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arnold-j/avaya/2.	subject: RE: Enron / Avaya mtgs, from Serge's AA content: Jennifer, I hope James is getting the treatment he needs to get on the way back to normal! As you can see below from the reply from Serge Minassian's AA, it would appear that the note I sent to Thad on the 21st hadn't been used to successfully transfer the info to Barbara...I will now call Kim Godfrey back (I was waiting on this response from Ms. Korp, so I could better know the Avaya Execs' calendars' status). I'll talk w/you later... Jeff ----- Forwarded by Jeff Youngflesh/NA/Enron on 11/28/2000 12:44 PM ----- "Korp, Barbara I (Barbara)" <[email protected]> 11/28/2000 07:59 AM To: "'[email protected]'" <[email protected]> cc: Subject: RE: Enron / Avaya meetings in Basking Ridge Jeff, Thanks for the message and especially for letting me know that the meeting will not be held on December 13th and 14th. I already reserved the Avaya Briefing Center, but will be sure to cancel it this morning. If I can be of further assistance, do not hesitate to contact me. Barbara Korp Avaya Inc. Assistant to Serge Minassian 908-953-3771 908-953-3772 (fax) [email protected] -----Original Message----- From: [email protected] [mailto:[email protected]] Sent: Tuesday, November 28, 2000 8:49 AM To: [email protected] Cc: [email protected]; [email protected] Subject: RE: Enron / Avaya meetings in Basking Ridge Importance: High Barbara, I do not know if you received a "heads-up" on this, but since you are working with Executive calendars and the Briefing Center resource, I wanted to make sure you had it. Better safe than sorry, especially with the recent holidays. Thad White and I agreed that in order to properly simplify the communications channels between our organizations, that he and I should be the primary points of interconnection for this particular project and these meetings. I apologize that I do not have the calendar availability of the various Enron Broadband Services executives, but given the opportunities of having meetings in Basking Ridge either: (for 1.5 days of a 3 day period) December 19 - 21, 2000 or January 9 - 11, 2001; the (tentative) preference leanings are toward rescheduling the currently proposed dates of December 13/14 to the January 2001 dates. I will keep Thad posted, and he will keep you posted. I apologize for any delays or confusion, if any, but I will periodically check in with you as well, to make sure we're all on the same path. My primary communication focus will be Thad, however, in order to minimize any confusion. Thank you, Jeff Youngflesh Director, Business Development Global Strategic Sourcing Enron Corp. 333 Clay Street, 11th Floor Houston, TX 77002 t: 713-345-5968 f: 713-646-2450 c: 713-410-6716 ----- Forwarded by Jeff Youngflesh/NA/Enron on 11/28/2000 07:39 AM ----- Jeff Youngflesh To: [email protected] cc: 11/21/2000 Subject: RE: Enron / Avaya meetings in Basking Ridge 10:44 AM Thad, can you give Barbara a "hold" on this until you and I get the people scheduled? I have just returned from a day off, and don't have the information I needed yet. It still looks like Jan 8-9 may be leading date candidates, with the 19/20 or 20/21 of December being possible alternates... Thank you, Jeff ----- Forwarded by Jeff Youngflesh/NA/Enron on 11/21/2000 10:30 AM ----- "Korp, Barbara I To: "'[email protected]'" <[email protected]> (Barbara)" cc: <bkorp@avaya. Subject: RE: Enron / Avaya meetings in Basking Ridge com> 11/20/2000 01:22 PM Jeff, I'm in the process of booking the Avaya Briefing Center and need to know how many people from Enron will be visiting our headquarters. I've asked for the afternoon of December 13th and all day on the 14th. Barb Barbara Korp Avaya Inc. Assistant to Serge Minassian 908-953-3771 908-953-3772 (fax) [email protected] -----Original Message----- From: [email protected] [mailto:[email protected]] Sent: Thursday, November 16, 2000 6:50 PM To: [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected] Subject: RE: Enron / Avaya meetings in Basking Ridge Importance: High Barbara, et. al.: After a flurry of phone calls, in which both Jennifer Stewart and I have spoken with Serge Minassian, the following dates look like the most likely targets: for the 1st day (half-day session), Wednesday, December 13. For the 2nd day (full-day session), Thursday, December 14th. Serge has indicated his availability for a 2-hour block of time, on the 13th in the afternoon. That meeting would be essentially an executive overview and strategy session for the appropriate Avaya executives and the Enron Broadband Services exec- utives. The bulk of that meeting would be EBS' presentation of their Value Proposition for the potential EBS/Avaya efforts. The second day would be for members of Avaya's engineering and development organizations, and possibly marketing; to have a full day to meet with the equivalent EBS team. Both software/firmware and product platform-type of concepts would be examined, and any other area in which EBS and Avaya development folks felt that there were possible synergies for a solution or solutions for the following 2 primary areas: 1) "sell to": EBS solutions to Avaya for internal use, and 2) "sell through & sell with": EBS and Avaya possibly developing a solution for bringing to market in a similar fashion to the Avaya/Siebel Systems' efforts. By way of copying this to the EBS team, I am asking that they will coordinate with me whom they would be sending, and to make sure that the 13th/14th of December fit into the appropriate calendars. If there are any Avaya questions related to development/engineering efforts, I would coordinate as well, and most likely route to Larry Ciscon, or other EBS engineering/development executive(s), as appropriate. Thank you again for your help, and we look forward to the opportunity! 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 "Korp, Barbara I To: "White, Thad (Thad)" <[email protected]>, (Barbara)" "'[email protected]'" <[email protected]> <bkorp@avaya. cc: com> Subject: RE: Enron Organization 11/15/2000 02:55 PM Jeff & Thad, I spoke with Serge this afternoon. He definitely wants to meet with Enron as soon as possible, but only for a maximum of two hours. Two members of his team will participate, Wayne Sam and Edward Chang. I will coordinate a date with them and send a message of available days and times. If you have any questions, do not hesitate to call or write. Barbara Korp Avaya Inc. Assistant to Serge Minassian 908-953-3771 908-953-3772 (fax) [email protected]	[email protected]	[email protected]
arnold-j/avaya/3.	subject: RE: Enron / Avaya meetings: calendar content: Thanks. -larry --------- Lawrence A. Ciscon Enron Broadband Services, Inc. VP Software Architecture 4828 Loop Central Dr. Suite 600, Phone: (713)669-4020 Houston TX 77081 [email protected] Jeff Youngflesh@ENRON 11/29/00 05:07 PM To: Larry Ciscon/Enron Communications@ENRON COMMUNICATIONS cc: Jennifer Stewart/NA/Enron@Enron, Kim Godfrey/Enron Communications@Enron Communications Subject: RE: Enron / Avaya meetings: calendar Larry, Thank you for getting back with me. To answer your question: It is looking more and more like the week of January 8th. The meetings would be held using approximately 1.5 days of a 3-day window: the 9th, 10th, and 11th. I have input from Kim Godfrey, who is driving things on the EBS side, and I have a tentative OK from Avaya for the window of the 9th - 11th. I will want to begin getting headcount of the EBS travelers, and the day(s) which each would be attending. For example, you would probably attend both days, while some of your team would be there exclusively for the 2nd day meetings. I'm not sure Jim Crowder would be at both days, but Kim G. certainly would, as would members of her origination team, including Systems Engineer(s). I will call you this week to get your input re: who from your team would be going, and for which days. 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 Larry Ciscon@ENRON COMMUNICATIONS 11/27/2000 08:31 PM To: Jeff Youngflesh/NA/Enron@ENRON cc: Subject: RE: Enron / Avaya meetings: calendar Jeff, What's the current plan on this meeting? I agree that January would be a much better time to meet, but I could also consider the December dates. -larry --------- Lawrence A. Ciscon Enron Broadband Services, Inc. VP Software Architecture 4828 Loop Central Dr. Suite 600, Phone: (713)669-4020 Houston TX 77081 [email protected] Jeff Youngflesh@ENRON 11/21/00 04:45 PM To: Everett Plante/Enron Communications@Enron Communications, Jim Crowder/Enron Communications@Enron Communications, Larry Ciscon/Enron Communications@Enron Communications cc: Jennifer Stewart/NA/Enron@Enron, Nancy Young/Enron Communications@Enron Communications, Steve Pearlman/Enron Communications@Enron Communications, [email protected], Marie Thibaut/Enron Communications@Enron Communications Subject: RE: Enron / Avaya meetings: calendar Mission/Purpose: Coordinate EBS Executive Calendars for EBS' trip to Avaya HQ in Basking Ridge, NJ This is targeted as a one-day trip for the Enron executives Daily objectives highlighted in red, further below. Individual items per person follow immediately: Jim, I have spoken w/Nancy Young, and we have penciled in that you could possibly make the trip on December 19th, 20th, or 21st; OR January 9th, 10th, or 11th. If Larry and Everett can also join on one of the same days you are penciled in for, I would like to book your time for the meeting. Larry, I have left you a voicemail, and this note. Please let me know ASAP which of the days that I have penciled in for Jim Crowder's attendance would also work for you. Everett, I have called Marie Thibaut and left her the information on her voicemail. Since she's out, I'll send this to you directly, as well. Will you also let me know which days (above) work best for you? Steve Pearlman, You and I have spoken, I have your availability info. Thank you. +++++++++++++++++++++++++++++++++++++++ To clarify the purpose of the Avaya trip: the first day (only) is for executives to investigate the following items -- 1) what value can EBS deliver to Avaya for Avaya internal use (product/service solutions, financing, etc.) EBS sell EBS' solutions to Avaya for Avaya internal use 2) ideas for opportunities for Avaya and EBS to enter into a "sell through/sell with" arrangement, whereby some type of joint marketing efforts could be enjoined. EBS sell with, and/or through the Avaya sales organization The second day (only) would be for Avaya and EBS development/technical staff to meet and brainstorm the: 1) results of the executive meetings' output from 1&2 above, discuss output of day 1 meetings, & technical issues and opportunities and 2) what technical hurdles or opportunities exist which could enable successful EBS efforts to sell EBS solutions to Avaya and through Avaya or with Avaya's sales & marketing team. Larry Ciscon may choose to attend both days due to the nature of his mission. ++++++++++++++++++++++++++++++++++++ Please let me know as soon as you can which day or days would work best for you to make the trip. I need to get things coordinated with my counterpart at Avaya so he can schedule his executives' time, and their briefing center facility. Thank you, Jeff Jeff Youngflesh Director, Business Development Global Strategic Sourcing Enron Corp. 333 Clay Street, 11th Floor Houston, TX 77002 t: 713-345-5968 f: 713-646-2450 c: 713-410-6716 ----- Forwarded by Jeff Youngflesh/NA/Enron on 11/21/2000 03:56 PM ----- Jeff Youngflesh 11/21/2000 10:44 AM To: [email protected] cc: Subject: RE: Enron / Avaya meetings in Basking Ridge Thad, can you give Barbara a "hold" on this until you and I get the people scheduled? I have just returned from a day off, and don't have the information I needed yet. It still looks like Jan 8-9 may be leading date candidates, with the 19/20 or 20/21 of December being possible alternates... Thank you, Jeff ----- Forwarded by Jeff Youngflesh/NA/Enron on 11/21/2000 10:30 AM ----- "Korp, Barbara I (Barbara)" <[email protected]> 11/20/2000 01:22 PM To: "'[email protected]'" <[email protected]> cc: Subject: RE: Enron / Avaya meetings in Basking Ridge Jeff, I'm in the process of booking the Avaya Briefing Center and need to know how many people from Enron will be visiting our headquarters. I've asked for the afternoon of December 13th and all day on the 14th. Barb Barbara Korp Avaya Inc. Assistant to Serge Minassian 908-953-3771 908-953-3772 (fax) [email protected]	[email protected]	[email protected]
arnold-j/avaya/4.	subject: Enron/Avaya Meeting in Basking Ridge, wk of Jan 8, '01 content: Thad, Would you please get the calendars of your execs synchronized, and tell us which 2-day period the week of January 8 - 12, 2001 works best for our mutual meetings? We were originally looking at the 9th, 10th, or 11th as days to choose from primarily to avoid having the EBS executives located in the western U.S. travel from Portland, OR on Sunday for meetings on Monday in NJ. Consequently, I had asked the EBS executives to pencil in the 9th - 11th of January, and got the final one to confirm late last week. However, Kim Godfrey at EBS may have some new requirements; which is why I need your help in an expedited way - I'll need to give Kim your executives' availability during that week, and then we'll get things locked in ASAP.The meetings would still be scheduled such that the 1st meeting day would be for the meetings to be held during the 2nd half of that day, from 2-4 hours of meeting time for the executives (VP & up, primarily) to discuss possible alignments and opportunities. This would include two primary areas: 1) EBS-sell-to-Avaya for Avaya internal use: what types of potential solutions EBS could offer Avaya for Avaya's internal use; and 2) EBS & Avaya join together in a product and/or marketing effort to determine what kinds of solutions which the could jointly propose to the (common) markets served: "sell with" (each other); and "sell through" (channels type efforts), where either or both Avaya and EBS would act as sales channels for each other's sales forces. These meetings would be followed by the 2nd day's session(s), which would include primarily development and marketing team members who would discuss areas in which Avaya and EBS could develop one or more joint value propositions, such that they would have a "jumping off point" for a go-to-market effort (item #2, above). In addition, the technical aspects of some of the "EBS-would-like-to-sell-its-services-to-Avaya-for-Avaya-internal-use" (item #1, above) meetings from the Executive session the 1st day could then be addressed. Please let me know which 2-day period looks like the most workable one for your executives at Avaya HQ during the week of 1/8/01, so that I can get to Kim to allow her to get the EBS executives' schedules locked into days synchronized with your executives'. 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	[email protected]	[email protected]
arnold-j/avaya/5.	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	[email protected]	[email protected], [email protected], [email protected],
arnold-j/bmc/1.	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	[email protected]	[email protected], [email protected], [email protected],
arnold-j/bmc/10.	subject: Re: BMC Update, clarification content: Thanks, Chaz, for the response. What I am looking for in question #3 (purchase commitment) is did I convey the info correctly re: what BMC will accept from Enron to allow the EBS deal to close? From notes to the Net Works directors and Bob McAuliffe, I have copied the following statements into the space below: "1) The pricing is applicable if EBS gets their deal done, and you are willing to provide some form of commitment (at least in writing, either e-mail or letterhead) to purchasing a BMC product in 2001... For example, if Randy Matson's team chose the BMC solution at the conclusion of their current testing, they could lock in the discount at 45% by sending an e-mail (or other form of written communication) committing to the purchase in 2001 (the preference would be to get the "buy" done by end of 1st Qtr, if possible). This would be sufficient commitment for BMC to go forward with their purchases of EBS' solutions currently proposed to BMC." Is this correct the way I have presented it to NetWorks? Will their replies work for you if completed as requested above? I didn't want to put you in a bind when I told the NetWorks teams what BMC would feel is acceptable proof-of-commitment, nor did I want to have to go back to the Net Works group and change the requirements. I've got another note to send you in a minute or so, from Doug Cummins. Thank you, Jeff Chaz Vaughan@ENRON COMMUNICATIONS 12/12/2000 07:29 PM To: Jeff Youngflesh/NA/Enron@ENRON cc: Stephen Morse/Enron Communications@Enron Communications Subject: Re: BMC Update Jeff, Thank you for your efforts on the BMC deal. We are making real progress. Here are the answers to your questions: 1. How much do they want you to guarantee them in BMC revenue? $4 MM in software and $2.4 MM in maintenance and professional services 2. Are you still looking at a $13MM TCV over 5 years? No, our current TCV over 5 years is $10 MM 3. Have I properly conveyed the "accepable-to-BMC method" of proving purchase commitment from Enron? Not sure what you mean here 4. Your note re: getting the Prof'nl Svcs contract signed says it has to be done by 6pm the 14th...what if you don't get it until the morning of the 15th? We prefer the 14th, but if we can't get it until the 15th, that will work Please let me know if you have any other questions. I will call you tomorrow to touch base. Thanks, Chaz Vaughan Enron Broadband Services 1400 Smith Street Houston, TX 77002 Ph: 713-345-8815 Cell: 713-444-3074 Fax: 713-853-7354 [email protected] Jeff Youngflesh@ENRON 12/12/00 04:43 PM To: Stephen Morse/Enron Communications@Enron Communications, Chaz Vaughan/Enron Communications@Enron Communications cc: Jennifer Medcalf/NA/Enron@Enron, Brad Nebergall/Enron Communications@Enron Communications, Eric Merten/Enron Communications@Enron Communications Subject: BMC Update Steve/Chaz - I have taken your EBS Professional Services contract through our contracts folks, and we have ended up with it now being in EBS' contracts dept w/one of your attorneys. Our contracts Director, Tom Moore, and I spoke w/Eric Merten (PDX) early this afternoon, and he now has the contract. EBS may have some Intellectual Property issues related to ownership of BMC Consultant-developed materials (while being paid by Enron). Eric is in the driver's seat with the contract at this point. I have sent notes to all of the Net Works directors currently engaged in one form or another with BMC product and/or personnel. In it, they have been requested to help us understand our opportunity from a number of angles: Application(s) considered, attractiveness of the new pricing, attractiveness of the BMC flexibility w/regard to "purchase commitment", etc. In addition, I have re-iterated the time urgency. I have followed up the note w/telephone calls & messages to all of them: Doug Cummins, Randy Matson, Bob Martinez, Jim Ogg, and Bruce Smith. I am meeting with Bob Martinez on Wednesday at 3pm. Matson, Ogg, and Smith have me in their voicemailbox, Cummins was in a meeting and he said he would call me back. Would either one of you please let me know what BMC wants EBS to do for them: how much do they want you to guarantee them in BMC revenue? Are you still looking at a $13MM TCV over 5 years? Have I properly conveyed the "accepable-to-BMC method" of proving purchase commitment from Enron? Your note re: getting the Prof'nl Svcs contract signed says it has to be done by 6pm the 14th...what if you don't get it until the morning of the 15th? I will call you to follow up on this note. Thank you, Jeff Youngflesh	[email protected]	[email protected], [email protected]
arnold-j/bmc/11.	subject: 1 response recv'd re: BMC purchase intent from NetWorks (more content: ----- Forwarded by Jeff Youngflesh/NA/Enron on 12/13/2000 10:41 AM ----- Douglas Cummins@ECT 12/12/2000 06:37 PM To: Jeff Youngflesh/NA/Enron@ENRON cc: Chaz Vaughan/Enron Communications@Enron Communications, Stephen Morse/Enron Communications@Enron Communications Subject: Re: Urgent - Please Read - BMC question Jeff, Honestly and for your (Enron) eyes only - attached is the modified spreadsheet of what my group is seriously looking at purchasing. Basically, we like their Change Management tools but not really interested in Patrol (monitoring). We will have a more definitive answer by Thursday. We DBA's (eCommerce, Corp, and London) are trying to make a joint decision, but the other two groups are dragging out their evaluations... Regards, Douglas	[email protected]	[email protected], [email protected]
arnold-j/bmc/12.	subject: Thank you, Doug! content: Douglas, A HUGE THANK YOU from me to you! This is exactly what I was hoping for (even if the amount of purchase is not what some folks might have been wishing for, the reply is critically important)! I really appreciate your having taken the time to help out by providing this information. I will check back with you on Thursday, if I haven't heard from you by then, to see about the "commitment letter"! Thank you again, Jeff p.s. I will be forwarding your note to Randy Matson and Bob Martinez, to see if it would help them in their efforts. I'll also copy you on that one. Douglas Cummins@ECT 12/12/2000 06:37 PM To: Jeff Youngflesh/NA/Enron@ENRON cc: Chaz Vaughan/Enron Communications@Enron Communications, Stephen Morse/Enron Communications@Enron Communications Subject: Re: Urgent - Please Read - BMC question Jeff, Honestly and for your (Enron) eyes only - attached is the modified spreadsheet of what my group is seriously looking at purchasing. Basically, we like their Change Management tools but not really interested in Patrol (monitoring). We will have a more definitive answer by Thursday. We DBA's (eCommerce, Corp, and London) are trying to make a joint decision, but the other two groups are dragging out their evaluations... Regards, Douglas	[email protected]	[email protected]
arnold-j/bmc/13.	subject: Re: BMC Update, 2:30pm 12/13 - changes noted content: Jennifer, This is apparently the type of deal flip-flop which BMC has been blessing EBS with. In the note from Doug Cummins which contained his updated spend projections, he had the "Professional Services" highlighted with a bunch of question marks. It is at the bottom of his sheet, and lists a qty of 30 @ $2000 per = $60,000 --- I assume that's $2K/hour or per day. Either way, it's not something that appears palatable to them (Net Works). I'll be going over there in a few minutes, and will try to check w/each of the guys. I'll keep you posted. Jeff ----- Forwarded by Jeff Youngflesh/NA/Enron on 12/13/2000 02:41 PM ----- Stephen Morse@ENRON COMMUNICATIONS 12/13/2000 02:10 PM To: Chaz Vaughan/Enron Communications@Enron Communications cc: Jeff Youngflesh/NA/Enron@ENRON, Brad Nebergall/Enron Communications@Enron Communications Subject: Re: BMC Update Clarification on the below. Point #1 our position has been $3MM on software (they are saying they need $4MM to get the deal done.) Additionally, they want Maintenance and professional services to go with the dollar amount. $2.4MM is their position here. I need your help to clarify with each group who is on board with maintenance and profesional services. BMC's #2 guy Jeff Hawn told Jim Crowder this was critical for them. Thanks, Steve Steve Morse Enron Broadband Services 713-853-7137-work 713-569-7912-cell email: [email protected] Chaz Vaughan 12/12/00 07:29 PM To: Jeff Youngflesh/NA/Enron@ENRON cc: Stephen Morse/Enron Communications@Enron Communications Subject: Re: BMC Update Jeff, Thank you for your efforts on the BMC deal. We are making real progress. Here are the answers to your questions: 1. How much do they want you to guarantee them in BMC revenue? $4 MM in software and $2.4 MM in maintenance and professional services 2. Are you still looking at a $13MM TCV over 5 years? No, our current TCV over 5 years is $10 MM 3. Have I properly conveyed the "accepable-to-BMC method" of proving purchase commitment from Enron? Not sure what you mean here 4. Your note re: getting the Prof'nl Svcs contract signed says it has to be done by 6pm the 14th...what if you don't get it until the morning of the 15th? We prefer the 14th, but if we can't get it until the 15th, that will work Please let me know if you have any other questions. I will call you tomorrow to touch base. Thanks, Chaz Vaughan Enron Broadband Services 1400 Smith Street Houston, TX 77002 Ph: 713-345-8815 Cell: 713-444-3074 Fax: 713-853-7354 [email protected] Jeff Youngflesh@ENRON 12/12/00 04:43 PM To: Stephen Morse/Enron Communications@Enron Communications, Chaz Vaughan/Enron Communications@Enron Communications cc: Jennifer Medcalf/NA/Enron@Enron, Brad Nebergall/Enron Communications@Enron Communications, Eric Merten/Enron Communications@Enron Communications Subject: BMC Update Steve/Chaz - I have taken your EBS Professional Services contract through our contracts folks, and we have ended up with it now being in EBS' contracts dept w/one of your attorneys. Our contracts Director, Tom Moore, and I spoke w/Eric Merten (PDX) early this afternoon, and he now has the contract. EBS may have some Intellectual Property issues related to ownership of BMC Consultant-developed materials (while being paid by Enron). Eric is in the driver's seat with the contract at this point. I have sent notes to all of the Net Works directors currently engaged in one form or another with BMC product and/or personnel. In it, they have been requested to help us understand our opportunity from a number of angles: Application(s) considered, attractiveness of the new pricing, attractiveness of the BMC flexibility w/regard to "purchase commitment", etc. In addition, I have re-iterated the time urgency. I have followed up the note w/telephone calls & messages to all of them: Doug Cummins, Randy Matson, Bob Martinez, Jim Ogg, and Bruce Smith. I am meeting with Bob Martinez on Wednesday at 3pm. Matson, Ogg, and Smith have me in their voicemailbox, Cummins was in a meeting and he said he would call me back. Would either one of you please let me know what BMC wants EBS to do for them: how much do they want you to guarantee them in BMC revenue? Are you still looking at a $13MM TCV over 5 years? Have I properly conveyed the "accepable-to-BMC method" of proving purchase commitment from Enron? Your note re: getting the Prof'nl Svcs contract signed says it has to be done by 6pm the 14th...what if you don't get it until the morning of the 15th? I will call you to follow up on this note. Thank you, Jeff Youngflesh	[email protected]	[email protected]
arnold-j/bmc/14.	subject: FW: BMC DEAL --- UPDATE --- from Net Works (J Rub) content: Jennifer, I spoke w/Jenny Rub about almost every BMC/EBS issue, except for this one. I did not know about the issue which Bruce Smith has sent (blue text, below) to Jenny and Bob McAuliffe. When I spoke w/Jenny, I was unaware of BMC's retraction. It is new news to me, and at the very least, doesn't seem very "customer-focused" on BMC's part. I certainly agree w/Bruce's statement to the effect that BMC needs to meet w/Philippe about their pricing! JKY ----- Forwarded by Jeff Youngflesh/NA/Enron on 12/14/2000 04:39 PM ----- Jenny Rub 12/14/2000 04:21 PM To: Jeff Youngflesh/NA/Enron@ENRON cc: Subject: FW: BMC DEAL --- UPDATE ----- Forwarded by Jenny Rub/Corp/Enron on 12/14/2000 04:21 PM ----- Bruce Smith/ENRON@enronXgate 12/14/2000 02:50 PM To: Bob McAuliffe/ENRON@enronXgate, Jenny Rub/Corp/Enron@Enron cc: Subject: FW: BMC DEAL --- UPDATE Not that it matters but wanted you to know: BMC rep left message recanting the fact that we would still have the 45 % discount if SAP modules were purchased at some other time. He states now that if not purchased now the discount would only be 10-20 % range at a later date. Bruce -----Original Message----- From: Smith, Bruce Sent: Wednesday, December 13, 2000 8:35 PM To: McAuliffe, Bob; Rub, Jenny Cc: Robinson, Larry Subject: BMC DEAL Importance: High Jenny/Bob Per the BMC deal, here is where we are with Batch Processing: TidalSoft, Sysadmiral Approx. 90 k ( current quote covers us and GPG and does not include SAP ) We have added a couple of pieces to this and it could bring the cost to 125 k worst case. This quote covers consulting and maintenance. They are trying very hard to get a deal done this year and we could probably get our additional components at the current quote price if we signed. BMC, Control -M Approx. 325 k This is after we remove the SAP modules and components from the quote. Quote that was sent over from Jeff Youngflesh (Enron GSS) was for a total of 628 k Hardware for either product is approx. 300 k. We have conferred with the SAP team and they are not desperate for us to take over their scheduling but think it is a good idea to include them in our long term strategy. They actually do not recommend either of these product's SAP modules and mentioned a third party product (Autosys) that has connectors into BMC. We are not sure at this point about a connector into TidalSoft (Larry if you have info on this please comment). Larry's and his team have eval'd both products and although they are leaning towards Sysadmiral they are satisfied that both products are acceptable. You guys make the call as to whether the additional 200 k is worth the weight it will lend to the EBS/BMC deal. FYI - BMC rep said that we still get 45% discount if we cut the SAP modules. BMC needs to sit down with PB and learn how over priced their products are ! Let me know what you think. If we go TidalSoft I need to push this through or be advised to let it go till the New Year. Thanks Bruce ***** Also in Quote sent over from Youngflesh : BMC, Control SA 1.3 M NOT EVALUATED AT THIS TIME - Is a candidate for future consideration for the Security Admin space but not enough info to speculate as to whether to try and leverage current deal with EBS. I guess they put this quote together from info they received from Henry Moreno	[email protected]	[email protected]
