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arnold-j/all_documents/727.
|
subject:
content: http://messages.yahoo.com/bbs?.mm=FN&action=m&board=7081781&tid=ene&sid=708178
1&mid=11711
| ||
arnold-j/all_documents/728.
|
subject: RE: ng views + wager
content: 7:2 at 2:1
From: Jennifer Fraser/ENRON@enronXgate on 04/17/2001 05:42 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: ng views + wager
new odds
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Monday, April 16, 2001 7:44 AM
To: Fraser, Jennifer
Subject: RE: ng views + wager
i'll take 10:1 this morning
From: Jennifer Fraser/ENRON@enronXgate on 04/16/2001 07:40 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: ng views + wager
thats pleasant
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Sunday, April 15, 2001 3:29 PM
To: Fraser, Jennifer
Subject: RE: ng views + wager
eat my shorts
From: Jennifer Fraser/ENRON@enronXgate on 04/12/2001 05:01 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: ng views + wager
3:1 and your on
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Thursday, April 12, 2001 11:04 AM
To: Fraser, Jennifer
Subject: RE: ng views + wager
the implied market on that from put spreads is 5.3:1. I'll take 4:1.
that's all the juice i'll pay.
From: Jennifer Fraser/ENRON@enronXgate on 04/12/2001 07:59 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: ng views + wager
Most import - the wager - I will take the over on May NG (4.95). 2:1 is
okay--- $5 per penny okay?
Agree - Products
Rally is not different for products. 92% of heating oil is made ondemand
(storage is not as important as in nat gas) Heat will get ugly this October
and then give it up (unless we have 7 blizzzards in the Northeast very
early).
SOme things to consider :
1- in the next 3-4 weeks we will finish the very heavy maintenance season and
be in full blown gasoline season.
- yields will be preferentially shifted for HU
3- nobody will pay any attention to HO
2-HO will have incremental demand due to utlity switching and will quietly
build slower than last year
4- therefore by September everyone will freak out
5- After the OCtober contract expires (HO) , everyone will realize (similar
to NG) that the world will not end.
Where does this get us:
1- Sell q3 HU crack and by Q4HO crack (By the time q3 prices out--the wind
will have been taken out of HU sails - plus you can do it month
avg--therefore less noise)
2-Benefit from heat's recent excitement -- sell HO calls (June -Aug), buy ng
puts nov-jan
Ng-Disagree:
I think prices stay high through June. The big drop off come some where in
July 15 to Aug 15 and downhill from there. (Looks like 1998)
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Wednesday, April 11, 2001 10:41 PM
To: Fraser, Jennifer
Subject: Re: ng views
the only change that's happened to my long term outlook has been that the
weather in the short term has been more bullish and we'll have 30 or so bcf
less storage than i was anticpating in two weeks. so yea, my curve is a
touch higher, but it doesnt change my longer term view. most of the move
this week was a short sqeeze of spec shorts combined with a strong heat
market. a little concerned about heat, but also saw products very strong
going into the season this past winter only to stage a huge failure. not
convinced this rally in products is different.
From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: ng views
where's your curve now?
MAy
June
Jul
Aug
Sep
Oct
Nov
Dec Jan 02
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
| ||
arnold-j/all_documents/729.
|
subject: Re: FW: Clay Christensen Speaks: Wednesday, 3:30, Spangler
content: That's what I'm talking ABOUT !!!!
"Eva Pao" <[email protected]> on 04/16/2001 09:35:14 PM
Please respond to <[email protected]>
To: <[email protected]>
cc:
Subject: FW: Clay Christensen Speaks: Wednesday, 3:30, Spangler Auditorium!
?
-----Original Message-----
From: [email protected]
[mailto:[email protected]]On Behalf Of David Margalit
Sent: Monday, April 16, 2001 10:38 PM
To: [email protected]
Subject: Clay Christensen Speaks: Wednesday, 3:30, Spangler Auditorium!
You've read?the Innovator's Dilemma.? Now learn?the latest.??
Clay??Christensen?
?How can I know in advance if something is a high-potential disruptive
market opportunity?
?
3:30pm,?Wednesday,?April?18th
Spangler Auditorium
Come watch?Clay Christensenshare his?most recent?thoughts on?disruption,
innovation?and business.
Part of the HBS Student Association's Thought Leadership Speaker Series
Be sure not to miss:
Michael Porter:??Strategy: New Learnings:?3:30pm,??Tuesday,
April?17th?Spangler Auditorium
Tom Eisenmann: Get Big Fast? Promise and Peril on the Path to the Evernet
3:00pm, Thursday, April 19th Aldrich 110
Rosabeth Moss Kanter: Evolve!: Succeeding in the Digital Culture of Tomorrow
4:30pm, Thursday, April 19th Aldrich 109
| ||
arnold-j/all_documents/73.
|
subject: Universal-EMS Conference Call 12/13
content: Jennifer,
Please let me know if you want/are able to attend.
Universal-EMS Conference Call
Date/Time: Wednesday, December 13 9:30 AM CST, Call-in number to be forwarded
Purpose: Introduce EMS and Universal
Attendees
Enron:
Mike Horning, Director, Origination, EMS
Colleen Koenig, Analyst, Global Strategic Sourcing
Universal:
Daphne Harvey, Sr. Director, Strategic Sourcing (Media and Post Production)
| ||
arnold-j/all_documents/730.
|
subject: RE: Receipt of Hedge Fund Information
content: mike:
just want to confirm you received my money and forms.
also, checking to see if i am set up to sell naked calls on ENE. may be
looking to do something this week. probably 100-200 contracts.
john
| ||
arnold-j/all_documents/731.
|
subject: Re: Loss Limit Notification for April 11th and 12th
content: the 14 mm loss was due to a booking mistake that could not be corrected
before the books were posted and is being corrected tonight
Chris Abel
04/16/2001 01:08 PM
To: Mike Grigsby/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT
cc: Frank Hayden/Enron@EnronXGate, Kenneth Thibodeaux/Enron@EnronXGate, Shona
Wilson/NA/Enron@Enron
Subject: Loss Limit Notification for April 11th and 12th
Mike, can you please provide an explanation for the $71mm loss on the 11th
and the $31mm loss on the 12th, for reporting purposes?
John, can you please provide an explanation for the $14mm loss on the 12th,
for reporting purposes?
Thanks,
Chris Abel
Manager, Risk Controls and Consolidated Risk Reporting
| ||
arnold-j/all_documents/732.
|
subject: Re: Pay all bills with just 1 monthly payment! [y5i64]
content: fuck you
<[email protected]> on 04/16/2001 11:09:55 AM
Please respond to [email protected]
To: [email protected]
cc:
Subject: Pay all bills with just 1 monthly
payment! [y5i64]
Got debt? We can help using Debt Consolidation!
If you owe $10,000 USD or more, consolidate your debt
into just 1 payment and let us handle the rest!
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To receive no further offers from our company regarding
this matter or any other matter, please reply to this
e-mail with the word 'Remove' in the subject line.
| ||
arnold-j/all_documents/733.
|
subject: RE: ng views + wager
content: i'll take 10:1 this morning
From: Jennifer Fraser/ENRON@enronXgate on 04/16/2001 07:40 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: ng views + wager
thats pleasant
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Sunday, April 15, 2001 3:29 PM
To: Fraser, Jennifer
Subject: RE: ng views + wager
eat my shorts
From: Jennifer Fraser/ENRON@enronXgate on 04/12/2001 05:01 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: ng views + wager
3:1 and your on
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Thursday, April 12, 2001 11:04 AM
To: Fraser, Jennifer
Subject: RE: ng views + wager
the implied market on that from put spreads is 5.3:1. I'll take 4:1.
that's all the juice i'll pay.
From: Jennifer Fraser/ENRON@enronXgate on 04/12/2001 07:59 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: ng views + wager
Most import - the wager - I will take the over on May NG (4.95). 2:1 is
okay--- $5 per penny okay?
Agree - Products
Rally is not different for products. 92% of heating oil is made ondemand
(storage is not as important as in nat gas) Heat will get ugly this October
and then give it up (unless we have 7 blizzzards in the Northeast very
early).
SOme things to consider :
1- in the next 3-4 weeks we will finish the very heavy maintenance season and
be in full blown gasoline season.
- yields will be preferentially shifted for HU
3- nobody will pay any attention to HO
2-HO will have incremental demand due to utlity switching and will quietly
build slower than last year
4- therefore by September everyone will freak out
5- After the OCtober contract expires (HO) , everyone will realize (similar
to NG) that the world will not end.
Where does this get us:
1- Sell q3 HU crack and by Q4HO crack (By the time q3 prices out--the wind
will have been taken out of HU sails - plus you can do it month
avg--therefore less noise)
2-Benefit from heat's recent excitement -- sell HO calls (June -Aug), buy ng
puts nov-jan
Ng-Disagree:
I think prices stay high through June. The big drop off come some where in
July 15 to Aug 15 and downhill from there. (Looks like 1998)
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Wednesday, April 11, 2001 10:41 PM
To: Fraser, Jennifer
Subject: Re: ng views
the only change that's happened to my long term outlook has been that the
weather in the short term has been more bullish and we'll have 30 or so bcf
less storage than i was anticpating in two weeks. so yea, my curve is a
touch higher, but it doesnt change my longer term view. most of the move
this week was a short sqeeze of spec shorts combined with a strong heat
market. a little concerned about heat, but also saw products very strong
going into the season this past winter only to stage a huge failure. not
convinced this rally in products is different.
From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: ng views
where's your curve now?
MAy
June
Jul
Aug
Sep
Oct
Nov
Dec Jan 02
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
| ||
arnold-j/all_documents/734.
|
subject: Re: EnronOnline competitor questionnaire
content: schedule 30 min to sit down with me either mon or tues after 430. if you
want to get info, sending out an email survey is not the right way. much
easier to respond to a question in voice rather than typing it out.
<[email protected]> on 04/09/2001 04:17:59 PM
To: [email protected]
cc: [email protected]
Subject: EnronOnline competitor questionnaire
Hello Mr. Arnold,
Thank you for speaking with me today with Kenneth Parkhill. Unfortunately,
none of my teammates are available to meet with you today. Would you please
review our questionnaire and reply back to me with your comments about the
questionnaire and answers to any questions that apply to your work.
We will follow up with you later this week if we have questions. Thank you
for your help.
Charles Womack
2002 Rice MBA Candidate
281-413-8147
[email protected]
- Questionnaire.doc
| ||
arnold-j/all_documents/735.
|
subject: RE: ng views + wager
content: eat my shorts
From: Jennifer Fraser/ENRON@enronXgate on 04/12/2001 05:01 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: ng views + wager
3:1 and your on
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Thursday, April 12, 2001 11:04 AM
To: Fraser, Jennifer
Subject: RE: ng views + wager
the implied market on that from put spreads is 5.3:1. I'll take 4:1.
that's all the juice i'll pay.
From: Jennifer Fraser/ENRON@enronXgate on 04/12/2001 07:59 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: ng views + wager
Most import - the wager - I will take the over on May NG (4.95). 2:1 is
okay--- $5 per penny okay?
Agree - Products
Rally is not different for products. 92% of heating oil is made ondemand
(storage is not as important as in nat gas) Heat will get ugly this October
and then give it up (unless we have 7 blizzzards in the Northeast very
early).
SOme things to consider :
1- in the next 3-4 weeks we will finish the very heavy maintenance season and
be in full blown gasoline season.
- yields will be preferentially shifted for HU
3- nobody will pay any attention to HO
2-HO will have incremental demand due to utlity switching and will quietly
build slower than last year
4- therefore by September everyone will freak out
5- After the OCtober contract expires (HO) , everyone will realize (similar
to NG) that the world will not end.
Where does this get us:
1- Sell q3 HU crack and by Q4HO crack (By the time q3 prices out--the wind
will have been taken out of HU sails - plus you can do it month
avg--therefore less noise)
2-Benefit from heat's recent excitement -- sell HO calls (June -Aug), buy ng
puts nov-jan
Ng-Disagree:
I think prices stay high through June. The big drop off come some where in
July 15 to Aug 15 and downhill from there. (Looks like 1998)
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Wednesday, April 11, 2001 10:41 PM
To: Fraser, Jennifer
Subject: Re: ng views
the only change that's happened to my long term outlook has been that the
weather in the short term has been more bullish and we'll have 30 or so bcf
less storage than i was anticpating in two weeks. so yea, my curve is a
touch higher, but it doesnt change my longer term view. most of the move
this week was a short sqeeze of spec shorts combined with a strong heat
market. a little concerned about heat, but also saw products very strong
going into the season this past winter only to stage a huge failure. not
convinced this rally in products is different.
From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: ng views
where's your curve now?
MAy
June
Jul
Aug
Sep
Oct
Nov
Dec Jan 02
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
| ||
arnold-j/all_documents/736.
|
subject: Re: I need your phone # to help your debt problem. [h7gmu]
content: fuck you
[email protected] on 04/14/2001 05:42:02 AM
Please respond to [email protected]
To: [email protected]
cc:
Subject: I need your phone # to help your debt
problem. [h7gmu]
How would you like to take all of your debt, reduce
or eliminate the interest, pay less per month,and
pay them off sooner?
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remove in the subject.
| ||
arnold-j/all_documents/737.
|
subject: Re: Need help with your bills this month? [swbij]
content: fuck you
[email protected] on 04/15/2001 07:41:06 AM
Please respond to [email protected]
To: [email protected]
cc:
Subject: Need help with your bills this
month? [swbij]
Are you behind in bills?
Late on a payment?
Let us help you get out of debt NOW!
If you are interested, we invite you to request free
information at the end of this form.
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No obligation or costs are incurred.
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arnold-j/all_documents/738.
|
subject: Re: Stop harrassment by creditors, today! [amfos]
content: fuck you
[email protected] on 04/15/2001 07:41:11 AM
Please respond to [email protected]
To: [email protected]
cc:
Subject: Stop harrassment by creditors,
today! [amfos]
Are you behind in bills?
Late on a payment?
Let us help you get out of debt NOW!
If you are interested, we invite you to request free
information at the end of this form.
What we can do to help YOU!
* Stop harrassment by creditors.
* Reduce your principal balance up to 50%
* Consolidate your debts into one low monthly payment
* Improve your credit rating
* Lower your monthly payments by 40% - 60%
Things to keep in mind:
* There is no need to own property
* There is no need to own any equity
* This is not a loan
This is a program that has helped thousands just like YOU!
If you are interested, we invite you to read our free
information please provide the following information:
-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-
Full Name:
Address:
City:
State:
Zip Code:
Home Phone:
Work Phone:
Best Time to Call:
E-Mail Address:
Estimated Debt Size:
-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-
(All information is kept securely and never
provided to any third party sources)
To unsubscribe please hit reply and send a message with
remove in the subject.
This request is totally risk free.
No obligation or costs are incurred.
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arnold-j/all_documents/739.
|
subject:
content: i dont remember if we fixed these yet.
---------------------- Forwarded by John Arnold/HOU/ECT on 04/12/2001 01:00
PM ---------------------------
[email protected] on 04/10/2001 04:05:06 PM
To: [email protected]
cc:
Subject:
John,
Sorry again... my last 2 trades (EOL # 1112587 & 1112596 - I sell 1/2 day
twice
@5.55 on May) were done again by mistake on US Gas Daily instead of NYMEX.
I have called your help desk to try to remove US Gas Daily from my NYMEX
screen
which we cannot do so far unless I select each quote individually. However
this
would run the additional problem of not showing up new tenors you may
introduce
over time.
Thank you and best regards,
Herve
______________________________________________________________________________
_______________________________________________________
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
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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/74.
|
subject: RE: FW: December 14th meeting
content: Jennifer,
ESM - Enterprise Sales Manager
PS- Dave Bennett Area Professional Services Manager
Bob Jordan
Rio Grande Area Director
Compaq Computer Corporation
Tele #281-927-6350
Fax #281-514-7220
[email protected]
-----Original Message-----
From: [email protected] [mailto:[email protected]]
Sent: Monday, December 11, 2000 3:08 PM
To: Jordan, Bob
Subject: Re: FW: December 14th meeting
Bob,
I am not sure what PS, ESM are and I need titles for the name badges.
