest free money if Enron will not use it.
Sarah
| ||
arnold-j/all_documents/332.
|
subject: Re: Natural update
content: Mark:
Let's keep the present system for the short-term. I would like to continue
looking at your work for another couple weeks. We'll talk later,
John
"Mark Sagel" <[email protected]> on 10/03/2000 02:29:47 PM
To: "John Arnold" <[email protected]>
cc:
Subject: Natural update
John:
?
The price behavior of the past couple days has been disappointing.? My
short-term market patterns suggested a more robust price rally and natural
appears to be waning at present.? Volume on this rally is poor, particularly
since yesterday was a decent day to the upside.? The market appears to be
using a lot of its energy but spinning its wheels.? If we are at these same
price levels in another two weeks, that would be extremely bullish.? Right
here, the risk/reward to being long is not so great.? Recommend a neutral
stance short-term on natural.? Bigger picture is still very bullish.?
However, this market needs another 1-2 weeks of what I would call horizontal
price action to set the stage for a big move to the upside.
?
Let me know if this stuff is useful for you.? I certainly don't want to
waste your time.? In addition, if you prefer I call when I have something to
pass along, let me know.? I don't know how often you check/see your e-mail.?
Thanks,
?
Mark Sagel
| ||
arnold-j/all_documents/333.
|
subject:
content: http://ecthou-webcl1.nt.ect.enron.com/research/Weather/WeatherMain.htm
| ||
arnold-j/all_documents/334.
|
subject:
content: John:
I have asked Mike and Larry to spend half an hour each talking to you about
opportunities on the gas floor. Please advise if the following schedule is
unacceptable. I will be leaving today at 2:15.
Larry 4:00-4:30
Mike 4:30-5:00
Thanks,
John
| ||
arnold-j/all_documents/335.
|
subject: small ventures usa
content: Russell:
I think I should give you a little background on small ventures. Bill
Perkins and I have a strong personal and professional relationship. He is an
extremely creative individual. Whalley actually commented on him today as
someone "who thinks outside the box". Bill actually sat in a bar four years
and said the next tradeable market would be bandwidth. He has been
successful in the gas business when he has had someone to filter his ideas.
As such he provides an informal consulting role to Enron. He throws out
ideas and, every once in a while, he comes up with a great one. He pointed
out an anomalous pricing occurence in the options market, a market I normally
don't follow closely, that I translated into a multimillion dollar trade for
Enron. In return, I have agreed to have Enron intermediate his trades within
reason. I want to emphasize that continuing this relationship should be
considered a high priority. I am willing to accept some of the credit risk
exposure as a cost of doing business. Bill understands his role as an
independent in the market and performs the right risk/reward trades for
someone with finite capital. I place very high confidence in Bill not
conducting high risk trades. Having said that, we certainly need to monitor
his credit exposure and continue to require LC's. Just understand that he is
at a different level of sophistication that any other non-investment grade
counterparty.
I understand there was some concern in regards to the Transco Z6 spread
option he traded. He was absolutely right about the valuation and we, on the
trading desk, knew it as well. There are a couple isolated products that
Enron does not do a good job of valuing because of systems limtations. This
was one product. Our spread options are booked in Excel using option pricing
models created by the research group. The problem with these models is that
they are strictly theoretical and don't take into account gas fundamental
price limitations. For instance, it is less probable, though not impossible,
for a transport spread from a production area to a market area to go within
variable cost than the models predict. Thus it is necessary to apply a
correlation skew curve on top of the overlying correlation used. Obviously,
we have this function in our pricing models. I was not aware this
methodology had not been transferred to the valuation models. This has since
been changed. Fortunately these incidents tend to be extremely rare as very
few non-investment grade companies trade these types of products.
Finally, on Friday Bill wanted to do a trade that reduced his exposure to
Enron. I gave Mike Maggi the go ahead to do the trade without consulting
credit. I do not believe that I acted out of line in approving this trade
considering the circumstances. If you believe differently, please advise.
Thanks,
John
| ||
arnold-j/all_documents/336.
|
subject: Nigel Patterson
content: Can you swap me with Fletch. Try to make all of my interviews as late as
possible.
Thx
John
---------------------- Forwarded by John Arnold/HOU/ECT on 09/29/2000 04:55
PM ---------------------------
Enron North America Corp.