arnold-j/bmc/15.	subject: Re: Quest Software/BMC update content: fyi...i meant to copy you, but my system crashed (screen whited out and i had to reboot), and you didn't get a copy...so here it is... ----- Forwarded by Jeff Youngflesh/NA/Enron on 12/15/2000 04:39 PM ----- Jeff Youngflesh 12/15/2000 04:17 PM To: Douglas Cummins/HOU/ECT@ECT cc: Subject: Re: BMC Summary to-date Thank you Doug! I relayed the update verbally to Jennifer Medcalf, here is the written version. Expect a copy on a note I'm going to send EBS. Jeff Douglas Cummins@ECT 12/15/2000 04:14 PM To: Jeff Youngflesh/NA/Enron@ENRON cc: Subject: Re: BMC Summary to-date Jeff, We backed away from Patrol for monitoring - Quest is so far ahead technology-wise and cheaper. My group still considers BMC's Schema Manager tool to be the best and would purchase it now if the other group was willing to cooperate. I believe Jim Ogg wants to evaluate more tools and related design tools before making a decision. Regards, Douglas	[email protected]	[email protected]
arnold-j/bmc/16.	subject: Re: BMC update, 17:15 content: Chaz and Steve, Here's the latest, in a nutshell. Basically, the testing is not fully completed, even where we might have felt that it was close (because there is also a financial component which needs to be exercised - the TCO part of the purchase decision). As you know, both Randy Matson and Bob McAuliffe are out on vacation, so getting a decision from them is not likely before Christmas. However, it looks like there has been enough feedback to/through them to surmise that BMC is not in the driver's seat in either situation. In a meeting today, it became apparent that BMC's revenue opportunity with the Net Works organization is much lower than BMC has projected to you at EBS. The primary opportunity for BMC in Net Works is for their Schema Manager tool, and the rest of the opportunities look increasingly dim, especially given the time constraints imposed in your situation. Still, the Net Works team has not completely ruled BMC out as a potential vendor; but neither is there a commitment (written OR verbal) to make a BMC purchase at this point. I will be on vacation next week, but will be checking in on Monday the 18th and Tuesday the 19th. Jennifer or I will keep you posted if we are able to report opportunity changes in your favor. I have sent you a paraphrased version of Doug's most recent communication to me. The overall message would apply fairly universally to the other Net Works teams in question: more testing, but looks like BMC's total sales opportunity to Enron is not going to get to the amount necessary to get your deal done. The issues mentioned in the other summary update note from yesterday still apply. Thank you, Jeff ----- Forwarded by Jeff Youngflesh/NA/Enron on 12/15/2000 05:15 PM ----- Douglas Cummins@ECT 12/15/2000 04:14 PM To: Jeff Youngflesh/NA/Enron@ENRON cc: Subject: Re: BMC Summary to-date Jeff, We backed away from Patrol for monitoring - we feel that a competitor's solution is a better one for us. My group still considers BMC's Schema Manager tool to be an excellent product, and would consider it to be a viable option for purchase. I believe Net Works will still evaluate more similar tools, and related design tools, before making a decision. Regards, Douglas	[email protected]	[email protected], [email protected]
arnold-j/bmc/2.	subject: EBS opp'ty w/BMC content: Chaz & Steve, I was able to review our recently completed conference call w/BMC with Jennifer Medcalf. During the call, Bernie Goicoechea and Ann(e?) Munson expressed that during their last few months of interaction with Enron Net Works, they have attempted to understand the exact issues and concerns which Net Works has with regard to selection/use of BMC's products. Bernie voiced that he hasn't been able to get more detail on the problems or nature of concerns that Net Works has, beyond what you and I know. The BMC account team feels that without specifics, they cannot address the issues accurately or in a timely fashion. The Enron Net Works team has expressed concern that various BMC products are not Windows 2000 certified (at least, not the ones they are focused on, and not in writing). Net Works also have some other concerns relative to the (Net Works) team's feelings that the BMC products (in some areas) "...haven't kept up with the industry", and that they (Net Works) have some residual issues with the BMC account support in general. Bottom Line, expressed by Net Works, is that there is a low probability of their purchasing enough BMC software product this year to enable EBS to clinch its deal with BMC. You related Jim Crowder's suggestion related to the use of indemnification and liquidated damages clauses being implemented. Jennifer and I discussed this situation, and our meetings with your team, in context. We have a possible alternative for you to consider: perhaps EBS might provide a hedge for Net Works in the form of "advance purchase" of BMC product. For example, EBS is poised to buy about $1 million worth of BMC software, but needs to show BMC a firm purchase commitment for about $3 million in total Enron purchases from BMC. A way in which you could reach the $3 million mark with BMC; while also allowing the relationships between Net Works and BMC time to "click" might be this: EBS buys all $3 million worth of BMC software, but $1 million is used to actually take product now, and the other $2 million is used as a "future purchases" fund, in which EBS buys, but does not take immediate delivery of, the (remaining $2 million worth of) current software... THEN, future Enron Net Works (and any other ENE business unit) purchases of BMC software would be executed such that EBS is paid, and the software is delivered from/by BMC. That way, EBS gets its $2 million back, the other business units aren't spending any of today's dollars for product which they seem to have some concerns about (but they can get current/certified product when they need it in the future). In addition, you secure the business with BMC right now. I'm sure you could also figure out how to account for the time value of money in this, so that there is further leverage advantage to you. If all else fails, you may wish to consider something like this...In the meantime, we will continue along the current path and keep you posted on progress. Thanks, Jeff Jeff Youngflesh Director, Business Development Global Strategic Sourcing Enron Corp. 333 Clay Street, 11th Floor Houston, TX 77002 t: 713-345-5968 f: 713-646-2450 c: 713-410-6716	[email protected]	[email protected], [email protected]
arnold-j/bmc/3.	subject: FW: BMC/Win2K Certification content: Jennifer, I hope you are doing well in the U.K., as my clock here says it is probably about 4:52pm in London...Here is an update on BMC: Based on the following, I would say this: 1) BMC has worked to clear up operational problems experienced by Net Works, and in one situation, appears to have done so successfully. 2) Net Works has not acknowledged that the results of #1 were desired or acceptable, and instead offered another pushback (Win2K certif'ctn), therefore 3) BMC doesn't appear to have been given further opportunity to identify what issues, if any, are still open at Net Works. 4) I don't see evidence (either in these notes OR having come out from any of the many telephone conversations I've been in) that Net Works has provided any responses since 11/21 or so...Peter Goebel and I met w/Net Works & EBS on 11/17, and I have had no calls or e-mails responding to my requests for information relative to "what are your top 3 problems in this BMC situation, Net Works?" from Net Works. 5) So, I feel confident that there are more issues (left off the table by Net Works) than will be discussed, because 6) Net Works doesn't want any of BMC's solutions. Period. 7) The Result: EBS is on their own on their deal with BMC, as far as Net Works' folks are concerned. In the "I don't want any surprises" mode, I thought I'd give George a heads-up re: possible fallout around the BMC thing. I told George in this morning's staff meeting what Jim Crowder said to the EBS origination team ("I don't see a problem here..."), and what you and I suggested EBS do - buy and implement $1M of BMC's stuff, pay $2M for "credit", which any ENE business unit could access, etc. I also informed him that the EBS and BMC folks were likely to encourage Crowder to "lean on" Philippe (which I had recommended against). George said he would take it up w/Jennie Rub. If you have any questions, please let me know. Jeff ----- Forwarded by Jeff Youngflesh/NA/Enron on 12/04/2000 10:32 AM ----- Stephen Morse@ENRON COMMUNICATIONS 12/04/2000 10:04 AM To: Jeff Youngflesh/NA/Enron@ENRON cc: Jennifer N Stewart/NA/Enron@ENRON Subject: FW: Win2K Certification FYI, Pls see note below from BMC Sales folks. 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 12/04/00 10:07 AM ----- [email protected] 11/22/00 11:54 AM To: Stephen Morse/Enron Communications@Enron Communications cc: Chaz Vaughan/Enron Communications@Enron Communications, [email protected] Subject: FW: Win2K Certification Here's the latest communication to Bruce Smith regarding Control-SA and Control-M Windows 2000 certification, as well as reporting on the testing. It's in the document, but to point it out, Control-SA is ready for certification process on Dec of 2000 and Control-M on March 2001. Ann M. Munson Senior Sales Representative BMC Software 713-918-4569 Direct 713-918-8001 Fax [email protected] > -----Original Message----- > From: Hallberg, Rob > Sent: Tuesday, November 21, 2000 4:30 PM > To: '[email protected]' > Cc: Munson, Ann > Subject: Win2K Certification > > Hi Bruce, > > I have attached a document detailing the status of Microsoft > Certification. We have also summarized our Windows 2000 development and > certification methodology which is actually a two-phase approach. The > most critical phase, which ensures Win2K compatibility and support and > includes customer testing, has been completed. The Win2K Agents are GA > for both Control-M (scheduling) and Control-SA (security). > > The next phase, which is also a key element of our development strategy, > is to insure the products meet the certification requirements for > Microsoft Win2K. This phase follows the Win2K initial release as MS > Certification focuses on meeting certain Microsoft standards and not the > application's functionality - ability to work correctly in the Control-M > environment. > > Microsoft certification does not necessarily guarantee the performance of > the application. It is my understanding that one of the reasons Control-M > is being considered as a replacement for sys*Admiral is due to the > problems you are experiencing with their MS Certified release. > > Earlier this year we met with Philippe Bibi and reviewed BMC's Win2K > Development Plans. Would it be helpful to set up a similar meeting with > an executive from our Product Marketing group to discuss these in more > detail? > > One final note. I just received the following update from Rusty Cheves, > reconfirming that Control-M continues to run smoothly since we made the > database changes. > > Thanks Rob for all the hard work last week. It seems as we have > finally got this thing running smoothly. After extending the database and > troubleshooting which log files were filling up we now can eval till out > hearts content. > > Please tell Ronnie thanks for all his help as well > > Thanks Again > > Rusty > > As a next step, could we meet soon after the Thanksgiving Holidays? I > can arrange to bring an executive from product marketing along if you > would like to discuss Win2K certification in more detail. > > Thanks, > > Rob > > M > Rob Hallberg > BMC Software > Direct: (972) 934-5073 > Mobile: (214) 695-2840 > [email protected] > > > -----Original Message----- > From: [email protected] [mailto:[email protected]] > Sent: Tuesday, November 21, 2000 7:14 AM > To: [email protected]; [email protected] > Subject: RE: Recap > > > Rob - > > Where are we with the Win2K issue ? > > -----Original Message----- > From: "Hallberg, Rob" <[email protected]>@ENRON > > [mailto:IMCEANOTES-+22Hallberg+2C+20Rob+22+20+3CRob+5FHallberg+40bmc+2Ecom > [email protected]] > > > Sent: Monday, November 20, 2000 11:20 PM > To: Robinson, Larry > Cc: Sapp, Ronnie; Smith, Bruce; Cheves, Rusty > Subject: RE: Recap > > Hi Larry, > > Following is Ronnie Sapp's summary of the problem resolution for the > Control-M installation problems and the reliability and scalability > results > attained. It now appears that most of the problems were caused by the > setup > of the Oracle database. > > Once we left Thursday evening and through the following day, Schedule-M > worked flawlessly. The new day process was last measured taking less > than > five minutes for 960 jobs and we approximated job volumes 14,500 per > day. > > This demonstrates the reliability and scalability of Control-M when > installed properly. I will give you a call to discuss the results and > our > next steps. > > Thanks, > > Rob > > Rob Hallberg > BMC Software > Direct: (972) 934-5073 > Mobile: (214) 695-2840 > [email protected] > > > -----Original Message----- > > From: Sapp, Ronnie > > Sent: Monday, November 20, 2000 4:16 PM > > To: Rob Hallberg (E-mail) > > Subject: FW: Recap > > > > Rob, will you please forward this to Larry. > > > > > > Larry, Below is the recap we talked about. > > > > Recap: > > > > There were 2 outstanding issues. > > 1) New Day process running 2-5 hrs. > > 2) Jobs not running, they were all in Blue or White status. > > > > Issue number 1 was resolved the day before I arrived by Tech Support > > working with Rusty. Solution was to increase the Oracle DB from 50mg > to > > 300mg. Also the log & stat files were extremely small. These files > were > > cleaned out by Rusty, however were never increased or set to truncate > in > > Oracle. They will fill up again. These files need to be set to > truncate > > by the Oracle DBA or run a set of daily utilities to clean those > files. > > We will send a draft of those utilities to be incorporated into the > daily > > schedule. > > > > Issue number 2 - According to a diagnostic report the agent machine > lost > > connection with the NIS server for a greater period of time than what > the > > default settings were set. The agent is set to retry every 120 > seconds up > > to 12 times. After this period, manual activation is required. I > signed > > on as CTMAGENT user and ran ag_menu. Ran option 2 which showed the > NIS as > > down. I then signed on as the Control-M user and ran ctm_menu. > Selected > > 7 - Agent Status, Selected 2 - List all agent platforms unavailable. > > Agent on BMC was in unavailable status. Next Selected option 3 - > Change > > agent platform to Available status. After doing that, all the jobs > turned > > to gray status and started running. > > > > Cleaned up 2 erroneous agent names defined to Control-M/Server. > > > > I also ran a Trouble Shooting Report which produced a file > > (/var/home/ctlm00/report.1116001128) from this file we could tell > when > > the Log filed filled up and when the Agent stopped. > > > > I set up 500 jobs to run daily on BMC with multiple dependencies. > All > ran > > ok. > > > > I set up aprox. another 150 cyclic jobs with dependencies to run on > > OCSDEV-1. They failed due to not using the correct Owner. Rusty > knows > > what the correct owner should be. I believed I used CTLM00. > > > > New Day process ran for approx. 12 mins. > > > > Right before leaving Rusty ran a clean_db script, which resulted in > > cleaning out the entire database. Fortunately by design, we were > able > to > > demonstrate the recoverability by uploading the tables from ECS to > the > > Control-M Server. In less than 5 minutes all was ok. > > > > When I left there were approx. 900 jobs running. Of those approx. > 400 > > jobs were running cyclic, every 2 minutes. Which meant on a daily > basis > > approx. 14,500 jobs ran per day. > > > > Larry, I know you asked for some type of hardware recommendations. > These > > is something that's very subjective. As with almost any software the > more > > memory and faster CPU the better. To do this correctly, we should > have > > our Professional Services come in and do some type of assessment of > your > > environment and the direction your heading. How many jobs per day, > today, > > near future, etc.... How many Users of ECS? How many Servers? > > > > In your test environment you should be able to run 2000 jobs without > a > > major problem. Your ECS NT box is on the small size, at least in the > > memory area. So your responses might not be as fast as desired. > Please > > remember the out of the box default settings are not tuned to run a > large > > number of jobs. Therefore database tuning is always recommended. > These > > tuning recommendations are provided by Professional Services. > > > > By tomorrow I will send you the daily utilities. > > > > Thanks, > > > > Ronnie Sapp > > bmcsoftware > > INCONTROL Business Unit > > Software Consultant Manager > > West Region > > 972-934-5065 > > [email protected] > > > > > > - C.DTF << File: C.DTF >>	[email protected]	[email protected]
arnold-j/bmc/4.	subject: Thank You, (again) content: Bob, Thank you for your reply. I know you are doubly busy with your being on the road this week, just prior to a vacation. Your answer below is perfect! Bob, you and your team have been very supportive of our efforts to assist EBS with BMC, and you have done all that we could have asked! I wanted you to know that we really appreciate your support (I especially do, as a "late arrival" to this situation)! Thank you again for all of the help! Jeff Bob McAuliffe/ENRON@enronXgate 12/05/2000 06:56 PM To: Jeff Youngflesh/NA/Enron@ENRON cc: Randy Matson/Corp/Enron@ENRON, Bruce Smith/ENRON@enronXgate, Douglas Cummins/HOU/ECT@ECT, Jenny Rub/Corp/Enron@Enron Subject: RE: Update Jeff, Assuming that either Randy or Doug were to decide that BMC was a viable solution for their areas of responsibility, we would certainly support purchasing the appropriate products from BMC. Bob. -----Original Message----- From: Youngflesh, Jeff Sent: Tuesday, December 05, 2000 5:34 PM To: McAuliffe, Bob Cc: Matson, Randy; Smith, Bruce; Cummins, Douglas Subject: Update Bob, I understand from Thais that you're on the road for Enron, but soon you'll be "on the road for Bob" - a well-deserved vacation coming up! In light of your impending vacation, I wanted to do a quick follow-up check. If we could somehow, without causing an undesirable state in your organization, facilitate the ability to purchase BMC solution product for Net Works, would you support that? I have spoken with Bruce Smith, Randy Matson, and Doug Cummins in followup calls from the November 17th meeting in EB 22C1. IF Randy and Doug were likely to make a pro-BMC decision (instead of for a competitor's product), and IF there was a way to painlessly (for Net Works) enable the funds to become available to make a purchase of BMC product (by Net Works), would that be something you would support? I am searching for a way to help EBS without impacting Net Works in any negative way...but ultimately, I will abide whatever you demand here. I hope to hear from you, either by telephone/voicemail, or e-mail; if you could do so prior to your vacation. Thank you again for your help, Jeff Youngflesh 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	[email protected]	[email protected]
arnold-j/bmc/5.	subject: Product Quotes and Software License Agreement (BMC / EBS info) content: 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] - 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 ----- 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] - EBS Backoffice - Storage.xls	[email protected]	[email protected], [email protected]
arnold-j/bmc/6.	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]	[email protected]	[email protected]
arnold-j/bmc/7.	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	[email protected]	[email protected], [email protected]
arnold-j/bmc/8.	subject: Update on BMC/EBS situation content: Bob, I want to make sure I keep you in the loop on the EBS/BMC/NetWorks/Global Strategic Sourcing interactions. EBS has worked out an additional 25% discount, which brings the total discount structure to Enron to a 45%-off pricing level, if EBS and Enron aggregate their spend opportunity. This should come as good news to anyone at Net Works who might be about to implement a BMC solution. Also, there is additional flexibility in the situation, in that BMC will be willing to work with Enron business units with regard to the timing of their software purchases as it relates to applicability in EBS' deal. For example, if Randy Matson's team chose the BMC solution at the conclusion of their current testing, they could lock in the discount at 45% by sending an e-mail (or other form of written communication) committing to the purchase in 2001 (the preference would be to get the "buy" done by end of 1st Qtr, if possible). This would be sufficient commitment for BMC to go forward with their purchases of EBS' solutions currently proposed to BMC. I'm going to contact your leads (Randy, Bruce, et. al.) to let them know of the additional possible discount and the relative ease of securing it...and to also help make sure that what BMC is pricing out to all is the correct application solution in each instance. Thank you for your help and cooperation, Jeff Youngflesh	[email protected]	[email protected]
arnold-j/bmc/9.	subject: BMC Update content: Steve/Chaz - I have taken your EBS Professional Services contract through our contracts folks, and we have ended up with it now being in EBS' contracts dept w/one of your attorneys. Our contracts Director, Tom Moore, and I spoke w/Eric Merten (PDX) early this afternoon, and he now has the contract. EBS may have some Intellectual Property issues related to ownership of BMC Consultant-developed materials (while being paid by Enron). Eric is in the driver's seat with the contract at this point. I have sent notes to all of the Net Works directors currently engaged in one form or another with BMC product and/or personnel. In it, they have been requested to help us understand our opportunity from a number of angles: Application(s) considered, attractiveness of the new pricing, attractiveness of the BMC flexibility w/regard to "purchase commitment", etc. In addition, I have re-iterated the time urgency. I have followed up the note w/telephone calls & messages to all of them: Doug Cummins, Randy Matson, Bob Martinez, Jim Ogg, and Bruce Smith. I am meeting with Bob Martinez on Wednesday at 3pm. Matson, Ogg, and Smith have me in their voicemailbox, Cummins was in a meeting and he said he would call me back. Would either one of you please let me know what BMC wants EBS to do for them: how much do they want you to guarantee them in BMC revenue? Are you still looking at a $13MM TCV over 5 years? Have I properly conveyed the "accepable-to-BMC method" of proving purchase commitment from Enron? Your note re: getting the Prof'nl Svcs contract signed says it has to be done by 6pm the 14th...what if you don't get it until the morning of the 15th? I will call you to follow up on this note. Thank you, Jeff Youngflesh	[email protected]	[email protected], [email protected]
arnold-j/bridge/1.	subject: Your "Bridge" corp./contract info request content: Ali, The "Bridge" you referred to in your voice message to me is not the one you want, I believe. You referred to a $5MM spend by Enron w/ "Bridge". That spend data comes from the pre-SAP era, and may not be as accurate as one might hope. In addition, you will find that the product/service category is "Hardware". I am not sure that is the "Bridge" which Kathy Shaps is looking for the contract information (if any) on. That Bridge (Kathy's target, I believe) is the one which EBS has done a deal with (Bridge/Savvis/EBS, early summer '00; for WebFN)...Jeannette Busse & Greg Reynolds are intimately familiar with that customer relationship, but perhaps not at the contract level. If it is and EBS-only relationship, EBS may have the only contract. The EBS contracts contact would be Ray Stelly, who reports to Pat Weatherspoon (Ray is out until Monday the 11th, though). You might also check with Richard Weeks, who could direct you to the right person in EBS purchasing, if it's a "buy on PO" situation. http://www.bridge.com/ http://www.webfn.com/cgi-bin/core.dll?i9=267&s144=index.txt&sfront=1&slogin=0& sframeBust=undefined Please check the URLs above, and if they take you to the company with the "Enron relationship" you're referring to, I'll have a better idea what to look for. In the meantime, I am looking into our contracts area to see what, if any, contracts that GSS has active (for any part of Enron) with any company called "Bridge", whether it is Bridge Information Systems, or some other "Bridge". When I have more information, I'll call and/or e-mail you with an update. I'll also copy Kathy and Kim. 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	[email protected]	[email protected], [email protected]
arnold-j/bridge/2.	subject: Re: Your "Bridge" corp./contract info request content: Jeff, The value that we are looking for is the annual spend from ENA (trading floor) to have each trader access the Bridge Information System or Bridge Terminal. We believe that Enron would get this backbone connectivity from Savvis. This information is supplied by Bridge and has nothing to do with the WebFN transaction done by EBS. Any thoughts on where we can find the annunal spend by ENA to gain access to the Bridge Terminals and their information - we thought that GSS might have the annual spend numbers. thanks for your help, Kim	[email protected]	[email protected]
arnold-j/bristol_babcock/1.	subject: Bristol Babcock/Pagosa Energy - Well Master/Enron meeting notes content: Meeting Minutes: Bristol Babcock, Pagosa Energy/Well Master, EBS, and GSS Meeting Purpose: Business overview, solutions identification/brainstorming Date: 12/1/00 Enron EBS Attendee: Anthony Gilmore Global Strategic Sourcing Attendee: Jeff Youngflesh Bristol Babcock Kevin Finnan Jim Griffeth Pagosa Energy/Well Master Rob Bender DISCUSSION POINTS: 1) Bristol and Well Master feel that there is significant opportunity, with placement of enough BBI TeleFlow devices (integrated flow computer, corrector, recorder and controller/RTU) in North America that the data transmission needs would generate enough bandwidth demand that it would be of interest to EBS to provide some of its solutions to Bristol & Pagosa Energy "unified solutions" (quotes are mine - JKY) for the gas industry. NOTE: this could take a longer term to reach the necessary "critical status", due to the need for a very large hardware install base since each TeleFlow generates only about 11 - 12,000 bytes of data per day in its report bursts. 1a) In this scenario, the EBS opportunity would be primarily driven by sales of product solutions by BBI and Pagosa, which would include EBS network capacity. (a "sell-through" effect for EBS) 2) There could also be enough demand for bandwidth- or related EBS solutions to Bristol by including Bristol's own internal I/T bandwidth consumption that a near-term solutions engagement would be desirable. NOTE: this could accelerate to the necessary "critical status", bringing to EBS more solutions demand due to the addition of "sell-to". The "sell-through" effect would be present with Bristol/Pagosa selling solutions which use EBS' solutions (a sales "channel"), as well as EBS "sell-to" BBI & Pagosa for their own internal consumption of bandwidth. ____________________________________________________________________ ACTION ITEMS: 1) Bristol will provide Anthony (Tony) Gilmore of Enron Broadband Services the necessary contact information for the appropriate people in FKI's (Bristol's parent co.) Info/Technology area. 2) Enron GSS contacts (J Youngflesh) will attempt to ascertain if there would be value to Enron (GPG?) and/or its customers if they had the ability to execute nomination control all the way to the ground (upstream of gas well-head). 3) EBS (Tony Gilmore) will begin working on the I/T discovery process, attempting to aggregate total Bandwidth demand: (usage patterns/volume/etc.) at Bristol and/or Pagosa. 3a) Per Rob Bender, Tony Gilmore should be contacting Al Freimeyer (sp?) at Pagosa to understand the volum of data from their daily batches from well-to-vendor. Rob provided Tony Al's telephone number on 12/1. 4) Enron GSS to contact Ron Smith - waterSCADA.com - to investigate parallel opportunity (gas / water analog). 5) EBS and BBI/Pagosa will begin (internal efforts) to figure out ways of getting the TeleFlow CDPD data onto the EBS "Enron Intelligent Network" Next Meeting: TBD Please let me know if I've missed anything. 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 Bender Rob <[email protected]> 12/05/2000 08:50 AM To: [email protected] cc: [email protected] Subject: Meeting 12-1-00 Dear Jeff: It was a pleasure meeting with you last Friday with Jim Griffith and Kevin Finnan of Bristol Babcock. Perhaps by now you have had an opportunity to review the http://wells.pagosaenergy.com web site and look at aspects of the "demo" section. This is a very dynamic program with changes, upgrades, and customization taking place all the time to meet the individual needs of our customers. There may well be a good fit here as we are seeking ever faster means of communication and will be requiring a substantial infrastructure not only for communications but for data base hosting as well. While yet in its infancy we have received very positive feedback and interest from numerous oil and gas companies in the industry. An alliance with Enron to help us on the road to becoming the "Microsoft" of oil and gas well automation would be a very alluring prospect. I would like to keep a dialog going between us to scope out areas of mutual benefit for our two companies where such an alliance would make sense. I hope to hear from you soon. Sincerely, Rob Bender, President - PagosaEnergy.com [email protected]	[email protected]	[email protected], [email protected],