Could you please forward these to me.
Jennifer Stewart Medcalf
Senior Director, Business Development
Global Strategic Sourcing
(713) 646-8235
"Jordan, Bob"
<Bob.Jordan@C To:
"'[email protected]'"
OMPAQ.com> <[email protected]>
cc:
12/11/2000 Subject: FW: December 14th
meeting
12:59 PM
> Jennifer,
>
> Per our conversation this past week, here is a list of folks from Compaq
> that will be attending our meeting:
>
> Jerry Earle, RVP
> Keith McAuliffe, VP
> Bob Jordan, Director
> Rob Sender, tentative
> Derrick Deakins, NA Finance
> Barry Medlock, Compaq Capital
> Jeff Gooden. ESM
> Dave Bennett, PS
> Dave Spurlin, Acct Manager
>
>
> I am planning on doing a Corp Org Chart Overview plus a level set on
> Compaq business with Enron. Should take at most 15 minutes.
>
> I would really like to see if you can get Jenny Rub and Beth Pearlman to
> this meeting. They need to understand what Compaq has to offer.
>
> I will call you early in the week.
>
> I hope your husband is doing better.
>
> Regards,
>
> Bob Jordan
> Rio Grande Area Director
> Compaq Computer Corporation
>
> Tele #281-927-6350
> Fax #281-514-7220
> [email protected]
>
| ||
arnold-j/all_documents/740.
|
subject: RE: ng views + wager
content: the implied market on that from put spreads is 5.3:1. I'll take 4:1.
that's all the juice i'll pay.
From: Jennifer Fraser/ENRON@enronXgate on 04/12/2001 07:59 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: ng views + wager
Most import - the wager - I will take the over on May NG (4.95). 2:1 is
okay--- $5 per penny okay?
Agree - Products
Rally is not different for products. 92% of heating oil is made ondemand
(storage is not as important as in nat gas) Heat will get ugly this October
and then give it up (unless we have 7 blizzzards in the Northeast very
early).
SOme things to consider :
1- in the next 3-4 weeks we will finish the very heavy maintenance season and
be in full blown gasoline season.
- yields will be preferentially shifted for HU
3- nobody will pay any attention to HO
2-HO will have incremental demand due to utlity switching and will quietly
build slower than last year
4- therefore by September everyone will freak out
5- After the OCtober contract expires (HO) , everyone will realize (similar
to NG) that the world will not end.
Where does this get us:
1- Sell q3 HU crack and by Q4HO crack (By the time q3 prices out--the wind
will have been taken out of HU sails - plus you can do it month
avg--therefore less noise)
2-Benefit from heat's recent excitement -- sell HO calls (June -Aug), buy ng
puts nov-jan
Ng-Disagree:
I think prices stay high through June. The big drop off come some where in
July 15 to Aug 15 and downhill from there. (Looks like 1998)
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Wednesday, April 11, 2001 10:41 PM
To: Fraser, Jennifer
Subject: Re: ng views
the only change that's happened to my long term outlook has been that the
weather in the short term has been more bullish and we'll have 30 or so bcf
less storage than i was anticpating in two weeks. so yea, my curve is a
touch higher, but it doesnt change my longer term view. most of the move
this week was a short sqeeze of spec shorts combined with a strong heat
market. a little concerned about heat, but also saw products very strong
going into the season this past winter only to stage a huge failure. not
convinced this rally in products is different.
From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: ng views
where's your curve now?
MAy
June
Jul
Aug
Sep
Oct
Nov
Dec Jan 02
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
| ||
arnold-j/all_documents/741.
|
subject: Re: SUNRISE CAPITAL
content: Average volume is 35,000-40,000 on nymex of which about half is spreads. So
around 20,000 outrights trade. We trade more than that on EOL. Today's
conditions 1000 lot market would be 3-4 cents wide. have executed trades as
large as 10,000 across a longer term and 1000 lot clips in the front
frequently.
Caroline Abramo@ENRON
04/12/2001 06:48 AM
To: John Arnold/HOU/ECT@ECT, Mike Maggi/Corp/Enron@Enron
cc:
Subject: SUNRISE CAPITAL
John/ Mike- could you give me a sense of the below on nat gas..
thanks,
ca
---------------------- Forwarded by Caroline Abramo/Corp/Enron on 04/12/2001
07:46 AM ---------------------------
Caroline Abramo
04/11/2001 12:22 PM
To: Russell Dyk/Corp/Enron@ENRON, Robyn Zivic/NA/Enron@Enron, Mog
Heu/NA/Enron@Enron, Stephen Plauche/Corp/Enron
cc: Per Sekse/NY/ECT@ECT, Fred Lagrasta/HOU/ECT@ECT
Subject: SUNRISE CAPITAL
This is a program trader in San Diego with about 1 Billion in Capital. They
concentrate on front month trading- both swaps and options. they are looking
for liquidity and want to know:
1. size of the financial markets- what is the daily trading volume like?
2. bid/offer on size.. like 10,000 to start and then 5,000..1,000 - only for
the front month on swaps and options?
3. what kind of size we have seen go through directly from anyone?
They want to know this for nat gas: I can talk to John and Mike on this
Rus- can you please get this on WTI, heat, and unleaded.
I want to try to get this to them today... we'll be getting a lot of these
inquiries.
Also, they trade through Carr futures, Merrill, Morgan Stanley, and
JPM/Chase.. What they want to do is trade with us and then we'll give-up the
trades to the above counterparties.. in effect, we will not have any credit
exposure..I can explain this in our meeting.
Thanks,
CA
| ||
arnold-j/all_documents/742.
|
subject:
content: Dave:
I need a favor. I'm trying to create an internal only Cal 2002 product for
our power guys. Product controls is saying it will take a week from monday
to get it created. any way to speed it up?
| ||
arnold-j/all_documents/743.
|
subject: Re: ng views
content: the only change that's happened to my long term outlook has been that the
weather in the short term has been more bullish and we'll have 30 or so bcf
less storage than i was anticpating in two weeks. so yea, my curve is a
touch higher, but it doesnt change my longer term view. most of the move
this week was a short sqeeze of spec shorts combined with a strong heat
market. a little concerned about heat, but also saw products very strong
going into the season this past winter only to stage a huge failure. not
convinced this rally in products is different.
From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: ng views
where's your curve now?
MAy
June
Jul
Aug
Sep
Oct
Nov
Dec Jan 02
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
| ||
arnold-j/all_documents/744.
|
subject: RE: ng views
content: what kind of odds. the market is saying it's 8:1 chance. I'm saying there
is a much better chance than that. i think it's 2:1
From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 04:11 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: ng views
wanna wager on that?
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Wednesday, April 11, 2001 3:57 PM
To: Fraser, Jennifer
Subject: Re: ng views
may = 495 the rest is the same
From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: ng views
where's your curve now?
MAy
June
Jul
Aug
Sep
Oct
Nov
Dec Jan 02
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
| ||
arnold-j/all_documents/745.
|
subject: RE: ng views
content: 2.75 ... but yea
From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 04:00 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: ng views
2.50 fir jan02?
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Wednesday, April 11, 2001 3:57 PM
To: Fraser, Jennifer
Subject: Re: ng views
may = 495 the rest is the same
From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: ng views
where's your curve now?
MAy
June
Jul
Aug
Sep
Oct
Nov
Dec Jan 02
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
| ||
arnold-j/all_documents/746.
|
subject: Re: ng views
content: may = 495 the rest is the same
From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: ng views
where's your curve now?
MAy
June
Jul
Aug
Sep
Oct
Nov
Dec Jan 02
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
| ||
arnold-j/all_documents/747.
|
subject: Re:
content: looks good to me. have you sent for materials yet?
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re:
I found a good place - Bay Area Sailing. When you have time, go to their
website - www.bayareasailing.com and let me know what you think.
John Arnold
04/11/2001 08:43 AM
To: Kim Ward/HOU/ECT@ECT
cc:
Subject: Re:
australia definitely sounds cool. might be a little tough though.
i'd be in for keemah if you want to do that
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re:
I'm still going to do it. I found out about one trip/lessons - 7 days in
Austrailia (Great Barrier Reef) - October - 40 ft. Beneteau - you are ASA
certified at the end. In other words, you could rent a sailboat anywhere in
the world when you are done. However, as fun and as cool as it sounds - it
may not be doable.
Also, got the name of a guy in Keemah that my friends took lessons from a few
years ago. I might give him a call - he may be expensive - they had their
own boat.
I will keep you posted -
John Arnold
04/08/2001 08:15 PM
To: Kim Ward/HOU/ECT@ECT
cc:
Subject:
hey:
just wondering if you're still up for sailing lessons and if you've found out
anything???
| ||
arnold-j/all_documents/748.
|
subject: Re: tonight
content: i went to get the tix this morn and couldnt get them. i'll probably go to
dinner. sorry
"Jennifer White" <[email protected]> on 04/11/2001 08:42:45 AM
To: [email protected]
cc:
Subject: tonight
So do your plans for tonight involve business or pleasure?
___________________________________________________________________
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/749.
|
subject: Re:
content: australia definitely sounds cool. might be a little tough though.
i'd be in for keemah if you want to do that
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re:
I'm still going to do it. I found out about one trip/lessons - 7 days in
Austrailia (Great Barrier Reef) - October - 40 ft. Beneteau - you are ASA
certified at the end. In other words, you could rent a sailboat anywhere in
the world when you are done. However, as fun and as cool as it sounds - it
may not be doable.
Also, got the name of a guy in Keemah that my friends took lessons from a few
years ago. I might give him a call - he may be expensive - they had their
own boat.
I will keep you posted -
John Arnold
04/08/2001 08:15 PM
To: Kim Ward/HOU/ECT@ECT
cc:
Subject:
hey:
just wondering if you're still up for sailing lessons and if you've found out
anything???
| ||
arnold-j/all_documents/75.
|
subject: RE: Enron / Avaya meetings in Basking Ridge, Jan 2001
content: Karen,
Thank you for the update. It looks like we'll plan on having the EBS/Avaya
meetings on January 10th and 11th, 2001. The first day will be a full day,
the second will be 1/2 day, a.m. session. You have asked me to provide a
list of Enron attendees, titles, which day(s) they would likely attend, and
some background information on the meeting(s) purposes. An explanation of
the meetings' proposed focus and probable attendees is in the attached
meeting notes.
The notes are from the November meeting which we coordinated and held for
Enron Broadband Services and Dave Johnson. By copy of this note to Kim
Godfrey, we'll update the EBS executives on the meetings, and work on
arranging their calendar availability. So far, we have had the EBS execs'
calendars penciled in for the time slot of January 9-11. At this point, I
would expect that the EBS attendee list would look something like this:
Jim Crowder, VP, Enterprise Services; Enron Broadband Services - day 2
Everett Plante, VP and CIO, Enron Broadband Services - day 2
Larry Ciscon, VP Software Architecture, EBS - day 1&2
(selected team members of Larry's organization - individuals TBD by Larry)
- day 1
Steve Pearlman, VP, Strategic Development, EBS - day 2 and/or day 1
Kim Godfrey, Director, East Origination, EBS - day 1&2
Jeff Youngflesh, Director, Business Development, Enron Global Strategic
Sourcing - day 1&2
(others as suggested by Kim Godfrey or other EBS executive)
From Avaya, the EBS team would like to meet with Dave Johnson, Serge
Minassian, John Stephenson, and their selected Avaya team members.
Per my conversation with you earlier today, the Enron Broadband Services
meetings w/Avaya will need to be scheduled such that the overall agenda will
"flip-flop" day 1 with day 2. Originally, the first day was going to be a
half-day executive strategizing meeting in the p.m. (allowing for travel to
NJ), and the 2nd day to be more a product- or solutions-focused effort, with
a full day's agenda. Based on the fact that Dave Johnson will only be
available the morning of the 11th, the meeting schedule will be reversed,
such that the "full day/products/solutions" meetings will precede the
half-day executive strategy sessions. I have checked w/Barbara Korp, and
Serge Minassian and John Stephenson are both available on the 11th, as well
(John Stephenson would have a hard stop at 10:30).
Thank you,
Jeff Youngflesh
713-345-5968
----- Forwarded by Jeff Youngflesh/NA/Enron on 12/11/2000 01:29 PM -----
"Oswald, Karen R (Karen)" <[email protected]>
12/11/2000 11:32 AM
To: [email protected]
cc:
Subject: Preliminary dates
Jeff,
So far these are the dates that associates in New Jersey are available -
January 10 (full day) and January 11 (half day).
Dave Johnson is only available on Thursday, January 11 in the morning.
Please send the agenda and the list of participants so that I can forward
that to Dave's office.
Thank you,
Karen Oswald
| ||
arnold-j/all_documents/750.
|
subject:
content: http://gasmsgboard.corp.enron.com/msgframe.asp
| ||
arnold-j/all_documents/751.
|
subject: option candlesticks as a hot link 4/10
content: ---------------------- Forwarded by John Arnold/HOU/ECT on 04/10/2001 07:30
AM ---------------------------
[email protected] on 04/10/2001 07:28:36 AM
To: [email protected]
cc:
Subject: option candlesticks as a hot link 4/10
The information contained herein is based on sources that we believe to be
reliable, but we do not represent that it is accurate or complete. Nothing
contained herein should be considered as an offer to sell or a solicitation
of an offer to buy any financial instruments discussed herein. Any
opinions expressed herein are solely those of the author. As such, they
may differ in material respects from those of, or expressed or published by
on behalf of Carr Futures or its officers, directors, employees or
affiliates. , 2001 Carr Futures
The charts are now available on the web by clicking on the hot link(s)
contained in this email. If for any reason you are unable to receive the
charts via the web, please contact me via email and I will email the charts
to you as attachments.
Option Candlesticks
http://www.carrfut.com/research/Energy1/candlesticks77.pdf
Carr Futures
150 S. Wacker Dr., Suite 1500
Chicago, IL 60606 USA
Tel: 312-368-6149
Fax: 312-368-2281
[email protected]
http://www.carrfut.com
| ||
arnold-j/all_documents/752.
|
subject: Henry Hub instead of NYMEX...
content: ---------------------- Forwarded by John Arnold/HOU/ECT on 04/10/2001 07:27
AM ---------------------------
[email protected] on 04/10/2001 07:20:32 AM
To: [email protected]
cc:
Subject: Henry Hub instead of NYMEX...
Hi John !
My mistake again early morning... I clicked on Gas Daily Henry Hub (EOL
#1107435, I buy 5,000 MMBtu/day May @ 5.51) instead of NYMEX.
Could you change it to NYMEX ?
Thank you and sorry again,
Herve
______________________________________________________________________________
_______________________________________________________
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.
Toute utilisation de ce message non conforme a sa destination, toute
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/753.
|
subject: Re: Henry Hub instead of NYMEX...
content: yes
[email protected] on 04/10/2001 07:20:32 AM
To: [email protected]
cc:
Subject: Henry Hub instead of NYMEX...
Hi John !
My mistake again early morning... I clicked on Gas Daily Henry Hub (EOL
#1107435, I buy 5,000 MMBtu/day May @ 5.51) instead of NYMEX.
Could you change it to NYMEX ?
Thank you and sorry again,
Herve
______________________________________________________________________________
_______________________________________________________
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.
Toute utilisation de ce message non conforme a sa destination, toute
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/754.
|
subject: Re: Increase Sales, Accept Credit Cards! [139qu]
content: fuck you
| ||
arnold-j/all_documents/756.
|
subject:
content: hey:
just wondering if you're still up for sailing lessons and if you've found out
anything???
| ||
arnold-j/all_documents/757.
|
subject: RE: Monday Conference Call
content: Took the wrong checkbook to work Friday. Will call your courier on Monday
hopefully.