From: Kimberly Hillis 09/29/2000 09:52 AM
To: John Arnold/HOU/ECT@ECT, Fletcher J Sturm/HOU/ECT@ECT, Kevin M
Presto/HOU/ECT@ECT, Mark Dana Davis/HOU/ECT@ECT, Rogers Herndon/HOU/ECT@ect,
John J Lavorato/Corp/Enron@Enron, David W Delainey/HOU/ECT@ECT, Greg
Whalley/HOU/ECT@ECT
cc: Ina Rangel/HOU/ECT@ECT, Kay Chapman/HOU/ECT@ECT, Felicia
Doan/HOU/ECT@ECT, Tamara Jae Black/HOU/ECT@ECT, Airam Arteaga/HOU/ECT@ECT,
Jessica Ramirez/HOU/ECT@ECT
Subject: Nigel Patterson
Below please find a copy of the resume and the itinerary for Nigel
Patterson.
If you have any questions, please do not hesitate to call me or John Lavorato.
Thanks for you help.
Kim
x30681
12:30 - 1:00 Rogers Herndon (EB3320)
1:00 - 1:30 Kevin Presto (EB3320)
1:30 - 2:00 Dana Davis (EB3320)
2:00 - 2:30 Dave Delainey (EB3314)
2:30 - 3:00 John Arnold (EB3320)
3:15 - 4:00 Greg Whalley (EB2801)
4:00 - 4:30 Fletch Sturm (EB3320)
| ||
arnold-j/all_documents/337.
|
subject:
content: Just an update: Today I set up a front month fixed price gas daily product
priced at parity to NYMEX. I thought the response was tremendous. It really
shows that we might have an angle to put out more of the curve and become the
predominant benchmark for the industry rather than the exchange.
One problem I had was linking 2 syncopated basis products. I set up a new
product for the prompt that was Nov GD/D Henry Hub that was a syncopated
basis of 0/0 to the Nov Nymex. However, since Dec Nymex is a syncopated
basis to Nov Nymex, I could not set up a syncopated basis link around the Dec
Nymex. Any ideas?
| ||
arnold-j/all_documents/338.
|
subject:
content: Jeff:
Anything ever happen with Pedron?
John
| ||
arnold-j/all_documents/339.
|
subject:
content: Boys:
I'm sorry you were not able to attend last night. I do appreciate your
efforts to make this book as successful as it has been. It's not quite the
same as being in my company, but take your respective wives, or swap, I don't
care, out this weekend on me. Try to keep it under $300 per couple. Keep up
the good work,
John
| ||
arnold-j/all_documents/34.
|
subject: FW: Agreement of Confidentiality
content: Dear Ken,
Attached, please find an Agreement of Confidentiality that was sent to me.
I cannot tell for sure if you were copied on this so I decided to send it to
you for execution. If there is anything that I can do to assist you with
this process, please do not hesitate to contact me directly.
In closing, thank you very much for the effort that you have expended on
this project thus far and I hope that the end result will be a benefit to
Sony.
Sincerely,
Sean A. O'Brien
Vice President
Technology Partnerships
Business Solutions Company
Sony Electronics Inc.
T 858-942-7740
C 858-775-4627
- pic18588.pcx
- Sony Electronics.doc
| ||
arnold-j/all_documents/340.
|
subject: Re: Commercials
content: What design are you talking about? Do I have pink elephants on all my emails
or something?
I'm very enthused that I have the skillset to be an advertising critic when I
grow up. It's something I've always wanted to do.
PS. I'm a little sarcastic as well.
From: Margaret Allen@ENRON on 09/27/2000 01:45 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re: Commercials
John, John, John....very impressive analysis! The first two commercials were
supposed to be idealistic spots announcing Enron as an innovative company,
while the next four are proof points to our innovation by showing the
businesses we have created.
I know you were elated to get an email from me this morning, thus proving
that I had not been kidnapped and all those important things I work on would
continue to be completed. Oh and that certainly is a pretty design you add
to your emails. Very masculine!
Smile, Margaret
ps, i hope you can read my sarcasm over email -- if you knew me better, you
would understand it completely since it is rare that i'm in a totally serious
mood. hope you don't take offense!
John Arnold@ECT
09/27/2000 12:29 PM
To: Margaret Allen/Corp/Enron@ENRON
cc:
Subject: Re: Commercials
I really liked the commercials about specifics (i.e. weather, EOL,
bandwidth). The metal man was definitely at a different philosophical level
than where my brain operates. Still not quite sure what was going on there.
Ode was a bit too idealistic. The campaign in general was very different
than previous. But I guess you know that and that's the point. Again, I
think the commercials that showed why we are the most innovative were very
impressive. Just telling people we are innovative made less of an impact.