arnold-j/bristol_babcock/2.	subject: Re: Bristol Babcock/Pagosa Energy - Well Master/Enron meeting notes content: Jennifer, I had forgotten to invite Roy, but I did tell him about the meeting, and he was OK w/getting the notes after the fact. I also told him I would not forget to keep him in the loop and invited to any future meetings. As for Ron Smith, I really have egg on my face. I totally forgot about Ron (I was thinking only Instromet, and S-J was running with that). I think that in my excitement and effort to get this meeting put together, I overlooked a few important details. I will certainly do a better job next time! Thanks for the reminder! JY p.s. I was unable to get w/George during the day yesterday, but I did catch him at about 6:35pm. I gave him my update on the latest BMC/EBS activities (Crowder is going to meet w/Philippe today). He gave me some good feedback, and I think that for the most part, I'm on the right track. The only thing I've done which I feel could provide (potential) negative exposure, based on feedback from George; is discussing w/BMC the idea that perhaps EBS could do the buy/take $1MM, and pay/keep credit of $2MM...I wasn't admonished, but KGW felt that I would have been better off not discussing that w/BMC...You and I can talk, though, because I'm not so sure that it was a bad thing, in this case. But next time, there won't be a next time - so that won't be an issue anyway! Jennifer Medcalf@ECT 12/07/2000 08:45 AM To: Jeff Youngflesh/NA/Enron@ENRON cc: Subject: Re: Bristol Babcock/Pagosa Energy - Well Master/Enron meeting notes Jeff, The meeting minutes look great and that it was a very beneficial meeting for all parties. Was Roy or Ron invited? If not let's make sure that they are at the next meeting so we do not get any static from them. Jennifer	[email protected]	[email protected]
arnold-j/colleen_koenig/1.	subject: Vengas venue / Venezuela content: ---------------------- Forwarded by Jennifer N Stewart/NA/Enron on 12/04/2000 08:45 AM --------------------------- From: Jim Rountree 12/04/2000 07:50 AM To: Don Hawkins/OTS/Enron@Enron, Jennifer N Stewart/NA/Enron@Enron cc: Subject: Vengas venue / Venezuela I want to pass on my sincere appreciation for the excellent work and assistance from Colleen Koenig during last weeks crisis management program in Venezuela. Colleen was more than helpful and provided services that I found invaluable. She was extremely well liked by the senior management of Vengas and spent a great deal of time with them in creating an environment conducive to teamwork and productivity. Her language skills, knowledge and personality provided an incredible resource. Thanks for allowing my program her services and I look forward to working with her again in the future. Jim Rountree	[email protected]	[email protected]
arnold-j/colleen_koenig/2.	subject: Vengas venue / Venezuela content: ---------------------- Forwarded by Jennifer N Stewart/NA/Enron on 12/04/2000 11:09 AM --------------------------- Don Hawkins 12/04/2000 10:51 AM To: Jennifer N Stewart/NA/Enron@Enron cc: George Wasaff/NA/Enron@Enron Subject: Vengas venue / Venezuela Jennifer, thanks for making Colleen available to Jim, She did an excellent job. Don ---------------------- Forwarded by Don Hawkins/OTS/Enron on 12/04/2000 10:51 AM --------------------------- From: Jim Rountree 12/04/2000 07:50 AM To: Don Hawkins/OTS/Enron@Enron, Jennifer N Stewart/NA/Enron@Enron cc: Subject: Vengas venue / Venezuela I want to pass on my sincere appreciation for the excellent work and assistance from Colleen Koenig during last weeks crisis management program in Venezuela. Colleen was more than helpful and provided services that I found invaluable. She was extremely well liked by the senior management of Vengas and spent a great deal of time with them in creating an environment conducive to teamwork and productivity. Her language skills, knowledge and personality provided an incredible resource. Thanks for allowing my program her services and I look forward to working with her again in the future. Jim Rountree	[email protected]	[email protected]
arnold-j/compaq/1.	subject: Server Agreement Amendment Language content: Bob, David and Jeff, Please find the following EMail as a piece of the EBS / Compaq history. This is the amendment language developed to address the five clarification points rasied during the EBS / Compaq meetings in August and September 2000. These meetings were held to gain mutual understanding and clearly identify the requirements of the January 2000 Product and Server Supply Agreement. Bob, I appreciated the honesty and perspective shared between us this morning. I look forward to resolution of these perspectives. thanks, Kim ----- Forwarded by Kim Godfrey/Enron Communications on 12/19/00 08:42 AM ----- Kim Godfrey 11/30/00 07:16 PM To: [email protected] cc: Bryan Williams/Enron Communications@Enron Communications Subject: Server Agreement Amendment Language Derrick, Please find attached proposed language for the Amendment to address the four items that we discussed today in our Conference Call. We believe that this will achieve discussed changes to the Server Purchase and Product Supply Agreement. We look forward to resolving this in a timely fashion and thank you in advance for your assistance. Kim Godfrey Director, Enterprise Services Enron Broadband Services phone : 713 345 8813 cell : 713 501 8105 fax: 713 853 7354	[email protected]	[email protected], [email protected], [email protected]
arnold-j/compaq/10.	subject: Re: Presentations to Compaq manufacturing and treasury executives, content: Jennifer: Can Alan Engberg have an alternate at the meeting? Lee Jackson could do a great job -- he wrote the recent article on plastics and petrochemicals which came out in the last Analyst/Associate Encounter newsletter. SJ ---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 12/01/2000 11:56 AM --------------------------- Alan Engberg@ECT 12/01/2000 11:53 AM To: Sarah-Joy Hunter/NA/Enron@ENRON cc: Subject: Re: Presentations to Compaq manufacturing and treasury executives, December 14 from 2-3 PM I have a conflict that day - both Doug and I will be in NYC. Let me know if you want an alternate, perhaps Lee Jackson. Thanks, Alan Sarah-Joy Hunter@ENRON 11/30/2000 06:17 PM To: Alan Engberg/HOU/ECT@ECT cc: Subject: Presentations to Compaq manufacturing and treasury executives, December 14 from 2-3 PM FYI: A meeting agenda and listing of Compaq attendees will be e-mailed the week of December 11th! ---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 11/30/2000 06:16 PM --------------------------- Sarah-Joy Hunter 11/30/2000 06:11 PM To: Bruce Harris/NA/Enron@Enron, Harry Arora/HOU/ECT@ECT, Alan Engberg/HOU/ECT@ECT cc: Jennifer Medcalf/NA/Enron@Enron, Colleen Koenig/NA/Enron@Enron Subject: Presentations to Compaq manufacturing and treasury executives, December 14 from 2-3 PM Bruce, Harry, Alan: Jennifer Stewart Medcalf has asked me to invite you to a meeting with Compaq executives from their manufacturing and treasury divisions from 2-3 PM on December 14th in 3 Allen Center 11C1. You would have the opportunity to present your business propositions to these senior executives -- about 15 minutes each. Please e-mail me your confirmations. We will have an LCD projector so you can bring your presentations on laptop and just hook up at 2PM. Please feel free to bring paper copies of your presentations to hand out at the meeting. Thanks. Sarah-Joy Hunter 713-345-6541	[email protected]	[email protected]
arnold-j/compaq/11.	subject: Re: invitation to meeting with senior Compaq executives from 1-4PM content: Kim: Glad you can attend. Yes, please join us from 1PM-4PM. Colleen, can you add Kim Godfrey to the Experience Enron group? Thanks. Sarah-Joy ---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 12/01/2000 07:32 AM --------------------------- From: Kim Godfrey@ENRON COMMUNICATIONS on 11/30/2000 07:34 PM To: Sarah-Joy Hunter/NA/Enron@ENRON cc: Colleen Koenig/NA/Enron@Enron, Jennifer Medcalf/NA/Enron@Enron Subject: Re: invitation to meeting with senior Compaq executives from 1-4PM 3 Allen Center 11C1, December 14th Sarah, Thanks to you and Jennifer for arranging. I will be in attendance at 3:00 pm and have asked either Jim Crowder or Everett Plante to also attend. I do not know their availability yet due to the Enron PRC meeting conflicts. Is it possible for me to attend starting at 1:00 pm - I have not been through a complete Experience Enron meeting ? thanks again for your help. Kim Sarah-Joy Hunter@ENRON 11/30/00 06:16 PM To: Kim Godfrey/Enron Communications@Enron Communications cc: Jennifer Medcalf/NA/Enron@Enron, Colleen Koenig/NA/Enron@Enron Subject: invitation to meeting with senior Compaq executives from 1-4PM 3 Allen Center 11C1, December 14th Hi Kim, Hope you had a great Thanksgiving. Jennifer Stewart Medcalf had asked me to invite you to a meeting with senior Compaq executives on December 14th. Though the meeting will start at 1PM, Jennifer is specifically requesting your presence from 3-4 PM when discussions will focus on the Compaq/EBS relationship. Other Compaq executives besides "Keith" will be there. An agenda and listing of attendees will be e-mailed to you the week of December 11th. Thanks for confirming back with Jennifer Medcalf your availability, from 3-4 PM, December 14th. She can be reached at ext.#6-8235. Sarah-Joy Hunter	[email protected]	[email protected]
arnold-j/compaq/12.	subject: Re: invitation to meeting with senior Compaq executives from 1-4PM content: Sarah, Thanks to you and Jennifer for arranging. I will be in attendance at 3:00 pm and have asked either Jim Crowder or Everett Plante to also attend. I do not know their availability yet due to the Enron PRC meeting conflicts. Is it possible for me to attend starting at 1:00 pm - I have not been through a complete Experience Enron meeting ? thanks again for your help. Kim Sarah-Joy Hunter@ENRON 11/30/00 06:16 PM To: Kim Godfrey/Enron Communications@Enron Communications cc: Jennifer Medcalf/NA/Enron@Enron, Colleen Koenig/NA/Enron@Enron Subject: invitation to meeting with senior Compaq executives from 1-4PM 3 Allen Center 11C1, December 14th Hi Kim, Hope you had a great Thanksgiving. Jennifer Stewart Medcalf had asked me to invite you to a meeting with senior Compaq executives on December 14th. Though the meeting will start at 1PM, Jennifer is specifically requesting your presence from 3-4 PM when discussions will focus on the Compaq/EBS relationship. Other Compaq executives besides "Keith" will be there. An agenda and listing of attendees will be e-mailed to you the week of December 11th. Thanks for confirming back with Jennifer Medcalf your availability, from 3-4 PM, December 14th. She can be reached at ext.#6-8235. Sarah-Joy Hunter	[email protected]	[email protected]
arnold-j/compaq/13.	subject: change in date/time for Compaq's Experience ENRON content: Carrie, I hope you had a great Thanksgiving! We would like to change the date for the Compaq Experience ENRON request I submitted online. Originally the date was 12/13, we would like to reschedule for 12/14 for one hour in the afternoon. Jennifer Stewart Medcalf will give you a call with further details. Colleen Koenig Analyst Enron Corp Global Strategic Sourcing 713.345.5326	[email protected]	[email protected]
arnold-j/compaq/2.	subject: RE: Compaq / EBS Relationship content: Jeff, As of Dec 14th, Enron received the message regarding David Spurlin greater involvement in the EBS relationship. In the past, EBS had included David on the direction of our relationship and not the details. Our prior direction was to have Derrick Deakins as our key point of communication. In regards to your comment about amending the Agreement. I would like to fill yourself, David and Bob in on some history. During the meetings in August 2000, EBS and Compaq reviewed the Agreement line by line and identified 5 sections to be clarified / amended. There was a group of at least 8 Compaq attendees (Chris Sweet took extensive notes for Compaq). Both EBS and Compaq agreed on the methodology to calculate the value of the Compaq Minimum Annual Spend of EBS Services. Spreadsheets were exchanged between both Parties and the amounts were agreed upon. A significant amount of time was spent in this process between August through October. EBS and Compaq (Derrick Deakins) developed contract language to clarify the outstanding 5 sections. This contract amendment was sent to Compaq (Rob and Derrick) for comments in November. EBS has not heard anything regarding the language. During the course of these discussions, EBS agreed to concede on certain points of interpretation on the Server Purchase Agreement and Compaq agreed to work with EBS to achieve revenue recognition in 2000. The EBS concessions were used by both Parties to develop the methodology to calculate the Compaq Minimum Spend toward EBS Services. This was reason for the development of the EBS Consulting Payment ($832,000). EBS looks forward to the resolution of these issues and moving forward with our relationship. Kim Godfrey Director, Enterprise Services Enron Broadband Services phone : 713 345 8813 cell : 713 501 8105 fax: 713 853 7354 [email protected] 12/18/00 07:58 PM To: Kim Godfrey/Enron Communications@Enron Communications cc: Subject: RE: Compaq / EBS Relationship Kim, Thank you for including me in this email...I agree, without question, Dave Spurlin "Owns" the Enron/Compaq relationship, from Compaq's perspective. All matters should go through Dave...Thank you, this will make your life easier. Although I was not in the entire meeting with yourself, Keith and Rob; My reaction was that this agreement needs to be amended to protect both Enron and Compaq. We are both exposed to potential unnecessary pitfalls that are clearly evident in the original agreement. We look forward to resolving this issue, amending this agreement, and moving forward in the partnership between Enron and Compaq. Sincerely, Jeff Gooden Enterprise Sales Manager Compaq Computer Corporation (281) 927-3500 -----Original Message----- From: [email protected] [mailto:[email protected]] Sent: Monday, December 18, 2000 5:54 PM To: Gooden, Jeff Subject: Compaq / EBS Relationship Jeff, David asked that I include you in future Emails. thanks, Kim G ----- Forwarded by Kim Godfrey/Enron Communications on 12/18/00 05:57 PM ----- \|--------+-----------------------> \| \| Kim Godfrey \| \| \| \| \| \| 12/18/00 \| \| \| 05:49 PM \| \| \| \| \|--------+-----------------------> >--------------------------------------------------------------------------- -\| \| \| \| To: [email protected], [email protected] \| \| cc: Jim Crowder/Enron Communications@Enron Communications, \| \| Everett Plante/Enron Communications@Enron Communications, Tracy \| \| Prater/Enron Communications@Enron Communications, \| \| [email protected], Gil Melman/Enron Communications@Enron \| \| Communications \| \| Subject: Compaq / EBS Relationship \| >--------------------------------------------------------------------------- -\| David and Bob, We look forward to working with you to strengthen the Compaq and EBS relationship. EBS has identified potential server business opportunities (storage, streaming media) where our two organizations can work together. After our meeting on Dec 14th, EBS now understands to utilize David Spurlin as the point person for these communications. EBS had prior direction from Compaq to direct our discussions to Derrick Deakins, Rob Senders, Keith McAuliffe or Kent Major. Tracy Prater and myself look forward to spending additional time with David to ensure that he is aware of the EBS business opportunities and issues. EBS had invested significant dollars, time and energy with Compaq to develop the streaming media server solutions. We discussed during the Dec 14th meeting that there are decisions to be made regarding the existing Product and Server Supply Agreement that are contingent on those streaming media solutions. EBS and Compaq have both acted in good faith to achieve the intent of the Product and Server Supply Agreement in pursuing these solutions. To that end, EBS has had internal discussions regarding the appropriate next steps to further our relationship. The January 2000 Product and Service Supply Agreement is the legal framework for our relationship until both parties mutually agree to change. Until those changes are made: 1) 2000 Compaq Annual Purchase of ECI Services: Per the Agreement, Compaq was invoiced for the 2000 Minimum Annual Purchase of ECI Services on November 7, 2000 as per Sections 3.1, 3.2 and 3.3. Compaq had agreed to the invoice amount. EBS expects payment for the total invoice as outlined in Section 3.0 on or before December 31,2000. 2) Potential for Agreement Termination: Prior to the Dec 14th meeting, Compaq (Keith and Rob) have discussed this with EBS (Jim Crowder, myself). The understanding between both Parties was that EBS would need a written notice and payment by Compaq of $2,500,000. The concept to start over with a new contractual agreement was again discussed during the Dec 14th meeting. EBS strongly believes in the value of the Compaq and EBS relationship, if Compaq believes that to start over with a new agreement is necessary then we look forward to working with Compaq to achieve that goal. Again, we look forward to working with yourselves to identify and create strategic business opportunities for both EBS and Compaq. Kim Godfrey Director, Enterprise Services Enron Broadband Services phone : 713 345 8813 cell : 713 501 8105 fax: 713 853 7354	[email protected]	[email protected], [email protected], [email protected]
arnold-j/compaq/3.	subject: Compaq / EBS Relationship content: David and Bob, We look forward to working with you to strengthen the Compaq and EBS relationship. EBS has identified potential server business opportunities (storage, streaming media) where our two organizations can work together. After our meeting on Dec 14th, EBS now understands to utilize David Spurlin as the point person for these communications. EBS had prior direction from Compaq to direct our discussions to Derrick Deakins, Rob Senders, Keith McAuliffe or Kent Major. Tracy Prater and myself look forward to spending additional time with David to ensure that he is aware of the EBS business opportunities and issues. EBS had invested significant dollars, time and energy with Compaq to develop the streaming media server solutions. We discussed during the Dec 14th meeting that there are decisions to be made regarding the existing Product and Server Supply Agreement that are contingent on those streaming media solutions. EBS and Compaq have both acted in good faith to achieve the intent of the Product and Server Supply Agreement in pursuing these solutions. To that end, EBS has had internal discussions regarding the appropriate next steps to further our relationship. The January 2000 Product and Service Supply Agreement is the legal framework for our relationship until both parties mutually agree to change. Until those changes are made: 1) 2000 Compaq Annual Purchase of ECI Services: Per the Agreement, Compaq was invoiced for the 2000 Minimum Annual Purchase of ECI Services on November 7, 2000 as per Sections 3.1, 3.2 and 3.3. Compaq had agreed to the invoice amount. EBS expects payment for the total invoice as outlined in Section 3.0 on or before December 31,2000. 2) Potential for Agreement Termination: Prior to the Dec 14th meeting, Compaq (Keith and Rob) have discussed this with EBS (Jim Crowder, myself). The understanding between both Parties was that EBS would need a written notice and payment by Compaq of $2,500,000. The concept to start over with a new contractual agreement was again discussed during the Dec 14th meeting. EBS strongly believes in the value of the Compaq and EBS relationship, if Compaq believes that to start over with a new agreement is necessary then we look forward to working with Compaq to achieve that goal. Again, we look forward to working with yourselves to identify and create strategic business opportunities for both EBS and Compaq. Kim Godfrey Director, Enterprise Services Enron Broadband Services phone : 713 345 8813 cell : 713 501 8105 fax: 713 853 7354	[email protected]	[email protected], [email protected]
arnold-j/compaq/4.	subject: Re: Compaq Update content: fyi - our position is either pay the $2.5 million termination fee or pay the $4.1 million toward Compaq future purchases. You will see a bcc of my EMail to Bob and Rob. My reason for the blind copy is that I want to ensure that this communication is between Bob and our group. Kim ----- Forwarded by Kim Godfrey/Enron Communications on 12/18/00 11:35 AM ----- Jim Crowder 12/17/00 07:23 PM To: Kim Godfrey/Enron Communications@Enron Communications cc: Bryan Williams/Enron Communications@Enron Communications, Everett Plante/Enron Communications@Enron Communications, Marie Thibaut/Enron Communications@Enron Communications bcc: Subject: Re: Compaq Update 832k is not going to have a dramatic impact on our business. Stick with the 2.5 number and ensure that Global Sourcing holds the line.c Kim Godfrey 12/15/00 09:01 AM To: Everett Plante/Enron Communications@Enron Communications, Jim Crowder/Enron Communications@Enron Communications cc: Marie Thibaut/Enron Communications@Enron Communications, Bryan Williams/Enron Communications@Enron Communications Subject: Compaq Update Everett and Jim, I have phone calls into both of you to gain your feedback and support on appropriate next steps with Compaq. Everett, I am asking for your input as it is your cost center that purchases the Compaq servers and hence one of the relationship owners. During the meeting yesterday - the following happened : a) Keith McAuliffe announced that he is leaving Compaq effective immediately (his replacement has yet to be named). My perception is that Keith took the hit for Compaq missing their 4th quarter Server Business Unit sales projections. EBS is not their only account who did not meet projected targets. b) Bob Jordan - Director NA Sales reporting to Jerry Earle will expand his existing Enron sales relationship to include ownership of the EBS Server Agreement c) EBS Server Agreement - Under the agreement Compaq was to buy EBS Services. For the first two quarters - the Compaq purchase amount was fixed at $1.72 million and starting with the third month then would be based on an 8% value of the total EBS Server spend for the prior two quarters. EBS sent Compaq an invoice for $4,134,229 on November 7th. Compaq has not paid the invoice. Lou Casari's team is handling the delinquency and notifying Compaq. Compaq ( Keith M.'s stewardship) had agreed to pay. Bob stated that EBS has not performed to Compaq's satisfaction under the Server Agreement and Compaq does not believe that Compaq should be accountable to buy any EBS services (Bob's first negotiation position). d) EBS and Compaq have different viewpoints on what should be included in the EBS Server Spend amount. Compaq (Bob Jordan) value - EBS purchase of $5.1 million for servers and hardware in 2000 EBS (added) - EBS purchase value would add an additional $1.0 million for servers and hardware in 2000 EBS (added) - EBS purchase of $4.9 million for servers and hardware in 1999 EBS (added) - EBS purchase of $3.1 million in Compaq professional services (costs for Server deployment) From these viewpoints - if one was to set a Compaq purchase amount then the following might occur EBS total is $14.1 million spend for 1999/2000 at 8% would equal a Compaq purchase amount of $1.128 million (w/out the 2 fixed quarters) Compaq total is $5.1 million spend at 8% would equal a Compaq purchase amount of $408,000 EBS Viewpoint - Per the signed EBS Server Purchase Agreement - the amount is $4,134,229. (I did not concede) e) 2000 income. Per the signed EBS Server Purchase Agreement - Compaq had to pay for the Compaq Purchase amount before or by Dec 31, 2000 but could defer identifying the services to be used against the amount until Dec 31, 2002. If Compaq had not used the services by Dec 31, 2002 then they lost the right to spend against the amount. To gain 2000 income recognition, EBS worked with Keith M and Rob Senders to invoice for $832,000 to cover EBS consulting services provided to Compaq. Again, under Keith M's stewardship - they verbally agreed to pay. Now with the above information - my offered next steps : a) Until everything is done - maintain the "stick" of the EBS invoice ($4.1 million). This is being done. b) Termination fee - the contract does not state a termination fee. It does state a value of $2.5 million max for liquidated damages. Prior conversations have discussed Compaq paying a $2.5 million termination fee (again with Keith M). This could be recognized as yr 2000 income. c) Consulting Fee - The recognition of the $832,000 would be a 20% return on services of $4.1 million. This is a good return for a commodity transaction. So.... do we accept a lower amount to maintain a healthier relationship. So...... please let me know your thougths. We have countered with the $2.5 million with the understanding that the lower end would be $832,000. Please let me know your thoughts Kim Godfrey Director, Enterprise Services Enron Broadband Services phone : 713 345 8813 cell : 713 501 8105 fax: 713 853 7354	[email protected]	[email protected]
arnold-j/compaq/5.	subject: Meeting and information content: Jennifer, Thanks for hosting the meeting yesterday. Sorry I had to leave but I had to meet with Beth Pearlman. I believe there was a lot of good information exchanged and that is why we ran so late. I certainly came away with a different insight to Enron that I did not have before we met. Regarding the relationship between Compaq and Enron, I need to make some things are very clear in our go forward strategy. At the end of the day, the account team (Dave Spurlin up through Jeff, myself and Jerry) own the responsibility for the Enron relationship. If corporate folks are making deals with Enron, we still have to manage the account. Peter Blackmore is very clear about that. He was always preserved the integrity of the account team as being responsible for the customer. That is why we need to keep Dave focused and knowing what transactions are taking place within Enron. He isn't the decision maker on deals like the EBS one, but as you are well aware of, the EBS contract has impaired other business opportunities within Enron. Dave's sole responsibility is Enron and making sure that your needs are being met. He will direct and assist in making sure that we have resolutions for situations that impact the relationship with Enron. I need your help with all Enron organizations to make sure that they use Dave as the focal point. If folks continue to go around him, situations like EBS will continue. He has to have the total picture of business transactions happening at Enron. He will understand how those situations can impact the business at and for Enron. Secondly, attached is the information that I received regarding contracts with Enron. Regarding the Power/Gas contact it is a 5-year deal with the sixth year being optional. The annual outlay is estimated to be $16.1M per year. I did make an error in using the $97M divided 5 years versus 6 years. So at 5 years the value is $80.5M. If you have something different, let's make sure that we are on the same page. I have attached the emails that I received this data from. <<RE: Enron Energy Management Contract - Update.>> <<RE: Enron Building Services Novi MI.