John
| ||
arnold-j/all_documents/758.
|
subject:
content: what's your view of crude from here over next 1-4 weeks?
| ||
arnold-j/all_documents/759.
|
subject: option candlesticks as a hot link
content: ---------------------- Forwarded by John Arnold/HOU/ECT on 04/06/2001 12:57
PM ---------------------------
[email protected] on 04/06/2001 08:36:38 AM
To: [email protected]
cc:
Subject: option candlesticks as a hot link
The information contained herein is based on sources that we believe to be
reliable, but we do not represent that it is accurate or complete. Nothing
contained herein should be considered as an offer to sell or a solicitation
of an offer to buy any financial instruments discussed herein. Any
opinions expressed herein are solely those of the author. As such, they
may differ in material respects from those of, or expressed or published by
on behalf of Carr Futures or its officers, directors, employees or
affiliates. , 2001 Carr Futures
The charts are now available on the web by clicking on the hot link(s)
contained in this email. If for any reason you are unable to receive the
charts via the web, please contact me via email and I will email the charts
to you as attachments.
Option Candlesticks
http://www.carrfut.com/research/Energy1/candlesticks65.pdf
Carr Futures
150 S. Wacker Dr., Suite 1500
Chicago, IL 60606 USA
Tel: 312-368-6149
Fax: 312-368-2281
[email protected]
http://www.carrfut.com
| ||
arnold-j/all_documents/76.
|
subject: RE: FW: December 14th meeting
content: Great!!
Bob Jordan
Rio Grande Area Director
Compaq Computer Corporation
Tele #281-927-6350
Fax #281-514-7220
[email protected]
-----Original Message-----
From: [email protected] [mailto:[email protected]]
Sent: Monday, December 11, 2000 5:10 PM
To: Jordan, Bob
Subject: RE: FW: December 14th meeting
Bob,
I will be sending you an email with the agenda tomorrow. We will meet in
the Enron Building at 1:00PM at the Security Desk because the tour will
start there.
Jennifer Stewart Medcalf
Senior Director, Business Development
Global Strategic Sourcing
(713) 646-8235
"Jordan, Bob"
<Bob.Jordan@C To:
"'[email protected]'"
OMPAQ.com> <[email protected]>
cc:
12/11/2000 Subject: RE: FW: December 14th
meeting
03:25 PM
Jennifer,
ESM - Enterprise Sales Manager
PS- Dave Bennett Area Professional Services Manager
Bob Jordan
Rio Grande Area Director
Compaq Computer Corporation
Tele #281-927-6350
Fax #281-514-7220
[email protected]
-----Original Message-----
From: [email protected] [mailto:[email protected]]
Sent: Monday, December 11, 2000 3:08 PM
To: Jordan, Bob
Subject: Re: FW: December 14th meeting
Bob,
I am not sure what PS, ESM are and I need titles for the name badges.
Could you please forward these to me.
Jennifer Stewart Medcalf
Senior Director, Business Development
Global Strategic Sourcing
(713) 646-8235
"Jordan, Bob"
<Bob.Jordan@C To:
"'[email protected]'"
OMPAQ.com> <[email protected]>
cc:
12/11/2000 Subject: FW: December 14th
meeting
12:59 PM
> Jennifer,
>
> Per our conversation this past week, here is a list of folks from Compaq
> that will be attending our meeting:
>
> Jerry Earle, RVP
> Keith McAuliffe, VP
> Bob Jordan, Director
> Rob Sender, tentative
> Derrick Deakins, NA Finance
> Barry Medlock, Compaq Capital
> Jeff Gooden. ESM
> Dave Bennett, PS
> Dave Spurlin, Acct Manager
>
>
> I am planning on doing a Corp Org Chart Overview plus a level set on
> Compaq business with Enron. Should take at most 15 minutes.
>
> I would really like to see if you can get Jenny Rub and Beth Pearlman to
> this meeting. They need to understand what Compaq has to offer.
>
> I will call you early in the week.
>
> I hope your husband is doing better.
>
> Regards,
>
> Bob Jordan
> Rio Grande Area Director
> Compaq Computer Corporation
>
> Tele #281-927-6350
> Fax #281-514-7220
> [email protected]
>
| ||
arnold-j/all_documents/760.
|
subject: option candlesticks as a hot link
content: ---------------------- Forwarded by John Arnold/HOU/ECT on 04/06/2001 12:56
PM ---------------------------
[email protected] on 04/06/2001 08:36:38 AM
To: [email protected]
cc:
Subject: option candlesticks as a hot link
The information contained herein is based on sources that we believe to be
reliable, but we do not represent that it is accurate or complete. Nothing
contained herein should be considered as an offer to sell or a solicitation
of an offer to buy any financial instruments discussed herein. Any
opinions expressed herein are solely those of the author. As such, they
may differ in material respects from those of, or expressed or published by
on behalf of Carr Futures or its officers, directors, employees or
affiliates. , 2001 Carr Futures
The charts are now available on the web by clicking on the hot link(s)
contained in this email. If for any reason you are unable to receive the
charts via the web, please contact me via email and I will email the charts
to you as attachments.
Option Candlesticks
http://www.carrfut.com/research/Energy1/candlesticks65.pdf
Carr Futures
150 S. Wacker Dr., Suite 1500
Chicago, IL 60606 USA
Tel: 312-368-6149
Fax: 312-368-2281
[email protected]
http://www.carrfut.com
| ||
arnold-j/all_documents/761.
|
subject: Re: Deal Cancellation
content: agree
Kristi Tharpe <[email protected]> on 04/06/2001 07:41:11 AM
To: "'[email protected]'" <[email protected]>,
"'[email protected]'" <[email protected]>
cc:
Subject: Deal Cancellation
Please reply to this correspondence to cancel deal id 131585680 between
John Neslon of Duke Energy Trading and Marketing LLC and John Arnold of
Enron North America Corp.
Product: NG Fin, FP for LD1 Henry Hub tailgate - Louisiana
Strip: May01-Oct01
Quantity: 2,500 MMBtus daily
Total Quantity: 460,000 MMBtus
Price/Rate: 5.57 USD / MMBtu
Effective Date: May 1, 2001
Termination Date: October 31, 2001
Please call the ICE Help Desk at 770.738.2101 with any questions.
Thanks,
Kristi Tharpe
IntercontinentalExchange, LLC
2100 RiverEdge Parkway, Fourth Floor
Atlanta, GA 30328
Phone: 770-738-2101
[email protected]
| ||
arnold-j/all_documents/762.
|
subject: Re: NY hotels
content: good to me. get prices for the different types of rooms
"Jennifer White" <[email protected]> on 04/05/2001 12:19:52 PM
To: [email protected]
cc:
Subject: NY hotels
Look what I found: http://www.60thompson.com/
There aren't many photos, but it sounds nice. Travelocity.com shows
cheaper, promotional rates. And I'll find out from Paula where she made
her reservations.
I'm done. It's all up to you now.
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/763.
|
subject: Re: NY hotels
content: got tix for tonight
| ||
arnold-j/all_documents/764.
|
subject:
content: assume we're driving the 328 up to mom this friday after work
| ||
arnold-j/all_documents/765.
|
subject:
content: assuming we're driving the car to dallas tomorrow after work...
| ||
arnold-j/all_documents/766.
|
subject:
content: liz:
are the diamonds still available for tonight's game?
| ||
arnold-j/all_documents/767.
|
subject: 12APR HOUSTON TO NEW YORK = JENNIFER WHITE = TICKETED
content: ---------------------- Forwarded by John Arnold/HOU/ECT on 04/04/2001 10:40
PM ---------------------------
sandra delgado <[email protected]> on 03/30/2001 04:27:11 PM
To: [email protected]
cc:
Subject: 12APR HOUSTON TO NEW YORK = JENNIFER WHITE = TICKETED
AGENT SS/SS BOOKING REF
YFRJLU
WHITE/JENNIFER
ENRON
1400 SMITH
HOUSTON TX 77002
ATTN: JOHN ARNOLD
DATE: MAR 30 2001 ENRON
SERVICE DATE FROM TO DEPART
ARRIVE
CONTINENTAL AIRLINES 12APR HOUSTON TX NEW YORK NY 335P 817P
CO 1700 V THU G.BUSH INTERCO LA GUARDIA
TERMINAL C TERMINAL M
SNACK NON STOP
RESERVATION CONFIRMED 3:42 DURATION
AIRCRAFT: BOEING 737-300
SEAT 14E NO SMOKING CONFIRMED
WHITE/JENNIFER
CONTINENTAL AIRLINES 15APR NEWARK NJ HOUSTON TX 1100A 139P
CO 209 Q SUN NEWARK INTL G.BUSH INTERCO
TERMINAL C TERMINAL C
SNACK NON STOP
RESERVATION CONFIRMED 3:39 DURATION
AIRCRAFT: MCDONNELL DOUGLAS DC-10 ALL SERIES
SEAT 29L NO SMOKING CONFIRMED
WHITE/JENNIFER
AIR FARE 248.37 TAX 27.13 TOTAL USD
275.50
INVOICE TOTAL USD
275.50
PAYMENT: CCVI4128003323411978/0801/A234211
RESERVATION NUMBER(S) CO/OMMLDH
WHITE/JENNIFER TICKET:CO/ETKT 005 7026661562
**CONTINENTAL RECORD LOCATOR: OMMLDH
THIS IS A TICKETLESS RESERVATION. PLEASE HAVE A
PICTURE ID AVAILABLE AT THE AIRPORT. THANK YOU
**********************************************
NON-REFUNDABLE TKT MINIMUM $100.00 CHANGE FEE
THANK YOU FOR CALLING VITOL TRAVEL
__________________________________________________
Do You Yahoo!?
Get email at your own domain with Yahoo! Mail.
http://personal.mail.yahoo.com/?.refer=text
| ||
arnold-j/all_documents/768.
|
subject: Re: Friday??
content: arrive some time friday night.
leave some time sunday.
Karen Arnold <[email protected]> on 04/04/2001 09:36:32 PM
To: [email protected], [email protected]
cc:
Subject: Friday??
Fax or email me your itinerary for the weekend. Fax 972-690-5151! Mom
| ||
arnold-j/all_documents/769.
|
subject: Re: Jarnold
content: do you still have the magazine and if so can you send it to me?
"Zerilli, Frank" <[email protected]> on 03/23/2001 12:05:51 PM
To: "'[email protected]'" <[email protected]>
cc:
Subject: Jarnold
Jarnold
- Jarnold.jpg
| ||
arnold-j/all_documents/77.
|
subject: Todays Meeting -- Dale Clark's email to HP following Ravi's storage
content: ---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 12/12/2000
08:03 AM ---------------------------
[email protected] on 12/08/2000 04:39:50 PM
To: [email protected]
cc:
Subject: Todays Meeting
----- Forwarded by Patrick Tucker/Enron Communications on 12/08/00 02:42 PM
-----
|--------+----------------------->
| | Dale Clark |
| | |
| | 12/08/00 |
| | 11:10 AM |
| | |
|--------+----------------------->
>----------------------------------------------------------------------------|
| |
| To: [email protected],
[email protected] |
| cc: Patrick Tucker/Enron Communications@Enron
Communications, |
| Matt Harris/Enron Communications@Enron
Communications |
| Subject: Todays Meeting
|
>----------------------------------------------------------------------------|
Gentlemen:
Thank you for your time this morning. Patrick and I feel this call swayed a
bit
off track, and would like to make some corrections to the messages that were
delivered today.
Enron is looking for a much deeper and more strategic relationship with HP
than
a quick storage trade. We see value in working to define a big picture which
both HP and Enron find rewarding. Ravi did a great job explaining our trading
model, so now you understand the role of the trading desk. Our job is to
uncover
how best to use the trading desk in whatever strategic structure we build
together.
As we are both Fortune 20 companies, we feel there is a world of opportunity
for
us together. Your internal initiative of "always on", fits well with our
bandwidth and storage on demand initiatives. We look forward to working with
you
to figure out the best way to put them all together.
***********************************************************
Dale Clark
Manager: Enterprise Marketplace Solutions
Phone: (503) 886-0493
Fax: (503) 886-0441
Cell: (503) 708-6909
[email protected]
| ||
arnold-j/all_documents/770.
|
subject: Re: Incremental Fuel Switching For Distillate-- Summer Estimate
content: i read this as though 1.5 bcf/d of more switching takes place in the summer
versus today. is that because of the forward curves are backwardated for 2
and contango for natty?
From: Jennifer Fraser/ENRON@enronXgate on 03/27/2001 06:55 PM
To: John Arnold/HOU/ECT@ECT
cc: Alex Mcleish/EU/Enron@Enron, Richard Lassander/ENRON@enronXgate
Subject: Incremental Fuel Switching For Distillate-- Summer Estimate
Given the shape of the curve, my guess for incremental substitution is
1.5Bcf/d for No2 oil.
So for the period May-Sep01 an extra 1.5Bcf/d will be put back into the
system due to No2 oil usage.
Futures Settlements Mar27-01
NG CL BRT HO GSL HU PN
$/Mmbtu $/BBL $/BBL Cts/Gal $/ MT Cts/Gal Cts/gal
APR1 5.621 27.75 25.40 0.7794 216.25 0.9395 0.5375
MAY1 5.661 27.84 25.50 0.737 213.75 0.9306 0.5375
JUN1 5.703 27.66 25.39 0.7235 212.25 0.9111 0.5400
JUL1 5.738 27.40 25.26 0.724 212.50 0.8853 0.5425
AUG1 5.753 27.12 25.09 0.727 213.00 0.8558 0.5450
SEP1 5.713 26.85 24.91 0.7325 213.00 0.819 0.5475
OCT1 5.708 26.58 24.73 0.739 213.50 0.7765 0.5575
NOV1 5.813 26.31 24.53 0.745 214.25 0.7525 0.5600
DEC1 5.913 26.03 24.27 0.7490 215.00 0.739 0.5600
Futures Settlements DIFFS VS NG (USD/ MMBTU) (CDTY-
NG)
NG CL BRT HO GSL HU PN
$/MMBtu $/MMBtu $/MMBtu $/MMBtu $/MMBtu $/MMBtu $/MMBtu
APR1 0.00 -0.86 -1.29 0.00 -0.64 2.19 0.28
MAY1 0.00 -0.88 -1.32 -0.35 -0.74 2.08 0.24
JUN1 0.00 -0.95 -1.38 -0.49 -0.81 1.87 0.22
JUL1 0.00 -1.03 -1.43 -0.52 -0.84 1.62 0.22
AUG1 0.00 -1.10 -1.48 -0.51 -0.84 1.36 0.23
SEP1 0.00 -1.10 -1.47 -0.43 -0.80 1.10 0.41
OCT1 0.00 -1.14 -1.50 -0.38 -0.79 0.75 0.44
NOV1 0.00 -1.30 -1.63 -0.44 -0.88 0.45 #REF!
DEC1 0.00 -1.44 -1.78 -0.51 -0.96 0.23 0.23
Date 27-03
Legend
NG NYMEX Nat Gas
CL NYMEX Crude Oil
BRT IPE Brent
HO NYMEX Heating Oil
GSL IPE Gasoil
HU NYMEX Gasoline
PN 1 BBL = 42 Gal
Date 27-03
Conversions
NG 1 BBL = 5.825 MMBtu
CL
BRT
HO 1 BBL = 42 Gal
GSL 1 BBL =0.134 MT
HU 1 BBL = 42 Gal
PN 1 BBL = 42 Gal
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
| ||
arnold-j/all_documents/771.
|
subject: Re: Monday Conference Call
content: Mike:
Two questions regarding fees:
1. What will you charge for placement fee on a 750,000-1,000,000 type
investment into the hedge funds?
2. I understand your cost structure is a little higher than Fidelity.
However, I was charged over $1,000 on my option trade for a transaction that
Fidelity charges $147.50. Is there any justification?
Please understand that my basis for developing an account with Paine Webber
is dependent upon an agressive fee structure. I don't want to see my
above-market returns compromised by high fees.
Thanks,
John
| ||
arnold-j/all_documents/772.
|
subject: Re: Guggenheim/Enron Event May 24th
content: planning on going. which night are you inviting guys for?
also, heard there were some issues about contract negotiations. don't know
specifics but if you want to discuss give me a call. might be able to
mediate this a little bit if you want.