Sorry I ruined your run. At least you weren't molested by the River Oaks car
thief.
From: Margaret Allen@ENRON on 09/27/2000 08:24 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Commercials
So, what did you think?! Don't lie or stretch the truth either -- you won't
hurt my feelings, I promise.
By the way, by the time I arrived home it was completely dark so I went for a
three mile run this morning. Not fun, but I'm definitely awake right now!
BUT, it's all your fault I couldn't go last night....he!he!
Trade well, MSA
| ||
arnold-j/all_documents/341.
|
subject: Re:
content: As far as lunch, it's a done deal. I need names of people who should be
allowed. It is not for the whole floor, but rather for people who need to
stay at their desk during the day. Please advise,
John
Enron North America Corp.
From: Kori Loibl 09/28/2000 02:24 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject:
Just wanted to say "thank-you" for dinner last night. It's unfortunate Errol
and Dutch didn't make it, they are the ones who do all the work for you.
Are you going to hook me up on the lunch police?
Thanks again,
Kori.
| ||
arnold-j/all_documents/342.
|
subject: Re: requirement document
content: Looks good. I'm a little confused as to how many users can be on. The
system needs to be able to handle 50+ users at one time, each being able to
post messages any time.
Brian Hoskins@ENRON COMMUNICATIONS
09/28/2000 02:31 PM
To: Fangming Zhu/Corp/Enron@ENRON
cc: Allen Elliott/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT
Subject: Re: requirement document
Fangming,
Looks good. That's exactly what we're looking for. John, please comment if
there are any additional features you'd like to add.
Brian
Brian T. Hoskins
Enron Broadband Services
713-853-0380 (office)
713-412-3667 (mobile)
713-646-5745 (fax)
[email protected]
Fangming Zhu@ENRON
09/28/00 02:23 PM
To: Brian Hoskins/Enron Communications@Enron Communications
cc: Allen Elliott/HOU/ECT@ECT
Subject: requirement document
Hi, Brian:
Please review attached requirement document and reply this message with any
comments. Once you approve it, I am going to build the application.
Thanks,
Fangming
| ||
arnold-j/all_documents/343.
|
subject: Re: PIRA Annual Seminar Preview
content: Thank you for sending this. If only you sent it a couple hours earlier.
Just kidding. T Boone must have heard this because he sold everything
today. 9000 contracts.
John
From: Jennifer Fraser 09/28/2000 03:35 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: PIRA Annual Seminar Preview
Hey JA:
I was at PIRA today and got a preview of their presenation on Oct 11-12 for
their client seminars.
(Greg Shuttlesworth)
Summary:
They have turned a little bearish becuase
They believe that distillates will cap gas ( get some to graph HO, CL, NY
No.6 1% and TZ6 Index and NX3) the picture is very convincing
Supply is increasing at a faster pace (1Bcf/d more in Q4 and expect
incremental 2 BCF/d next summer)
Canadian production is increasing
Deep water GOm is increasing
Lastly, Shallow water GOM is also improving after years of decline
Demand
modest in 01/02
more efficient gas turbine
economic moderation
Near term
Yes it looks a little ugly this winter
Possibility of shocks in the shoulder ( low storage and early summer heat in
Apr-May 01)
Call me or write if you call for more details. I am also faxing you their
fuel substitution slide---- it looks at up to 5 BCF/d being put back into the
supply chain.
Thanks
JF
| ||
arnold-j/all_documents/344.
|
subject: test
content: home.enron.com
this is home.enron.com.
| ||
arnold-j/all_documents/345.
|
subject:
content: Jim:
I apologize for the comment after your order. I knew you didn't like the
market last night so I was surprised when you were an buyer this morning.
It's not your style to change views quickly as you tend to trade with a
longer term view. I was out of line with the comment and it won't happen
again.
John
| ||
arnold-j/all_documents/346.
|
subject:
content: Hi:
Can you get me subscriptions to the following magazines:
The Economist
Energy Risk Management
Havard Business Review
Thanks,
John
| ||
arnold-j/all_documents/347.
|
subject: Re: Evening
content: Hello:
I am John Arnold. I believe you're looking for Jeff Arnold.