>> Regarding the EBS deal, from a business perspective we need to do a level set very quickly. Compaq wants to get this settled and move on in a positive light. Compaq will honor it's commitments but we need to make sure that Enron does the same. The bottom line is there needs to be a resetting of expectations relative to Compaq's revenue from EBS versus what actually got booked. Our expectations were $96M a year based on the forecast provided by EBS, certainly not $14M (based on what we agreed to yesterday). I find it very difficult in the spirit of partnership to hear that we are being held accountable for our portion of the deal, when we don't have the revenue to off set it. Based on what I have heard, both parties had shortcomings based on expectations that were set. I will speak to Keith and Rob this morning to see how it was left. I also need to get your perspective on the transaction. Jennifer, if there is a business opportunity, Compaq certainly wants to continue in pursuing that with Enron. Provided it's equitable for both sides. I realized that this is a difficult situation, but we will get through it. Jennifer, once again I appreciate your efforts in setting the meeting up and hosting Compaq. I will contact you later today. Thanks, Bob Jordan Rio Grande Area Director Compaq Computer Corporation Tele #281-927-6350 Fax #281-514-7220 [email protected] From: "Earle, Jerry" <[email protected]> To: "Fiore, Michael" <[email protected]> Cc: "Leach, Renee" <[email protected]>, "Jordan, Bob" <[email protected]>, "Spurlin, David" <[email protected]>, "Gooden, Jeff" <[email protected]> Subject: RE: Enron Energy Management Contract - Update. Date: Tue, 19 Sep 2000 14:29:34 -0600 Sensitivity: Company-Confidential MIME-Version: 1.0 X-Mailer: Internet Mail Service (5.5.2652.78) Content-Type: text/plain; charset="iso-8859-1" Michael and Renee, This is great news. Thanks to both of you for not only driving this to a successful conclusion, but for also keeping us informed throughout the process. Hopefully, this will help our business with Enron. Regards, Jerry > -----Original Message----- > From: Fiore, Michael > Sent: Friday, September 15, 2000 8:54 AM > To: Earle, Jerry > Cc: Leach, Renee > Subject: Enron Energy Management Contract - Update. > Importance: High > Sensitivity: Confidential > > Jerry, > > Good morning. The Enron contract for Energy Management > Services was signed yesterday. Below are some highlights of the deal: > > I. Sites Included: > > California: (Gas & Electricity) > Massachusetts: > 19191 Vallco Pkwy , Cupertino 200 Forest Street, > Marlboro (electric) > 19333 Vallco Pkwy., Cupertino 165 Dascomb Rd, > Andover (gas) > 10100 N Tantau Ave., Cupertino King Street, > Littleton (gas) > 10300 N Tantau Ave, Cupertino Taylor St. Bldg.1, > Littleton (gas) > 10420 N Tantau Ave, Cupertino Taylor St. Bldg.2, > Littleton (gas) > 10432 N Tantau Ave, Cupertino 333 South St., > Shrewsbury (gas) > 10435 N Tantau Ave, Cupertino Old-Bolton Rd., Stow > (gas) > 10440 N Tantau Ave, Cupertino > 10501 N Tantau Ave, Cupertino Texas: (Electricity > only) > 10400 Ridgeview Crt., Cupertino 10225 Louetta, > Houston > 10555 Ridgeview Crt., Cupertino 10251 North Fwy., > Houston > 10600 Ridgeview Crt., Cupertino 17111 Jarvis, > Houston > 901 Page Ave., Fremont > 5425 Stevens Creek Blvd, Santa Clara (gas only) > > Energy Management Services will include the supply of gas > and electricity and local utility company bill management services. > > > > II. Contract Term: > > Five (5) year term with the option for Enron to extend for > and additional one (1) year period. > > > III. Estimated Contract Value: (6years) > > Electricity: > State Term Value > Massachusetts $13,267,505 > Texas $49,894,554 > California $30,170,154 > > Gas: > State Term Value > Massachusetts $1,727,956 > California $2,354,178 > Total Contract Value: $97,414,347 > > > Regards, > > Michael Fiore > General Procurement > Procurement Manager REOS & Telecom > Compaq Computer Corporation > PH: (281) 514-1399 > Fax: (281) 514-0686 > [email protected] > > From: "Fiore, Michael" <[email protected]> To: "Jordan, Bob" <[email protected]> Cc: "Leach, Renee" <[email protected]> Subject: RE: Enron Building Services Novi MI. Date: Thu, 7 Dec 2000 17:22:25 -0600 Sensitivity: Company-Confidential MIME-Version: 1.0 X-Mailer: Internet Mail Service (5.5.2652.78) Content-Type: text/plain; charset="iso-8859-1" Bob, Enron Building Services is currently providing service to Compaq at the following locations: (the contract expires 28-Feb-03 and we are currently spending $6.5M per year). Call me if you need additional information. SCA - Dallas, TX OHF - Detroit, MI ALF - Alpharetta, GA MRO - Marlboro, MA LKG - Littleton, MA SHR - Shrewsbury, MA OGO - Stow, MA TAY - Littleton, MA INI - Indianapolis, IN UMP - Escanaba, MI SWO - Midland, MI KZO - Portage, IN IXC - Carmel, IN FSU - Big Rapids, MI GVS - Allendale, MI MIL - Lansing, MI SCH - Schaumburg, IL CPO - Chicago.IL BNB - Bannockburn, IL LPO - Rockford, IL ILI - Itasca, IL SEO - WA LEX - Lexington, MA CRL - Cambridge, MA RCH - Rocky Hill, CT PHH - Blue Bell, PA PTO - Pittsburgh, PA OPK - Overland Park, KS SLO - Salt Lake City, UT TIG - Salt Lake City, UT MPO - Bloomington, MN DLC - Dallas, TX Regards, Michael Fiore General Procurement Procurement Manager REOS & Telecom Compaq Computer Corporation PH: (281) 514-1399 Fax: (281) 514-0686 [email protected] -----Original Message----- From: Jordan, Bob Sent: Thursday, December 07, 2000 3:01 PM To: Fiore, Michael Subject: RE: Enron Building Services Novi MI. Sensitivity: Confidential Michael, I left you a voice message today regarding Enron. I'm doing a presentation and I would like to get the amount ($) of contracts we currently have with Enron Services. For example the $97M 5-year contract for power. I understand that we have contracts in the Northeast and West for facilities. Can you provide me with that kind of data? I would appreciate it. My presentation is on the 14th of December. Any questions, please don't hesitate to call. Regards, Bob Jordan Rio Grande Area Director Compaq Computer Corporation Tele #281-927-6350 Fax #281-514-7220 [email protected] -----Original Message----- From: Earle, Jerry Sent: Monday, October 09, 2000 1:32 PM To: Fiore, Michael Cc: Leach, Renee; Jordan, Bob; Blackmore, Peter; Earle, Jerry Subject: RE: Enron Building Services Novi MI. Sensitivity: Confidential Michael, Thanks for the update. I am OK with your decision not to select Enron (and I also reviewed with Jim Milton). Given that Enron chose not to rebid, I certainly think this is a reasonable decision. It is very important that I (and the Enron account team) stay informed on all of these issues, so thanks again for keeping us in the loop. Regards, Jerry -----Original Message----- From: Fiore, Michael Sent: Wednesday, October 04, 2000 10:59 AM To: Earle, Jerry Cc: Leach, Renee Subject: Enron Building Services Novi MI. Importance: High Sensitivity: Confidential Jerry, As part of our continuing communication with the Compaq/Enron account team, below is an overview of a recent bid analysis for services at Compaq's Novi, MI site. Enron Building Services is the current service provider for Office Services related support. The proposed pricing received by Pitney Bowes is 11.1% or $15,147 lower than the price provided by Enron. Enron has been given the opportunity to revise their pricing but has chose not to. The recommendation is to award the business to Pitney Bowes. Please confirm that you concur with our recommendation. Thanks. ---------------------------------------------------------------------------- ---------------------------------------------------------------------------- ------------ Background: Enron Building Services was providing a facility manager, shipper receiver, receptionist and admin/help desk support for Compaq's Novi, MI site. Compaq recently chose to hire the facility manager as a permanent Compaq employee. Enron Building Services provided Compaq with revised pricing to reflect the modified scope of work. The pricing provided by Enron was 11.1% higher than the price received by Pitney Bowes. The Enron account team has been informed that their pricing is not competitive and they been given the opportunity to lower their price. They have opted not to lower the price. The recommendation of both Real Estate and Procurement is to award the business to Pitney Bowes. Enron Building Services Current Cost: Base cost for services was $190,198.00 Admin/Help Desk $44,787.00 Ship/Rec $35,521.00 Receptionist $38,610.00 Facilities Manager $71,280.00 Mail Van/Car (remote site support) $13,030.00 Management Fee $14,210.00 Total Cost $216,438.00 Compaq hired the facility manager as a badged employee. Enron Building Services Proposed Cost: Base cost for remaining services $128,071.00 Admin/Help Desk $53,940.00 Ship/Rec $35,521.00 Receptionist $38,610.00 Mail Van/Car (deleted) Management Fee $8,324.00 Total Cost $136,395.00 Issue: 20% increase in Admin/Help desk cost. Pitney Bowes has submitted a proposal to provide Admin/Help Desk coverage, Shipper/Receiver, Receptionist for a total cost of. $121,248.00 which is 11.1% less than EBS proposal. Regards, Michael Fiore General Procurement Procurement Manager REOS & Telecom Compaq Computer Corporation PH: (281) 514-1399 Fax: (281) 514-0686 [email protected]	[email protected]	[email protected], [email protected], [email protected]
arnold-j/compaq/6.	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] >	[email protected]	[email protected]
arnold-j/compaq/7.	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] >	[email protected]	[email protected]
arnold-j/compaq/8.	subject: Re: Presentations to Compaq manufacturing and treasury executives, content: Great, Lee. Thanks. We will be sure to get you the Agenda and any necessary details early next week. Sarah-Joy ---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 12/07/2000 10:35 AM --------------------------- Lee Jackson@ECT 12/07/2000 09:46 AM To: Sarah-Joy Hunter/NA/Enron@ENRON cc: Alan Engberg/HOU/ECT@ECT, Douglas S Friedman/HOU/ECT@ECT Subject: Re: Presentations to Compaq manufacturing and treasury executives, December 14 from 2-3 PM Wanted to confirm I will present to Compaq on Dec. 14. Lee Jackson	[email protected]	[email protected]
arnold-j/compaq/9.	subject: Re: Presentations to Compaq December 14 from 2-3 PM CONFIRMED content: Jennifer, Colleen: To date, Kim Godfrey, George Zivic (in Bruce Harris' absence), and Lee Jackson (in Alan Engberg's absence) have confirmed their participation. SJ ---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 12/07/2000 10:34 AM --------------------------- Lee Jackson@ECT 12/07/2000 09:46 AM To: Sarah-Joy Hunter/NA/Enron@ENRON cc: Alan Engberg/HOU/ECT@ECT, Douglas S Friedman/HOU/ECT@ECT Subject: Re: Presentations to Compaq manufacturing and treasury executives, December 14 from 2-3 PM Wanted to confirm I will present to Compaq on Dec. 14. Lee Jackson	[email protected]	[email protected], [email protected]
arnold-j/computer_associates/1.	subject: Computer Associates - Meeting Notes content: fyi Kim ----- Forwarded by Kim Godfrey/Enron Communications on 12/11/00 01:55 PM ----- Ali Khoja 12/07/00 01:14 PM To: Kim Godfrey/Enron Communications@Enron Communications, Anthony Gilmore/Enron Communications@Enron Communications cc: Subject: Computer Associates - Meeting Notes Stephen Down and I met with Computer Associates in Toronto yesterday. Here are some of my thoughts on how it went. We met with Julia in the morning -- went to CA's Toronto office, where we made presentation on EBS. Later Julia made a presentation on Computer Associates, their Sales manager talked about their "security suit of products", we were given a demonstration of their UniCenter TNG software, and then taken to lunch. At lunch, we were joined by the President of Worldwide Online Corporation (a Canadian startup). About Computer Associates: Computer Associates is a highly centralized organization run by its founders. The company is the third largest independent software manufacturing business in the world. It offers more then 800 software products. Like other companies in their space, their stock has taken a beating this year losing more then half its value (Jan 00: ~ $70, now ~$27) Julia Ruslys, is part of their "Strategic Alliances" team -- their mandate is to manage: Strategic Business Alliances Development Partner Program eForce technology unit Analyst relations CA's APPROACH Computer Associates sees EBS as a potential "development partner". Their interest seems to be in a long-term alliance with EBS, where they can package their software with a bundled network offering (from EBS) for their clients. They claim that their main product UniCenter TNG has a 30% market share of IT infrastructure management market. It is a cutting software package that can manage all LANs or remote networks for an Enterprise. With a stunning graphic interface, the software can be configured to manage: All networks within an Enterprise Each computer connected to a node within the enterprise can be monitored and managed remotely (software installation etc.) Their is a plethora of add-ons to the basic UniCenter package including some advanced "Asset Management" tools that can predict future utilization through a neural network architecture. She commented that with UniCenter TNG, our clients have "full control and flexibility over their whole network" EXCEPT THEIR BANDWIDTH NEEDS. EBS's flexible and intelligent BOS, if integrated with UniCenter TNG, can provide an enterprise complete control over their IT infrastructure with exceptional flexibility. Similarly they have a keen interesting in developing and expanding their storage solutions. They seem to be interested in expanding their market opportunity and increasing revenues through increasing the number of "CA certifications" and joint selling initiatives. In other words, they would like EBS's network to be CA-certified by developing compatibility between UniCenter TNG and IPNet Connect. They currently have 1500 partners, including almost all top names in IT infrastructure space. EBS APPROACH CONVEYED Although I think we have conveyed EBS's approach of "looking at specific quick and clear opportunities", CA does not seem like a lean-mean organization. Furthermore, the people that we met with, did not seem to have an appreciation of the financial structuring and risk management capabilities -- instead seemed to be disconnected with the corporate financial goals of their organization. For example, when Steve Dowd talked about financial risk management tools, their sales manager started talking about how they help enterprises manage risk through their "security software packages." WORLDWIDE ONLINE CORP. Worldwide Online Corp. is a startup (with less then $2M revenues) that claims to have good connections with CBC (Canadian Broadcasting Corp.) They were in contact with Brad Sims' group out of Portland. That group, at some point lost interest in Worldwide because Worldwide are looking for video streaming services. Being a start-up with no credit, it is understandable why they were abandoned by us. Steve made it clear that he knows nothing about the deal and he may give Brad a call. I personally do not see anything for us in the next two quarters or so even though the company has been promised many sports broadcast opportunities by CBC. It is interesting that Worldwide Online is a small client of CA. Julia went out of her way to convince us to meet with Worldwide Online. At one point, I almost thought as if her main goal was to promote a dialogue between EBS and Worldwide online. NEXT STEPS: Steve and I made it clear that it will be important for us to look at some specific short to medium-term opportunity with CA. Julia is going to identify the people in her organization whom we can have constructive dialogue with regards to IP connectivity needs of CA (their network infrastructure procurement team.) At the same time, we had to show an interest in bringing her team together with our product development people to see if any integration opportunities exist between UniCenter TNG and IPNet Connect BOS/Storage etc. -Ali.	[email protected]	[email protected]
arnold-j/continental_airlines/1.	subject: Continental/Enron meeting, December 11th, 2-3 PM content: Mr. Shankman: In preparation for the meeting on December 11th with Larry Kellner, CFO, Continental Airlines I have noted below some background on the Enron/Continental relationship and the purpose for the meeting. We would appreciate your answers to a couple of questions below. Background: Ron Howard, Vice President, Continental Food Services, met earlier this year with George Wasaff, Managing Director, Enron Corporation Global Strategic Sourcing and Tracy Ramsey, Sourcing Portfolio Leader, to review the strong business relationship in fuel management and travel services which Enron has had with Continental Airlines. Discussions were held as to how this relationship could be expanded favorably for both companies. A subsequent meeting held October 25th enabled decision makers from both companies to act on these earlier discussions and explore opportunities to expand beyond the current fuel management and travel initiatives to those in weather derivatives and plastics hedging. December 11th Meeting Purpose: Follow-up from October 25th meeting to specifically address Larry Kellner (who could not make the October 25th meeting) on three initiatives in order of $ magnitude: (1) fuel management, (2) weather derivatives, and (3) plastics hedging -- VaR analysis. Location: Larry Kellner's office will be getting back to us regarding his availability to do a quick tour of the trading floor. If he can make it for a trading floor tour Kellner would meet at Enron Corporation; otherwise, he is requesting that Enron Executives meet in his executive offices at 1600 Smith Street. Is either location fine for you or do you have a specific preference? Meeting Attendees from Continental Airlines: Ron Howard, Vice President, Food Services Larry Kellner, Chief Financial Officer Greg Hartford, Vice President, Fuel Management Company Jeff Misner, Vice President and Treasurer (tentative) Mr. Shankman, who would you like to have at the meeting from Enron? To date, we have coordinated through John Nowlan. At the October 25th meeting, Alan Engberg and Mark Tawney presented the plastics hedging and weather derivatives opportunities, respectively. Next week, I will be forwarding a short briefing which outlines Enron's current relationship with Continental in fuel management and the proposed initiatives in both weather derivatives and plastics hedging. Larry Gagliardi, Craig Breslau, Alan Engberg, and Gary Taylor are all providing input on this. Sarah-Joy Hunter Enron Corporation Global Strategic Sourcing -- Business Development #(713)-345-6541	[email protected]	[email protected]
arnold-j/continental_airlines/10.	subject: Continental/Enron meeting, December 12th, 1:30 - 2:30 PM. content: This e-mail confirms the date, time, and location for the meeting between Enron and Continental. DATE: Tuesday, December 12th TIME: 1:30-2:30 PM LOCATION: Enron Building 50 M03 TOUR (gas trading floor EB 32 and Enron Online EB 27): 2:30-3:00 PM The purpose for the December 12th meeting is to address three initiatives in order of economic value: (1) fuel management, (2) weather derivatives, and (3) plastics hedging -- VaR analysis.	[email protected]	[email protected], [email protected], [email protected],
arnold-j/continental_airlines/11.	subject: Continental/Enron meeting, December 12th, 1:30 - 2:30 PM. content: Tracy: FYI: Yet another important milestone in the relationship between Enron and Continental. Specific opportunities to expand the fuel management relationship were explored between Jeff Shankman and Larry Kellner this afternoon. Note the details below. Also, a tour of the Enron trading floor was given to our guests. Thanks again for your help in initially working with us to establish the relationship! Sarah-Joy Hunter ---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 12/12/2000 04:37 PM --------------------------- ---------------------- Forwarded by Sarah-Joy Hunter/NA/Enron on 12/12/2000 09:10 AM --------------------------- Sarah-Joy Hunter 12/11/2000 09:21 AM To: Jeffrey A Shankman/HOU/ECT@ECT, Craig Breslau/HOU/ECT@ECT, Mark Tawney/HOU/ECT@ECT, John L Nowlan/HOU/ECT@ECT cc: George Wasaff/NA/Enron@Enron, Jennifer Medcalf/NA/Enron@Enron, Carrie A Robert/NA/Enron@Enron, Larry Gagliardi/Corp/Enron@Enron, [email protected] Subject: Continental/Enron meeting, December 12th, 1:30 - 2:30 PM. Experience Enron trading floor tour 2:30-3:00 PM This e-mail confirms the date, time, and location for the meeting between Enron and Continental. DATE: Tuesday, December 12th TIME: 1:30-2:30 PM LOCATION: Enron Building 50 M03 TOUR (gas trading floor EB 32 and Enron Online EB 27): 2:30-3:00 PM The purpose for the December 12th meeting is to address three initiatives in order of economic value: (1) fuel management, (2) weather derivatives, and (3) plastics hedging -- VaR analysis. Meeting Attendees from Continental Airlines: Ron Howard, Vice President, Food Services Larry Kellner, Chief Financial Officer Greg Hartford, Vice President, Fuel Management Company Jeff Misner, Vice President and Treasurer (tentative) Meeting Attendees from Enron: Jeff Shankman, President and COO, Enron Global Markets John Nowlan, Vice President, Enron Global Markets Craig Breslau, Vice President, Enron North America Mark Tawney, Director, Enron Global Markets (tentative)	[email protected]	[email protected], [email protected]
arnold-j/continental_airlines/12.	subject: Meeting Minutes: Continental and Enron, December 12th content: Meeting Attendees from Continental Airlines: Greg Hartford, Vice President, Fuel Management Ron Howard, Vice President, Food Services Larry Kellner, Chief Financial Officer Meeting Attendees from Enron: Craig Breslau, Vice President, Enron North America Sarah-Joy Hunter, Manager, Global Strategic Sourcing John Nowlan, Vice President, Enron Global Markets Jeff Shankman, President and COO, Enron Global Markets Mark Tawney, Director, Enron Global Markets George Wasaff, Managing Director, Global Strategic Sourcing MEETING MINUTES: The December 12th meeting addressed three initiatives in order of economic value: (1) fuel management, (2) weather derivatives, and (3) plastics hedging -- VaR analysis. (1) Fuel management (Craig Breslau; John Nowlan) -- exchanging call options on crude oil for airline tickets -- crack spread product to address basis risk (2) Weather derivatives (Mark Tawney; Gary Taylor) -- rebate program -- insurance product (3) Outsourcing antifreeze and plastics risk (Alan Engberg) Sarah-Joy Hunter Enron Corporation Global Strategic Sourcing Business Development #(713)-345-6541	[email protected]	[email protected], [email protected], [email protected],
arnold-j/continental_airlines/2.	subject: Re: British Airways vs Continental content: Fernley: We have a number of key initiatives in process with Continental including sales of broadband services, weather derivatives and facility management that have the potential to exceed the savings being offered by British Airways. I would prefer that we stay the course with Continental plus I am confident that Continental can either meet or exceed BA's current offer. George Wasaff Fernley Dyson@ECT 11/21/2000 06:32 AM To: George Wasaff/NA/Enron@Enron cc: Sam Kemp/LON/ECT@ECT, Colin Bailey/LON/ECT@ECT Subject: British Airways vs Continental George, Enron Europe has negotiated a preferred supplier agreement with British Airways which will save us circa $3m a year vs Continental Airlines. I know there are existing and potential links with Continental, so please let me know if this causes you a problem. Colin Bailey is in Houston next week if you need or want to know any of the detail. Regards Fernley	[email protected]	[email protected]
arnold-j/continental_airlines/3.	subject: Re: British Airways vs Continental content: George, Happy to work for the greater good, but would welcome your help in nailing a deal with Continental quickly, as my understanding is that they have been unresponsive to date. Thanks Fernley George Wasaff@ENRON 04/12/2000 16:05 To: Fernley Dyson/LON/ECT@ECT cc: Colin Bailey/LON/ECT@ECT, Sam Kemp/LON/ECT@ECT, Tracy Ramsey/EPSC/HOU/ECT@ECT, Derryl Cleaveland/NA/Enron@ENRON, Jennifer Medcalf/NA/Enron@Enron Subject: Re: British Airways vs Continental Fernley: We have a number of key initiatives in process with Continental including sales of broadband services, weather derivatives and facility management that have the potential to exceed the savings being offered by British Airways. I would prefer that we stay the course with Continental plus I am confident that Continental can either meet or exceed BA's current offer. George Wasaff Fernley Dyson@ECT 11/21/2000 06:32 AM To: George Wasaff/NA/Enron@Enron cc: Sam Kemp/LON/ECT@ECT, Colin Bailey/LON/ECT@ECT Subject: British Airways vs Continental George, Enron Europe has negotiated a preferred supplier agreement with British Airways which will save us circa $3m a year vs Continental Airlines. I know there are existing and potential links with Continental, so please let me know if this causes you a problem. Colin Bailey is in Houston next week if you need or want to know any of the detail. Regards Fernley	[email protected]	[email protected]
arnold-j/continental_airlines/4.	subject: Re: British Airways vs Continental content: Fernley: Consider it done. Tracey Ramsey will take the lead in getting a deal done. George Wasaff Fernley Dyson@ECT 12/04/2000 11:22 AM To: George Wasaff/NA/Enron@ENRON cc: Michael R Brown/LON/ECT@ECT, Sam Kemp/LON/ECT@ECT, Tracy Ramsey/EPSC/HOU/ECT@ECT, Derryl Cleaveland/NA/Enron@ENRON, Jennifer Medcalf/NA/Enron@Enron Subject: Re: British Airways vs Continental George, Happy to work for the greater good, but would welcome your help in nailing a deal with Continental quickly, as my understanding is that they have been unresponsive to date. Thanks Fernley George Wasaff@ENRON 04/12/2000 16:05 To: Fernley Dyson/LON/ECT@ECT cc: Colin Bailey/LON/ECT@ECT, Sam Kemp/LON/ECT@ECT, Tracy Ramsey/EPSC/HOU/ECT@ECT, Derryl Cleaveland/NA/Enron@ENRON, Jennifer Medcalf/NA/Enron@Enron Subject: Re: British Airways vs Continental Fernley: We have a number of key initiatives in process with Continental including sales of broadband services, weather derivatives and facility management that have the potential to exceed the savings being offered by British Airways. I would prefer that we stay the course with Continental plus I am confident that Continental can either meet or exceed BA's current offer. George Wasaff Fernley Dyson@ECT 11/21/2000 06:32 AM To: George Wasaff/NA/Enron@Enron cc: Sam Kemp/LON/ECT@ECT, Colin Bailey/LON/ECT@ECT Subject: British Airways vs Continental George, Enron Europe has negotiated a preferred supplier agreement with British Airways which will save us circa $3m a year vs Continental Airlines. I know there are existing and potential links with Continental, so please let me know if this causes you a problem. Colin Bailey is in Houston next week if you need or want to know any of the detail. Regards Fernley	[email protected]	[email protected]
arnold-j/continental_airlines/5.	subject: relationship with Continental Airlines content: Mr. Dyson: Jennifer Medcalf asked me to forward to you the following brief overview of Enron's relationship with Continental. Please feel free to contact Tracy Ramsey directly at #(713)-646-8311 with any further questions regarding Enron's buy side relationship with Continental. Ramsey is the Global Strategic Sourcing, Portfolio Leader, who manages the Continental relationship. Enron Buy Side with Continental: Current Enron US spend on Continental airline tickets was approximately $40 million in FY 1999 and $17.5 million for the first six months of 2000. Enron Sell Side with Continental: Additionally, Enron has a strong relationship with Continental's Fuel Management company. Specifically, Enron has been hedging Continental's crude oil over the past 2+ years. Value to Enron has been over $9 million; value to Continental has been over $45 million since 1999. Enron Global Markets is currently exploring several other business propositions with Continental Airlines in the following areas of financial risk management: weather derivatives, plastics hedging, and on-line jet swaps. Enron Energy Services is exploring an energy (electric commodity) deal with Continental as well. Mr. Dyson, please don't hesitate to call if I can be of further assistance regarding these sell side opportunities. Sarah-Joy Hunter Manager, Global Strategic Sourcing Business Development Enron Corporation #(713)-345-6541	[email protected]	[email protected]
arnold-j/continental_airlines/6.	subject: Re: Continental/Enron meeting, content: Mr. Nowlan: When we spoke several days ago, I had mentioned the meeting between Jeff Shankman and Larry Kellner, CFO, at Continental Airlines. The meeting had been scheduled for December 11th, 2-3 PM in EB 3321. I will know tomorrow if this date is confirmed. Following our phone conversation, I did follow up with the persons you suggested -- Larry Gagliardi, Douglas Friedman and Mark Tawney -- as I completed an overview of our initiatives with Continental. The meeting on December 11th will enable Enron and Continental to continue discussions on three initiatives listed in order of economic value: (1) fuel management, (2) weather derivatives, and (3) plastics hedging -- VaR analysis. In order to verify attendees at this meeting, Jennifer Burns suggested that I follow up with you. Please note the Continental attendees listed below. Did you want to have the same origination team at the meeting or others? I look forward to your response so I can coordinate with them and confirm their attendance. Continental had requested that we keep the Enron attendance to 3 or 4 persons; they will do the same. Meeting Attendees from Continental Airlines: Ron Howard, Vice President, Food Services Larry Kellner, Chief Financial Officer Greg Hartford, Vice President, Fuel Management Company Jeff Misner, Vice President and Treasurer (tentative) We appreciate your suggestions. Thank-you. Sarah-Joy Hunter Enron Corporation Global Strategic Sourcing Business Development #(713)-345-6541	[email protected]	[email protected]
arnold-j/continental_airlines/7.	subject: Continental/Enron meeting rescheduled from December 11th to content: Ron Howard: I just confirmed back with Shirley Vauter that 1:30 PM -3:00 PM on Tuesday, December 12th is fine for the meeting between Larry Kellner, Jeff Shankman, and their teams. Thank-you for your flexibility in rescheduling this meeting from December 11th to December 12th per Jeff Shankman's request. I will follow up shortly with logistical details. Sarah-Joy Hunter Enron Corporation Global Strategic Sourcing (713)-345-6541	[email protected]	[email protected]
arnold-j/continental_airlines/8.	subject: Experience Enron -- brief tour 2:30-3:00 PM December 12th following content: Carrie: Thanks for facilitating a brief Experience Enron tour for 15 minutes each in two areas (30 minutes total): a) the gas trading floor on EB 32 with Craig Taylor b) Enron Online tour on EB 27 If it becomes necessary to replace b) with a tour of the gas control room, we'll follow up with you. Additionally, thanks for getting us the 4 Enron overview marketing brochures for the Continental attendees. Meeting Attendees from Continental Airlines: Ron Howard, Vice President, Food Services Larry Kellner, Chief Financial Officer Greg Hartford, Vice President, Fuel Management Company Jeff Misner, Vice President and Treasurer (tentative) Carrie, we appreciate your working with us on such short notice! Sarah-Joy ext. 5-6541	[email protected]	[email protected]