Caroline Abramo@ENRON
03/30/2001 03:37 PM
To: John Arnold/HOU/ECT@ECT, Mike Maggi/Corp/Enron@Enron
cc:
Subject: Guggenheim/Enron Event May 24th
I think you guys need to attend
---------------------- Forwarded by Caroline Abramo/Corp/Enron on 03/30/2001
04:37 PM ---------------------------
From: Per Sekse @ ECT 03/30/2001 12:02 PM
To: Caroline Abramo/Corp/Enron@Enron, Russell Dyk/Corp/Enron@ENRON
cc:
Subject: Guggenheim/Enron Event May 24th
I'm asking for 20 tickets, possibly 40 depending on whether they have spouces
attending. Make a note for the calander. I'm thinking we can use this to get
people like Paul Tudor Jones, Louis Bacon, etc. to attend an Enron function,
while also gving the traders an opportunity to go as well.
Per
---------------------- Forwarded by Per Sekse/NY/ECT on 03/30/2001 02:10 PM
---------------------------
From: Margaret Allen@ENRON on 03/29/2001 02:40 PM CST
To: Michael L Miller/NA/Enron@Enron, Alan Engberg/HOU/ECT@ECT, George
McClellan/HOU/ECT@ECT, Mark Tawney/Enron@EnronXGate, Tim
Battaglia/Enron@EnronXGate, John Arnold/HOU/ECT@ECT, Jean
Mrha/NA/Enron@Enron, Eric Holzer/ENRON@enronXgate, Lauren
Iannarone/NY/ECT@ECT, Kimberly Friddle/NA/Enron@ENRON, Peggy
Mahoney/HOU/EES@EES, Suzanne Rhodes/HOU/EES@EES, Edward Ondarza/Enron
Communications@Enron Communications, Rick
Bergsieker/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Eric Gonzales/LON/ECT@ECT,
[email protected], Christie Patrick/HOU/ECT@ECT, Raymond
Bowen/enron@enronxgate, Jeffrey A Shankman/Enron@EnronXGate, Randal
Maffett/HOU/ECT@ECT
cc: Dennis Vegas/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Yvette
Simpson/Corp/Enron@ENRON, Margaret Allen/Corp/Enron@ENRON
Subject: Guggenheim/Enron Event
Hello all,
Over the last few weeks correspondence has been disseminated to you in
regards to opportunities with the Guggenheim Museum in New York. We need to
get a more accurate head count if we would like to have a private Enron event
at the Frank Gehry Exhibit. Tentatively, we have May 24th on hold and Frank
Gehry has agreed to be in attendance, which is an added-value. The event
would be a formal dinner with approximately 150-200 people, including Enron
executives and their potential/existing customers. Again, the attendance
list is created through your requests but Enron Corporate covers the cost of
the event (excluding travel arrangements).
We need to make a firm commitment to the Guggenheim by Monday. Please let me
know approximately how many people you would like to bring by tomorrow. Feel
free to call me at 39056 or email me if you have any questions.
Thanks, Margaret
| ||
arnold-j/all_documents/773.
|
subject: Re: credit facility...finally
content: good to hear. met john galperin today. give me a call soon to dicuss how
to most effectively use the line.
"Piasio, Stephen [FI]" <[email protected]> on 03/30/2001 03:42:08 PM
To: "'[email protected]'" <[email protected]>
cc:
Subject: credit facility...finally
Did the Palestinians settle with the Israelis? No. Did Dan Reeves settle
with John Elway? No. Did Anna Nicole Smith settle with her in-laws? No.
But Salomon Smith Barney and Enron have settled all the issues and have
agreed to the $50 million credit facility. The documents are in Mary Cook's
capable hands and should be completed next week.
In addition, I hope that Jon Davis' cooling demand presentation on Wednesday
(3:15) will be valuable for your trading endeavors. John Galperin (on our
desk) will introduce Jon. Try to stay awake during John's introduction.
| ||
arnold-j/all_documents/774.
|
subject: Date Revised: Your Invitation to Enron's Executive Forum - 1st
content: please add
---------------------- Forwarded by John Arnold/HOU/ECT on 04/04/2001 08:32=
=20
PM ---------------------------
From: Debbie Nowak/ENRON@enronXgate on 04/03/2001 02:33 PM
To: Jeffery Ader/HOU/ECT@ECT, James A Ajello/HOU/ECT@ECT, Jaime=20
Alatorre/NA/Enron@Enron, Joao Carlos Albuquerque/SA/Enron@Enron, Phillip K=
=20
Allen/HOU/ECT@ECT, Ramon Alvarez/Ventane/Enron@Enron, John=20
Arnold/HOU/ECT@ECT, Alan Aronowitz/HOU/ECT@ECT, Jarek=20
Astramowicz/WAR/ECT@ECT, Mike Atkins/HOU/EES@EES, Philip=20
Bacon/NYC/MGUSA@MGUSA, Dan Badger/LON/ECT@ECT, Wilson=20
Barbee/HR/Corp/Enron@ENRON, David L Barth/TRANSREDES@TRANSREDES, Edward D=
=20
Baughman/ENRON@enronXgate, Kenneth Bean/HOU/EES@EES, Kevin=20
Beasley/Corp/Enron@ENRON, Melissa Becker/Corp/Enron@ENRON, Tim=20
Belden/HOU/ECT@ECT, Ron Bertasi/LON/ECT@ECT, Michael J Beyer/HOU/ECT@ECT,=
=20
Jeremy Blachman/HOU/EES@EES, Donald M- ECT Origination Black/HOU/ECT@ECT,=
=20
Roderick Blackham/SA/Enron@Enron, Greg Blair/Corp/Enron@Enron, Ernesto=20
Blanco/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Brad Blesie/Corp/Enron@ENRON,=
=20
Riccardo Bortolotti/LON/ECT@ECT, Dan Boyle/Corp/Enron@Enron, William S=20
Bradford/HOU/ECT@ENRON, Michael Brown/ENRON@enronXgate, William E=20
Brown/ENRON@enronXgate, Harold G Buchanan/HOU/EES@EES, Don=20
Bunnell/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Bob Butts/GPGFIN/Enron@ENRON,=
=20
Christopher F Calger/PDX/ECT@ECT, Eduardo Camara/SA/Enron@Enron, Nigel=20
Carling/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Cary M=20
Carrabine/Corp/Enron@Enron, Rebecca Carter/Corp/Enron@ENRON, Lou Casari/Enr=
on=20
Communications@Enron Communications, Chee Ken Chew/SIN/ECT@ECT, Craig=20
Childers/HOU/EES@EES, Paul Chivers/LON/ECT@ECT, Larry Ciscon/Enron=20
Communications@Enron Communications, Edward Coats/ENRON@enronXgate, Remi=20
Collonges/SA/Enron@Enron, Bob Crane/HOU/ECT@ENRON, Deborah=20
Culver/HOU/EES@EES, Greg Curran/CA/Enron@Enron
cc: =20
Subject: Date Revised: Your Invitation to Enron's Executive Forum - 1st=20
Quarter 2001=20
The March 30th Executive Forum has been moved to Friday, April 20th from 3:=
00=20
p.m. to 4:30 p.m.
If your calendar permits and you would like to attend, please RSVP to the=
=20
undersigned no later than April 18th. =20
Thanks very much!
Debbie Nowak
Executive Development
Houston, TX
Tel. 713.853.3304
Fax: 713.646.8586
-----Original Message-----
From: Debbie Nowak =20
Sent: Wednesday, March 07, 2001 8:35 PM
To:=20
Subject: Your Invitation to Enron's Executive Forum - 1st Quarter 2001
The Office of the Chairman would like to invite you to participate at an=20
Enron Executive Forum. This invitation is extended to
anyone who attended an Executive Impact and Influence Program within the pa=
st=20
two years. These informal, interactive forums
will be 90 minutes in length and held several times per year.
Most of the participants in the Executive Impact and Influence program have=
=20
indicated a strong desire to express opinions, share
ideas, and ask questions to the Office of the Chairman. Although not=20
mandatory to attend, the forums are designed to address those issues. They=
=20
also afford the Office of the Chairman opportunities to speak directly to i=
ts=20
executive team, describe plans and initiatives, do =01&reality checks=018, =
create a=20
=01&rallying point=018 and ensure Enron=01,s executive management is on the=
=01&same=20
page=018 about where Enron is going---and why.
To accommodate anticipated demand, we currently have two sessions:
Choice: (Please rank in order of preference 1 or 2 for a session below. Yo=
u=20
will attend only one session.)
______ Thursday, March 29, 2001 from 2:30 p.m. to 4:00 p.m. in EB50M
______ Friday, March 30, 2001 from 2:30 p.m. to 4:00 p.m. in EB50M =20
The Office of the Chairman will host the forum. Here=01,s how it will work:
? Each session will have approximately 20 participants.
? The format will be honest, open, interactive dialogue.
? This will be your forum. Don=01,t expect to simply sit and listen to=20
presentations.=20
? This will not be the place for anonymity. You can safely ask your own=20
questions and express your own opinions.
? You can submit questions/issues in advance or raise them during the forum=
.
? Some examples of topics you might want to discuss include, but are not=20
limited to: the direction of Enron, business goals/results, M&A activitie=
s,=20
projects/initiatives, culture, leadership, management practices, diversity,=
=20
values, etc.
Because the forum will work only if everyone actively participates, we=20
encourage you to accept this invitation only if you=20
intend to have something to say and if you are willing to allow others to d=
o=20
the same. For planning purposes, it is essential that=20
you RSVP no later than Friday, March 16, 2001 by return e-mail to Debbie=20
Nowak, or via fax 713.646.8586. =20
Once we have ensured an even distribution of participants throughout these=
=20
sessions, we will confirm with you, in writing,
as to what session you will attend. We will try to honor requests for firs=
t=20
choices as much as possible. =20
Should you have any questions or concerns, please notify Gerry Gibson by=20
e-mail ([email protected]). Gerry can also be reached at 713.345.6806=
.
Thank you.
| ||
arnold-j/all_documents/775.
|
subject: Re: us fuel 4/2/01
content: maybe. hydro situation dire in west. think water levels are at recent
historical lows. problem is from gas standpoint, west is an island right
now. every molecle that can go there is. so will provide limited support to
prices in east. hydro in east is actually very healthy. would assume your
markets are targeting eastern u.s. so i dont know if hydro problem in west is
that relevant.
Sarah Mulholland
04/04/2001 08:09 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re: us fuel 4/2/01
interesting comment from singapore........
hope things are going well up there.
---------------------- Forwarded by Sarah Mulholland/HOU/ECT on 04/04/2001
08:08 AM ---------------------------
Hans Wong
04/04/2001 08:05 AM
To: Sarah Mulholland/HOU/ECT@ECT
cc: Niamh Clarke/LON/ECT@ECT, Stewart Peter/LON/ECT@ECT, Caroline
Cronin/EU/Enron@Enron, Angela Saenz/ENRON@enronXgate
Subject: Re: us fuel 4/2/01
i was reading something interesting last week somewhere on states coping with
the coming summer---the report was on the amount of ice -not huge enough from
this winter to provide enough water for hydroelectricity during
summer.farmers were encouraged to cultivate crops that consume less water-the
first thing i can think of is low sul fueloil as natgas will be well
supported-thus european lsfo will be arbg to the states.just my
thought-hi/low play worth watching
| ||
arnold-j/all_documents/776.
|
subject: Re: Miami
content: i talked to fred today. i think he's in so lets assume it's a go. when is
the last day to cancel and get our money back?
Ina Rangel
04/04/2001 11:14 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Miami
John,
It looks like Fred is not going to do the Miami trip after all. Do you still
want me to book it for the Financial group? If not, I will cancel the
reservations that are on hold.
-Ina
| ||
arnold-j/all_documents/777.
|
subject: Re: Gas Implied Volatility Smile
content: unfortunately, mathematical analysis of skew is extremely hard to do. the
question is why does skew exist and does the market do a proper job of
correcting for violations of the black scholes model. in my mind, there are
three big reasons for skew. one is that the assumption of stochastic
volatility as a function of price level gets violated. commodities tend to
have long range trading ranges that exist due to the economics of supply and
elasticity of the demand curve. nat gas tends to be relatively stable when
we are in that historical pricing environment. however, moving to a
different pricing regime tends to bring volatility. an options trader wants
to be long vol outside the trading range, believing that a breakout of the
range leads to volatility while trying to find new equilibrium. supports a
vol smile theory. in addition, in some commodities realized vol is a
function of price level. nat gas historically is more volatile at $5 than at
$4 and more volatile at $4 than $3. thus there has been a tendency for all
calls to have positive skew and all puts except weenies to have negative
skew. the market certainly trades this way as vol has a tendency to come off
in a declining market and increase in a rising market. to test, regress 15
day realized vol versus price level and see if there is any correlation.
second reason is heptocurtosis, fatter tails than lognormal distribution
predicts. supports vol smile theory. easy to test how your market compares
by plotting historical one day lognormal returns versus expected
distribution.
third, is just supply and demand. in a market where spec players are
bearish, put skew tends to get bid as vol players require more insurance
premium to add incremetal risk to the book. if you have a neutral view
towards market, or believe that market will come off but in an orderly
fashion, enron can take advantage of our risk limits by selling more
expensive insurance. crude market tends to have strong put skew and weak
call skew as customer business in options is nearly all one way: producer
fences. if you believe vol is stochastic in the region of prices where the
fence strikes are, can be profitable to take other side of trade.
if you want to discuss further give me a call 4-6 pm houston time. hope this
helps,
john
Sharad Agnihotri
04/04/2001 12:44 PM
To: Mike Maggi/Corp/Enron@Enron, John Arnold/HOU/ECT@ECT
cc:
Subject: Gas Implied Volatility Smile
John, Mike
I work for the London Research team and am looking at
some option pricing problems for the UK gas desk.
Dave Redmond the options trader told me that you had done
some fundamental research regarding
the gas implied volatility smiles and may be able to help.
I would be grateful if you tell me
what you have done or suggest
someone else that I could ask.
Regards
Sharad Agnihtori
| ||
arnold-j/all_documents/779.
|
subject: Re: moving on
content: Congrats, thought you were headed to aig. how long til you get to short
natty again?
[email protected] on 04/04/2001 02:05:52 PM
To: [email protected]
cc:
Subject: moving on
i ve resigned from global today. it is a difficult decision from the stand
point
that I have been very happy in the short time I've been here. I wil still be
in
the energy business doing very much the same as i am doing now. I felt that
the
oportunity which came up was the best thing for my career and family in the
long
term. I look forward to speaking to all of you in the future and I'll contact
you as soon as i get set up in the next couple of weeks.
home phone 508-893-6043
home email [email protected]
regards,steve
| ||
arnold-j/all_documents/78.
|
subject: Re: Product Quotes and Software License Agreement (BMC / EBS info)
content: Jeff,
Two points: 1) We do not want to tie the deals together in any form of
written communication. We must be very careful going down this path. Your
comment below is very valid. 2) Having said that, we can certainly help
facilitate putting together an agreement with the understanding that I will
not put my people through a fire drill. We need total buy in from all the
parties. GSS has already wasted a lot of time on this process. Let us know
the next step and Glenn and I will be happy to help with the agreement.
Cheers!
Peter L. Goebel
Director, Sourcing Portfolio Leader - IT & Utilities
Global Strategic Sourcing
Work: 713-646-7810
Cell: 713-851-5673
Jeff Youngflesh
12/11/2000 09:21 AM
To: Jennifer Medcalf/NA/Enron@Enron, Peter Goebel/NA/Enron@Enron
cc: Glenn Lewis/NA/Enron@ENRON
Subject: Product Quotes and Software License Agreement (BMC / EBS info)
Jennifer and Peter, welcome back...!
Attached are the notes from the EBS team and BMC organization regarding the
proposals to EBS and Net Works (etc.) from BMC.
I am curious, Peter (or Glenn), if it is reasonable of BMC to make the
statement to the effect that, "...the 45% discount is applied only if
we have the EBS Enron Partnership agreement in place...". Is that cutting it
close on the restraint of trade issue?
Bob McAuliffe has informed me in a note that if his people (Matson & Cumming)
choose the BMC product at testing conclusion, he would support their
decision. Smith and Ogg have given "no go" indications. I have received
that information from Bruce Smith in a telephone conversation, but Jim Ogg's
lack of communication with me is what I have used to draw a similar
conclusion for his situation...