[email protected] on 09/27/2000 05:30:27 PM
To: [email protected]
cc:
Subject: Re: Evening
jeff,
thanks for the directions - i have already forwarded them home.
tonight is not good for me but perhaps one day we will finally connect now
that
we are closer!
i've been thinking about sunday and hope you have a deck of cards to play with
(perhaps 2 decks of uno cards).
| ||
arnold-j/all_documents/348.
|
subject: Re: Commercials
content: ---------------------- Forwarded by John Arnold/HOU/ECT on 09/27/2000 03:26
PM ---------------------------
From: Margaret Allen@ENRON on 09/27/2000 01:45 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re: Commercials
John, John, John....very impressive analysis! The first two commercials were
supposed to be idealistic spots announcing Enron as an innovative company,
while the next four are proof points to our innovation by showing the
businesses we have created.
I know you were elated to get an email from me this morning, thus proving
that I had not been kidnapped and all those important things I work on would
continue to be completed. Oh and that certainly is a pretty design you add
to your emails. Very masculine!
Smile, Margaret
ps, i hope you can read my sarcasm over email -- if you knew me better, you
would understand it completely since it is rare that i'm in a totally serious
mood. hope you don't take offense!
John Arnold@ECT
09/27/2000 12:29 PM
To: Margaret Allen/Corp/Enron@ENRON
cc:
Subject: Re: Commercials
I really liked the commercials about specifics (i.e. weather, EOL,
bandwidth). The metal man was definitely at a different philosophical level
than where my brain operates. Still not quite sure what was going on there.
Ode was a bit too idealistic. The campaign in general was very different
than previous. But I guess you know that and that's the point. Again, I
think the commercials that showed why we are the most innovative were very
impressive. Just telling people we are innovative made less of an impact.
Sorry I ruined your run. At least you weren't molested by the River Oaks car
thief.
From: Margaret Allen@ENRON on 09/27/2000 08:24 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Commercials
So, what did you think?! Don't lie or stretch the truth either -- you won't
hurt my feelings, I promise.
By the way, by the time I arrived home it was completely dark so I went for a
three mile run this morning. Not fun, but I'm definitely awake right now!
BUT, it's all your fault I couldn't go last night....he!he!
Trade well, MSA
| ||
arnold-j/all_documents/349.
|
subject: Re: Commercials
content: I really liked the commercials about specifics (i.e. weather, EOL,
bandwidth). The metal man was definitely at a different philosophical level
than where my brain operates. Still not quite sure what was going on there.
Ode was a bit too idealistic. The campaign in general was very different
than previous. But I guess you know that and that's the point. Again, I
think the commercials that showed why we are the most innovative were very
impressive. Just telling people we are innovative made less of an impact.
Sorry I ruined your run. At least you weren't molested by the River Oaks car
thief.
From: Margaret Allen@ENRON on 09/27/2000 08:24 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Commercials
So, what did you think?! Don't lie or stretch the truth either -- you won't
hurt my feelings, I promise.
By the way, by the time I arrived home it was completely dark so I went for a
three mile run this morning. Not fun, but I'm definitely awake right now!
BUT, it's all your fault I couldn't go last night....he!he!
Trade well, MSA
| ||
arnold-j/all_documents/35.
|
subject: FW: Enron Media Contacts
content: Dear Jennifer,
My apologies, I thought that I had forwarded this information to you last
month.
Sean
-----Original Message-----
From: [email protected] [mailto:[email protected]]
Sent: Tuesday, November 07, 2000 11:58 AM
To: O'Brien, Sean
Subject: Re: FW: Enron Media Contacts
Sean, how are you?
Here's the requested information:
The absolute correct person for them to meet and who will make the media
buying decision would be Ms. Cherie Crane.
Would you like for me to place a call and find out what's going on? Let me
know.
=G
"O'Brien, Sean" <Sean.O'[email protected]> on 11/07/2000 08:57:53 AM
To: George Leon/LA/SPE@SPE
cc: "Ellis, Bryan" <[email protected]>
Subject: FW: Enron Media Contacts
Dear George,
I hope all is going well for you there. I need your help. Listed below is
an email from my contact person at Enron Media Services. They are planning
to offer media in a trading environment (like a commodity) and need to know
who the "right" contact at SPE would be. As you can see, they have met with
several people but are unsure who makes the media decisions at SPE. Can you
please help me direct them to the right person? If they have already met
with the right person, can you identify them so that I can follow up and
determine SPE's interest in their proposal. Thanks for the help.
Sincerely,
Sean A. O'Brien
Vice President
Technology Partnerships
Business Solutions Company
Sony Electronics Inc.