arnold-j/continental_airlines/9.	subject: Continental Briefing for Enron/Continental meeting December 12th content: Mr. Shankman: In preparation for the meeting on December 12th with Larry Kellner, CFO, Continental Airlines, I have noted below some background on the Enron/Continental relationship and the purpose for the meeting. Mr. Shankman, please advise if you would like me to distribute this to the attendees. EXECUTIVE SUMMARY: Over the past several years Enron has been hedging Continental's crude oil. The relationship has been beneficial to both sides. As a result, since 1999 Enron has made over $9 million and Continental has saved over $45 million. The purpose for the December 12th meeting is to address three initiatives in order of economic value: (1) fuel management, (2) weather derivatives, and (3) plastics hedging -- VaR analysis. Several new initiatives being proposed to Continental include the following: exchanging call options on crude oil for airline tickets (Craig Breslau, Originator) transacting financial swaps on line (Larry Gagliardi, Originator) creating a weather derivative product for the airline industry (Mark Tawney and Gary Taylor, Originators) outsourcing Continental's antifreeze and plastics risks by hedging these products with Enron (Alan Engberg, Originator) Meeting Attendees from Continental Airlines: Ron Howard, Vice President, Food Services Larry Kellner, Chief Financial Officer Greg Hartford, Vice President, Fuel Management Company Jeff Misner, Vice President and Treasurer (tentative) Meeting Attendees from Enron: Jeff Shankman, President and COO, Enron Global Markets John Nowlan, Vice President, Enron Global Markets Craig Breslau, Vice President, Enron North America Mark Tawney, Director, Enron Global Markets (tentative) DISCUSSION: (Developed through conversations with Alan Engberg, Larry Gagliardi, Gary Taylor, Craig Breslau, Tracy Ramsey and Lucy Ortiz.) Enron Buy Side with Continental: Current Enron verifiable spend on Continental airline tickets was approximately $40 million in FY 1999 and $17.5 million for the first six months of 2000. Enron Sell Side with Continental: (1) FUEL MANAGEMENT: Current Business: Over the past 2 years, Craig Breslau and others have been managing a strong relationship with Greg Hartford, VP, Continental Fuel Management, hedging Continental's crude oil. The first transaction was on January 14, 1998 -- a one month Forward on Kero. Since then, Enron has completed 29 transactions with two commodities: KERO and Crude. Current business consists of three crude call options, settling in December 2000 ($31.00) and January, 2001 ($34.00 and $35.00) Value to Enron: Enron has earned $9,682,084 (1999-October 6, 2000) Value to Continental: Continental has saved $45,001,744 (1999-October 6, 2000) Possible next steps: (a) A transaction where Enron exchanges call options on crude oil for airline tickets. (b) Financial jet swaps on line: Larry Gagliardi has already spoken with Rick Pressly, Director, Continental Fuel Management, regarding financial jet swaps on line. At the time, Pressly was not interested in pursuing this product offering. Value to Continental for (b): a more perfect hedge as opposed to hedging with crude oil since hedging jet fuel with jet is a more perfect hedge. Enron could offer services for the whole year and explore multi-year options as well both with financial and physical jet fuel. Possible next steps: Would Larry Kellner be interested in (a) or (b)? Enron could also supply Continental with jet fuel physical in the following locations such as the US Gulf Coast, New York harbor, the US West Coast, and Europe. (Enron is doing this now with Delta airlines in New York harbor). If so, Gagliardi could provide a guest password and Enron Online identification number if Kellner's office wanted to review the product. (2) WEATHER DERIVATIVE PRODUCT: Business proposition: Create a basket of weather related risks - such that aggregate bad weather above a tolerable level would result in payment from Enron to Continental. Continental Airlines clearly has exposure to weather as indicated in their annual reports and periodic press releases - particularly those discussing earnings. It is extremely difficult to envision the perfect weather hedge for all of Continental's weather related exposure. However, it is not difficult to envision simple ways to reduce a large portion of it. Continental has hubs in Houston, Newark, and Cleveland. The weather conditions that create delays and increased costs in these areas include - rainfall above certain amounts, snowfall above certain amounts, temperatures below freezing (de-icing costs), winds above a certain speed, etc. Value to us: Create value by designing a basket of these risks. Value to them: Creation of a weather hedge to protect Continental's exposure. Possible next steps: Upper management would need to issue a directive to various groups within Continental to describe what weather conditions affect the bottom line, how much they affect the bottom line, and then ask each group to attach a "confidence level" to each of their estimates - Continental could start a weather risk management program by only hedging a weighted average of their exposure x their confidence level - or some portion thereof. Exposure areas would be categorized according to the following: Clear exposure. Quantifiable. Clear exposure. Difficult to quantify Potential exposure. Quantifiable Potential exposure. Difficult to quantify For each of the above categories, Enron would also need an indication of whether Continental has historical cost data against which we can regress historical weather data. Enron's weather derivatives team could then sit down with Kirk Rummel, Director and Airport Services Division Controller, and some of his team (or others designated by Kellner) and brainstorm about different types of weather that cause increased cost to Continental. (Gary Taylor made a brief presentation to Rummel on November 6th; no follow up action with Enron has taken place to date) (3) PLASTICS: Business proposition: Alan Engberg proposed that Continental outsource their antifreeze risk (ethylene glycol / propylene glycol) and plastics (high impact polystyrene, polyethylene) by hedging those products with Enron. Value to Continental: Cost/Budget certainty (assuming a perfect hedge whereby their purchase contracts are linked to the index used for hedging) and associated reduction in volatility of cash flows Value to Enron: The value is approximately $2 million notional value if they hedged 100% of their 4 million pound polystyrene exposure. Since Continental has not yet shared the size of their antifreeze buy, Engberg cannot comment on the potential value to Enron though he is fairly certain it would be much larger than $2 million. Possible next steps This proposition is being considered by Ron Howard's team at Continental. Continental needs to share their antifreeze spend with Enron. Enron could then develop a proposal to Continental that includes perceived benefits of outsourcing their commodity risk to Enron. Could a follow-up meeting with Ron Howard's team and Larry Kellner's designated contact be arranged to facilitate this process? Alan Engberg also recommends working with Continental on a strategic approach to modelling their overall exposures using VaR may prove extremely powerful and rewarding to both companies. David Port is already (x-39823) looking at ways to outsource Enron's expertise in this area. Continental could be a pioneer in the effort. Factors to model would include jet fuel, natural gas, electricity, currency, interest rates, plastics, antifreeze, paper, and, metal.	[email protected]	[email protected]
arnold-j/cooper_cameron/1.	subject: Joint Strategic Sourcing Action Items Update content: Hello everybody, The date of our next meeting is approaching fast, and I wanted to make sure that we have not forgot about the action items that need to happen before January 4th. Please let me know your specific plan and target dates, by which each action item will be accomplished. It is very important that we stay on schedule. I will do my best to help any of you make things happen by January 4th. Regards, Rositza Smilenova Supply Specialist 713-646-7418 ----- Forwarded by Rositza Smilenova/NA/Enron on 12/06/2000 01:13 PM ----- Rositza Smilenova 11/13/2000 07:05 PM To: [email protected], Craig H Brown/NA/Enron@Enron, Michael Frost/NA/Enron@Enron, Roy Hartstein/NA/Enron@Enron, [email protected], Tracy Ramsey/EPSC/HOU/ECT@ECT, Rositza Smilenova/NA/Enron@ENRON, John Will/NA/Enron@ENRON, Shirley Jo Wilson/NA/Enron@ENRON, Jennifer Stewart/NA/Enron@Enron, [email protected], [email protected], [email protected], Heidi Smith/NA/Enron@Enron, Lisa Honey/NA/Enron@ENRON cc: Subject: Joint Strategic Sourcing Meeting Notes 11-09-00 Please find attached the notes from our recent meeting. I will appreciate if we can attach specific dates to all of the action items. Thank you for the participation. Thanks, Rositza Smilenova Supply Specialist 713-646-7418	[email protected]	[email protected], [email protected], [email protected],
arnold-j/corestaff/1.	subject: Improved Process for Engaging Temporary Workers content: As you are aware, Enron utilizes temporary staffing services to satisfy=20 staffing requirements throughout the company. For the past several months,= a=20 project team, representing Enron=01,s temporary staffing users, have resear= ched=20 and evaluated alternative Managed Services programs to determine which sour= ce=20 would best meet our current and future needs in terms of quality, performan= ce=20 and cost containment objectives. The Business Unit Implementation Project= =20 Team members are:=20 Laurie Koenig, Operations Management, EES Carolyn Vigne, Administration, EE&CC Linda Martin, Accounting & Accounts Payable, Corporate Beverly Stephens, Administration, ENA Norma Hasenjager, Human Resources, ET&S Peggy McCurley, Administration, Networks Jane Ellen Weaver, Enron Broadband Services Paulette Obrecht, Legal, Corporate George Weber, GSS In addition, Eric Merten (EBS), Kathy Cook (EE&CC), Carolyn Gilley (ENA),= =20 Larry Dallman (Corp/AP), and Diane Eckels (GSS) were active members of the= =20 Selection Project Team. As a result of the team=01,s efforts, we are pleased to announce the beginn= ing=20 of a strategic alliance with CORESTAFF=01,s Managed Services Group. This g= roup=20 will function as a vendor-neutral management entity overseeing all staffing= =20 vendors in the program scope. They will also provide a web based online=20 technology tool that will enhance the ordering and reporting capabilities. = =20 The goal of our alliance with CORESTAFF is to make obtaining a temporary=20 worker with the right skills and experience easier while protecting the bes= t=20 interests of the organization.=20 We plan to implement Phase I of this improvement effective January 2, 2001.= =20 This Phase I of the implementation will encompass administrative/clerical= =20 temporary workers at the Houston locations only. If you currently have=20 administrative/clerical temporary workers in your department, the enhanceme= nt=20 will not affect their position. In an effort to preserve relationships, all= =20 current staffing vendors will be invited to participate in this enhanced=20 program. CORESTAFF shares our commitment to minimize any disruptions in=20 service during this transition.=20 =20 We expect to incorporate the administrative/clerical workers in Omaha,=20 Seattle and Portland in Phase II, which is scheduled for February, 2001. T= he=20 scope and timing of any additional phases will be determined after these tw= o=20 phases have been completed. Realizing the impact that the temporary workforce has in business today, we= =20 selected CORESTAFF=01,s Managed Services Group based on their exceptional= =20 management team, commitment to quality service, and creative solutions to o= ur=20 staffing needs. The relationship promises to offer Enron a cost effective= =20 and simple means for obtaining temporary employees. In the coming weeks, Enron and CORESTAFF=01,s Managed Services Group will b= e=20 communicating to Enron=01,s administrative/clerical temporary staffing vend= ors=20 about the new process. =20 There are many benefits to this new Managed Services program, which are=20 outlined on the attached page. More details on how to utilize CORESTAFF=01= ,s=20 Managed Services program will be announced soon and meetings will be=20 scheduled to demonstrate the reporting system and to meet the Managed=20 Services team. What is Managed Services? CORESTAFF=01,s Managed Services program includes: ? Vendor-neutral management model ? Equal distribution of staffing orders to all staffing partners ? Web-based application with online ordering, data capture and customized= =20 reporting ? Benchmarking and performance measurement for continuous improvement ? Methodologies for accurate skill-matching and fulfillment efficiencies=20 Key Benefits ? More vendors working on each order from the outset =01) faster access to= =20 available talent pools ? Standardized mark-ups and fees to manage costs more effectively ? Online access to requisition status for users=20 ? Robust databases offering managers enhanced tracking and reporting of=20 temporary usage and expenditures ? Standard and customized reporting capabilities -- online ? Tenured, experienced Managed Services team on-site to assist users in=20 accessing web site, identifying usage trends, preparing specialized reports= ,=20 etc. =20 Corestaff/Managed Services/Staffing Joseph Marsh =01) Lead / Operations ([email protected]; 713-438-1400) Amy Binney, Sharon B. Sellers =01) Operations Cherri Carbonara =01) Marketing / Communications Cynthia Duhon =01)Staffing Partner management	[email protected]	[email protected]
arnold-j/corestaff/2.	subject: Re: Broadband opportunity with Corestaff content: Colleen, Thanks for the heads up on this. We would be pleased to look into this whe= n=20 the time is right from your perspective. Let us know. Please follow-up= =20 with Mike Rogala or me. FYI - there were some conversations with ProStaff earlier this year around= =20 the same topic and I believe the conclusion was that their bandwidth needs = to=20 were too small to be interesting. I would recommend that we get some sizi= ng=20 info from Corestaff up front so we can determine whether it is worth their= =20 time and ours. =20 Thanks again, Brad =09Colleen Koenig@ENRON =0912/18/00 05:23 PM =09=09=20 =09=09 To: Brad Nebergall/Enron Communications@Enron Communications =09=09 cc: Jennifer Medcalf/NA/Enron@Enron =09=09 Subject: Broadband opportunity with Corestaff Brad, As you are aware, Enron has recently signed an agreement with Corestaff for= =20 temporary staffing services. Our group, Global Strategic Sourcing Business= =20 Development, is now working with Corestaff from a cross-sell prospective. = =20 Corestaff has a contract with MCI for broadband services that will be comin= g=20 up this year for renegotiation. In the coming month, we would like to=20 facilitate a meeting with the EBS contacts you determine and the Corestaff = IT=20 contacts. Nationally, Corestaff has 100 offices and its parent company, The Corporate= =20 Services Group, has 348 offices located in Great Britain, France and Spain.= =20 For your reference, I've also included the original all-Enron e-mail=20 regarding the Corestaff alliance. =20 Colleen Koenig Analyst Global Strategic Sourcing, Business Development 713.345.5326=20 ----- Forwarded by Colleen Koenig/NA/Enron on 12/18/2000 05:15 PM ----- =09Cindy Olson Executive VP Human Resources & Community Relations =09Sent by: Enron Announcements =0912/12/2000 06:50 PM =09=09 =09=09 To: All Enron Employees United States =09=09 cc:=20 =09=09 Subject: Improved Process for Engaging Temporary Workers Cindy Olson Executive VP Human Resources & Community Relations =20 As you are aware, Enron utilizes temporary staffing services to satisfy=20 staffing requirements throughout the company. For the past several months,= a=20 project team, representing Enron=01,s temporary staffing users, have resear= ched=20 and evaluated alternative Managed Services programs to determine which sour= ce=20 would best meet our current and future needs in terms of quality, performan= ce=20 and cost containment objectives. The Business Unit Implementation Project= =20 Team members are:=20 Laurie Koenig, Operations Management, EES Carolyn Vigne, Administration, EE&CC Linda Martin, Accounting & Accounts Payable, Corporate Beverly Stephens, Administration, ENA Norma Hasenjager, Human Resources, ET&S Peggy McCurley, Administration, Networks Jane Ellen Weaver, Enron Broadband Services Paulette Obrecht, Legal, Corporate George Weber, GSS In addition, Eric Merten (EBS), Kathy Cook (EE&CC), Carolyn Gilley (ENA),= =20 Larry Dallman (Corp/AP), and Diane Eckels (GSS) were active members of the= =20 Selection Project Team. As a result of the team=01,s efforts, we are pleased to announce the beginn= ing=20 of a strategic alliance with CORESTAFF=01,s Managed Services Group. This g= roup=20 will function as a vendor-neutral management entity overseeing all staffing= =20 vendors in the program scope. They will also provide a web based online=20 technology tool that will enhance the ordering and reporting capabilities. = =20 The goal of our alliance with CORESTAFF is to make obtaining a temporary=20 worker with the right skills and experience easier while protecting the bes= t=20 interests of the organization.=20 We plan to implement Phase I of this improvement effective January 2, 2001.= =20 This Phase I of the implementation will encompass administrative/clerical= =20 temporary workers at the Houston locations only. If you currently have=20 administrative/clerical temporary workers in your department, the enhanceme= nt=20 will not affect their position. In an effort to preserve relationships, all= =20 current staffing vendors will be invited to participate in this enhanced=20 program. CORESTAFF shares our commitment to minimize any disruptions in=20 service during this transition.=20 =20 We expect to incorporate the administrative/clerical workers in Omaha,=20 Seattle and Portland in Phase II, which is scheduled for February, 2001. T= he=20 scope and timing of any additional phases will be determined after these tw= o=20 phases have been completed. Realizing the impact that the temporary workforce has in business today, we= =20 selected CORESTAFF=01,s Managed Services Group based on their exceptional= =20 management team, commitment to quality service, and creative solutions to o= ur=20 staffing needs. The relationship promises to offer Enron a cost effective= =20 and simple means for obtaining temporary employees. In the coming weeks, Enron and CORESTAFF=01,s Managed Services Group will b= e=20 communicating to Enron=01,s administrative/clerical temporary staffing vend= ors=20 about the new process. =20 There are many benefits to this new Managed Services program, which are=20 outlined on the attached page. More details on how to utilize CORESTAFF=01= ,s=20 Managed Services program will be announced soon and meetings will be=20 scheduled to demonstrate the reporting system and to meet the Managed=20 Services team. What is Managed Services? CORESTAFF=01,s Managed Services program includes: ? Vendor-neutral management model ? Equal distribution of staffing orders to all staffing partners ? Web-based application with online ordering, data capture and customized= =20 reporting ? Benchmarking and performance measurement for continuous improvement ? Methodologies for accurate skill-matching and fulfillment efficiencies=20 Key Benefits ? More vendors working on each order from the outset =01) faster access to= =20 available talent pools ? Standardized mark-ups and fees to manage costs more effectively ? Online access to requisition status for users=20 ? Robust databases offering managers enhanced tracking and reporting of=20 temporary usage and expenditures ? Standard and customized reporting capabilities -- online ? Tenured, experienced Managed Services team on-site to assist users in=20 accessing web site, identifying usage trends, preparing specialized reports= ,=20 etc. =20 Corestaff/Managed Services/Staffing Joseph Marsh =01) Lead / Operations ([email protected]; 713-438-1400) Amy Binney, Sharon B. Sellers =01) Operations Cherri Carbonara =01) Marketing / Communications Cynthia Duhon =01)Staffing Partner management	[email protected]	[email protected]
arnold-j/deleted_items/1.	subject: RE: content: Sounds like tomm. Let me know time you'll be heading over -----Original Message----- From: Arnold, John Sent: Thursday, October 04, 2001 3:12 PM To: Hayden, Frank Subject: RE: going to the game. I'll be at the front porch tomorrow... -----Original Message----- From: Hayden, Frank Sent: Thursday, October 04, 2001 3:09 PM To: Arnold, John Subject: Beers tonight?	[email protected]	[email protected]
arnold-j/deleted_items/10.	subject: Natural content: FYI - energy092301.doc	[email protected]	[email protected]
arnold-j/deleted_items/100.	subject: The Exchange anticipates resuming regular trading hours beginning content: cant u do something about this -----Original Message----- From: Arnold, John Sent: Monday, October 08, 2001 11:53 AM To: Fraser, Jennifer Subject: RE: 25% ACROSS THE BOARD REDUCTION IN ENE HEADCOUNT they're giving away a porsche boxster or a cardboard boxcutter? -----Original Message----- From: Fraser, Jennifer Sent: Monday, October 08, 2001 10:50 AM To: Arnold, John Subject: RE: 25% ACROSS THE BOARD REDUCTION IN ENE HEADCOUNT that means nothing..uk is giving away boxter for new employees ans slicing 10% at same time -----Original Message----- From: Arnold, John Sent: Monday, October 08, 2001 11:48 AM To: Fraser, Jennifer Subject: RE: 25% ACROSS THE BOARD REDUCTION IN ENE HEADCOUNT no way. we're still paying $5000 for new employee referrals -----Original Message----- From: Fraser, Jennifer Sent: Monday, October 08, 2001 10:18 AM To: Arnold, John Subject: 25% ACROSS THE BOARD REDUCTION IN ENE HEADCOUNT YA HEARING ANYTHING ON THIS GEORGE DOWN--CRUDE FLOOR EVACUATED AND BROUGHT BACK	[email protected]	[email protected]
arnold-j/deleted_items/101.	subject: The Source content: THE SOURCE The eSource Bulletin October 2001 COMPANY INFORMATION ? Looking for a company's?.? Business Description Executives/Bios Financials Facilities Competitors Subsidiaries SIC Codes Government/SEC Filings Lawsuits Global Securities Public Records Commodity Pricing Technical Publications Intellectual Property News Credit Reports Economic Analysis Global Industries Market Research Reports Analyst Reports Strategic Alliances/JVs Global Credit Ratings Mergers & Acquisitions Syndicated Loans Restructures Corporate Governance Venture Capital Information is available for public, foreign and private companies on a real-time, historical and forecast basis. ? Where do I look for general information on a company? Company website, Hoovers, Dow Jones Interactive, Nexis-Company Dossier, Yahoo market guide ? Where are corporate financials or equity information? SEC filings (10-K, 10-Q), Analyst reports, Global Disclosure, Dunn & Bradstreet, Million Dollar Database, Bloomberg, Firstcall, investex, Multex ? Where can I find a company's credit rating? Standard & Poors' , Moody's and Fitch ? I cannot find any information on a company, why not? 1. Check the spelling of the company name 2. The company is a subsidiary and/or its parent is a foreign entity (non US) 3. It may be a Private Company (information is not readily available) 4. Contact eSource (http://esource.enron.com/RequestSearch.asp) with your detailed request. Web Sources Proprietary Databases General: Bloomberg www.yahoo.com Dialog www.fool.com Dun & Bradstreet www.redherring.com FactSet www.corporateinformation.com FirstCall www.allbusiness.com FIS Online www.moneycentral.msn.com Global Access General (need password): Hoover's www.hoovers.com Investex www.djinteractive.com MillionDollarDatabase www.nexis.com Moody's Financial: Multex www.areport.com SDC www.sec.gov Standard & Poors www.financials.com Skyminder www.tenkwizzard.com LiveEdgar www.usatoday.com *Fee-based, available through eSource: 713-853-7877 Check out these and other great web sources at http://esource.enron.com	[email protected]	All Enron Worldwide@ENRON <??SAll Enron Worldwide@ENRON>
arnold-j/deleted_items/102.	subject: It's a fake! content: Hey Guys, that picture is a fake! How did the camera survive? If you saw a plane coming straight at you, would you take a picture or run for your life? Ha Ha.	[email protected]	[email protected], [email protected]
arnold-j/deleted_items/103.	subject: OnePass Member continental.com Specials for john arnold content: continental.com Specials for john arnold Tuesday, October 9, 2001 **************************************** EARN DOUBLE MILES THAT APPLY TOWARD ELITE STATUS We're offering double miles to OnePass members traveling between October 2 and November 15, 2001 on Continental Airlines, Continental Express and Continental code-share flights. In addition, these double miles will apply toward 2002 Elite status. Visit: http://continentalairlines.rsc01.net/servlet/cc?JHDUTWEqHkghsKFLJmDLgkhgDJhtE0EV to register and for complete details. TOOLS FOR THE MOBILE TRAVELER You can conveniently manage your travel planning and OnePass account with Continental's wireless services when and where you want. We make it easy for you to get the information you need. * Check real-time flight status * View Continental schedules * View current eTicketed itineraries * Check seat availability for a Continental flight * Check OnePass Mileage Balance * View Continental contact information * Check Ticket Office and Presidents Club Locations and Numbers Visit: http://continentalairlines.rsc01.net/servlet/cc?JHDUTWEqHkghsKFLJmDLgkhgDJhtE0EU and get connected ************************************** TABLE OF CONTENTS 1. This Week's Destinations 2. Westin Hotels & Resorts, Sheraton Hotels & Resorts, Four Points by Sheraton, St. Regis, The Luxury Collection and W Hotels 3. Hilton Hotel Offers 4. Alamo Rent A Car Offers 5. National Car Rental Offers ************************************ 1. THIS WEEK'S DESTINATIONS Depart Saturday, October 13 and return on either Monday, October 15 or Tuesday, October 16, 2001. Please see the Terms and Conditions listed at the end of this e-mail. For OnePass members, here are special opportunities to redeem miles for travel to the following destinations. As an additional benefit, OnePass Elite members can travel using the miles below as the only payment necessary. The following are this week's OnePass continental.com Specials. To use your OnePass miles (as listed below) to purchase continental.com Specials, you must call 1-800-642-1617. THERE WILL NOT BE AN ADDITIONAL $20 CHARGE WHEN REDEEMING ONEPASS MILES FOR CONTINENTAL.COM SPECIALS THROUGH THE TOLL FREE RESERVATIONS NUMBER. If you are not using your OnePass miles, purchase continental.com Specials online until 11:59pm (CST) Friday at http://continentalairlines.rsc01.net/servlet/cc?JHDUTWEqHkghsKFLJmDLgkhgDJhtE0EW You can also purchase continental.com Specials for an additional cost of $20 per ticket through our telephone service at 1-800-642-1617. ************************************ TRAVEL MAY ORIGINATE IN EITHER CITY ************************************ Roundtrip BETWEEN CLEVELAND, OH and: $29 + 10,000 Miles or $109 - Chicago, IL (Midway only) $29 + 12,500 Miles or $119 - Louisville, KY $29 + 12,500 Miles or $129 - Milwaukee, WI $29 + 12,500 Miles or $129 - New York, NY (LaGuardia only) Roundtrip BETWEEN HOUSTON, TX and: $29 + 10,000 Miles or $109 - Austin, TX $29 + 10,000 Miles or $109 - Brownsville/South Padre Island, TX $29 + 10,000 Miles or $109 - Gulfport/Biloxi, MS Roundtrip BETWEEN NEW YORK/NEWARK and: $29 + 10,000 Miles or $109 - Portland, ME $29 + 12,500 Miles or $119 - West Palm Beach, FL ************************************ 2. CONTINENTAL.COM SPECIALS LAST-MINUTE WEEKEND RATES FROM WESTIN HOTELS & RESORTS, SHERATON HOTELS & RESORTS, FOUR POINTS BY SHERATON, ST. REGIS, THE LUXURY COLLECTION, AND W HOTELS Visit our site for booking these and other Last-Minute Weekend Rates for this weekend October 12 - October 16, 2001. http://continentalairlines.rsc01.net/servlet/cc?JHDUTWEqHkghsKFLJmDLgkhgDJhtE0EX -------------------------------------- Florida - Pompano Beach - Four Points by Sheraton Pompano Beach - $75.00 Illinois - Arlington Heights - Sheraton Chicago Northwest - $65.00 Illinois - Chicago - Sheraton Chicago Hotel and Towers - $130.00 Illinois - Chicago - The Westin Michigan Avenue Chicago - $136.00 Illinois - Chicago - The Westin Chicago River North - $119.00 Illinois - Elk Grove Village - Sheraton Suites Elk Grove Village - $71.00 Illinois - Oakbrook Terrace - Four Points by Sheraton Oakbrook - $64.00 Maine - South Portland - Sheraton South Portland Hotel - $116.00 New Jersey - East Rutherford - Sheraton Meadowlands Hotel and Conference Center - $99.00 New Jersey - Elizabeth - Four Points by Sheraton Newark Airport - $71.00 New Jersey - Iselin - Sheraton at Woodbridge Place Hotel - $71.00 New Jersey - Parsippany - Sheraton Parsippany Hotel - $70.00 New Jersey - Piscataway - Four Points by Sheraton Somerset/Piscataway - $65.00 New Jersey - Weehawken - Sheraton Suites on the Hudson - $109.00 New York - New York - Sheraton Russell Hotel - $179.00 New York - New York - Sheraton New York Hotel and Towers - $169.00 New York - New York - Essex House - A Westin Hotel - $185.00 Ohio - Cuyahoga Falls - Sheraton Suites Akron/Cuyahoga Falls - $99.00 Ohio - Independence - Four Points by Sheraton Cleveland South - $65.00 Texas - Houston - Sheraton Houston Brookhollow Hotel - $45.00 Texas - Houston - The Westin Galleria Houston - $64.00 Texas - Houston - The Westin Oaks - $70.00 Wisconsin - Brookfield - Sheraton Milwaukee Brookfield Hotel - $49.00 For complete details on these offers, please refer to the terms and conditions below. ************************************ 3. CONTINENTAL.COM SPECIALS FROM HILTON HOTELS AND RESORTS The following rates are available October 13 - October 15, 2001 and are priced per night. -------------------------------------- Austin, TX - Doubletree Hotel Austin - $99 Austin, TX - Hilton Austin North - $99 Chicago, IL - Doubletree Guest Suites Downers Grove, Downers Grove, IL - $129 Chicago, IL - Embassy Suites Hotel Chicago-Downtown/Lakefront - $179 Chicago, IL - Hilton Garden Inn Chicago Downtown North - $159 Chicago, IL - Hilton Oak Lawn, Oak Lawn, IL - $109 Cleveland, OH - Hilton Cleveland East/Beachwood, Beachwood, OH - $109 Houston, TX - Hilton Houston Hobby Airport - $109 Houston, TX - Hilton Houston Southwest - $109 Houston, TX - Hilton Houston Westchase and Towers - $149 New York, NY - Hilton Times Square, New York, NY - $189 New York, NY/Newark, NJ - Hilton Hasbrouck Heights, Hasbrouck Heights, NJ - $149 New York, NY/Newark, NJ - Hilton Parsippany, Parsippany, NJ - $89 Palm Beach, FL - Doubletree Hotel Palm Beach Gardens - $79 Palm Beach, FL - Hilton Palm Beach Airport - $86 Portland, ME - Doubletree Hotel Portland - $89 To book this week's special rates for Hilton Family Hotels, visit and book at http://continentalairlines.rsc01.net/servlet/cc?JHDUTWEqHkghsKFLJmDLgkhgDJhtE0EY Special rates apply only for the dates listed at each hotel and are subject to availability. Check hilton.com for specific dates at each Hilton Family Hotel. Or call at 1-800-774-1500 and ask for Value Rates. Restrictions apply to these rates. ****************************** 4. CONTINENTAL.COM SPECIALS FROM ALAMO RENT A CAR Rates listed below are valid on compact class vehicles at airport locations only. Other car types may be available. Rates are valid for rentals on Saturday, October 13 with returns Monday, October 15 or Tuesday, October 16, 2001. ------------------------------- $20 a day in: Austin, TX (AUS) $23 a day in: Cleveland, OH (CLE) $26 a day in: Newark, NJ (EWR) $18 a day in: Houston, TX (IAH) $26 a day in: Chicago, IL (MDW) $18 a day in: Milwaukee, WI (MKE) $26 a day in: West Palm Beach, FL (PBI) $20 a day in: Portland, ME (PWM) To receive special continental.com Specials discounted rates, simply make advance reservations and be sure to request ID # 596871 and Rate Code 33. Book your reservation online at: http://continentalairlines.rsc01.net/servlet/cc?JHDUTWEqHkghsKFLJmDLgkhgDJhtE0EZ or contact Alamo at 1-800 GO ALAMO. If you are traveling to a city or a different date that is not listed, Alamo offers great rates when you book online at: http://continentalairlines.rsc01.net/servlet/cc?JHDUTWEqHkghsKFLJmDLgkhgDJhtE0EA For complete details on these offers, please refer to Alamo's terms and conditions below. *************************************** 5. CONTINENTAL.COM SPECIALS FROM NATIONAL CAR RENTAL Rates listed below are valid on intermediate class vehicles at airport locations only. Other car types may be available. Rates are valid for rentals on Saturday, October 13 with returns Monday, October 15 or Tuesday, October 16, 2001. ------------------------------------------ $23 a day in: Austin, TX (AUS) $26 a day in: Cleveland, OH (CLE) $29 a day in: Newark, NJ (EWR) $21 a day in: Gulfport/Biloxi, MS (GPT) $21 a day in: Houston, TX (IAH) $47 a day in: New York, NY (LGA) $29 a day in: Chicago, IL (MDW) $24 a day in: Milwaukee, WI (MKE) $29 a day in: West Palm Beach, FL (PBI) $23 a day in: Portland, ME (PWM) $47 a day in: Louisville, KY (SDF) To receive your continental.com Specials discounted rates, simply make your reservations in advance and be sure to request Product Code COOLUS. To make your reservation, contact National at 1-800-CAR-RENT (1-800-227-7368), or book your reservation online at http://continentalairlines.rsc01.net/servlet/cc?JHDUTWEqHkghsKFLJmDLgkhgDJhtE0EB Please enter COOLUS in the Product Rate Code field, and 5037126 in the Contract ID field to ensure you get these rates on these dates. * If you are traveling to a city or a different date that is not listed, National offers great rates when you book online at: http://continentalairlines.rsc01.net/servlet/cc?JHDUTWEqHkghsKFLJmDLgkhgDJhtE0EC For complete details on these offers, please refer to National's terms and conditions below. ************************************** CONTINENTAL.COM SPECIALS RULES: Fares include a $37.20 fuel surcharge. Passenger Facility Charges, up to $18 depending on routing, are not included. Up to $2.75 per segment federal excise tax, as applicable, is not included. Applicable International and or Canadian taxes and fees up to $108, varying by destination, are not included and may vary slightly depending on currency exchange rate at the time of purchase. For a complete listing of rules please visit: http://continentalairlines.rsc01.net/servlet/cc?JHDUTWEqHkghsKFLJmDLgkhgDJhtE0EUT ALAMO RENT A CAR'S TERMS AND CONDITIONS: Taxes (including VLF taxes up to US$1.89 per day in California and GST), other governmentally-authorized or imposed surcharges, license recoupment fees, fuel, additional driver fee, drop charges and optional items (such as CDW Waiver Savers(R) up to US$18.99 a day,) are extra. Renter must meet standard age, driver and credit requirements. Rates higher for drivers under age 25. Concession recoupment fees may add up to 14% to the rental rate at some on-airport locations. Up to 10.75% may be added to the rental rate if you rent at an off-airport location and exit on our shuttle bus. Weekly rates require a 5-day minimum rental or daily rates apply. For weekend rates, the vehicle must be picked up after 9 a.m. on Thursday and returned before midnight on Monday or higher daily rates apply. 