BMC and EBS both, I believe, are wanting GSS to do the contract work for this
deal. It is my understanding, Peter, that the timing of that request might
be a problem for your guys...Perhaps we should have a quick, informal pow-wow
about this?
Thanks,
Jeff
----- Forwarded by Jeff Youngflesh/NA/Enron on 12/11/2000 09:08 AM -----
Stephen Morse@ENRON COMMUNICATIONS
12/07/2000 05:55 PM
To: Jeff Youngflesh/NA/Enron@ENRON
cc: Chaz Vaughan/Enron Communications@Enron Communications
Subject: Product Quotes and Software License Agreement
Jeff,
Attached are all the outstanding deal proposals from BMC. Lets push for some
addl discounts so we can get each of these guys a "win". I have asked our
BMC contacts to reduce these quotes already due to our partnership but I am
sure you know how to handle this best.
We need your help Jeff, we cant do it without you.
Thanks,
STeve
Steve Morse
Enron Broadband Services
713-853-7137-work
713-569-7912-cell
email: [email protected]
----- Forwarded by Stephen Morse/Enron Communications on 12/07/00 05:55 PM
-----
[email protected]
12/07/00 10:13 AM
To: Stephen Morse/Enron Communications@Enron Communications
cc: Chaz Vaughan/Enron Communications@Enron Communications,
[email protected]
Subject: Product Quotes and Software License Agreement
Hi Steve,
It was nice talking to you. Included here are the Product quotes that we
sent to the groups. The Incontrol has multiple spreadsheets for Bruce
Smith's projects. Real Media is for Everett. The other two are self
explanatory.
The concern that we have is that there is still not a quote for Jim Ogg and
therefore it is not a quantified amount for the deal we're doing together.
That is significant because it effects discounts, volume, and certainly the
more BMC product that Enron targets the better for this deal.
As mentioned in the phone call, I'll send you a soft copy of the Enron Corp
(which includes EBS) software license agreement with BMC if I can get it for
you. Otherwise it will be a hard copy when you come over today. It
includes the terms of liability, warranty, etc.
I look forward to seeing you today.
Best regards,
Ann
<<Enron RealMedia KM Order 2.xls>> <<Enron - Doug Cummins team.xls>>
<<Enron - Randy Matson team.xls>> <<Enron INCONTROL Product Order Form
11-28-00.xls>>
Ann M. Munson
Senior Sales Representative
BMC Software
713-918-4569 Direct
713-918-8001 Fax
[email protected]
- Enron RealMedia KM Order 2.xls
- Enron - Doug Cummins team.xls
- Enron - Randy Matson team.xls
- Enron INCONTROL Product Order Form 11-28-00.xls
----- Forwarded by Jeff Youngflesh/NA/Enron on 12/11/2000 09:08 AM -----
"Munson, Ann" <[email protected]>
12/08/2000 02:46 PM
To: "'[email protected]'" <[email protected]>
cc: "'[email protected]'" <[email protected]>,
"'[email protected]'" <[email protected]>, "Goicoechea, Bernie"
<[email protected]>
Subject: The EBS Enron agreement
Hi Jeff,
I hope you are doing well. There have been some interesting developments on
the way to the Enron Broadband/BMC agreement since we last spoke.
Apparently, it is extremely important to Jim Crowder to get this agreement
in place by December 15. As a result of the conversation between Jim
Crowder and Jeff Hawn, BMC Exec., I have been directed to help Steve Morse
and Chaz Vaughan in leveraging the best deal possible for the various
projects that Enron is considering with BMC. As you are aware, we have
already proposed several individual deals. In addition to those we are
including some deals in which there has been an expressed interest so that
Enron can take advantage of the pricing that this partnership will bring to
you.
The purpose of this e-mail is to give you a heads up on the acceleration of
timing that we have been directed to work towards and to let you know that
we have already agreed to bring our price down in order to make the price
more attractive to Enron. We would very much appreciate your help in
expediting the process of bringing this agreement to closure. In my next
e-mail I will send you a list of all the outstanding BMC proposals to Enron.
Best regards,
Ann M. Munson
Senior Sales Representative
BMC Software
713-918-4569 Direct
713-918-8001 Fax
[email protected]
----- Forwarded by Jeff Youngflesh/NA/Enron on 12/11/2000 09:08 AM -----
"Munson, Ann" <[email protected]>
12/08/2000 03:34 PM
To: "'[email protected]'" <[email protected]>
cc: "'[email protected]'" <[email protected]>,
"'[email protected]'" <[email protected]>, "Goicoechea, Bernie"
<[email protected]>
Subject: BMC Projects at Enron
Hi Jeff,
Here's the attachments I told you that I would send you. The Incontrol
contains two spreadsheets.
<<Enron - Doug Cummins team.xls>> <<Enron - Randy Matson team.xls>>
<<Enron - Ogg's DBs.xls>> <<Enron INCONTROL Products.xls>> <<Enron
Wholesale UNIX - Storage.xls>> <<EBS-Storage1.doc>> <<Enron RealMedia KM
Order 2.xls>>
Taker care,
Ann M. Munson
Senior Sales Representative
BMC Software
713-918-4569 Direct
713-918-8001 Fax
[email protected]
----- Forwarded by Jeff Youngflesh/NA/Enron on 12/11/2000 09:08 AM -----
"Munson, Ann" <[email protected]>
12/08/2000 05:36 PM
To: "'[email protected]'" <[email protected]>
cc: "'[email protected]'" <[email protected]>,
"'[email protected]'" <[email protected]>, "Goicoechea, Bernie"
<[email protected]>
Subject: Application of the Discount
Hi Jeff,
I'm sure you already realize this, but for the sake of clarification, it's
important to make sure that I state that the 45% discount is applied only if
we have the EBS Enron Partnership agreement in place.
Best regards,
Ann
Ann M. Munson
Senior Sales Representative
BMC Software
713-918-4569 Direct
713-918-8001 Fax
[email protected]
----- Forwarded by Jeff Youngflesh/NA/Enron on 12/11/2000 09:08 AM -----
"Munson, Ann" <[email protected]>
12/08/2000 05:55 PM
To: "'[email protected]'" <[email protected]>
cc: "'[email protected]'" <[email protected]>,
"'[email protected]'" <[email protected]>
Subject: Please Use this Attachment...
....to replace the Word Document that I sent you previously. As per my
voice mail to you.
<<EBS Backoffice - Storage.xls>>
Ann M. Munson
Senior Sales Representative
BMC Software
713-918-4569 Direct
713-918-8001 Fax
[email protected]
| ||
arnold-j/all_documents/780.
|
subject:
content: txu buy 200 u @5255
| ||
arnold-j/all_documents/781.
|
subject: Transcanada Trade...
content: ---------------------- Forwarded by John Arnold/HOU/ECT on 04/04/2001 11:33
AM ---------------------------
"Zerilli, Frank" <[email protected]> on 04/04/2001 11:09:21 AM
To: "'[email protected]'" <[email protected]>
cc:
Subject: Transcanada Trade...
Just to confirm this trade:
Enron buys futures and sells LD swaps in the following months. EFP
posting price is NYMEX settlement price on 4/30/01.
Jul '01-176 lots
Aug'01-157 lots
Sep'01-443 lots
Nov'01-132 lots
Jan'02-233 lots
Feb'02-283 lots
Mar'02-607 lots
Counter Party is Transcanada and they are posting with Man South.
Thanks again..
| ||
arnold-j/all_documents/782.
|
subject:
content: ---------------------- Forwarded by John Arnold/HOU/ECT on 04/04/2001 08:31
AM ---------------------------
Enron North America Corp.
From: Dutch Quigley 04/04/2001 07:46 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject:
http://gasmsgboard.corp.enron.com/msgframe.asp
| ||
arnold-j/all_documents/783.
|
subject: daily charts and matrices as hot links 4/4
content: ---------------------- Forwarded by John Arnold/HOU/ECT on 04/04/2001 08:30
AM ---------------------------
[email protected] on 04/04/2001 07:21:04 AM
To: [email protected]
cc:
Subject: daily charts and matrices as hot links 4/4
The information contained herein is based on sources that we believe to be
reliable, but we do not represent that it is accurate or complete. Nothing
contained herein should be considered as an offer to sell or a solicitation
of an offer to buy any financial instruments discussed herein. Any
opinions expressed herein are solely those of the author. As such, they
may differ in material respects from those of, or expressed or published by
on behalf of Carr Futures or its officers, directors, employees or
affiliates. , 2000 Carr Futures
The charts are now available on the web by clicking on the hot link(s)
contained in this email. If for any reason you are unable to receive the
charts via the web, please contact me via email and I will email the charts
to you as attachments.
Crude http://www.carrfut.com/research/Energy1/crude38.pdf
Natural Gas http://www.carrfut.com/research/Energy1/ngas38.pdf
Distillate http://www.carrfut.com/research/Energy1/hoil38.pdf
Unleaded http://www.carrfut.com/research/Energy1/unlded38.pdf
Nat Gas Strip Matrix
http://www.carrfut.com/research/Energy1/StripmatrixNG38.pdf
Nat Gas Spread Matrix
http://www.carrfut.com/research/Energy1/SpreadmatrixNG38.pdf
Crude and Products Spread Matrix
http://www.carrfut.com/research/Energy1/SpreadmatrixCL38.pdf
Carr Futures
150 S. Wacker Dr., Suite 1500
Chicago, IL 60606 USA
Tel: 312-368-6149
Fax: 312-368-2281
[email protected]
http://www.carrfut.com
| ||
arnold-j/all_documents/784.
|
subject:
content: are you in for the game?
| ||
arnold-j/all_documents/785.
|
subject:
content: i've realized i'm too old to stay up til 1 on a school night
| ||
arnold-j/all_documents/786.
|
subject: Re:
content: no not necessarily... just sick of her at the moment,
From: Margaret Allen@ENRON on 04/02/2001 01:32 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re:
what a pisser -- i'm still in austin so i can't go. what about your
girlfriend? is she on her way out?
John Arnold@ECT
04/02/2001 12:25 PM
To: Margaret Allen/Corp/Enron@ENRON
cc:
Subject:
i may have some u2 tix for tonight, wanna go?
| ||
arnold-j/all_documents/787.
|
subject:
content: i may have some u2 tix for tonight, wanna go?
| ||
arnold-j/all_documents/788.
|
subject: Re: power gen
content: you're right though...it seems like bo and i are always on the opposite side
of each other.
| ||
arnold-j/all_documents/789.
|
subject: Re: power gen
content: fyi : bo is a big put buyer and fence seller today. though he is trying to
defend j.
[email protected] on 03/29/2001 09:22:15 PM
To: [email protected]
cc:
Subject: Re: power gen
agree on view. as u cud tell i got a little less bearish for a bit so i delta
hedged and day traded to keep from losing a ton, let go og the delta after aga
number which was exactly on my forecast still implying 7.5 bcf swing(i
actually
thot it could have been worse so my range pre was 5-12 basis past cupla weeks
aga. that said i with you took my lumps. having a very good month in petro
helped me hold on to natgas shit p&l. got most of it back now tho.trying to be
more patient.
think we hold 5.20's for another week or so-must be plenty chopped up
traders mite mean we lose some momentum for a bit.
what the hell was going on today between you and bo(seems i see this more
and more)? how come he always seems to be fighting you on this stuff. if he
would go the same way as you(and i) this mkt would just crap. either way im
unwinding-gonna be making a jump soon(thats p&c for the moment). will keep u
informed of course.
power gen up 3% last week and cal rate hikes the kiss of death for demand in
cal this summer i think
[email protected] on 03/29/2001 07:45:02 PM
To: Steve LaFontaine/GlobalCo@GlobalCo
cc:
Fax to:
Subject: Re: power gen
Wow, what a week so far. Beauty of a short squeeze early on. Even some of
the biggest bears I know were covering to reestablish when the market lost
its upward momentum. Unfortunately, my boat is too big to play that way.
Takes too long to put the size of the position I manage on or off to play
that game. just had to sit back and take my lumps. couldnt have been a
more bearish aga # in my opinion. got one more decent one and then watch
out below. amazing that we've had more demand destruction recently. the
economy is the 800 pound gorilla that is sitting on nat gas and it aint
getting up.
| ||
arnold-j/all_documents/79.
|
subject:
content: Gerry:
Per your voicemail, your suggestion to kick off the conference call at 1PM
with Peter and have Mike Hegeman join the call at 1:30 PM is fine.
Sarah-Joy
| ||
arnold-j/all_documents/790.
|
subject: Re: technical help for interviewing traders
content: In regards to gas:
what signals do you for in determining your view?
what resources do you use to formulate a price view?
give example of complex transaction you've structured for a customer.
where is storage now relative to history? what is the highest and lowest
level we've been at in past 5 years?
what are your short, medium, and long term views of gas market?
what major basis changes have occured in the market over the past 5 years?
What do you expect in the next 5?
how should a storage operator decide whether or not to inject on any given
day?
In regards to derivatives in order of difficulty
What are delta/gamma/theta?
if you buy a put spread, is your delta positive, negative, or zero?
Is swap price equal to simple average of futures contracts?
If interest rates go up what happens to option prices all else equal?
what is the value of a european $1 call expiring in 12 months if
corresponding futures are trading $5?
what happens to delta of an option if volatility increase?
From: Tom Wilbeck/ENRON@enronXgate on 03/23/2001 03:35 PM
To: John Arnold/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Phillip K
Allen/HOU/ECT@ECT
cc:
Subject: technical help for interviewing traders
Jeanie Slone was telling me that you were among the best interviewers in the
trading group. Because of your expertise in this area, I was wondering if
you could help me put some technical questions together that you've found to
be effective in interviewing Gas Traders.
Norma Hasenjager is in our Omaha office needs this information ASAP in order
to help her screen some candidates. It would be great if you could respond
to this with two or three questions that you've used in the past to select
good Gas Traders.
Thanks for your help.
Tom Wilbeck
EWS Training and Development
| ||
arnold-j/all_documents/791.
|
subject:
content: Ina:
Can you set up a 5 minute mtg with me and all of the assistants and runners
in regards to what we discussed this week
| ||
arnold-j/all_documents/792.
|
subject: Re: ICE Trading Platform - Financial Gas Counterparties
content: thanks
From: Tom Moran/ENRON@enronXgate on 03/29/2001 02:43 PM
To: John Arnold/HOU/ECT@ECT, Dutch Quigley/HOU/ECT@ECT
cc:
Subject: ICE Trading Platform - Financial Gas Counterparties
John/Dutch
There are currently 3 counterparties which would like to have the ability to
trade financial gas with Enron but that credit has closed on the ICE platform.
AES NewEnergy, Inc. No Master
Trafigura Derivatives Limited Poor credit quality
e prime, inc. Poor credit quality
Regards,
tm
| ||
arnold-j/all_documents/793.
|
subject: Re: Cortlandt Wines.Spirits Invoice - Thank you for your order!
content: I understand you are out of one of the wines. Please fill remaining order.
thanks, john
[email protected] on 03/25/2001 06:16:00 PM
To: [email protected]
cc:
Subject: Cortlandt Wines.Spirits Invoice - Thank you for your order!
Thank you for your order.
Your order is number 35257 placed on 3/25/2001.
Here are the items you selected:
SKU | Qty | Producer | Product Name | Price | Extended Price
--------------------------------------------------------------------
5711 | 4 | Matanzas Creek Merlot | $49.99 | $199.96
5353 | 4 | Matanzas Creek Merlot | $59.99 | $239.96
6035 | 4 | Altesino Super Tuscan | $35.00 | $140.00
Total Shipping:
Total Tax: $0.00
The total for your order: $579.92
Here is the contact information we have for you:
--------------------------------------------------------------------
Customer ID: ArnJoh35263
Password: cowboy
Please make a note of your Customer ID and Password for future purchases.
Name: John Arnold
Address: 909 Texas Ave #1812
Houston, TX 77002
USA
Email: [email protected]
Phone: 713 229 9278
APPROPRIATE SALES TAX WILL BE APPLIED.