T 858-942-7740
C 858-775-4627
-----Original Message-----
From: [email protected] [mailto:[email protected]]
Sent: Friday, October 27, 2000 2:51 PM
To: Sean.O'[email protected]
Cc: [email protected]
Subject: Enron Media Contacts
Sean,
The following are the contacts that have been made by Enron Media Services
with Enron Picture. The initial meeting, Enron Media Services was
represented by Mike Horning, Edward Ondarza and Steve Crumley.
We met with the following personnel from SPE:
- Allan Dick, VP Corporate Procurement
- Cherie Crane, SVP Media
- Joseph Foley, SVP Marketing
- Kathleen Shane, VP Finance
- Jennie Angelos, Director Business Planning
- Peter LaBrida, Manager Corporate Procurement
Mike has provided Allan with today's one-year fixed price swap for spot TV
media in NY, LA and Houston. Mike expects feedback from Allan today on the
pricing and the Sony attendees from meeting. The next meeting that Mike is
having is
11/1 with Allan Dick.
Could you do some investigation and find out what the feel is for the Enron
Media Services product offering and possible communicate to Sony Pictures
that there are revenue opportunities for Sony also.
Please give me a call when you have an opportunity.
Jennifer
| ||
arnold-j/all_documents/350.
|
subject: Re:
content: Joe:
I just wanted to run this past you...
John
---------------------- Forwarded by John Arnold/HOU/ECT on 09/27/2000 12:05
PM ---------------------------
To: John Arnold/HOU/ECT@ECT
cc: Joseph Deffner/HOU/ECT@ECT, Tim DeSpain/HOU/ECT@ECT
Subject: Re:
John:
I don't mind cleaning up their books at quarter end. However,at year end I
will want to keep the debt off of my books. As we approach year-end this
year could you please coordinate with Joe Deffner so that we take advantage
of the margin lines we have available in order to minimize the debt on our
books.
Thanks,
Ben
John Arnold
09/26/2000 07:12 PM
To: Ben F Glisan/HOU/ECT@ECT
cc:
Subject:
Ben:
Jeff Shankman gave me your name. I have assumed Jeff's old responsibilities
as head of the natural gas derivatives trading group. Our broker, EDF MAN,
supplies us with $50 million of margin financing every night. They are
trying to clean up their books for end of quarter and/or year on Sep 30.
They have asked if we can post the $50 million overnight on the 30th. We did
this last year as well. Please advise,
John
| ||
arnold-j/all_documents/351.
|
subject: Commercials
content: ---------------------- Forwarded by John Arnold/HOU/ECT on 09/27/2000 11:12
AM ---------------------------
From: Margaret Allen@ENRON on 09/27/2000 08:24 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Commercials
So, what did you think?! Don't lie or stretch the truth either -- you won't
hurt my feelings, I promise.
By the way, by the time I arrived home it was completely dark so I went for a
three mile run this morning. Not fun, but I'm definitely awake right now!
BUT, it's all your fault I couldn't go last night....he!he!
Trade well, MSA
| ||
arnold-j/all_documents/352.
|
subject: Re: Stress Test
content: I'm not sure what is happening on my position. It may have to do with how
you shaped the forward vol and price curves at each level. My VAR is so
dependent on spread levels and vols that a small change in the Jan vols could
produce that effect.
The results certainly provide evidence of a need for higher VAR going into
the winter.
John
Enron North America Corp.
From: Frank Hayden @ ENRON 09/15/2000 06:32 PM
To: John J Lavorato/Corp/Enron@Enron, John Arnold/HOU/ECT@ECT
cc: Vladimir Gorny/HOU/ECT@ECT, Sunil Dalal/Corp/Enron@ENRON
Subject: Stress Test
The below file shows the results of the two stress test requested. Under the
$7 dollar stress, NYMEX curve was shifted to $7 dollars with all other price
curves proportionally shifted. Under the $9 dollar test, not only were the
price curves shifted, but volatilites were stressed as well with NYMEX
volatility going to 100% and all other vol locations being raised accordingly.
Key findings include:
$7 dollar stress only raised VaR by 79%
$9 dollar stress raised VaR by 134%
It is interesting to note that with the seven dollar stress, VaR on the
financial desk actually decreased. This would seem to imply that up to the
seven dollar strike, the financial desk is long gamma (which overall reduces
risk). But between the seven dollar and nine dollar strike, it appears that
the desk becomes short gamma, thereby acceralatering the amount of risk and
increasing VaR by 74%. Does this make sense or is something else happening?