24-hour advance reservation required. May not be combined with other discounts. Availability is limited. All vehicles must be returned to the country of origin. Offer not valid in San Jose, CA. NATIONAL CAR RENTAL TERMS AND CONDITIONS: Customer must provide Contract ID# at the time of reservation to be eligible for discounts. Offer valid at participating National locations in the US and Canada. Minimum rental age is 25. This offer is not valid with any other special discount or promotion. Standard rental qualifications apply. Subject to availability and blackout dates. Advance reservations required. Geographic driving restrictions may apply. TERMS AND CONDITIONS FOR WESTIN, SHERATON, FOUR POINTS, ST. REGIS, THE LUXURY COLLECTION, AND W HOTELS: Offer is subject to availability. Advance Reservations required and is based on single/double occupancy. Offer not applicable to group travel. Additional Service charge and tax may apply. The discount is reflected in the rate quoted. Offer valid at participating hotel only. Offer valid for stays on Fri - Mon with a Friday or Saturday night arrival required. Rate available for this coming weekend only. Offer available only by making reservations via the internet. A limited number of rooms may be available at these rates. --------------------------------------- This e-mail message and its contents are copyrighted and are proprietary products of Continental Airlines, Inc. Any unauthorized use, reproduction, or transfer of the message or its content, in any medium, is strictly prohibited. ************************************** UNFORTUNATELY MAIL SENT TO THIS ADDRESS CANNOT BE ANSWERED. If you need assistance please visit: http://continentalairlines.rsc01.net/servlet/cc?JHDUTWEqHkghsKFLJmDLgkhgDJhtE0EUV This e-mail was sent to: [email protected] You registered with OnePass Number: AK772745 View our privacy policy at: http://continentalairlines.rsc01.net/servlet/cc?JHDUTWEqHkghsKFLJmDLgkhgDJhtE0EUU TO UNSUBSCRIBE: We hope you will find continental.com Specials a valuable source of information. However, if you prefer not to take advantage of this opportunity, please let us know by visiting the continental.com Specials page on our web site at: http://continentalairlines.rsc01.net/servlet/cc?JHDUTWEqHkghsKFLJmDLgkhgDJhtE0EUX TO SUBSCRIBE: Please visit the continental.com Specials page on our web site at: http://continentalairlines.rsc01.net/servlet/cc?JHDUTWEqHkghsKFLJmDLgkhgDJhtE0EUW	[email protected]	[email protected]
arnold-j/deleted_items/104.	subject: ALL daily charts and matrices as hot links 10/9 content: 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. Crude http://www.carrfut.com/research/Energy1/crude32.pdf Natural Gas http://www.carrfut.com/research/Energy1/ngas32.pdf Distillate http://www.carrfut.com/research/Energy1/hoil32.pdf Unleaded http://www.carrfut.com/research/Energy1/unlded32.pdf Nov WTI/Brent Spread http://www.carrfut.com/research/Energy1/clxqox.pdf Heat Crack http://www.carrfut.com/research/Energy1/heatcrack.pdf Gas Crack http://www.carrfut.com/research/Energy1/gascrack.pdf Jan/Feb Heat http://www.carrfut.com/research/Energy1/hofhog.pdf Gas/Heat Spread http://www.carrfut.com/research/Energy1/huxhox.pdf Nov/Mar Unlead http://www.carrfut.com/research/Energy1/huxhuh.pdf Nat Gas Strip Matrix http://www.carrfut.com/research/Energy1/StripmatrixNG32.pdf Nat Gas Spread Matrix http://www.carrfut.com/research/Energy1/SpreadmatrixNG32.pdf Crude and Products Spread Matrix http://www.carrfut.com/research/Energy1/SpreadmatrixCL32.pdf Scott Oblander 312-762-1015 312-762-1014 fax Carr Futures 150 S. Wacker Suite 1500 Chicago, IL 60606	[email protected]	[email protected]
arnold-j/deleted_items/105.	subject: Nat Gas market analysis for 10-9-01 content: Attached please find the Natural Gas market analysis for today. Thanks, Bob McKinney - 10-9-01 Nat Gas.doc	[email protected]	[email protected]
arnold-j/deleted_items/106.	subject: FW: Gas Options Trader content: I know a set up when I see one -----Original Message----- From: "Adrian Clark" <[email protected]>@ENRON [mailto:IMCEANOTES-+22Adrian+20Clark+22+20+3CAClark+40firstcallassociates+2Ecom+3E+40ENRON@ENRON.com] Sent: Wednesday, October 03, 2001 4:29 PM To: Maggi, Mike Subject: Gas Options Trader Mike, Hello. My name is Adrian Clark and I am an executive recruiter in the energy industry. One of my industry sources told me you are a successful Gas Options Trader. My firm, First Call Associates, is currently doing a search for some clients of ours, one of which is retained, which are looking to hire high-quality Gas Options Traders. If you, or someone you know, has an interest in learning more about these opportunities, please contact me. If the timing is not right for you at this time, I've included my contact information for future reference. You can find more information about us at www.firstcallassociates.com. The founders of our firm came from the energy business themselves, having spent more than 10 years trading energy (both gas and power). Because of their experience, we have been able to form relationships with some of the leading energy companies in the country enabling us to present qualified employees for their consideration. Be assured that any information we discuss will be completely confidential. My apologies for sending this to your email at work but I have not been able to get you by telephone during business hours. Adrian Clark Director First Call Associates, Inc. 8 Andrew Dr. Canton, CT 06019 860-693-4122 860-693-4118 (fax) [email protected] - winmail.dat	[email protected]	[email protected]
arnold-j/deleted_items/107.	subject: Enron Mentions content: Northwest Natural Buys Enron Unit For $1.9 Billion in Cash and Stock The Wall Street Journal, 10/09/01 NORTHWEST NATURAL GAS ANNOUNCES DEAL WITH ENRON The New York Times, 10/09/01 COMPANIES & FINANCE THE AMERICAS - Enron to sell utility - NEWS DIGEST. Financial Times (U.K. edition), 10/09/01 COMPANIES & FINANCE UK: Budge digs deep and saves Hatfield Colliery Financial Times; Oct 9, 2001 Enron Sells Oregon Utility The Washington Post, 10/09/01 Enron Seals deal to sell Portland General utility Houston Chronicle, 10/09/01 United States The Globe and Mail, 10/09/01 CoalPower buy The Independent - London, 10/09/01 NW Natural Gas Chmn & CEO CNNfn: Street Sweep, 10/08/01 CHINA: PetroChina to boost gas output in southwest. Reuters English News Service, 10/09/01 Northwest Natural Buys Enron Unit For $1.9 Billion in Cash and Stock By Robin Sidel Staff Reporter of The Wall Street Journal 10/09/2001 The Wall Street Journal A4 (Copyright (c) 2001, Dow Jones & Company, Inc.) Enron Corp., as expected, agreed to sell its Portland General Electric utility to Northwest Natural Gas Co. for nearly $1.9 billion in cash and stock in a transaction that will unite the largest gas and electric utilities in Oregon. Northwest Natural also is expected to assume $1.1 billion in debt. For Enron, the move comes about five years after it bought Portland General as part of a plan to break into the nation's deregulating power markets. Since then, Enron has backed away from that strategy, in part because of the California energy crisis. Enron agreed to sell the utility to Sierra Pacific Resources, of Reno, Nev., for about $2 billion in 1999, but that transaction fell apart this year. Meanwhile, little-known Northwest Natural, of Portland, Ore., is betting that buying Portland General's operations will give it more muscle on its home turf. The combined company, with $5 billion in assets, will have more than 1.25 million electric and gas customers and will own more than 2,000 megawatts of generation, 26,000 miles of electric transmission and distribution lines, as well as 12,000 miles of gas lines. Northwest Natural supplies natural gas to more than 500,000 residential and business customers in Oregon and Vancouver, Wash. Portland General is an electric utility serving more than 1.4 million customers in Oregon. Terms of the transaction call for Enron to receive $1.55 billion in cash, $200 million in Northwest Natural preferred stock, and $50 million in Northwest Natural common stock. Enron has agreed to hold the securities for at least 2 1/2 years. The common equity stake will give Enron voting rights amounting to 4.9% of the total number of Northwest Natural shares outstanding. Enron, a Houston energy-trading concern, also will receive as many as two seats on Northwest Natural's board, which has 12 members and the authority to boost that number to 13. It isn't clear if Enron would seek two seats. "This sale is consistent with our overall objective of selling assets that are not strategic to our wholesale and retail energy business," said Kenneth L. Lay, Enron's chairman and chief executive. The cash portion of the transaction will be raised through loans arranged by Merrill Lynch & Co. , of New York, and Credit Suisse First Boston, a unit of Switzerland's Credit Suisse Group. Enron was advised by Credit Suisse First Boston, and Northwest Natural's financial adviser was Merrill Lynch. Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. Business/Financial Desk; Section C COMPANY NEWS NORTHWEST NATURAL GAS ANNOUNCES DEAL WITH ENRON AP 10/09/2001 The New York Times Page 4, Column 1 c. 2001 New York Times Company As expected, Northwest Natural Gas said yesterday that it would buy Portland General Electric from the Enron Corporation for $1.55 billion in cash and $350 million in securities in a deal to combine the largest natural gas and electric utilities in Oregon. Northwest Natural said it expected to close the purchase late next year, pending approval by regulators and its shareholders. An undetermined number of jobs will be cut. Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. COMPANIES & FINANCE THE AMERICAS - Enron to sell utility - NEWS DIGEST. By SHEILA MCNULTY. 10/09/2001 Financial Times (U.K. edition) (c) 2001 Financial Times Limited . All Rights Reserved Enron, the US energy giant, has agreed to sell electricity utility Portland General Electric to Northwest Natural Gas for $1.88bn. NW Natural, a regional utility, will also assume about $1.1bn in PG debt and preferred stock. Enron had been seeking to dispose of the utility for some time because it is no longer core. It is also attempting to dispose of up to $5bn in other assets - primarily international infrastructure projects in developing countries where Enron believes there is little chance of building its wholesale and retail business around them. Sheila McNulty, Houston. (c) Copyright Financial Times Ltd. All rights reserved. http://www.ft.com. Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. COMPANIES & FINANCE UK: Budge digs deep and saves Hatfield Colliery Financial Times; Oct 9, 2001 By ANDREW TAYLOR Brian Wilson, energy minister, yesterday welcomed the decision to restart coal production at Hatfield Colliery following the mine's rescue by Richard Budge, former chief executive of UK Coal. The Coal Authority, responsible for licensing mining, formally approved the takeover of Hatfield by Mr Budge's new company, Coal Power, paving the way for production to restart next month. Mr Budge, who earlier this year was ousted as UK Coal's chief executive, beat his former company and Enron, the US energy group, to buy Hatfield for about Pounds 5m. He was last month named preferred bidder for the colliery which went into liquidation in August. The government, in a bid to keep the pit alive, provided Pounds 6.69m of aid. Hatfield is estimated to have coal reserves of 15m-23m tonnes. Recent rises in gas prices with more competitive electricity trading have encouraged generators to switch to more flexible coal-fired plant. Sales of domestically produced coal had risen by 20 per cent in each of the past three years, while prices paid by power stations had risen from Pounds 22.50 a tonne 18 months ago to about Pounds 35, said Mr Budge. Financial Lehman Buys N.Y. Building 10/09/2001 The Washington Post FINAL E02 Copyright 2001, The Washington Post Co. All Rights Reserved Enron Sells Oregon Utility Enron agreed to sell Portland General Electric to Northwest Natural Gas for $2.9 billion in cash, stock and assumed debt, ending a more than two-year effort to shed its Oregon utility. Enron no longer needs Portland General to sell electricity in the West and wants to spend its money on more promising businesses, chief executive Ken Lay said. http://www.washingtonpost.com Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. Oct. 9, 2001 Houston Chronicle Enron seals deal to sell Portland General utility By LAURA GOLDBERG Copyright 2001 Houston Chronicle Investors reacted positively to Enron Corp.'s announcement Monday that it sealed a deal to sell utility Portland General Electric for almost $1.9 billion. Shares in the Houston-based energy traded finished the day up $1.72 at $33.45. "It's definitely an important catalyst for the stock," said Raymond Niles, an analyst who follows Enron for Salomon Smith Barney. Northwest Natural Gas Co. agreed to buy Portland General from the Houston-based energy trader, which has been trying to sell the utility for months. Under the deal, Enron is to receive $1.55 billion in cash, $200 million in NW Natural preferred stock and $50 million in NW Natural common stock. NW Natural will take over Enron's $75 million balance toward consumer rate cuts Enron agreed to when it bought Portland General in 1997. In addition, NW Natural, based in Portland, Ore., will assume about $1.1 billion in Portland General debt and preferred stock. The common equity stake in NW Natural will give Enron voting rights limited to 4.9 percent. Enron, which has agreed to hold its securities in NW Natural for at least 2 1/2 years, also will receive up to two board seats. The deal, subject to regulatory approvals, is expected to close by the fourth quarter of 2002. It's the second time Enron reached a deal to sell Portland General. Nevada-based Sierra Pacific Resources agreed to buy the utility in November 1999. The deal, valued at about $2 billion plus assumption of $1.1 billion debt and preferred stock, was officially called off in April, although it had been considered dead months before. Sierra Pacific planned to sell some of its Nevada assets to raise cash for the deal, but Nevada's move to electricity deregulation was delayed and Sierra couldn't carry out the sales. NW Natural is Oregon's largest natural gas utility, with more than 525,000 customers in northwest Oregon and southwest Washington. Portland General serves more than 730,000 customers and owns 2,015 megawatts of electricity generation. Enron is moving away from owning large physical assets so it can focus on trading and making markets in a variety of commodities. "This sale is consistent with our overall objective of selling assets that are not strategic to our wholesale and retail energy business," Ken Lay, Enron's chairman and chief executive, said in a statement. Enron bought the utility in 1997 in a deal worth $2 billion, plus it assumed $1.1 billion in debt and preferred stock. The NW Natural deal represents "a break-even transaction from a gain-loss standpoint," Enron spokeswoman Karen Denne said. Enron could use the proceeds to pay down debt, repurchase stock or invest in the company's high-growth businesses, she said. Enron, when the deal gets closer to completion, must assure investors that the money will be invested in a higher-return opportunity to avoid earnings dilution, said Carol Coale, an analyst with Prudential Securities in Houston. Investor confidence in Enron suffered after CEO Jeff Skilling, citing personal reasons, unexpectedly resigned in August. Even before then, Enron's stock had come under pressure for a variety of reasons. The Portland General deal "should add one notch in management's credibility belt," Coale said, adding: "They have several notches to go." Report on Business: The Wall Street Journal WHAT'S NEWS United States Wall Street Journal 10/09/2001 The Globe and Mail Metro B15 "All material Copyright (c) Bell Globemedia Publishing Inc. and its licensors. All rights reserved." Enron Corp. agreed to sell its Portland General Electric utility to Northwest Natural Gas Co. for nearly $1.9-billion (U.S.) in cash and stock in a transaction that will unite the largest gas and electric utilities in Oregon. Northwest Natural is also expected to assume $1.1-billion in debt. For Enron, the move comes about five years after it bought Portland General as part of a plan to break into deregulating U.S. power markets. Since then, Enron has backed away from that strategy, in part due to the California energy crisis. Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. Business CoalPower buy 10/09/2001 The Independent - London FOREIGN 21 (Copyright 2001 Independent Newspapers (UK) Limited) COALPOWER, THE company set up by the former chief executive of RJB Mining, Richard Budge, has bought and reopened the Hatfield coal mine in South Yorkshire, four weeks after it was mothballed. "The mine has re-opened and we have got men underground now," said CoalPower. CoalPower, which was named the preferred bidder by the Government a month ago, beat Enron and UK Coal to buy Hatfield. Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. Business NW Natural Gas Chmn & CEO Susan Lisovicz 10/08/2001 CNNfn: Street Sweep (c) Copyright Federal Document Clearing House. All Rights Reserved. SUSAN LISOVICZ, CNNfn ANCHOR, STREET SWEEP: As we told you earlier Enron (URL: http://.www.enron.com/) has agreed to sell its Portland General Electric unit to Northwest Natural Gas (URL: http://www.gasco.com/) for $1.9 billion. Richard Reiten is chairman and CEO of Northwest Natural Gas. He joins us from Portland, Oregon to discuss the deal. Welcome and congratulations. RICHARD REITEN, CHMN & CEO, NORTHWEST NAT. GAS: Thank you. LISOVICZ: Well the investors have spoken and so far it`s negative. Your stock is down about 40 cents. Why do you think the market`s not thrilled about what they`ve heard so far? REITEN: Well I don`t think being down 40 cents is really any indication in a market like today. In fact we`ve got a great transaction. Good for us, Northwest Natural Gas and certainly good for Enron. We`re able to create a five billion asset company headquartered here in Oregon. It`s going to have great growth as well as great shareholder value for Northwest National shareholders. So it`s a combination gas and electric company being created. Really we`re very excited about it. LISOVICZ: $1.9 billion in cash and stock. Fair price? REITEN: Yes. Fair for us and fair for Enron. It gives us great cash flow, great accretion to our earnings in the first year, a transaction that I think really benefits both parties. LISOVICZ: Will it be accretive to the bottom line in the first year? REITEN: Yes it will. LISOVICZ: OK. Tell me what shareholders can expect immediately if anything. REITEN: Well it`ll take a year for regulatory approval, nine to 12 months anyway. And then our first year as a combined company will most likely be 2003. We made it clear to our investors and shareholders that the transaction will be accretive in the first year even applying the old accounting rules amortizing good will. Without the good will amortization it`s double digit accretive. So it`s a very good transaction for us and our shareholders. LISOVICZ: How did gas prices play into this? Did they speed up or did -did they influence at all how these talks proceeded? REITEN: No they did not. You know gas prices have been declining rather dramatically over the last three months from highs over the previous year. But they`re coming down now and will be more moderate we think out over the next year but didn`t play any role in this. We passed through the gas cost without margin to our customers as most local gas distribution utilities do. They will play a real role because we could bring the gas supply asset storage and so on of our company to Portland General Electric`s gas-fired generation. So the combination of those assets are really a powerful set. LISOVICZ: What was most attractive about this property? REITEN: Well I think you have a almost total overlap of geography. Eighty percent of Portland General Electric`s customers are located inside Northwest Natural Gas service territory. Ninety five percent of the assets are all in Oregon. We have a small gas distribution property in southwest Washington. But there`s terrific overlap, a lot of savings for customers as we move forward to bring the companies together and certainly the accretion for our shareholders as well. LISOVICZ: OK. Richard Reiten, the chairman and CEO of Northwest Natural Gas. Congratulations. Thanks for joining us. REITEN: Thank you very much. Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. CHINA: PetroChina to boost gas output in southwest. 10/09/2001 Reuters English News Service (C) Reuters Limited 2001. BEIJING, Oct 9 (Reuters) - China's oil major PetroChina has made three natural gas discoveries this year in the southwest Sichuan Basin and aims to boost output in the area by 50 percent, company officials said on Tuesday. Natural gas output in the Sichuan Basin was expected to rise to 12 billion cubic metres (bcm) in 2005 from 8.0 bcm in 2000, an official of PetroChina's subsidiary, Southwest Oil and Gas Co, said from the Sichuan capital of Chengdu. To fulfil this target, the southwest company would add an annual gas production capacity of 4.2 bcm over the next four years, which would be focus on the Datianchi and Baimamiao gas fields, the official told Reuters. "The gas recovery rate in Sichuan basin was not very high. We will try hard to incease our production capacity in the coming years," he said. The Sichuan Basin is PetroChina's biggest gas producing area. The three discoveries PetroChina made so far this year in Sichuan had a combined possible gas reserves of 25.2 bcm, another official said. The Nanchong structure in central Sichuan had a gas reserve of 17.8 bcm, the Jinzhuping structure in the east contained 2.88 bcm of reserves and the Longquan structure in the west had 5.5 bcm, the official said. The three structures cover a total area of 447 square km (172.6 sq miles), he said. Experts have predicted gas reserves in the Sichuan Basin were likely to be one trillion cubic metres by 2005. PetroChina has also speeded up construction of several natural gas purification plants in Sichuan, including one in the Zhongxian county of Chongqing, where a planned gas pipeline to the neighbouring province of Hubei starts, he said. Gas purification capacity in the basin would rise to 9.0 bcm in 2004 from 5.5 bcm in 2000. GAS PIPELINES PetroChina is at the preparation stage of the Zhongxian-Hubei pipeline, China's first joint venture gas pipeline. The Chinese company holds a 55 percent stake in $400 million project and U.S. energy firm Enron the remainder. The two companies, which finished a feasibility study and got state approval for building the pipeline last year, were busy doing a market survey, the official said. The 680 km (420 mile) pipeline, designed to transfer 3.0 bcm of natural gas a year, may be extended to the province of Hunan later, he said. The Southwest Oil and Gas Co is cooperating with French firm Sofregas to upgrade more than 1,000 km of gas pipelines in Sichuan. The $230 million upgrade, including repairs, cleaning and extending pipelines, would enable the trunk lines to transfer 8.0 million cubic metres per day upon completion in mid-2003, the official said. Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved.	[email protected]
arnold-j/deleted_items/108.	subject: RE: content: which brian? -----Original Message----- From: Arnold, John Sent: Tuesday, October 9, 2001 7:38 AM To: Arnold, Matthew Subject: what's brian's last name?	[email protected]	[email protected]
arnold-j/deleted_items/109.	subject: RE: content: he's not coming. -----Original Message----- From: Arnold, John Sent: Monday, October 08, 2001 6:37 PM To: Shankman, Jeffrey A.; Nowlan Jr., John L. Subject: Not so impressed with David goldman. For a guy who has worked in derivatives for 10 years, couldnt answer some simple questions. Very poor financial derivatives knowledge even though he worked at CRT for a long time and a Lyonnais for a while. The only value I see in him is that he worked at BP for a while and might have some knowledge as to how they work.	[email protected]	[email protected]
arnold-j/deleted_items/11.	subject: RE: ICE content: hi.. Noted that ICE is competition.. I am not interested in us supporting that product at all.. I am still pushing Campbell and others to use an alternate solution that gives us the advantage of seeing flow first hand in a discrete way. An ICE solution more foils my attempts to build liquidity for the crude desk than gas. Currently ICE has a much better market share on crude and the addition of program funds would further frustrate our efforts to ever build a flow business. On the flip side, ICE will not solve Campbell's problems on gas (prob not on crude either) because there is no certainty they will get a tight market.. the very reason they are still talking to us.. so I guess I am not worried. I am just pissed that these "solutions" keep popping up that keep Campbell and others from making decisions NOW. I still like the Deutsche solution and am talking to them again next week.. should have some comment from Campbell by then too.. I am still looking for a system that can also accommodate credit constraints as well.. you know.. our lines are pretty full with all the banks who would be able to give us more flow..Deutsche system could help this too. will keep you informed.. c on a side note.. have been trying still to educate EOL (Bob Shultz) on these considerations.. they are still debating whether we should have a clearing arrangement with someone.. that won't get around the CFTC issue.. -----Original Message----- From: Arnold, John Sent: Wednesday, September 19, 2001 7:24 PM To: Abramo, Caroline Subject: RE: ICE Hey: 1. Theoretically we could agree upon a trade and cross it on ICE after hours when the risk that someone else gets inside is remote. This is a prearranged trade and is illegal on Nymex, but it is my understanding it will be legal on ICE assuming ICE uses the IPE clearing platform, where prearranged trading is legal. Agree about liquidity. I dont think this really helps ICE's volumes, nor liquidity. Funds want liquidity so they will not flock to ICE in the current state. 2. My guess is not intercommodity, but maybe intracommodity. For instance, a gas daily swap against front month futures may have lower margin than the 2 trades additive. Important Note: ICE is our competition and I am very,very wary to support their system, unless absolutely necessary. -----Original Message----- From: Abramo, Caroline Sent: Tuesday, September 18, 2001 2:00 PM To: '[email protected]' Cc: Zivic, Robyn Subject: ICE Hi.. I hope you are all ok.. I am sorry for any losses that may have touched your friends and family.. I looked at the ICE/LCH announcements. I have a few questions: 1. Will ICE be able to work as a deal entry system as well as mechanism to post markets? My concern here is that under the Deutsche proposal we would be able to do a deal with you over the phone and then post it to their system.. and no other market participant would be able to see that transaction.. it would then go straight to the clearing. Currently, I'd say that only 2% of the time ICE has a tighter market than EOL.. this because they do not have the liquidity (and likely will not). There is not a high probability we would ever contribute to this liquidity over our own system (Enron online) so the ability to deal directly with you in still imperative. 2. Can margin at LCH be netted across products? Looking forward to speaking. Thanks and Regards, Caroline	[email protected]	[email protected]