SHIPPING CHARGES WILL BE ADDED TO ORDER SEPARATELY.
If there is a problem, please call us.
Thank you.
Cortlandt Wines.Spirits
447 Albany Post Rd
Croton on Hudson, NY 10520
Sales: 914.271.7788
Fax: 914.271.4414
Email: [email protected]
WWW: http://www.cortlandtwines.com/
| ||
arnold-j/all_documents/794.
|
subject: Re: power gen
content: Wow, what a week so far. Beauty of a short squeeze early on. Even some of
the biggest bears I know were covering to reestablish when the market lost
its upward momentum. Unfortunately, my boat is too big to play that way.
Takes too long to put the size of the position I manage on or off to play
that game. just had to sit back and take my lumps. couldnt have been a more
bearish aga # in my opinion. got one more decent one and then watch out
below. amazing that we've had more demand destruction recently. the economy
is the 800 pound gorilla that is sitting on nat gas and it aint getting up.
| ||
arnold-j/all_documents/795.
|
subject: Re: ? about turf
content: As long as I own Enron stock, the desks are my colleagues. Feel free to
share the info with Hunter and Chris.
Clayton Vernon @ ENRON
03/26/2001 03:45 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: ? about turf
John-
My name is Clayton Vernon, and I am the Manager for Models and Forecasts for
East Power Trading, reporting to Lloyd Will.
I'm helping Research (and Toim Barkley) with a data visualization tool for
EOL trades, and I wanted for you to know I'd like to make this product
helpful for you.
In doing so, I'd like to also let my colleagues Chris Gaskill/Hunter Shively
avail themsevles of this tool. But, I need to find out if the desks are your
colleagues or, as things shape up, your competitors, since some trades are
between Enron desks.
Can Chris/Hunter see synopses of all of our EOL gas trades, after the fact?
Clayton Vernon
| ||
arnold-j/all_documents/796.
|
subject: Re: Astro's Baseball Season Tickets
content: Kim:
Can I get 4 tix for the following games:
Apr 21 or 22 vs. St Louis
Jun 15 vs Texas
Jun 17 vs Texas
Thanks,
John
From: John J Lavorato/ENRON@enronXgate@enronXgate on 03/27/2001 09:45 AM
Sent by: Kimberly Hillis/ENRON@enronXgate
To: Phillip K Allen/HOU/ECT@ECT, W David Duran/HOU/ECT@ECT, Joseph
Deffner/ENRON@enronXgate, Brian Redmond/HOU/ECT@ECT, Colleen
Sullivan/HOU/ECT@ECT, Mike Grigsby/HOU/ECT@ECT, Mike Swerzbin/HOU/ECT@ECT,
John Arnold/HOU/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, Hunter S
Shively/HOU/ECT@ECT, Fletcher J Sturm/HOU/ECT@ECT, Rogers
Herndon/HOU/ECT@ect, Barry Tycholiz/NA/Enron@ENRON, Dana
Davis/ENRON@enronXgate, Fred Lagrasta/HOU/ECT@ECT, Thomas A
Martin/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT, Edward D
Baughman/ENRON@enronXgate, Harry Arora/ENRON@enronXgate, Don
Miller/HOU/ECT@ECT, Ozzie Pagan/ENRON@enronXgate, Michael L
Miller/NA/Enron@Enron, Richard Lydecker/Corp/Enron@Enron, Jim
Schwieger/HOU/ECT@ECT, Carl Tricoli/Corp/Enron@Enron, Frank W
Vickers/NA/Enron@Enron, Mark Whitt/NA/Enron@Enron, Ed McMichael/HOU/ECT@ECT,
Jesse Neyman/HOU/ECT@ECT, Greg Blair/Corp/Enron@Enron, Douglas
Clifford/NY/ECT@ECT, Michael J Miller/Enron Communications@Enron
Communications, Allan Keel/ENRON@enronXgate, Scott Josey/ENRON@enronXgate,
Bruce Sukaly/ENRON@enronXgate, Julie A Gomez/HOU/ECT@ECT, Jean
Mrha/NA/Enron@Enron, C John Thompson/ENRON@enronXgate, Steve
Pruett/ENRON@enronXgate, Gil Muhl/Corp/Enron@ENRON, Michelle
Parks/ENRON@enronXgate, Brad Alford/NA/Enron@Enron, Robert Greer/HOU/ECT@ECT
cc: Louise Kitchen/HOU/ECT@ECT, Tammie Schoppe/HOU/ECT@ECT
Subject: Astro's Baseball Season Tickets
The 2001 Astro's season is about to kick-off and Enron Americas Office of the
Chairman has four tickets to each game available for customer events.
If you are interested in using the tickets, please call Kim Hillis at x30681.
| ||
arnold-j/all_documents/797.
|
subject: Re: missing a couple jumbos?
content: thanks, i'll check it out
Fletcher Sturm <[email protected]> on 03/28/2001 08:41:40 PM
To: [email protected]
cc:
Subject: missing a couple jumbos?
johnny,
my new deal p/l from yesterday (tue) looked a little on the high side,?so i
asked my?guy to double check my deals.? he checked them today and said they
all checked out.? but, i re-checked?my new gas deals and saw that you filled
me on 100 n-q at 4.32 instead of 5.32.? i'll have my boy fix it so it'll show
up tomorrow (thur).? $2 jumbos from me to you!
fletch
p.s.? thanks for all your help with our gas business.?it gives us a
tremendous advantage against our rivals. you're the king even if you don't
notice a $2 million error on one trade.
Do You Yahoo!?
Yahoo! Mail Personal Address - Get email at your own domain with Yahoo! Mail.
| ||
arnold-j/all_documents/798.
|
subject:
content: http://gasfundy.corp.enron.com/gas/framework/default.asp
| ||
arnold-j/all_documents/799.
|
subject: Re: Devon
content: will call you tonight
Karen Arnold <[email protected]> on 03/27/2001 08:09:06 PM
To: [email protected]
cc:
Subject: Devon
Why did you sell Devon Energy???? I still own it. should I sell?
Any decision regarding your return?
It is cold and rainy here, high today was 45!!!
| ||
arnold-j/all_documents/8.
|
subject: Calendar Availability for 11/30, 12/1? (BMC/EBS update)
content: All,
In our meeting on the 17th of November, the NetWorks team explained their
position(s) relative to possible upcoming purchases of software, in which BMC
might be selected as the vendor. There were several issues and concerns
which were voiced, mostly related to BMC's lack of support and suboptimal
application capability (that is the "net", understated version).
Bob, you and I spoke briefly after the meeting regarding what, if anything,
BMC could do to "fix their problem". I relayed the gist of our brief
conversation to EBS.
As discussed in the meeting, EBS has a near-term opportunity to get a deal
done with BMC, and it would be of optimum benefit to execute this year. One
of the outcomes of our November 17 meeting is that EBS has been pressing BMC
for a BMC commitment to Enron's overall customer satisfaction. Per a
voicemail to me from EBS, it appears that BMC have provided a response to EBS.
I would like to schedule a meeting for the addressees of this note for either
November 30th, or December 1st. The purpose is to get an update from the
NetWorks team on the BMC application testing that was underway, and for EBS
to explain what BMC has proposed. This meeting should take an hour.
Please let me know if you can meet tomorrow or Friday. I'll book a room and
time that works for the majority, and confirm with a Notes "Meeting
Invitation".
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
| ||
arnold-j/all_documents/80.
|
subject: EBS Professional Services Agreement
content: Eric,
Thank you very much for taking the time to speak with Tom Moore and me.
Attached is the (only) contract which I have received from the EBS
origination team trying to close a deal with BMC Software. Steve Morse and
Chaz Vaughan report to Brad Nebergall (VP, Central Origination, EBS), who
reports to Jim Crowder (VP, Enterprise Services, EBS).
Please review, and provide your feedback to me, the EBS origination team
(Chaz, Steve, and Brad Nebergall), and Tom Moore.
If there are any other EBS deals/contracts on the table involving BMC, I
would like to do whatever I could to help them close on this. Please let me
know if I can do anything else for you! You can reach me at (x55968) or Tom
at (x55552). The origination team is at (Chaz: x58815, Steve: x37137, Brad:
x34714). On a final note, the originators have repeatedly driven home the
point that they must have this deal closed with BMC by end-of-day this
Friday, December 15. I am focused on helping them win the business however I
can.
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 12/12/2000 01:46 PM -----
Stephen Morse@ENRON COMMUNICATIONS
12/11/2000 03:20 PM
To: Chaz Vaughan/Enron Communications@Enron Communications
cc: Jeff Youngflesh/NA/Enron@ENRON
Subject: EBS Professional Services Agreement
Chaz,
I assume Jeff is running with this. The contract needs to be in place by
Thurs. 6pm CST in coordination with the EBS agreement.
Thanks,
Steve
Steve Morse
Enron Broadband Services
713-853-7137-work
713-569-7912-cell
email: [email protected]
----- Forwarded by Stephen Morse/Enron Communications on 12/11/00 03:24 PM
-----
[email protected]
12/08/00 03:35 PM
To: Stephen Morse/Enron Communications@Enron Communications, Chaz
Vaughan/Enron Communications@Enron Communications
cc: [email protected], [email protected], [email protected]
Subject: EBS Professional Services Agreement
At the request of Ann Munson, attached is a revised draft of the Enron
Broadband Services Professional Services agreement.
This draft should replace any previous drafts sent.
<<Enron Broadband Services Agreement 120800.doc>>
Jeremy Aber
Senior Legal Counsel
BMC Software, Inc.
Tel: 713/918-3743
Fax: 713/918-7306
[email protected]
The information contained in and transmitted with this e-mail is (a) Subject
to attorney/client privilege; (b) Attorney work product; and (c)
Confidential.
- Enron Broadband Services Agreement 120800.doc
| ||
arnold-j/all_documents/800.
|
subject: Still Getting Involiced for Your Deal #258505
content: ---------------------- Forwarded by John Arnold/HOU/ECT on 03/26/2001 02:56
PM ---------------------------
"Piazza, Perry A [CORP]" <[email protected]> on 03/26/2001 02:46:53 PM
To: "'[email protected]'" <[email protected]>
cc:
Subject: Still Getting Involiced for Your Deal #258505
John - Could you please alert your back office that they are still invoicing
us on a Nov-Mar strip that was traded on June 20, 2000 at $4.105. That deal
was cancelled per our discussion and rebooked for half the volume in
November (I beleive it was November). Your deal number on the rebook is
QF9221.1 I beleive. I beleive Dutch Quigley on your end was involved when
we originally discussed the deal.
Thanks and call if you have any questions.
Perry A. Piazza
Citibank/Salomon Smith Barney
Global Commodities
390 Greenwich Street, 5th Floor
New York, NY 10013-2375
Phone: (212) 723-6912 / (212) 723-6979
Fax: (212) 723-8556
E-Mail: [email protected] <mailto:[email protected]>
| ||
arnold-j/all_documents/801.
|
subject: Re: power gen
content: where are you getting those numbers?
[email protected] on 03/26/2001 12:56:07 PM
To: [email protected]
cc:
Subject: power gen
while we're stroking each other on the bear stuff-you notice the weekly y on y
power gen /demand numbers have fallen from double digit increases each week to
now nearly flat to +2% ish each week depstie cold east and hot west.
| ||
arnold-j/all_documents/802.
|
subject: Re: easter weekend
content: yes
i dont know. both have their merits
"Jennifer White" <[email protected]> on 03/26/2001 01:41:38 PM
To: [email protected]
cc:
Subject: easter weekend
Jen and Paula are definitely going to NYC for the long weekend. Think
about what you want to do, and I'll call you tonight to discuss:
Do you want to spend the long weekend with me or do your own thing?
If you want to spend it with me, would you rather go to the beach or
to NYC?
___________________________________________________________________
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/803.
|
subject: RE: Receipt of Hedge Fund Information
content: Mike:
which one of the hedge funds closes today?
| ||
arnold-j/all_documents/804.
|
subject: Re: distillates
content: yea, i think the two dumps in the market are when everybody realizes the
loss of demand, which is in the first 4 inj numbers. customer buying and
fear about the summer will keep may at a decent level. if my theory holds,
eventually that wont be enough to hold the market up and m pukes. second
puke is in the winter when 4th quarter production is 4-5% on y/y basis,
demand still weak (economic weakness isn't a 3 month problem), industry
realizes that not only is it ok to get to 500-700 bcf in march but you
should, and early winter weather will not match 2000. we develop large y/y
surplus in x and z. z futures hold up because some risk premium still exists
for rest of winter. by late december, just trying to find a home for gas.
think decent chance f futures finish with a 2 handle.
[email protected] on 03/25/2001 08:16:26 PM
To: [email protected]
cc:
Subject: Re: distillates
f puts?? you mean january? u mean june and january???
[email protected] on 03/25/2001 07:30:38 PM
To: Steve LaFontaine/GlobalCo@GlobalCo
cc:
Fax to:
Subject: Re: distillates
just when i'm turning really bearish you're starting to turn bullish on me.
weather to me relatively unimportant. yes, it will leave us with 30 bcf or
so less in storage than if we had mild weather. i think it is masking a
major demand problem. think what the aga numbers would be with moderate
weather. when we get into injections, i think we'll see a big push down.
spec and trade seem bearish but hesitant to get short. customer buying
still strong. thus even with the demand picture becoming clearer, we
haven't moved down. however i think when the picture becomes clearer (i.e.
-when we start beating last year's injections by 20 bcf a week), trade will
get short. customers very unsophistocated. the story they keep telling us
is we're coming out 400 bcf less than last year, thus the summer has to be
strong. when we start inj, customers will start seeing other side of
story. pira finally came out this week and said stop buying. to me, the
mrkt just a timing issue. i want to be short before the rest of the idiots
get short. i continue buying m,f puts. projecting k to settle 450 and m
400.
[email protected] on 03/23/2001 01:44:10 PM
To: [email protected]
cc:
Subject: distillates
this strength cud persist awhile-is a little bullish ngas demand since we
now
above parity in some places. shit theres so many things shaking my faith on
the
short bias of this thing. weather hot /west cold est, hydo, califronia,mkt
talking new engl shortages.oil demand cont to show stellar y on y and curve
recoveriung, opec hawkish stance for px support.
i think we close the y on y gap still significantly but im starting to
question how when,how much and how long prices come off in apr-jun?
thanks god i can trade oil cuz i have made anything in ngas to speak of.
short
term still sort of neutral ngas-beleive we range bound. u prob know this
but
hearing texas rr data coming out pretty bearish prodcution-good news .
regards
| ||
arnold-j/all_documents/805.
|
subject: Re: distillates
content: just when i'm turning really bearish you're starting to turn bullish on me.
weather to me relatively unimportant. yes, it will leave us with 30 bcf or
so less in storage than if we had mild weather. i think it is masking a
major demand problem. think what the aga numbers would be with moderate
weather. when we get into injections, i think we'll see a big push down.
spec and trade seem bearish but hesitant to get short. customer buying still
strong. thus even with the demand picture becoming clearer, we haven't moved
down. however i think when the picture becomes clearer (i.e.-when we start
beating last year's injections by 20 bcf a week), trade will get short.
customers very unsophistocated. the story they keep telling us is we're
coming out 400 bcf less than last year, thus the summer has to be strong.
when we start inj, customers will start seeing other side of story. pira
finally came out this week and said stop buying. to me, the mrkt just a
timing issue. i want to be short before the rest of the idiots get short. i
continue buying m,f puts. projecting k to settle 450 and m 400.
[email protected] on 03/23/2001 01:44:10 PM
To: [email protected]
cc:
Subject: distillates
this strength cud persist awhile-is a little bullish ngas demand since we now
above parity in some places. shit theres so many things shaking my faith on
the
short bias of this thing. weather hot /west cold est, hydo, califronia,mkt
talking new engl shortages.oil demand cont to show stellar y on y and curve
recoveriung, opec hawkish stance for px support.
i think we close the y on y gap still significantly but im starting to
question how when,how much and how long prices come off in apr-jun?
thanks god i can trade oil cuz i have made anything in ngas to speak of. short
term still sort of neutral ngas-beleive we range bound. u prob know this but
hearing texas rr data coming out pretty bearish prodcution-good news .
regards
| ||
arnold-j/all_documents/806.
|
subject: Re: FW: Rick Buy Report Tomorrow--Your comments needed
content: We ahave not initiated a 24/7 gas product yet but are creating the
capabilities to launch at some point in the near future
From: Frank Hayden/ENRON@enronXgate on 03/22/2001 10:49 AM
To: Geoff Storey/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT
cc:
Subject: FW: Rick Buy Report Tomorrow--Your comments needed
I received this email and they are inquiring as to the new gas 24/7
electronic trading. Has this taken off? Who is managing it and are there
any positions associated with it?