Frank
---------------------- Forwarded by Frank Hayden/Corp/Enron on 09/15/2000
03:43 PM ---------------------------
From: Sunil Dalal 09/15/2000 02:54 PM
To: Vladimir Gorny/HOU/ECT@ECT, Frank Hayden/Corp/Enron@Enron
cc:
Subject: Lavo/Arnold Stresses
Attached below are the $7 and $9 stresses that were run at the request of
Lavo ($7) and Arnold ($9). I ran the results against the AGG-IV portfolio.
| ||
arnold-j/all_documents/353.
|
subject: Re: ??
content: Hey freak:
So we finally had LA type weather here for the past two days. Highs in the
mid-70's. Beautiful. Life's just cruising along. Nothing new. I put a bid
in for a condo in a new mid-rise building going up in West U that they
accepted. If all goes as expected I'll move in next X-Mas. So are you
adjusting to the big city. Got yourself a big Hollywood actor boyfriend yet?
John
| ||
arnold-j/all_documents/354.
|
subject: RE: Young John?
content: It's getting harder and harder to root, root, root for the home team.
Heather Robertson <[email protected]> on 09/25/2000 06:09:01 PM
To: [email protected]
cc:
Subject: RE: Young John?
I KNOW!!! I was even in San Francisco ...!! How humiliating...
Apparently, you were not cheering hard enough.
-----Original Message-----
From: [email protected] [mailto:[email protected]]
Sent: Monday, September 25, 2000 5:23 PM
To: [email protected]
Subject: RE: Young John?
What'd you do to my Cowboys?
Heather Robertson <[email protected]> on 09/01/2000 09:02:04 AM
To: [email protected]
cc:
Subject: RE: Young John?
Just read it...great article!
Have fun in Costa Rica... I hear it is amazing.
-----Original Message-----
From: [email protected] [mailto:[email protected]]
Sent: Thursday, August 31, 2000 4:10 PM
To: [email protected]
Subject: RE: Young John?
The Fortune article is about grassroots change within a company. It is
written about the lady who started EOL, but I'm in it a little. Chief of
natural gas derivatives...I'm not really sure what that means. I run the
Nymex book now but not the floor..just the derivatives desk of five people.
I'm actually going to Costa Rica tomorrow morn thru Monday. Never been
but heard it's beautiful. Next time you're in we'll go out.
J
Heather Robertson <[email protected]> on 08/31/2000 01:20:05 PM
To: [email protected]
cc:
Subject: RE: Young John?
What do you mean? I'm serious!
So what Fortune article? I only saw you in Time... Pretty freaky to see
someone you know like that! What the heck is a "chief" of natural gas
derivatives?! Skilling's old job?
Check out the Amazon (AMZN) chat on Yahoo... I was joking that all of my
friends were in the press lately (i.e. YOU, as well as all my HBS buddies),
so the guys on the trading floor thought this would be funny. The best
part
is that someone thought they were serious and started in on the
conversation!! I do investor relations for a hedge fund in Dallas, so
that's why they are talking about my IR/selling skills... but it's not
exactly your typical corporate IR position considering our investor base.
I'm going to be in your neck of the woods tomorrow. I'm visiting friends
in
Houston on Friday & Saturday, then going to my sister's house in Bay City
on
Sat. night. No firm plans, just getting out of Dallas. Are you going to
be
around?
I thought about you the night after I saw the article because I was in
Snuffers, drinking a strawberry daiquiri... =) do you remember why??
I
think about that every time I go there....
Take care and make money!
-----Original Message-----
From: [email protected] [mailto:[email protected]]
Sent: Thursday, August 31, 2000 11:48 AM
To: [email protected]
Subject: Re: Young John?
Glad to see you're having so much fun with this. I've been here 5.5 years
with nothing and then in one week I'm in Fortune and Time. Pretty funny.
Things are going well here . The big E just chugging along, bringing the
stock price with it. Wish I could tell you everything new in my life, but
I think I just did.
Your long lost buddy,
John
Heather Robertson <[email protected]> on 08/31/2000 10:10:09 AM
To: [email protected]
cc:
Subject: Young John?
Is this "the 26-year-old chief of natural-gas derivatives"? If so, you
should write me back after you complete your "nine hours and $1 billion in
trades" today!! Does this mean I have to start calling you "Mr. John"?!
It was great to see you're doing so well....
Your long lost buddy,
Heather
Heather Lockhart Robertson
HBK Investments LP
Personal:
214.758.6161 Phone
214.758.1261 Fax
Investor Relations:
214.758.6108 Phone
214.758.1208 Fax
| ||
arnold-j/all_documents/355.
|
subject: Re:
content: Thanks. This is exactly what I wanted.