arnold-j/deleted_items/110.	subject: RE: content: I'll set it up as orig. Johnny, can you set this up? -----Original Message----- From: Arnold, John Sent: Monday, October 08, 2001 6:37 PM To: Shankman, Jeffrey A.; Nowlan Jr., John L. Subject: Not so impressed with David goldman. For a guy who has worked in derivatives for 10 years, couldnt answer some simple questions. Very poor financial derivatives knowledge even though he worked at CRT for a long time and a Lyonnais for a while. The only value I see in him is that he worked at BP for a while and might have some knowledge as to how they work.	[email protected]	[email protected]
arnold-j/deleted_items/111.	subject: RE: content: Hi John, We are taking a look at that as well as orders for options. Will let you know when that can be available. Savita -----Original Message----- From: Arnold, John Sent: Tuesday, October 09, 2001 8:24 AM To: Puthigai, Savita Subject: Savita: Any chance we can introduce limit orders to spreads?	[email protected]	[email protected]
arnold-j/deleted_items/112.	subject: Increase Sales, Accept Credit Cards! content: We provide businesses of ALL types an opportunity to have their own no hassle Credit Card Merchant Account with NO setup fees. Good credit, bad credit, no credit -- not a problem! 95% approval rate! You will be able to accept all major credit cards including Visa, MasterCard, American Express and Discover, as well as debit cards, ATM and check guarantee services. You will have the ability to accept E-checks over the Internet with a secure server. To insure that you wont miss a sale, you will be able to accept checks by Phone or Fax. We can handle ANY business and client type! If you already have a merchant account we can lower your rates substantially with the most competitive rates in the industry and state of the art equipment and software. We will tailor a program to fit your budget and you wont pay a premium for this incredible service! If you are a U.S. citizen and are interested in finding out additional information or to speak with one of our reps, reply to this email and include the following contact information: Your Name, Phone Number (with Area/Country code), and if possible, a best time to call. One of our sales reps will get back to you shortly. Thank you for your time. If you wish to be removed from our mailing list, please reply to this email with the subject "Remove" and you will not receive future emails from our company. c10mkf	[email protected]	[email protected]
arnold-j/deleted_items/113.	subject: RE: content: I got the negative today, but if you're in tomorrow I could probably work it. -----Original Message----- From: Arnold, John Sent: Tuesday, October 09, 2001 9:53 AM To: Robins, Bryan Subject: going to the game?	[email protected]	[email protected]
arnold-j/deleted_items/114.	subject: RE: content: I don't think Brian can go - but can I extend the offer to him? -----Original Message----- From: Arnold, John Sent: Tuesday, October 09, 2001 10:37 AM To: Allen, Margaret Subject: RE: I've 2 extra tix if you anybody we like. -----Original Message----- From: Allen, Margaret Sent: Tuesday, October 09, 2001 10:36 AM To: Arnold, John Subject: RE: I'm here - my 11 got cancelled. -----Original Message----- From: Arnold, John Sent: Tuesday, October 09, 2001 10:34 AM To: Allen, Margaret Subject: are you there?	[email protected]	[email protected]
arnold-j/deleted_items/115.	subject: RE: content: I'm here - my 11 got cancelled. -----Original Message----- From: Arnold, John Sent: Tuesday, October 09, 2001 10:34 AM To: Allen, Margaret Subject: are you there?	[email protected]	[email protected]
arnold-j/deleted_items/116.	subject: RE: content: Oh know- my sister is canceling her plans now...do we have one left? -----Original Message----- From: Arnold, John Sent: Tuesday, October 09, 2001 10:54 AM To: Allen, Margaret Subject: RE: I just found a taker. Sorry. -----Original Message----- From: Allen, Margaret Sent: Tuesday, October 09, 2001 10:50 AM To: Arnold, John Subject: RE: He can't go - I didn't think he could. I'm trying to find my sister (she just moved to town), but I can't find her anywhere. Any other suggestions? -----Original Message----- From: Arnold, John Sent: Tuesday, October 09, 2001 10:45 AM To: Allen, Margaret Subject: RE: yea -----Original Message----- From: Allen, Margaret Sent: Tuesday, October 09, 2001 10:39 AM To: Arnold, John Subject: RE: I don't think Brian can go - but can I extend the offer to him? -----Original Message----- From: Arnold, John Sent: Tuesday, October 09, 2001 10:37 AM To: Allen, Margaret Subject: RE: I've 2 extra tix if you anybody we like. -----Original Message----- From: Allen, Margaret Sent: Tuesday, October 09, 2001 10:36 AM To: Arnold, John Subject: RE: I'm here - my 11 got cancelled. -----Original Message----- From: Arnold, John Sent: Tuesday, October 09, 2001 10:34 AM To: Allen, Margaret Subject: are you there?	[email protected]	[email protected]
arnold-j/deleted_items/117.	subject: RE: content: He can't go - I didn't think he could. I'm trying to find my sister (she just moved to town), but I can't find her anywhere. Any other suggestions? -----Original Message----- From: Arnold, John Sent: Tuesday, October 09, 2001 10:45 AM To: Allen, Margaret Subject: RE: yea -----Original Message----- From: Allen, Margaret Sent: Tuesday, October 09, 2001 10:39 AM To: Arnold, John Subject: RE: I don't think Brian can go - but can I extend the offer to him? -----Original Message----- From: Arnold, John Sent: Tuesday, October 09, 2001 10:37 AM To: Allen, Margaret Subject: RE: I've 2 extra tix if you anybody we like. -----Original Message----- From: Allen, Margaret Sent: Tuesday, October 09, 2001 10:36 AM To: Arnold, John Subject: RE: I'm here - my 11 got cancelled. -----Original Message----- From: Arnold, John Sent: Tuesday, October 09, 2001 10:34 AM To: Allen, Margaret Subject: are you there?	[email protected]	[email protected]
arnold-j/deleted_items/118.	subject: RE: content: Really? I can ask a girlfriend of mine - and/or my sister. -----Original Message----- From: Arnold, John Sent: Tuesday, October 09, 2001 10:37 AM To: Allen, Margaret Subject: RE: I've 2 extra tix if you anybody we like. -----Original Message----- From: Allen, Margaret Sent: Tuesday, October 09, 2001 10:36 AM To: Arnold, John Subject: RE: I'm here - my 11 got cancelled. -----Original Message----- From: Arnold, John Sent: Tuesday, October 09, 2001 10:34 AM To: Allen, Margaret Subject: are you there?	[email protected]	[email protected]
arnold-j/deleted_items/119.	subject: BIG CITY content: I called them today and they will be there tommorrow Wednesday 10/10/01. They forgot to dispatch someone to your house (kinda scary). I will stay on top of it and make sure they show up. -Ina	[email protected]	[email protected]
arnold-j/deleted_items/12.	subject: Update Yourself Now content: Have any of the following changed recently? Home address or work location Home or business phone number Fax number E-mail address Your last name If the answer to any of these items is "yes," then go to eHRonline to update your personal record. That way you won't miss a single piece of Enron mail (news, benefits info, etc.) at home or at the office. To update your personal record now go to http://ecteur-wwhr1p.enron.co.uk if you work location is London, for all other locations go to http://ehronline.enron.com. Remember, only you can make changes to your personal data. Update yourself now.	[email protected]	All Enron Worldwide@ENRON <??SAll Enron Worldwide@ENRON>
arnold-j/deleted_items/120.	subject: Thursday 10/11/01 content: John: I would like to take a vacation day this Thursday. I have to go to court and am having some work done to my house. I will still logon from home and can be reached by cell. -Ina	[email protected]	[email protected]
arnold-j/deleted_items/121.	subject: Have tax problems? content: Have tax problems? Do you owe the IRS money? If your debt is $10,000 US or more, we can help! Our licensed agents can help you with both past and present tax debt. We have direct contacts with the IRS, so once your application is processed we can help you immediately without further delay. Also, as our client we can offer you other services and help with other problems. Our nationally recognized tax attorneys, paralegals, legal assistants and licensed enrolled agents can help you with: - Tax Preparation - Audits - Seizures - Bank Levies - Asset Protection - Audit Reconsideration - Trust Fund Penalty Defense - Penalty Appeals - Penalty Abatement - Wage Garnishments .. and more! To receive FREE information on tax help, please fill out the form below and return it to us. There are no obligations, and supplied information is kept strictly confidential. Please note that this offer only applies to US citizens. Application processing may take up to 10 business days. Note: For debt size please also include any penalties or interest ******** Full Name: State: Phone Number: Time to Call: Estimated Tax Debt Size: ******** Thank you for your time. Note: If you wish to receive no further advertisements regarding this matter or any other, please reply to this e-mail with the word REMOVE in the subject. 5z33t95as	[email protected]	[email protected]
arnold-j/deleted_items/122.	subject: TRV Notification: (NG - PROPT P/L - 10/09/2001) content: The report named: NG - PROPT P/L <http://trv.corp.enron.com/linkFromExcel.asp?report_cd=11&report_name=NG+-+PROPT+P/L&category_cd=5&category_name=FINANCIAL&toc_hide=1&sTV1=5&TV1Exp=Y&current_efct_date=10/09/2001>, published as of 10/09/2001 is now available for viewing on the website.	[email protected]	[email protected], [email protected], [email protected],
arnold-j/deleted_items/123.	subject: We Need News! content: We need BUSINESS HIGHLIGHTS AND NEWS for this week's EnTouch Newsletter. Please submit your news by noon Wednesday. Thanks! Kathie Grabstald x 3-9610	[email protected]	[email protected], [email protected], [email protected],
arnold-j/deleted_items/124.	subject: RE: content: i'll be there -----Original Message----- From: Arnold, John Sent: Monday, October 08, 2001 7:28 AM To: Quigley, Dutch; Maggi, Mike; Griffith, John; Zipper, Andy; May, Larry Subject: Eddie Gaetchens (?), Marty, and Kevin from Man are coming down Wednesday if anybody is up for dinner or drinks	[email protected]	[email protected]
arnold-j/deleted_items/125.	subject: IDRC Texas, World Congress - Chapter Reception Center content: Please see your attachment for your invitation to the Texas World Congress - Reception Center. Thank you The following section of this message contains a file attachment prepared for transmission using the Internet MIME message format. If you are using Pegasus Mail, or any another MIME-compliant system, you should be able to save it or view it from within your mailer. If you cannot, please ask your system administrator for assistance. ---- File information ----------- File: Houstoninvited3.doc Date: 9 Oct 2001, 13:16 Size: 26112 bytes. Type: Unknown - Houstoninvited3.doc	[email protected]	[email protected]
arnold-j/deleted_items/126.	subject: Metro Briefs & Inside Real Estate content: [IMAGE]=20 =09[IMAGE]=09[IMAGE]=09=09 [IMAGE] =09[IMAGE] [IMAGE]=09 [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [= IMAGE] [IMAGE] [IMAGE] [IMAGE][IMAGE] =09[IMAGE]=09 [IMAGE] =09=09[IMAGE]=09=09=09 =09=09[IMAGE]=09=09[IMAGE]=09 [IMAGE] [IMAGE] =09[IMAGE]=09[IMAGE] [IMAGE] ReisCast October 9, 2001 = Reis - America's Source for Real Estate Investing Welcome to ReisCast= , our weekly email newsletter. This week's edition highlights are: Insi= de Real Estate Metro Briefs More Great News for Reis SE Subscribers [= IMAGE] [IMAGE] 1. Inside Real Estate The Post-Attack Economic Outl= ook Wars are fought as much on an economic front as a military one, a poi= nt underscored by the terrorists' choice of the World Trade Towers to initi= ate their villainous attack on the continental US...On the economic front, = we are in for a fight... Although the markets have since rallied somewhat..= .the US economy will close out this year in recession. Reis's senior edit= or Sam Truitt spoke with Mark M. Zandi -- chief economist and co-founder of= financial information site Economy.com who is regularly cited in The Wall = Street Journal, the New York Times, Business Week and Fortune -- to gauge j= ust how deep and how long this recession is likely to be and where it is mo= st likely to be felt. To read the entire article, go to: Inside Real Esta= te at http://www.reis.com/learning/insights_inside_re_art.cfm [IMAGE]= 2. Metro Briefs A Charmed Life Baltimore Retail Market - Second Qua= rter 2001 Having emerged as a cultural, educational and economic center in= its own right, the "Charm City" of Baltimore continues to win over employe= rs, residents, tourists and convention planners with its Super Bowl XXXV ch= ampion Ravens football team, award-winning Inner Harbor tourist area, and w= orld-famous Johns Hopkins University... But just how far could D.C.'s "unde= rachieving stepbrother" go without a homegrown high-tech presence? In ligh= t of recent events in the dot-com and high-tech sectors, their relative abs= ence from the Baltimore economic landscape may have proven to be a blessing= ... To get the entire market excerpt as well as an opportunity to buy the= full Reis Observer report, go to www.reis.com/learning/insights_metro_spo= tlight1.cfm Small Market: Big Reach Fort Lauderdale Industrial Market = - Second Quarter 2001 Even as other industrial metros struggle during the = current economic slowdown, the Ft. Lauderdale industrial market is capitali= zing on its role as a global marketplace. Located in Broward County, the = metro's 72-million-square-foot industrial market, according to Reis's estim= ate, is modest by comparison with other Florida industrial markets, but it = continues to draw foreign and domestic investors eager to capitalize on the= area's low costs, favorable business climate and expanded transportation i= nfrastructure... To get the entire market excerpt as well as an opportu= nity to buy the full Reis Observer report, go to www.reis.com/learning/ins= ights_metro_spotlight1.cfm#two [IMAGE] [IMAGE] 3. More Great Ne= ws for Reis SE Subscribers Reis SE -- our revolutionary information sou= rce designed to help real estate professionals make more informed investmen= t decisions -- has even more great news for subscribers and corporate accou= nt users... Coming next week, get the latest trends on those hard-to-gath= er secondary US markets with Reis's enhanced reporting on 30 expansion metr= os for office and apartment markets as well as vital rent comps in these ne= w markets with Reis's MetroStats and SubmarketStats reports. Just when you = need a competitive edge, too -- since secondary market trends and rent comp= information aren't available from any other standardized, timely source. = And don't forget...beginning next week you can also get class-cut distinc= tions for the 50 top US Office and Apartment markets with Reis's new MetroT= rend Class Cuts and SubTrend Class Cuts reports. To become a REIS SE sub= scriber or corporate account user and get access to the same investment dec= ision-support information used by thousands of professionals among leading = commercial banks, lenders, appraisers, owner/developers, REITs and mortgage= bankers, call us today for a DEMO at 1(800) 366-REIS, or email us at INFO@= reis.com . From Wall Street to Main Street, our clients rely on Reis for = comprehensive and proven transaction support. As always, we welcome your = comments and suggestions. [IMAGE] You are receiving the email because= you have subscribed to this list. If you would like to remove yourself fr= om this list, please click here and you will be removed immediately! Thank= you! [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] ?2001 Reis, Inc. All = rights reserved. =09[IMAGE]=09[IMAGE] [IMAGE] [IMAGE] =09	[email protected]	[email protected]
arnold-j/deleted_items/127.	subject: The Daily Quote content: [IMAGE]=09Quote.com =09 Log In \| Sign Up \| Account Mgt. \| Insight Center= =09[IMAGE]=09 Get Quote/LiveCharts: [IMAGE] [IMAGE] FindSymbol =09[IMAG= E]=09 [IMAGE]=09=09=09=09[IMAGE]=09[IMAGE]=09 [IMAGE]=09=09=09=09[IMAGE]=09[IMAGE]=09 [IMAGE]=09=09=09=09[IMAGE]=09[IMAGE]=09 [IMAGE]=09 My Portfolio \| LiveCharts \| Stocks \| News \| Msg Board= s \| Markets \| Funds \| IPO \| Options =09[IMAGE]=09 [IMAGE]=09[IMAGE] The Daily Quote=09[IMAGE] =09[IMAGE]=09 [IMAGE]=09=09Brought to you every morning as of 10 AM ET. Click on the MORE= link for the most current information.=09[IMAGE]=09 =09=09=09=09[IMAGE]=09=09=09=09 =09=09 =09=09 [IMAGE] Markets Index Last Change % Chg Dow9,040.26[I= MAGE]27.68-0.30% NASDAQ1,573.79[IMAGE]32.16-2.00% S?5001,055.91[IMAGE]6.53-= 0.61% 30 Yr53.53[IMAGE]0.380.71% Russell409.29[IMAGE]2.89-0.70%- - - - - MO= RE [IMAGE][IMAGE] Enter multiple symbols separated by a space [IMAGE] = [IMAGE]=09 =09 [IMAGE] Economic Calendar Date Release 10/11 Export= Prices ex-ag. 10/11 Import Prices ex-oil 10/11 Initial Claims 10/12 Core P= PI 10/12 PPI - - - - - MORE [IMAGE] [IMAGE] [IMAGE] [IMAGE]Qcharts =09[I= MAGE]=09 =09=09 =09 Quote of the Day =09=09=09 Every crowd has a silver lining.= : P.T. Barnum =09[IMAGE]=09 [IMAGE]=09 [IMAGE] US Stocks Pct Gainers As of 10/09/2001 13:04 = ET Symbol Last Change % Chg [IMAGE] CPHD7.37[IMAGE]2.9767.50%[IMAGE] BLM= 2.57[IMAGE]1.0771.33%[IMAGE] ORBT2.90[IMAGE]0.9649.48%[IMAGE] GNSC4.00[IMAG= E]1.1037.93%[IMAGE] AMZ8.55[IMAGE]230.53%[IMAGE] PVAT2.57[IMAGE]0.6030.45%[= IMAGE]NYSE & AMEX quotes delayed at least 20 min. At least 15 min. otherwis= e.- - - - -Personalize The Daily Quote: [IMAGE][IMAGE]Question of the Day! = Q. Bob Schmekowitz asks, "What is premarket or after hours trading?"After h= ours trading is essentially the buying and selling of stocks during the hou= rs........ MORE [IMAGE] Do you have a financial question? Ask our editor = - - - - - VIEW Archive [IMAGE] [IMAGE] [IMAGE]=09 =09=09=09=09[IMAGE]= [IMAGE] Market Outlook Great Expectations By:Adam Martin Stocks = remain lower in early trading, but linger not far below opening levels afte= r the denial if Microsoft's request to have their case heard by the supreme= court and news about Afghanistan. On traders' minds this morning is the m= ilitary action undertaken by the United States and Great Britain, primarily= , and the costs of the ongoing war on terrorism. Also weighing on the mark= et are lingering fears of domestic terrorist actions, as well as the recent= flurry of layoffs in numerous sectors. Traders will be looking for hope f= rom a variety of sources, and they've gotten a bit of it from Microchip Tec= hnology which said it expects earnings to come in at the high end of expect= ations. - - - - - MORE Breaking News [IMAGE] [IMAGE] [IMAGE]=09[IMAGE]= =09 =09 [IMAGE] Today's Feature - Tuesday [IMAGE] Wanna know what exper= ts are saying about the most important stocks...yours? Get the latest ins= ide info from Wall Street Analysts and people just like you who really kno= w about your stocks. Click here to check out Raging Bull. [IMAGE] [IMA= GE]=09 =09 [IMAGE] Stocks to Watch Court Declines Microsoft Appeal = The Supreme Court said Tuesday it will not grant Microsoft Corp. another c= hance to avoid punishment for antitrust violations associated with its wide= ly used Windows computer software. Shell strikes deal that clears ChevTex m= erger Oil companies Shell and Saudi Aramco on Tuesday agreed to buy out pa= rtner Texaco from a three-way U.S. gasoline venture, clearing the decks for= a merger that will create a fifth global corporate energy superpower. Toys= R Us says attaks to increase quarterly loss Toys R Us Inc. (NYSE:TOY), th= e No. 1 U.S. toy chain, on Tuesday said its third-quarter loss would be mor= e than double analysts' expectations as the Sept. 11 attacks worsened an al= ready-weak environment in the toy-selling market. Terex plans more plant co= nsolidation, staff cuts Terex Corp. (NYSE:TEX), a capital equipment maker= serving the recycling, construction, infrastructure and mining industries,= on Tuesday announced further staff cuts and other steps to save about $40 = million a year by consolidating operations of recently acquired CMI Corp. M= icrochip sees Q2 results at high end of forecast Microchip Technology Inc = (NASDAQ:MCHP), a specialty semiconductor maker, on Monday said fiscal secon= d-quarter sales and earnings would be at the high end of its previous guida= nce. - - - - - MORE Breaking News [IMAGE] [IMAGE] [IMAGE]=09[IMAGE]=09 =09=09=09 [IMAGE] Your Watch List News CPHD News U.S. stocks slum= p; military action, earnings worries weigh Reuters: 10/09/2001 12:54 ET Ce= pheid shares soar as anthrax attack fears set in Reuters: 10/09/2001 11:01= ET Before The Bell - Futures mixed; Myriad soars Reuters: 10/09/2001 09:1= 0 ET - - - - - MORE [IMAGE] BLM News BLIMPIE INTERNATIONAL INC FILES FORM= 8-K (*US:BLM) EDGAR Online: 10/09/2001 09:37 ET UPDATE 1-Investor group t= o privatize sandwich maker Blimpie Reuters: 10/08/2001 17:53 ET CORRECTED-= OTC RESUMED (AMEX:BLM) Reuters: 10/08/2001 17:24 ET - - - - - MORE [IMAGE]= ORBT News Orbit International Corp. Receives New Order for Design of EL = Display for Aegis Class Destroyers BusinessWire: 10/09/2001 10:02 ET Orbit= International Corp. Receives New Orders in Support of Federal Aviation Adm= inistration BusinessWire: 09/25/2001 10:01 ET Orbit International Corp. Po= wer Unit Segment Receives New Orders BusinessWire: 09/05/2001 12:38 ET - = - - - - MORE [IMAGE] GNSC News Genaissance says inks Pfizer genetic info = deal Reuters: 10/09/2001 11:06 ET Genaissance Pharmaceuticals Signs Pharma= cogenomics Agreement with Pfizer Inc PR Newswire: 10/09/2001 07:05 ET Pasc= al Borderies, M.D. Named Executive Director, Commercial Development and Mar= keting at Genaissance Pharmaceuticals PR Newswire: 09/28/2001 07:32 ET - -= - - - MORE [IMAGE] AMZ News American Medical Security ups 3rd-quarter gu= idance Reuters: 10/08/2001 16:22 ET AMS Third Quarter Earnings to Exceed E= xpectations, Company Raises Full-Year 2001 Guidance, Sets Initial 2002 Esti= mates PR Newswire: 10/08/2001 16:04 ET American Medical Security Launches = eAMS.com to Support Independent Agent Channel PR Newswire: 09/26/2001 16:0= 3 ET - - - - - MORE [IMAGE] PVAT News Paravant Subsidiary Receives $1.2 M= illion Order; Company Cites Increase in Overall Business Activity PR Newsw= ire: 10/09/2001 08:33 ET Paravant Elects David P. Molfenter to Board of Dir= ectors PR Newswire: 08/31/2001 07:31 ET Paravant Inc. Receives $1.56 Milli= on Order PR Newswire: 08/23/2001 11:43 ET - - - - - MORE [IMAGE] [IMA= GE]=09 =09 [IMAGE] [IMAGE]=09You are subscribed to this newsletter as [email protected] U N S= U B S C R I B E The Daily Quote is the free daily newsletter for Lycos Fin= ance Members. To UNSUBSCRIBE -------------------------------- To stop rece= iving this newsletter, send an e-mail to: [email protected] . = Please include only your email address in the subject line of the email. Yo= u can also change your subscription status here: http://ldbauth.lycos.com/= cgi-bin/mayaRegister?m_PR=3D4&m_RC=3D3 To SUBSCRIBE ---------------------= ----------- If you've received this e-mail from a friend and wish to be on = the Daily Quote mailing list, please go to http://finance.lycos.com and re= gister to become a Member of Quote and the Lycos Network. =09 =09 =09 [IMAGE]=09 =09 [IMAGE]Site Map \| Help \| Feedback \| About Terra Lycos \| Jobs \| Adverti= se \| Business Development Copyright ? 2001 Lycos, Inc. All Rights Reser= ved. Lycos is a registered trademark of Carnegie Mellon University. Privacy Policy -= Terms & Conditions	[email protected]	[email protected]
arnold-j/deleted_items/128.	subject: BR saying that they will look to hedge HTR acq over the next content: BR saying that they will look to hedge HTR acq over the next 12m...just fyi for u and john BR= BURLINGTON RESOURCES, HTR= CANADIAN HUNTER	[email protected]	[email protected]
arnold-j/deleted_items/129.	subject: RE: content: agree, with the additional caveat that if he was half way decent he would have lasted longer at credit lyon or bp . think he leveraged a decent crt experience into a couple of jobs where he failed. tks for taking the time. -----Original Message----- From: Arnold, John Sent: Monday, October 08, 2001 6:37 PM To: Shankman, Jeffrey A.; Nowlan Jr., John L. Subject: Not so impressed with David goldman. For a guy who has worked in derivatives for 10 years, couldnt answer some simple questions. Very poor financial derivatives knowledge even though he worked at CRT for a long time and a Lyonnais for a while. The only value I see in him is that he worked at BP for a while and might have some knowledge as to how they work.	[email protected]	[email protected]
arnold-j/deleted_items/13.	subject: daily charts and matrices as hot links 10/5 content: 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. Crude http://www.carrfut.com/research/Energy1/crude34.pdf Natural Gas http://www.carrfut.com/research/Energy1/ngas34.pdf Distillate and Unleaded charts to follow. Nov WTI/Brent Spread http://www.carrfut.com/research/Energy1/clxqox.pdf Heat Crack http://www.carrfut.com/research/Energy1/heatcrack.pdf Gas Crack http://www.carrfut.com/research/Energy1/gascrack.pdf Jan/Feb Heat http://www.carrfut.com/research/Energy1/hofhog.pdf Gas/Heat Spread http://www.carrfut.com/research/Energy1/huxhox.pdf Nov/Mar Unlead http://www.carrfut.com/research/Energy1/huxhuh.pdf Nat Gas Strip Matrix http://www.carrfut.com/research/Energy1/StripmatrixNG34.pdf Nat Gas Spread Matrix http://www.carrfut.com/research/Energy1/SpreadmatrixNG34.pdf Crude and Products Spread Matrix http://www.carrfut.com/research/Energy1/SpreadmatrixCL34.pdf Scott Oblander 312-762-1015 312-762-1014 fax Carr Futures 150 S. Wacker Suite 1500 Chicago, IL 60606	[email protected]	[email protected]
arnold-j/deleted_items/130.	subject: RE: content: robins -----Original Message----- From: Arnold, John Sent: Tuesday, October 9, 2001 8:13 AM To: Arnold, Matthew Subject: RE: bad mormon brian -----Original Message----- From: Arnold, Matthew Sent: Tuesday, October 09, 2001 8:06 AM To: Arnold, John Subject: RE: which brian? -----Original Message----- From: Arnold, John Sent: Tuesday, October 9, 2001 7:38 AM To: Arnold, Matthew Subject: what's brian's last name?	[email protected]	[email protected]
arnold-j/deleted_items/131.	subject: Nat Gas intraday update for 10-9-01 content: Attached please find a follow up to today's Natural Gas market analysis. Thanks, Bob McKinney - 10-9-01 Nat Gas intraday update.doc	[email protected]	[email protected]
arnold-j/deleted_items/132.	subject: RE: Ospraie swaption content: thanks again.. seems like swaptions always get messed up - according to fred (and gas dailies according to me).. will figure out a better procedure.. how we (marketers) can keep track of process and prevent errors... to me its a just lost $ to enron....we are all responsible. on the eog confo call now... think prices bottom in 4Q.. looking to lift hedges. see recovery in CY02 4Q- 40-50% hedged now; CY02- 20%... on shut ins- rigs went from51 to current 41.. look for it to be 35 company very healthy.. organic growth.. reduced debt / equity from 55%- when they split from ENE (which was second worst in peer group) to 29% now which is best. will continue to buy back shares. -----Original Message----- From: Arnold, John Sent: Monday, October 08, 2001 7:47 PM To: Abramo, Caroline Subject: RE: Ospraie swaption sounds like it's clean from your side. I HATE SWAPTIONS!! -----Original Message----- From: Abramo, Caroline Sent: Sunday, October 07, 2001 11:36 PM To: Arnold, John Cc: Dyk, Russell; Zivic, Robyn Subject: FW: Ospraie swaption hi.. just so you know exactly what happened here.. ospraie sold us a 4.70 swaption.. exercisable into a swap.. expiry 3/27/01.. 5/month cal02 on 3/27/01.. market close is 4.78.. we called Mike Maggi.. asked if he was exercising swap.. yes, he was we asked if we had to do anything in the system.... no was the reply. we call ospraie.. tell them we exercised the swap. reconciling position report with ospraie for the hundreth time this month.. notice we are out 5/month on swaps... we had not previously been pulling deals from the system... just going by deal tickets. we go through system for a week.. can not find deal.. that is where we are now. deal needs to be found or recreated. if you have some time (or if you like slow torture).. read my other note.. better news coming.. promise. -----Original Message----- From: Abramo, Caroline Sent: Sun 10/7/2001 9:32 AM To: Bailey, Derek; Nelson, Michelle Cc: Dyk, Russell; Zivic, Robyn Subject: Ospraie swaption Errol- A swap between Enron and Tudor for Cal02 at 4.70 must be booked as soon as we figure out that there is no possibility it is in the system. Derek/Michelle- this deal not being included in the system should be throwing off Ospraie's MTM. This swap is at 4.70.. they are short 60 contracts..currently Cal02 is around $3.. which should result in $1M more positive P&L for Ospraie and $1M less for us. This must be settled first thing Monday. Caroline	[email protected]	[email protected]