Thanks,
Frank
-----Original Message-----
From: Tongo, Esther
Sent: Tuesday, March 20, 2001 3:29 PM
To: Hayden, Frank;
Cc:
Subject: Rick Buy Report Tomorrow--Your comments needed
The weekly Rick Buy update this week is on Thursday morning, so we will
report trading results as of and for the 5 days ended Tuesday, March 20th.
Please prepare comments on your area's positions and P/L - one to two
sentences - and e-mail them to me, with a copy to Cassandra Schultz, Veronica
Valdez and Matthew Adams, no later than noon, Houston time, Wednesday, March
21st (Tomorrow).
Those of you who have sub-limits not reflected on the consolidated DPR
(George in Global Products), and also the new gas 24/7 trader, please provide
trading results on those as well, including the 5-day and YTD P/L and current
NOP and VaR on George (Products EOL trading) - and also on _____ whatever
we're calling the EOL NA Gas auto trader.
Thank you,
Esther
x52456
| ||
arnold-j/all_documents/807.
|
subject: Here is the Article---no picture though...
content: ---------------------- Forwarded by John Arnold/HOU/ECT on 03/23/2001 12:32
PM ---------------------------
"Zerilli, Frank" <[email protected]> on 03/23/2001 08:10:05 AM
To: "'[email protected]'" <[email protected]>
cc:
Subject: Here is the Article---no picture though...
Warming Up To Green
BY ERIC ROSTON
Breathe in. Hold it. Hold it. O.K., now breathe out.
Unless you're outdoors in the midst of a cold snap, chances are you
can't see
your breath. And no one would ever ask you to drop a quarter in a tin
box for the
right to free this invisible spirit from your lungs. Yet last November,
Murphy Oil
Corp., based in El Dorado, Ark., voluntarily shelled out several hundred
thousand dollars for the right to cough out carbon dioxide, the same
stuff you
exhaled three sentences ago.
The reason it did so is closely related to events that occurred that
same autumn
day, half a world away, at the Hague. Thousands of policymakers and
scientists
from all over the world had gathered, hoping to dot the i's, cross the
zeds and
umlaut the o's on the 1997 Kyoto Protocol to the U.N. Framework
Convention on
Climate Change. The protocol was devised to curb the industrial emission
of six
gases, CO2 among them, that are slowly--actually quickly in geological
terms--turning the earth into a hothouse. But no final accord was
reached.
In this context, Murphy's purchase of options on 210,000 metric tons of
carbon
(the equivalent of annual exhaust from approximately 27,800 cars) from a
Canadian company that was itself trying to help meet a national target
seems a
bit odd. The market for this kind of trade hasn't been established, and
there isn't
even a global agreement on how carbon dioxide should be valued. Indeed
there
isn't even unanimity on global warming itself.
Yet the transaction is emblematic of industry on the verge of an
environmental
transition. Congress may have snubbed the Kyoto accord, and global
bureaucrats may be stumbling over the details of a carbon-emissions
trading
system. But corporations, against the run of play, are beginning to
confront the
climate conundrum the best way they know how--as a business opportunity.
John Browne, CEO of BP Amoco, and Mark Moody-Stuart, chairman of Royal
Dutch/Shell Group, have both responded to the global-warming threat and
set up
internal systems that exceed goals put forth in Kyoto. Shell and BP have
vowed
to cut their greenhouse-gas emissions 10% each--nearly twice the Kyoto
target--Shell by 2002, BP by 2010. "This isn't an act of altruism," says
Aidan
Murphy of Shell. "It's a fundamental strategic issue for our business."
And not theirs alone. A growing number of corporations, from IBM to your
neighborhood Kinko's, are reducing their greenhouse footprints. DuPont
is
pledging to knock its emissions 65% below 1990 levels by 2010. "There's
been a
shift in the center of gravity in the U.S. corporate community since
Kyoto," says
Alden Meyer of the Union of Concerned Scientists. "Now the view is that
climate
change is serious and we ought to do something about it."
There are a few ways of doing that: invest in renewable energy sources
and "cap
and trade" emissions. That is, set ceilings for worldwide greenhouse-gas
emission
and let nations either sell emission credits if they emit below their
allowance or
buy credits if they exceed permitted levels. The theory is that the
pursuit of
greenbacks will fuel greener business. "Whenever you turn a pollution
cut into a
financial asset," says Joseph Goffman, an attorney at Environmental
Defense,
"people go out and make lots of pollution cuts."
Even where green fervor is of a paler shade, corporations are viewing
the
potential for global regulation as a business risk they need to
consider. Witness
Claiborne Deming, Murphy's CEO, who doesn't see the science of global
warming
as solid enough yet to cry havoc. But Deming hears shareholders
clamoring and
the bureaucrats buzzing. Someone may ask his company to put more than a
quarter in that box when it wants to exhale more than its allotted
amount of CO2.
Breathe in. Hold it. You know the drill.
How much CO2 did you just exhale? Tricky question. Yet that's analogous
to the
one businesses are struggling with on a massive scale. Until they figure
it out,
companies interested in trading will be on their own to determine 1) how
you
buy the right to emit a gas that has no standard of measurement and 2)
how to do
so when no nation currently assigns a CO2 property right. "It's risky as
hell," says
Deming.
Many groups are working to mitigate that risk. The World Resources
Institute
and others are road-testing a system that would make trading less risky
by
creating universal carbon-accounting practices. And four
companies--Arthur
Andersen, Credit Lyonnais, Natsource and Swiss Re--are developing an
exchange
where companies can trade, even in an embryonic market devoid of
legislative
standards. "They're trying to nail down something that will be useful
under laws
that are not yet defined," says Garth Edward, a broker at Natsource, an
energy-trading firm.
The U.S. struggled to introduce a cap-and-trade system into the Kyoto
Protocol,
and achieved it by agreeing to a tough, many say impossible, target:
bringing
emissions 7% below 1990 levels from 2008 to 2012. The irony of the
current
situation is that the Europeans, reluctant to accept trading at first,
have become
its champion; Britain next month will become the first country to embark
on a
national trading system.
Another practice, still hotly debated, is to assign credits for
sequestering carbon
in growing forests. Trees soak up limited amounts of CO2, release oxygen
into the
air and turn carbon into wood.
The Kyoto mechanisms will evaporate without global ratification, thus
setting up
an early environmental test for President Bush, who campaigned against
the
document. But Secretary of State Colin Powell has already heard
preliminary
briefings on the matter as the U.S. preps for the next round of talks,
to be held in
Bonn in mid-July. Bush the First helped pioneer credit trading in 1990,
when he
signed legislation that capped power plants' sulfur dioxide
emissions--the main
ingredient in acid rain--but allowed the plants to swap credits. And
Houston-based Enron, an energy trader whose chairman, Ken Lay, was a
prominent W. campaign adviser, stands to be a huge player in any such
market.
So if it's good for business, Bush the ex-businessman won't need that
big a push.
With him or without him, the monetization of carbon emissions--green for
greed's sake, if nothing else--is gaining momentum. So breathe easy. For
you, it's
still free. But for many companies, the carbon meter will be running
soon. In the
very near future, pollution is going to be either a cost to them or an
opportunity.
| ||
arnold-j/all_documents/808.
|
subject: Re: today
content: maybe a drink after work...
Caroline Abramo@ENRON
03/23/2001 07:29 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: today
can i grab you for a few minutes after the close to update you on fund stuff.
also, if you do not have plans tonight.. jen fraser and i were thinking of
having a little bbq (i am staying with her).. your presence is requested!!
if not, we are up for a few drinks after work,...
| ||
arnold-j/all_documents/809.
|
subject: CONFIRMATION: March 30, 2001 Executive Forum
content: please add
---------------------- Forwarded by John Arnold/HOU/ECT on 03/21/2001 05:51
PM ---------------------------
Enron North America Corp.
From: Debbie Nowak @ ENRON 03/21/2001 12:57 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: CONFIRMATION: March 30, 2001 Executive Forum
---------------------- Forwarded by Debbie Nowak/HR/Corp/Enron on 03/21/2001
12:56 PM ---------------------------
From: Debbie Nowak 03/20/2001 09:02 AM
To: David Shields/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Peter
Styles/LON/ECT@ECT, Richard Lydecker/Corp/Enron@Enron, Kathleen E
Magruder/HOU/EES@EES, Steve Pruett/Corp/Enron, George W Posey/HOU/EES@EES,
Matt Harris/Enron Communications@Enron Communications, Richard L
Zdunkewicz/HOU/EES@EES, Jeffrey T Hodge/HOU/ECT@ECT, Cheryl
Lipshutz/HOU/EES@EES, Marty Sunde/HOU/EES@EES, Jesse Neyman/HOU/ECT@ECT,
Scott Josey/Corp/Enron
cc:
Subject: CONFIRMATION: March 30, 2001 Executive Forum
This is to confirm your attendance for the Friday, March 30, 2001 Executive
Forum to be hosted by The Office of the Chairman. The Forum will begin at
2:30 p.m. and ends at 4:00 p.m. in the Enron Building 50M.
If you have any additional questions, please feel free to give me a call.
Thank you.
Debbie Nowak
Executive Development
713.853.3304
| ||
arnold-j/all_documents/81.
|
subject: Re: Benefits
content: Done.
JENNIFER MEDCALF@ENRON
12/11/2000 05:30 PM
To: Trang Dinh/HOU/ECT@ECT
cc:
Subject: Re: Benefits
I am sending the documents now.
Jennifer
Trang Dinh@ECT
12/11/2000 03:43 PM
To: Jennifer Medcalf/NA/Enron@ENRON
cc:
Subject: Re: Benefits
Fax: (713) 646-2113
JENNIFER MEDCALF@ENRON
12/11/2000 03:08 PM
To: Trang Dinh/HOU/ECT@ECT
cc:
Subject: Re: Benefits
Trang,
What is your fax number?
Jennifer Stewart Medcalf
Senior Director, Business Development
Global Strategic Sourcing
(713) 646-8235
Trang Dinh@ECT
12/11/2000 02:10 PM
To: Jennifer Medcalf/NA/Enron@ENRON
cc:
Subject: Re: Benefits
If you have the copies of the paperwork, please forward it to me. I will go
to benefits w/ it to see why the changes have not been made. Thanks!
JENNIFER MEDCALF@ENRON
12/11/2000 10:06 AM
To: Trang Dinh/HOU/ECT@ECT
cc:
Subject: Re: Benefits
Trang,
I am having a very difficult time getting the right Employee Term Life and
Accidental Death and Dismemberment in my 2001 Confirmation Statement. I have
sent the appropriate paperwork to Johnny but nothing changes. What can we do
to make the changes happen?
Jennifer
| ||
arnold-j/all_documents/810.
|
subject: Re: Cancellation of EOL Deal #1025253
content: confirm
[email protected] on 03/21/2001 03:02:06 PM
To: [email protected]
cc: [email protected],
[email protected],
[email protected]
Subject: Cancellation of EOL Deal #1025253
John,
Further to our telephone conversation today, this is to confirm in writing
that
you agreed to kill EOL Deal #1025253 @ 2:03 PM. This trade was not confirmed
to
me by EOL, neither reported into "Today's transaction" section. (Therefore I
entered into a duplicate trade on EOL @ 2:06 PM which we agree on)
Thank you for you cooperation, and best regards,
Herve P.E. Duteil
______________________________________________________________________________
_______________________________________________________
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.
Toute utilisation de ce message non conforme a sa destination, toute
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/811.
|
subject: Re: Guggenheim Museum
content: Hey:
Recounted...Can I get 50-60 invites and would need formal invites for
Friday??????
From: Margaret Allen@ENRON on 03/19/2001 05:23 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re: Guggenheim Museum
There will be a corporate lounge for you to congregate in. Does that sound
good? No problem on the thrity tickets. I will hold them for you. Let me
know if you don't think yo uwill be needing all of them. I can also get you
the formal invitations to send out if you would like.
John Arnold@ECT
03/19/2001 11:22 AM
To: Margaret Allen/Corp/Enron@ENRON
cc:
Subject: Re: Guggenheim Museum
On Friday, will there be a private reception or area for us or will our
customers get lost in the crowd?
Probably thinking 30 invites for Friday. Is that ok?
From: Margaret Allen@ENRON on 03/16/2001 10:23 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Guggenheim Museum
Hey Buster,
Hope you had a great time in Cabo! I'm so jealous. I need a vacation
desperately!
I'm trying to get a commitment on numbers from the different groups for the
Guggenheim events. Will you look over this document and tell me which ones
you would like to attend and how many people you would like to bring to each?
Of course, I need it ASAP -- what's new, right?!!
Thanks honey! Margaret
| ||
arnold-j/all_documents/812.
|
subject: Re:
content: yes but getting haircut until 700. is it too dark then?
"Jennifer White" <[email protected]> on 03/21/2001 03:29:37 PM
To: [email protected]
cc:
Subject:
Do you have any interest in going roller blading with me after work?
___________________________________________________________________
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/813.
|
subject: From a recent milk carton
content: ---------------------- Forwarded by John Arnold/HOU/ECT on 03/21/2001 11:15
AM ---------------------------
"Zerilli, Frank" <[email protected]> on 03/21/2001 10:59:27 AM
To: "Eric Carlstrom (E-mail)" <[email protected]>, "Guardian, The
(E-mail)" <[email protected]>, "John Arnold (E-mail)"
<[email protected]>, "Stacey Hoey (E-mail)" <[email protected]>, "Lew
Williams (E-mail 2)" <[email protected]>
cc: "'[email protected]'" <[email protected]>,
"'[email protected]'" <[email protected]>
Subject: From a recent milk carton
-----
>
> A little lost girl has recently been found. Her name is Jessica. She
does
> not know who her daddy is or where she last saw her mom. Please take a
> look
> and see if you recognize her so that we might locate her parents.
>
>
>
- C.DTF
| ||
arnold-j/all_documents/814.
|
subject: RE: fundamentals thought dimensions
content: sure
From: Jennifer Fraser/ENRON@enronXgate on 03/21/2001 10:52 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: fundamentals thought dimensions
today sucks--friday after the close?
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Wednesday, March 21, 2001 10:33 AM
To: Fraser, Jennifer
Subject: Re: fundamentals thought dimensions
how bout today at 400
From: Jennifer Fraser/ENRON@enronXgate on 03/21/2001 09:55 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: fundamentals thought dimensions
when can i come by and have a detailed discussion with you re fundamentals--i
am very interested in your opinions and i dont get here them in the TR meeting
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Tuesday, March 20, 2001 8:36 PM
To: Fraser, Jennifer
Subject: Re: FW: LNG Weekly Update
Looks good. certainly an area we need more focus on. Obviously the most
important aspect of lng is how much gas is coming in, what is that relative
to last year, and what new capacity is coming longer term.
As an aside, nat gas trades as a funciton of the storage spread to last year
and five year averages. It would be very useful if all fundamental analysis
were geared the same way. The fact that lng shipments are x this week is
meaningless. the fact that they are y delta of last year is extremely
useful. if you noticed in the fundies meeting, i was trying to move
discussion that way. what's switching vis a vis last year. whats
production relative to last year. it simplifies the fundamental analysis.