John
Enron North America Corp.
From: Sunil Dalal @ ENRON 09/20/2000 04:05 PM
To: John Arnold/HOU/ECT@ECT
cc: Frank Hayden/Corp/Enron@Enron
Subject: Re:
John, the matrix that was sent to you includes YTD P&L for all the traders in
the matrix. Trader P&L contribution to desk P&L, however, was not backed out
on that particular matrix. That matrix effectively shows one trader's
correlation to all others. What is does not show is one trader's P&L to the
desk P&L. I have included a spreadsheet with each trader's P&L backed out of
AGG-GAS P&L to demonstrate their relationship. Please call Frank or myself
if you have questions. Thanks.
From: Frank Hayden 09/19/2000 06:42 PM
To: Sunil Dalal/Corp/Enron@ENRON
cc:
Subject: Re:
questions and answers?
---------------------- Forwarded by Frank Hayden/Corp/Enron on 09/19/2000
06:42 PM ---------------------------
John Arnold@ECT
09/19/2000 05:33 PM
To: Frank Hayden/Corp/Enron@ENRON
cc:
Subject: Re:
Thx for the spreadsheet. 2 questions : What time frame does this entail and
does the correlation between the trader and AGG GAS include that trader's
contribution to the floor's P&L. In other words, is my P&L correlated with
the floor or is it correlated to the rest of the floor absent me?
Enron North America Corp.
From: Frank Hayden @ ENRON 09/19/2000 02:41 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject:
| ||
arnold-j/all_documents/356.
|
subject:
content: Ben:
Jeff Shankman gave me your name. I have assumed Jeff's old responsibilities
as head of the natural gas derivatives trading group. Our broker, EDF MAN,
supplies us with $50 million of margin financing every night. They are
trying to clean up their books for end of quarter and/or year on Sep 30.
They have asked if we can post the $50 million overnight on the 30th. We did
this last year as well. Please advise,
John
| ||
arnold-j/all_documents/357.
|
subject: Re: natural update
content: Mark:
You've called it right thus far.
Let's plan to get a drink after work on the 19th.
Thanks,
John
"Mark Sagel" <[email protected]> on 09/26/2000 10:23:06 AM
To: "John Arnold" <[email protected]>
cc:
Subject: natural update
John:
?
I wish I had a lot to pass along, but not much has changed on my work.? All
the analysis is still very bullish and expecting higher levels.? I am
receiving hourly "9" type strength patterns, which means the up move must
consistently continue from here.? Any drop under today's lows is a negative
for natural.? On my daily work, natural will see a new type of strength
pattern today.? It is not a "9" type topping pattern, but one that normally
comes out along the way as price moves higher.? This would suggest a
potential short-term high over the next 2-3 days, but nothing of major
importance.
?
I have tentative plans to be in Houston on Thursday, October 19.? Are you
interested in meeting so that I may show in much greater detail what the
work is doing and how it can enhance your activity?? Let me know if that day
works for you.? Thanks,
?
Mark Sagel
Psytech Analytics
(410)308-0245
[email protected]
?
| ||
arnold-j/all_documents/358.
|
subject: Re:
content: I'm sorry but I have plans for Thursday already. Maybe next time.
John
[email protected] on 09/26/2000 01:45:42 PM
To: "John Arnold" <[email protected]>
cc:
Subject:
John,
I have tentative plans to be in Houston on Thursday. If, as we
discussed yesterday, you have time to get out after work, I'd like to
get together. Please let me know if this works for you and I'll confirm
my plans to be there.
Thanks,
Jim Naughton
| ||
arnold-j/all_documents/359.
|
subject: Re: Screen shots
content: Hi:
The big money making floor? I don't think I like that. Too much
pressure...what happens if we screw up?
I went to the website and clicked on the link but all I got was a mess of
characteres and symbols. Any ideas how I fix it?
John
From: Margaret Allen@ENRON on 09/26/2000 03:30 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re: Screen shots
Hey John,
Did you check out the new spots?!!! They are posted on the Intranet
(home.enron.com). Let me know what you think! Hope all is well down there
on the 'big money making' floor.
Have a good one, Margaret
| ||
arnold-j/all_documents/36.
|
subject: 12/04 Conference Call with Universal for JPI
content: Jennifer,
After the Universal-Enron conference call with Elyse Kalmans and Misha
Siegel, we discovered the following:
The majority of the JPI is for-profit and therefore Community Relations
cannot be a sponsoring party.