From: Jennifer Fraser/ENRON@enronXgate on 03/12/2001 05:46 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: FW: LNG Weekly Update
An initial effort--please comment
<< File: LNG20010312.pdf >>
| ||
arnold-j/all_documents/815.
|
subject: Re: fundamentals thought dimensions
content: how bout today at 400
From: Jennifer Fraser/ENRON@enronXgate on 03/21/2001 09:55 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: fundamentals thought dimensions
when can i come by and have a detailed discussion with you re fundamentals--i
am very interested in your opinions and i dont get here them in the TR meeting
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Tuesday, March 20, 2001 8:36 PM
To: Fraser, Jennifer
Subject: Re: FW: LNG Weekly Update
Looks good. certainly an area we need more focus on. Obviously the most
important aspect of lng is how much gas is coming in, what is that relative
to last year, and what new capacity is coming longer term.
As an aside, nat gas trades as a funciton of the storage spread to last year
and five year averages. It would be very useful if all fundamental analysis
were geared the same way. The fact that lng shipments are x this week is
meaningless. the fact that they are y delta of last year is extremely
useful. if you noticed in the fundies meeting, i was trying to move
discussion that way. what's switching vis a vis last year. whats
production relative to last year. it simplifies the fundamental analysis.
From: Jennifer Fraser/ENRON@enronXgate on 03/12/2001 05:46 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: FW: LNG Weekly Update
An initial effort--please comment
<< File: LNG20010312.pdf >>
| ||
arnold-j/all_documents/816.
|
subject: Re: Guggenheim Museum
content: Do you have interest in having a semi formal party at the guggenheim for our
ny counterparties? was thinking it might be a good pr move.
---------------------- Forwarded by John Arnold/HOU/ECT on 03/20/2001 09:35
PM ---------------------------
From: Margaret Allen@ENRON on 03/19/2001 05:23 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re: Guggenheim Museum
There will be a corporate lounge for you to congregate in. Does that sound
good? No problem on the thrity tickets. I will hold them for you. Let me
know if you don't think yo uwill be needing all of them. I can also get you
the formal invitations to send out if you would like.
John Arnold@ECT
03/19/2001 11:22 AM
To: Margaret Allen/Corp/Enron@ENRON
cc:
Subject: Re: Guggenheim Museum
On Friday, will there be a private reception or area for us or will our
customers get lost in the crowd?
Probably thinking 30 invites for Friday. Is that ok?
From: Margaret Allen@ENRON on 03/16/2001 10:23 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Guggenheim Museum
Hey Buster,
Hope you had a great time in Cabo! I'm so jealous. I need a vacation
desperately!
I'm trying to get a commitment on numbers from the different groups for the
Guggenheim events. Will you look over this document and tell me which ones
you would like to attend and how many people you would like to bring to each?
Of course, I need it ASAP -- what's new, right?!!
Thanks honey! Margaret
| ||
arnold-j/all_documents/817.
|
subject: Re: SCS Daily Volatility Report as of 3/19/01
content: seeing no increase in physical demand from industrials. however, they cant=
=20
buy enough paper. energy customer deal flow has a conspicuous habit of=20
buying high and selling low. seeing virtually no producer selling. strip=
=20
will continue to be well supported through early spring. last year custome=
rs=20
sold all the way up, transferring their price risk to marketers and specs. =
=20
market for most part was very orderly move up during the summer. volatilit=
y=20
was in the pukes because everybody was long. now, customers are all buying=
. =20
move down should be orderly as is met with a lot of short covering from tra=
de=20
and volatility should come from short covering moves like today's. =20
market waiting to see those first two injection numbers. if we are beating=
=20
last year by 20 bcf, lights out. move down may also scare producers to do=
=20
some term selling, putting pressure on whole curve. =20
[email protected] on 03/20/2001 03:21:41 PM
To: [email protected]
cc: =20
Subject: Re: SCS Daily Volatility Report as of 3/19/01
maybe yur rite but 47% for sep still over valued. ive ve been buying deep=
=20
otm
(jun and july 4.00 strikeputs as well. collpse in oil curve gives me a litt=
le
more confidence eventually we follow.but agree its a little early.i say we=
=20
draw
this week 30 ish, lhand next week a small draw then builds-and if im rite s=
hud
be substantial from there. i was long twice near 5 bucks but saw no rally s=
o i
sold for nothing-shit-no patience
any indication industrial demand on the rise from the cxustomer side?
certainly numbers /withdrawels suggest not.. the weather has been lousy for=
=20
the
shotrs-cudnt be more construcictve-cold east hot west-terrific. but while t=
he
ranks are bullis/concerned over californication-those fukkers are outta gas=
=20
and
power anyway shud be more of an east west issue than anything-they conitue
ultimate px/economy destruction-in a way bearish.
think mite be worth going long straddles in a week or so
regards
[email protected] on 03/20/2001 04:06:55 PM
To: Steve LaFontaine/GlobalCo@GlobalCo
cc:
Fax to:
Subject: Re: SCS Daily Volatility Report as of 3/19/01
heffner how?
was pretty long coming into today just playing the range. sold everything
on the way up. will be s scale up seller probably through options.
certainly a short squeeze in trade today and i don;t think anything changes
tomorrow except maybe trade gets more confident in the short at the higher
level and if cash rejects higher prices.
will be buying lots of puts on the way up so i guess for me vol is not too
high. i was short vol and covered it all this morn. think we could be in
for some turbulence here
[email protected] on 03/20/2001 10:48:43 AM
To: [email protected]
cc:
Subject: SCS Daily Volatility Report as of 3/19/01
vol seems rich here for ngas no/ what do we do here with flat price? how
was
cabo?
---------------------- Forwarded by Steve LaFontaine/GlobalCo on 03/20/2001
11:48 AM ---------------------------
[email protected] on 03/20/2001 08:18:54 AM
To: [email protected]
cc: (bcc: Steve LaFontaine/GlobalCo)
Fax to:
Subject: SCS Daily Volatility Report as of 3/19/01
The attached report will be downloaded into microsoft word.
Have a nice day.
Regards,
SCS
S.C.S. Straddle Report for CL as of 3/19/2001
Option Future
Month Strike Set Vol Set
OTMP 2200 1 159.2
STD APR01 2650 40 50.0 2674
OTMC 2700 10 55.5
OTMP 2500 45 39.5
STD MAY01 2700 228 37.2 2692
OTMC 2900 43 37.4
OTMP 2450 66 38.9
STD JUN01 2700 315 36.4 2699
OTMC 3000 57 36.2
OTMP 2450 87 36.9
STD JUL01 2700 370 35.3 2698
OTMC 3100 63 36.1
OTMP 2400 99 36.6
STD AUG01 2700 423 34.9 2683
OTMC 3150 72 35.6
OTMP 2350 108 36.7
STD SEP01 2650 458 34.4 2664
OTMC 3200 75 35.0
OTMP 2300 116 36.7
STD OCT01 2600 488 33.8 2642
OTMC 3200 83 34.2
OTMP 2300 131 36.0
STD NOV01 2600 512 33.7 2620
OTMC 3200 90 34.2
OTMP 2250 131 35.3
STD DEC01 2600 527 32.6 2597
OTMC 3200 94 33.3
OTMP 2200 130 34.9
STD JAN02 2600 570 33.5 2574
OTMC 3000 139 32.9
OTMP 2200 140 33.7
STD FEB02 2550 535 30.3 2551
OTMP 2100 148 31.5
STD JUN02 2450 560 28.6 2456
OTMC 3300 84 30.4
OTMP 2000 163 28.7
STD DEC02 2350 612 27.9 2328
OTMC 3000 115 27.4
OTMP 1900 174 25.1
STD DEC03 2250 628 24.9 2198
S.C.S. Straddle Report for HO as of 3/19/2001
Option Future
Month Strike Set Vol Set
STD APR01 7000 368 41.8 7038
OTMC 7400 80 47.4
STD MAY01 7000 645 35.9 6885
OTMC 7500 128 38.4
STD JUN01 7000 816 34.2 6870
OTMC 7700 134 34.2
OTMP 6800 425 33.9
STD JUL01 6900 988 34.1 6910
OTMC 8000 188 37.4
OTMP 6800 462 33.6
STD AUG01 7000 1105 33.9 6965
OTMC 8200 209 36.4
OTMP 6600 409 33.9
STD SEP01 7000 1236 33.9 7040
OTMC 8900 184 37.8
OTMP 6600 431 33.9
STD OCT01 7100 1348 33.9 7110
OTMC 8800 251 37.3
S.C.S. Straddle Report for HU as of 3/19/2001
Option Future
Month Strike Set Vol Set
OTMP 8400 97 42.6
STD APR01 8700 467 42.7 8743
OTMC 9200 84 44.3
S.C.S. Straddle Report for NG as of 3/19/2001
Option Future
Month Strike Set Vol Set
OTMP 4750 46 47.8
STD APR01 5000 305 48.4 5035
OTMC 5250 76 50.1
OTMP 4600 122 48.1
STD MAY01 5050 612 47.0 5062
OTMC 5750 95 47.9
OTMP 4550 178 47.5
STD JUN01 5100 802 46.3 5092
OTMC 5950 147 48.0
OTMP 4500 219 47.2
STD JUL01 5150 990 47.4 5132
OTMC 6200 192 49.3
OTMP 4450 241 46.1
STD AUG01 5150 1118 46.7 5152
OTMC 6500 195 48.6
OTMP 4400 291 47.1
STD SEP01 5150 1267 47.7 5132
OTMC 6500 256 49.4
OTMP 4250 281 47.5
STD OCT01 5150 1393 48.7 5137
OTMC 6000 434 50.7
OTMP 4500 379 47.1
STD NOV01 5250 1470 48.2 5257
OTMC 7500 284 54.4
OTMP 4500 388 47.0
STD DEC01 5450 1661 48.4 5377
OTMC 6750 451 50.8
STD SEP02 2700 2003 42.2 4519
STD DEC02 2950 2131 44.4 4730
OTMP 2700 141 37.6
STD MAR03 2750 1928 37.6 4459
OTMC 4750 410 48.2
=0F:
| ||
arnold-j/all_documents/818.
|
subject: Re: Your Invitation to Enron's Executive Forum - 1st Quarter 2001
content: Debbie:
If you have availability for either session, please sign me up. I was unsu=
re=20
I would be able to attend until now, hence the late notice.
Thanks,
John
=20
=09Enron North America Corp.
=09
=09From: Debbie Nowak @ ENRON 03/07/2001 02:35 P=
M
=09
To: Paul Adair/Corp/Enron@Enron, Jeffery Ader/HOU/ECT@ECT, James A=20
Ajello/HOU/ECT@ECT, Jaime Alatorre/NA/Enron@Enron, Joao Carlos=20
Albuquerque/SA/Enron@Enron, Phillip K Allen/HOU/ECT@ECT, Ramon=20
Alvarez/Ventane/Enron@Enron, John Arnold/HOU/ECT@ECT, Alan=20
Aronowitz/HOU/ECT@ECT, Jarek Astramowicz/WAR/ECT@ECT, Mike=20
Atkins/HOU/EES@EES, Philip Bacon/NYC/MGUSA@MGUSA, Dan Badger/LON/ECT@ECT,=
=20
Wilson Barbee/HR/Corp/Enron@ENRON, David L Barth/TRANSREDES@TRANSREDES,=20
Edward D Baughman/HOU/ECT@ECT, Kenneth Bean/HOU/EES@EES, Kevin=20
Beasley/Corp/Enron@ENRON, Melissa Becker/Corp/Enron@ENRON, Tim=20
Belden/HOU/ECT@ECT, Ron Bertasi/LON/ECT@ECT, Michael J Beyer/HOU/ECT@ECT,=
=20
Jeremy Blachman/HOU/EES@EES, Donald M- ECT Origination Black/HOU/ECT@ECT,=
=20
Roderick Blackham/SA/Enron@Enron, Greg Blair/Corp/Enron@Enron, Ernesto=20
Blanco/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Brad Blesie/Corp/Enron@ENRON,=
=20
Riccardo Bortolotti/LON/ECT@ECT, David J Botchlett/HOU/ECT@ECT, Hap=20
Boyd/EWC/Enron@Enron, Dan Boyle/Corp/Enron@Enron, William S Bradford/HOU/EC=
T,=20
Michael Brown/NA/Enron@Enron, William E Brown/ET&S/Enron, Harold G=20
Buchanan/HOU/EES@EES, Don Bunnell/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Bob=
=20
Butts/GPGFIN/Enron@ENRON, Christopher F Calger/PDX/ECT@ECT, Eduardo=20
Camara/SA/Enron@Enron, Nigel Carling/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT,=
=20
Cary M Carrabine/Corp/Enron@Enron, Rick L Carson/HOU/ECT, Rebecca=20
Carter/Corp/Enron@ENRON, Lou Casari/Enron Communications@Enron=20
Communications, Chee Ken Chew/SIN/ECT@ECT, Craig Childers/HOU/EES@EES, Paul=
=20
Chivers/LON/ECT@ECT, Larry Ciscon/Enron Communications@Enron Communications=
,=20
Edward Coats/Corp/Enron, Remi Collonges/SA/Enron@Enron, Bob Crane/HOU/ECT,=
=20
Deborah Culver/HOU/EES@EES, Les Cunningham/HOU/EES@EES, Greg=20
Curran/CA/Enron@Enron, Wanda Curry/HOU/EES@EES, Mike=20
Dahlke/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Hardie Davis/Corp/Enron, Anthon=
y=20
Dayao/AP/Enron@Enron, Michel Decnop/LON/ECT@ECT, Joseph Deffner/HOU/ECT,=20
David W Delainey/HOU/EES@EES, Tim DeSpain/HOU/ECT@ECT, Timothy J=20
Detmering/HOU/ECT@ECT, Janet R Dietrich/HOU/EES@EES, Richard DiMichele/Enro=
n=20
Communications@Enron Communications, Andy Dingsdale/EU/Enron@ENRON, Mark=20
Dobler/HOU/EES@EES
cc: =20
Subject: Your Invitation to Enron's Executive Forum - 1st Quarter 2001
The Office of the Chairman would like to invite you to participate at an=20
Enron Executive Forum. This invitation is extended to
anyone who attended an Executive Impact and Influence Program within the pa=
st=20
two years. These informal, interactive forums
will be 90 minutes in length and held several times per year.
Most of the participants in the Executive Impact and Influence program have=
=20
indicated a strong desire to express opinions, share
ideas, and ask questions to the Office of the Chairman. Although not=20
mandatory to attend, the forums are designed to address those issues. They=
=20
also afford the Office of the Chairman opportunities to speak directly to i=
ts=20
executive team, describe plans and initiatives, do =01&reality checks=018, =
create a=20
=01&rallying point=018 and ensure Enron=01,s executive management is on the=
=01&same=20
page=018 about where Enron is going---and why.
To accommodate anticipated demand, we currently have two sessions:
Choice: (Please rank in order of preference 1 or 2 for a session below. Yo=
u=20
will attend only one session.)
______ Thursday, March 29, 2001 from 2:30 p.m. to 4:00 p.m. in EB50M
______ Friday, March 30, 2001 from 2:30 p.m. to 4:00 p.m. in EB50M
The Office of the Chairman will host the forum. Here=01,s how it will work:
? Each session will have approximately 20 participants.
? The format will be honest, open, interactive dialogue.
? This will be your forum. Don=01,t expect to simply sit and listen to=20
presentations.=20
? This will not be the place for anonymity. You can safely ask your own=20
questions and express your own opinions.
? You can submit questions/issues in advance or raise them during the forum=
.
? Some examples of topics you might want to discuss include, but are not=20
limited to: the direction of Enron, business goals/results, M&A activitie=
s,=20
projects/initiatives, culture, leadership, management practices, diversity,=
=20
values, etc.
Because the forum will work only if everyone actively participates, we=20
encourage you to accept this invitation only if you=20
intend to have something to say and if you are willing to allow others to d=
o=20
the same. For planning purposes, it is essential that=20
you RSVP no later than Friday, March 16, 2001 by return e-mail to Debbie=20
Nowak, or via fax 713.646.8586. =20
Once we have ensured an even distribution of participants throughout these=
=20
sessions, we will confirm with you, in writing,
as to what session you will attend. We will try to honor requests for firs=
t=20
choices as much as possible. =20
Should you have any questions or concerns, please notify Gerry Gibson by=20
e-mail ([email protected]). Gerry can also be reached at 713.345.6806=
.
Thank you.
|
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