Elyse recommended I contact Mark Palmer to discuss the sponsorship and the
value tied to EMS, Weather, Plastics & Credit.
Universal was hesitant to comment on dollar amounts for the sponsorship but
noted $250K would be the lowest amount for the JPI Virtual Institute.
I wanted to consult your advice as to what tactics would be best at this
point. Is Mark Palmer definitely the correct contact? Would you prefer to
contact him on this front?
Thanks.
Colleen
| ||
arnold-j/all_documents/360.
|
subject: Mario De La Ossa
content: can you please add this
---------------------- Forwarded by John Arnold/HOU/ECT on 09/26/2000 11:03
AM ---------------------------
Enron North America Corp.
From: Molly Magee 09/25/2000 06:28 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Mario De La Ossa
John: John Nowlan, Dave Botchlett, Jim Goughray and several others met with
Mario last week. They were all favorably impressed. Jeff Shankman had
asked to meet with him, and their appointment is scheduled for Thursday,
9/28, at 1:30 pm. Jeff had also asked that you spend some time with him so
that a decision could be made as to whether or not to make him an offer.
Would you have some time available on Thursday afternoon to see Mario?
Thanks,
Molly
x34804
| ||
arnold-j/all_documents/361.
|
subject: RE: Young John?
content: What'd you do to my Cowboys?
Heather Robertson <[email protected]> on 09/01/2000 09:02:04 AM
To: [email protected]
cc:
Subject: RE: Young John?
Just read it...great article!
Have fun in Costa Rica... I hear it is amazing.
-----Original Message-----
From: [email protected] [mailto:[email protected]]
Sent: Thursday, August 31, 2000 4:10 PM
To: [email protected]
Subject: RE: Young John?
The Fortune article is about grassroots change within a company. It is
written about the lady who started EOL, but I'm in it a little. Chief of
natural gas derivatives...I'm not really sure what that means. I run the
Nymex book now but not the floor..just the derivatives desk of five people.
I'm actually going to Costa Rica tomorrow morn thru Monday. Never been
but heard it's beautiful. Next time you're in we'll go out.
J
Heather Robertson <[email protected]> on 08/31/2000 01:20:05 PM
To: [email protected]
cc:
Subject: RE: Young John?
What do you mean? I'm serious!
So what Fortune article? I only saw you in Time... Pretty freaky to see
someone you know like that! What the heck is a "chief" of natural gas
derivatives?! Skilling's old job?
Check out the Amazon (AMZN) chat on Yahoo... I was joking that all of my
friends were in the press lately (i.e. YOU, as well as all my HBS buddies),
so the guys on the trading floor thought this would be funny. The best
part
is that someone thought they were serious and started in on the
conversation!! I do investor relations for a hedge fund in Dallas, so
that's why they are talking about my IR/selling skills... but it's not
exactly your typical corporate IR position considering our investor base.
I'm going to be in your neck of the woods tomorrow. I'm visiting friends
in
Houston on Friday & Saturday, then going to my sister's house in Bay City
on
Sat. night. No firm plans, just getting out of Dallas. Are you going to
be
around?
I thought about you the night after I saw the article because I was in
Snuffers, drinking a strawberry daiquiri... =) do you remember why??
I
think about that every time I go there....
Take care and make money!
-----Original Message-----
From: [email protected] [mailto:[email protected]]
Sent: Thursday, August 31, 2000 11:48 AM
To: [email protected]
Subject: Re: Young John?
Glad to see you're having so much fun with this. I've been here 5.5 years
with nothing and then in one week I'm in Fortune and Time. Pretty funny.
Things are going well here . The big E just chugging along, bringing the
stock price with it. Wish I could tell you everything new in my life, but
I think I just did.
Your long lost buddy,
John
Heather Robertson <[email protected]> on 08/31/2000 10:10:09 AM
To: [email protected]
cc:
Subject: Young John?
Is this "the 26-year-old chief of natural-gas derivatives"? If so, you
should write me back after you complete your "nine hours and $1 billion in
trades" today!! Does this mean I have to start calling you "Mr. John"?!
It was great to see you're doing so well....
Your long lost buddy,
Heather
Heather Lockhart Robertson
HBK Investments LP
Personal:
214.758.6161 Phone
214.758.1261 Fax
Investor Relations:
214.758.6108 Phone
214.758.1208 Fax
| ||
arnold-j/all_documents/362.
|
subject:
content: Eric:
I passed the customer on to Jennifer Fraser and Fred Lagrasta. Please
coordinate with them.
Thanks,
John
|
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