arnold-j/deleted_items/133.	subject: Concerned about market fluctuations? We'll waive our fee. content: Dear John Arnold, We recognize that many investors are concerned about their investments especially in light of recent market fluctuations. As a FOLIOfn customer, you probably realize that diversification is an important strategy to minimize your risk over time. And, by keeping your fees, expenses and taxes under control, you can improve your overall returns. Because we value you as a customer, we want to help you even more during the current market conditions. That's why we are offering you a new pricing plan that actually takes the ups and downs of the market into account. It's simple: - With our new "No Gain? No Pay!" monthly pricing plan, for each month the S&P 500 market index falls, we will waive your next monthly fee! That's right - all of our tools, research and premium services, including your window trades- FREE! You can sign up for this new service for a flat-fee of just $39.95 a month - only $10 more than our basic monthly fee. With our new "No Gain? No Pay!" pricing plan, you can rest assured that if the market goes down, you'll get your next month free. This is just another way we are trying to offer you a little more control and peace of mind during the current market fluctuations. To learn more and take advantage of this offer please visit http://www.foliofn.com/content/retailcontent/ngnp_monthly.shtml or call 1-877-MY-FOLIO. We want you to hold firmly to your vision of your financial future. At FOLIOfn, we remain ready to help you achieve it. Sincerely, Steve Wallman Founder and CEO, FOLIOfn Investments, Inc. FOLIOfn's membership fee covers 500 commission-free window trades per month. Additional window trades cost $1 per security. Direct trades are $14.95. FOLIOfn Investments, Inc. Member NASD, SIPC.	[email protected]	[email protected]
arnold-j/deleted_items/134.	subject: TRV Notification: (NG - Price P/L - 10/09/2001) content: The report named: NG - Price P/L <http://trv.corp.enron.com/linkFromExcel.asp?report_cd=10&report_name=NG+-+Price+P/L&category_cd=5&category_name=FINANCIAL&toc_hide=1&sTV1=5&TV1Exp=Y&current_efct_date=10/09/2001>, published as of 10/09/2001 is now available for viewing on the website.	[email protected]	[email protected], [email protected], [email protected],
arnold-j/deleted_items/135.	subject: Enron Mentions content: STOCKWATCH Enron higher after Merrill Lynch's cautious upgrade to 'buy' AFX News, 10/09/01 USA: RESEARCH ALERT-Merrill Lynch upgrades Enron. Reuters English News Service, 10/09/01 Upgrades & Downgrades: Changes For CVS, Enron CNNfn: Market Coverage - Morning, 10/09/01 ARGENTINA: Azurix withdraws from Buenos Aires water contract. Reuters English News Service, 10/09/01 Power providers cry foul over fees / State is accused of improper billing The San Francisco Chronicle, 10/09/01 Trammell Crow Company Names Rebecca McDonald to Board of Directors Business Wire, 10/09/01 Enron Corp. Raised to Long-Term `Buy' at Merrill 2001-10-09 06:00 (New York) Northwest to Buy Portland General CBS MarketWatch.com, 10/8/2001=20 STOCKWATCH Enron higher after Merrill Lynch's cautious upgrade to 'buy' 10/09/2001 AFX News (c) 2001 by AFP-Extel News Ltd NEW YORK (AFX) - Shares of Enron Corp were higher in morning trade after Me= rrill Lynch issued a cautiously optimistic note upgrading the stock to 'buy= ' from 'accumulate' following Enron's sale of certain US and Indian assets,= dealers said. At 11.35 am, Enron gained 36 cents, or 1.08 pct, to 33.81 us= d.=20 The Dow Jones Utility Average (DUX) declined 4.26 points to 316.05.=20 On the broader indices, DJIA lost 16.26 points to 9,051.68, the S&P=20 500 fell 3.50 to 1,058.90, while the Nasdaq composite dropped 23.21 points lower to 1,583.53.=20 In a note issued early this morning, Merrill Lynch analyst Donato Eassey sa= id, the agreement to sell Portland General and its India oil and gas intere= st, has positioned the company to focus on its more profitable core busines= ses, while substantially reducing its debt load by the end of 2002. The sale of Portland General is expected to add 1.88 bln usd of cash to the= company coffers at the close of the transaction fourth-quarter of 2002. Th= e deal will also bring 1.1 bln usd of debt relief.=20 Meanwhile, the sale of Indian oil and gas assets should bring in 388 mln us= d.=20 Eassey expects more asset sales by the company in the near future.=20 The divestiture of the troubled Dabhol power facility in India along with s= maller international gas assets could provide the company with additional l= iquidity, he said.=20 "Enron could ultimately (in the next 3 years) raise another 1.8 bln usd or = so from Dabhol and other non-core international assets."=20 The Dabhol plant is 65 pct owned by Enron, making it the biggest investment= in India by a non-Indian company.=20 The company's partner, Maharashtra State Electricity Board (MSEB), owns 15 = pct. MSEB owes Enron 48 mln usd for past power bills, but claims the power = is too expensive and says it cannot absorb it all. The plant has lied idle = since.=20 Many questions, however, remain unanswered, said Eassey, noting that despit= e the upgrade he is remaining cautious.=20 "While Enron has a menu of assets to draw upon to raise capital, reduce deb= t and improve its earnings prospects in the process, the primary question c= entres on timing," he said.=20 "Will the asset sales line up with an expected balance sheet clean up (with= prospective gains offsetting losses)?=20 "Can Enron sell its interest in Dabhol anytime soon, given the current war = environment?=20 "What impact will the weakening economies of South America such as Brazil a= nd Argentina, not too mention the negative economic sentiment here in the U= S, have on Enron's and other internationally diverse companies' earnings ou= tlook?"=20 These issues, along with the earnings drag from about 967 mln usd invested = in its broadband unit and the viability of its 3.5 bln usd of goodwill, wil= l likely continue to weigh on the stock near-term, explained Eassey.=20 Reflecting the above uncertainties, Eassey said he is "cautiously lightenin= g" his 3-year growth outlook from the 20 pct range to 16-17 pct a year. Ear= nings per share estimates for 2001 stand at 2.10 usd, while the 2003 foreca= st is 2.45 usd.=20 Accordingly, Eassey's 'long-term' price objective now stands at 44 usd, or = 31 pct above its current price with an upgrade on the shares to buy from ac= cumulate.=20 blms/lj For more information and to contact AFX: www.afxnews.com and www.af= xpress.com Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 USA: RESEARCH ALERT-Merrill Lynch upgrades Enron. 10/09/2001 Reuters English News Service (C) Reuters Limited 2001. NEW YORK, Oct 9 (Reuters) - Merrill Lynch said on Tuesday analyst Donato Ea= ssey has upgraded Enron Corp. to "long-term buy" from "accumulate," explain= ing some of the big power marketers' clouds have cleared with the agreement= s to sell Portland General Electric and its India oil and gas interests.=20 Stating Enron is well on its way to resharpening its focus on its more prof= itable core businesses while substantially reducing its debt load by the en= d of 2002, the analyst said: "We still expect more in the way of asset sale= s such as the Dabhol power facility along with smaller international gas as= sets." While Enron has a host of assets to draw upon to raise capital, reduce debt= , and improve its earnings prospects in the process, the primary question c= enters on timing, Eassey said. "What impact will the weakening economies of= South America such as Brazil and Argentina, not too mention the negative e= conomic sentiment here in the United States, have on Enron's and other inte= rnationally diverse companies' earnings outlook?"=20 He said these issues, along with the earnings drag from about $967 million = invested in its broadband unit and viability of its $3.5 billion of goodwil= l, will likely continue to weigh on the stock in the near term. "Reflecting= the above uncertainties, we are cautiously lightening our three-year growt= h outlook from the 20 percent range to 16 percent to 17 percent per annum."= =20 In Tuesday morning trading, Enron shares were up 30 cents to $33.75 after e= arly buying carried Monday's $1.72 advance as high as $34.07. Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 Business Upgrades & Downgrades: Changes For CVS, Enron Rhonda Schaffler 10/09/2001 CNNfn: Market Coverage - Morning (c) Copyright Federal Document Clearing House. All Rights Reserved. RHONDA SCHAFFLER, CNNfn ANCHOR, MARKET CALL: Time now for "Upgrades & Downg= rades": Lehman Brothers is cutting CVS (URL: http://www.cvs.com/) to a buy = from a strong buy. Lehman says the weak economy combined with increased ret= ail competition and high expenses could hurt CVS in the near-term.=20 ABN Amro downgrades Micron (URL: http://www.micron.com/) to a hold from an = add, to match its underweight recommendation of the semiconductor sector. T= he brokerage firms sees some problems for the D-Ram business. Goldman Sachs is cutting Sempra Energy (URL: http://www.sempra.com) to mark= et outperform from its U.S. recommended list and cutting its price target b= y $7, to $29. Goldman says it sees limited upside potential for the stock.= =20 And finally, Merrill Lynch is raising Enron (URL: http://.www.enron.com/) t= o a buy from an accumulate. Merrill says Enron is off to a great start in g= etting its financial health in order.=20 Let`s see how these stocks are trading so far; You can see the group is mos= tly lower, except for Enron. It is up.=20 "Market Call" will be right back after this break.=20 Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 ARGENTINA: Azurix withdraws from Buenos Aires water contract. 10/09/2001 Reuters English News Service (C) Reuters Limited 2001. BUENOS AIRES, Argentina, Oct 9 (Reuters) - Water company Azurix, a unit of = energy company Enron Corp. , said on Tuesday it had withdrawn from its cont= ract to distribute drinking water in Buenos Aires province after ongoing di= sputes with the provincial government.=20 "Azurix Buenos Aires SA ... officially notified the government of its withd= rawl from the concession contract due to serious breaches on the part of th= e province of Buenos Aires," the company said in a statement without provid= ing further details. In recent months, Azurix has accused the province - Argentina's largest and= most indebted - of not complying with certain conditions in the concession= , a 30-year deal for which the company paid $439 million in late 1999.=20 Azurix provides water services to 2.5 million people in 71 cities in the pr= ovince, which says it has met all conditions of the contract,. Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 NEWS Power providers cry foul over fees / State is accused of improper billing Bernadette Tansey Chronicle Staff Writer 10/09/2001 The San Francisco Chronicle FINAL A.13 (Copyright 2001) Electricity suppliers long accused of manipulating California's energy mark= et are turning the tables on the state, saying its independent grid manager= is forcing them to make up the cost of bad energy deals signed by Gov. Gra= y Davis' administration.=20 The power traders accuse the Independent System Operator -- which is legall= y required to act as an impartial market manager -- of improperly helping s= tate power buyers spread out the cost of high- priced electricity contracts= . Energy firms as well as municipal utility systems have complained about mys= terious charges on their accounts with the grid agency, said Jan Smutney-Jo= nes of the Independent Energy Producers Association, which represents such = industry giants as Enron, Dynegy, Williams and Reliant.=20 The charges showed up around the time the state Department of Water Resourc= es was forced to start selling excess electricity it had purchased at an av= erage of $69 per megawatt hour for as little as $1 per megawatt hour.=20 "The ISO seems to be following specific instructions the Department of Wate= r Resources is giving them," Smutney-Jones said.=20 An industry source said NRG Energy Inc. and other suppliers were preparing = a formal complaint to the Federal Energy Regulatory Commission, which could= order the state to issue refunds to generators if it finds they have been = improperly charged.=20 The commission has ordered an unprecedented operational audit of the grid m= anagement agency.=20 State officials bought power under long-term contracts when it appeared Cal= ifornia could suffer serious power shortages over the summer. Instead, the = state had more than enough power, and electricity available on the spot mar= ket suddenly cost half as much as the energy California had bought.=20 Gary Ackerman of the Western Power Trading Forum, an industry group, said t= he grid operator was using a combination of power scheduling and billing pr= actices to "bury" some of the cost of power purchased by the state in the a= ccounts of other generators.=20 "The state is the biggest buyer and seller of electricity, and they control= the governing board of the ISO," Ackerman said.=20 The governor's spokesman, Steve Maviglio, called the power firms' accusatio= ns "absolutely false" and said the generators were trying to whip up sentim= ent in Washington to interfere with the state's affairs.=20 "The generators know they'll get a much better deal at FERC headquarters in= Washington than they will in Sacramento," Maviglio said. "It shouldn't be = a surprise that they make these accusations here to get federal involvement= ."=20 Oscar Hidalgo, a spokesman for the Department of Water Resources, said gene= rators could hardly cast themselves as victims in California's energy crisi= s.=20 "I don't feel sorry for them one bit," Hidalgo said. "They had one heck of = a year."=20 Gregg Fishman, spokesman for the ISO said the agency was preparing a respon= se to the accusations.=20 Energy trade organizations said they suspected the ISO of using several mec= hanisms to charge suppliers for state contract costs.=20 The extra expense is sometimes tacked on to suppliers' bills for ISO operat= ing costs, which all electricity sellers in California share, Ackerman said= .=20 Some firms say they have tried to buy cheap spot market electricity for res= ale, only to find later that the grid manager has charged them for more exp= ensive state power. Others say the grid operator orders them to activate st= and-by power units on too-short notice. When they can't comply, they say, t= he ISO brings high-priced state power on line and bills them for the extra = cost.=20 The accusations are part of a struggle for control of California's grid. In= January, Davis disbanded the ISO's 26-member governing board, which was ch= aired by Smutney-Jones, after some critics said it was too cozy with indust= ry. Davis appointed his own five-member board.=20 In February, then-FERC Chairman Curt Hebert said the new board had become "= a political arm of the governor." The commission is trying to get Californi= a to turn over its grid to a multistate transmission organization.=20 Davis has warned Washington to "keep its hands off" the ISO. Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 Trammell Crow Company Names Rebecca McDonald to Board of Directors 10/09/2001 Business Wire (Copyright (c) 2001, Business Wire) DALLAS--(BUSINESS WIRE)--Oct. 9, 2001--Trammell Crow Company (NYSE: TCC) to= day announced the appointment of Rebecca A. McDonald to its Board of Direct= ors.=20 McDonald's appointment is effective October 1, 2001, and her initial term e= xpires at the Company's annual meeting of stockholders in 2002. McDonald is currently President of the Houston Museum of Natural Science, o= ne of the nation's premier museums. She formerly served as Chairman and Chi= ef Executive Officer of Enron Global Assets and was responsible for all of = Enron's global energy asset portfolio, including numerous power plants, pip= elines, gas and electricity distribution centers throughout Asia, Africa, t= he Caribbean Basin and South America.=20 Prior to joining Enron, McDonald served as President and Chief Executive Of= ficer of Amoco Energy Development Company, where she was responsible for de= veloping equity interests in international exploration and production opera= tions. She also led the company's participation in and expansion of interna= tional commercial transactions, privatizations and capitalizations. Additio= nally, McDonald was responsible for establishing Amoco's North American tra= ding operations.=20 Prior to joining Amoco, McDonald served as president of Tenneco Energy Serv= ices and held various management positions with Panhandle Trading Company, = Panhandle Eastern pipeline, and Trunkline Gas.=20 J. McDonald Williams, Chairman of the Board for Trammell Crow Company, said= "With her background in leading large scale organizations in international= business, Rebecca brings a perspective and set of business experiences tha= t will be invaluable as we continue to build our international real estate = services capabilities."=20 McDonald currently serves on the Advisory Committee of the Export-Import Ba= nk of the United States and was a founding member of the Mercosur Council. = She also serves as an outside director for Granite Construction Company in = California and Eagle Global Logistics in Houston, Texas.=20 McDonald joins board members J. McDonald Williams, Chairman, Trammell Crow = Company; Robert E. Sulentic, President & CEO, Trammell Crow Company; H. Pry= or Blackwell, President, Development and Investment Group, Trammell Crow Co= mpany; William F. Concannon, President, Global Services Group, Trammell Cro= w Company; James R. Erwin, retired, former Vice Chairman, Bank of America; = Henry J. Faison, Executive Vice President, Trammell Crow Company; Curtis F.= Feeny, Managing Director, Voyager Capital; Jeffrey M. Heller, Vice Chairma= n, EDS; and Rowland T. Moriarty, President & CEO, Cubex Corporation.=20 Founded in 1948, Trammell Crow Company is one of the largest diversified co= mmercial real estate services companies in the United States. In offices th= roughout the United States and Canada, Trammell Crow Company is organized t= o deliver management services, transaction services and development and pro= ject management services to both investors in and users of commercial real = estate. The company's Global Services Group delivers all management, transa= ction and project management services domestically and internationally. Dev= elopment and investment activities are conducted through the Development an= d Investment Group. The company has international service delivery in Europ= e and Asia through its strategic alliance with Savills plc, a leading prope= rty services company based in the United Kingdom, and the jointly owned out= sourcing company Trammell Crow Savills Limited. In addition, the company ha= s offices in Chile, Argentina, Brazil and Mexico. Trammell Crow Company is = traded on the New York Stock Exchange under the ticker symbol "TCC" and is = located on the World Wide Web at www.trammellcrow.com CONTACT: Trammell Crow Company Barbara Bower, 214/863-3020=20 08:43 EDT OCTOBER 9, 2001=20 Copyright ? 2000 Dow Jones & Company, Inc. All Rights Reserved. =09 Enron Corp. Raised to Long-Term `Buy' at Merrill 2001-10-09 06:00 (New York) Princeton, New Jersey, Oct. 9 (Bloomberg Data) -- Enron Corp. (ENE US) was raised to long-term ``buy'' from long-term ``accumulate'' by analyst Donato J. Eassey at Merrill Lynch. The near-term rating was maintained ``neutral.'' Northwest to Buy Portland General CBS MarketWatch.com 10/8/2001 7:44:00 PM=20 PORTLAND, Ore., Oct 08, 2001 (AP Online via COMTEX) -- Northwest Natural Ga= s Co. is buying another Oregon utility from Enron Corp. for $1.8 billion, c= ombining the state's largest natural gas and electric utilities in a merger= that may save ratepayers money but could also bring some job losses. Richard G. "Dick" Reiten, chairman and CEO of Northwest Natural, said Monda= y the gas company is buying Portland General Electric Co. after the Houston= -based energy giant gave up on its expansion into the Pacific Northwest. "We're extremely pleased that the acquisition will return PGE to local owne= rship," Reiten said at a news conference. Bob Jenks, executive director of the Citizens Utility Board, said he was co= ncerned the combination could encourage Northwest Natural to bypass state r= egulators by using its business clout to lobby the Legislature and governor= 's office when rate increases are needed. "If that's going to happen, and PGE rate cases are fought out in the Legisl= ature and the governor's office, then I don't think that's going to be in t= he interest of PGE customers," Jenks said. Northwest Natural was founded in 1859, the year Oregon became a state, usin= g gas extracted from coal to light downtown street lamps. PGE was founded in 1889 with a hydroelectric generator at Willamette Falls = that anchored the nation's first long-distance electric transmission line w= hen it was connected to the city, 14 miles to the north. The plant still op= erates, generating 16 megawatts of electricity. Reiten said the Northwest Natural board of directors has rejected buyout of= fers itself in recent years in hopes that an opportunity like the PGE deal = would come along. "It was a conscious choice to remain independent and build assets rather th= an sell out of state," Reiten said. "That patience has paid off." He said the deal will create a $5 billion utility that can cut costs by com= bining repair crews, equipment, service centers and billing in their overla= pping service area. Portland General has about 733,000 customers in northwestern Oregon and Nor= thwest Natural has about 530,000 customers in roughly the same area, includ= ing some in southwestern Washington state. Their headquarters are just a fe= w blocks apart on the same downtown street. Federal and state regulatory approval, along with shareholder approval, is = expected to take about a year. Some job cuts were expected, but Reiten said he hoped most would come throu= gh attrition and retirement, rather than layoffs. He said regulators have looked favorably on recent mergers of gas and elect= ric utilities because they generally have saved money for ratepayers. Combi= ned utilities already serve about two thirds of the nation, he added. Enron purchased PGE in 1997 for about $3.2 billion, including assumption of= debt, hoping to tap into energy trading along the entire West Coast, from = California to Washington state. But the Texas company found the pace of der= egulation in Oregon too slow at a time when the California energy crisis wa= s unfolding. Enron has a history of buying and selling smaller companies as it searches = for the best position in the constantly shifting energy market, said Mike H= eim, an A.G. Edwards & Sons analyst who follows the Texas company. "It's really more a strategic move," Heim said. Enron will receive $1.55 billion cash and $350 million in securities for PG= E. Enron stock closed at $33.45 on Monday, up $1.72 per share. Northwest Natur= al was at $22.99, down 42 cents a share. ---	[email protected]
arnold-j/deleted_items/136.	subject: RE: Back office issues content: WE ARE HAVING A MEETING WITH FRED AND MICHELLE/ DEREK TODAY.. WILL LET YOU KNOW IF I NEED HELP THANKS FOR YOUR SUPPORT -----Original Message----- From: Arnold, John Sent: Monday, October 08, 2001 7:49 PM To: Abramo, Caroline Subject: RE: Back office issues If these problems are not being addressed as they should be, call me and I'll get on it. This is unacceptable. -----Original Message----- From: Abramo, Caroline Sent: Sunday, October 07, 2001 11:22 PM To: Lagrasta, Fred Cc: Dyk, Russell; Zivic, Robyn Subject: Back office issues Fred- There are a number of issues we need to address with back office procedures immediately. We are losing money on avoidable problems and gaining a bad reputation in the market. Lets get Derek and Michelle together Tuesday afternoon. 2 of our counterparties are writing letters of complaint.. here's a sample of some of the quotes we have heard from the 10 counterparties we have added in the last 6 months. "I shouldn't have to spend my time decomposing the invoices and confirmations you send out" "It has been 10 days since we traded and we haven't received a shred of paper to give us the details of the trade" "We are being told in a confirm something different than we are being invoiced for" "We did not trade 300 contracts per day, it was per month - do you guys even think before you type" "I am a CFO and an accountant and I can't decipher what you are trying to confirm here" From a business dinner where a client of ours was speaking casually to large industrials and endusers. One, upon the mentioning of B2B exchanges said "they WILL NOT ever trade on EOL again because the backoffice procedure was such a nightmare.. they couldn't rely on the accuracy or timeliness of the confirm. This was a captive client who and needs to trade... who will not show us their flow again. The latest is the most disturbing: "we just want to do a small trade to test your system. We have heard it is a nightmare but want to see for ourselves - I mean how difficult can it be to book the purchase of 50 lots of crude" And still 5 days later they do not have one paper to show the details, not one phone call to confirm the trade...nothing. We even warned the BO that this was a new customer and to make best eforts to make sure the process runs smoothly and efficiently. Well, clearly we failed We do not understand what is going on in the back office. Is it that they are too disconnected from our daily operations to understand how integral their accurracy is to our business? Is there too much turnover? How are they trained? Who is in charge of the "backoffice"? There seems to be a different manager for every step of the process.. who co-ordinates all their efforts? Does anyone care? Ok.. I'll stop.. For our part, we have Michelle coming up to NY for a week in December (we wanted this to happen as soon as she started but did not work for her). We have to stop this before we lose clients (which we will). All the problems are being caused by the following: 1. Our inability to generate an accurate position report for our clients. This has already cost us money this year. Our clients do 10 trades a day.. they are constantly in and out of positions.. it is imperative that we get these right. As well, this report is our ONLY check to make sure deals are entered and entered correctly into the system. There are hundreds of books at Enron. We have postions on with dozens of them. We currenttly do not have an automated mechanism to pull deals from every book in one shot. We have to select books one by one.. this method will always result in books being ommmitted given our deal flow. Michelle is in charge of this process. We need a IT person on this yesterday. Michelle is spending most of her day verifying the validity of the report she generates. Robyn, Russell, and I check it everyday.. there are always mistakes. 2. There is a breakdown in the backoffice functions after Michelle collects the tickets we write and verbally confirms them. There is no check after they have been imput. There are ALWAYS imput errors. Michelle needs to check every deal after its entered into the system going forward. We also have NO set procedures for the bookings of deals. We have no idea where our job ends and the book admin's starts.. for non standard deals like gas dailies and swaptions we need to know the exact process from start to finish. 2a. Confirms are sent immediately after deals are entered.. what if deals are imput incorrectly? the confirm goes out anyway resulting in mass confusion at the client. Going forward, confirms need to be delayed until we can confirm that everything about the deal is correct. 2b. Invoicing.. there have been dozens of occassions where the amounts we are invoicing do not match the deals done.. 3. EOL- We are pushing hard to get counterparties on here.. we have signed Renaissance up (a 10B program fund) but I shudder to see how EOL will fair at these tasks. 4. Credit- All of our clients are margined. If deals are in the system incorrectly, the wrong MTM goes to the client.. another mis-match. We work closely with credit since we need to collect initial margin from some clients.. this amount changes daily- we need someone who can get on the phone with clients and explain these numbers through.. again, we are doing this now.	[email protected]	[email protected]
arnold-j/deleted_items/137.	subject: APB content: Please click on the link below for a Happy Hour invitation from APB and True Quote http://www.truequote.com/news/happyhour.htm	[email protected]	[email protected]
arnold-j/deleted_items/138.	subject: RE: 25% ACROSS THE BOARD REDUCTION IN ENE HEADCOUNT content: no need to eliminate specialization but there is a huge amount of duplication.. (for the record i am not weaseling my way into the chief fundamentalist role)..i think the specialization could remain but teh information should be commonly housed and centrallly disseminated) For example, why dio we need 4 stack models..it would be better to concentrate our effort and knowledge on making on great one also in terms of headcount, elimination of dupplication means reduced costs....do we really need to be hiring 100 analysts a year.......? where are we going to put them all let's keep the strongest and ditch the rest -----Original Message----- From: Arnold, John Sent: Monday, October 08, 2001 7:46 PM To: Fraser, Jennifer Subject: RE: 25% ACROSS THE BOARD REDUCTION IN ENE HEADCOUNT maybe, some specialization is beneficial though. -----Original Message----- From: Fraser, Jennifer Sent: Monday, October 08, 2001 10:56 AM To: Arnold, John Subject: RE: 25% ACROSS THE BOARD REDUCTION IN ENE HEADCOUNT porsche boxster (maybe the bmw one) instead or 5000 they raffle a car...hahahaha johnny..only exempt group is egm crude and products which keeps hiring and hiring also dont you think it was about time there was one fundamentals group where all information was shared and disseminated to trading -----Original Message----- From: Arnold, John Sent: Monday, October 08, 2001 11:53 AM To: Fraser, Jennifer Subject: RE: 25% ACROSS THE BOARD REDUCTION IN ENE HEADCOUNT they're giving away a porsche boxster or a cardboard boxcutter? -----Original Message----- From: Fraser, Jennifer Sent: Monday, October 08, 2001 10:50 AM To: Arnold, John Subject: RE: 25% ACROSS THE BOARD REDUCTION IN ENE HEADCOUNT that means nothing..uk is giving away boxter for new employees ans slicing 10% at same time -----Original Message----- From: Arnold, John Sent: Monday, October 08, 2001 11:48 AM To: Fraser, Jennifer Subject: RE: 25% ACROSS THE BOARD REDUCTION IN ENE HEADCOUNT no way. we're still paying $5000 for new employee referrals -----Original Message----- From: Fraser, Jennifer Sent: Monday, October 08, 2001 10:18 AM To: Arnold, John Subject: 25% ACROSS THE BOARD REDUCTION IN ENE HEADCOUNT YA HEARING ANYTHING ON THIS GEORGE DOWN--CRUDE FLOOR EVACUATED AND BROUGHT BACK	[email protected]	[email protected]
arnold-j/deleted_items/139.	subject: Please Register to Attend the Enron Management Conference content: As you know, the Enron Management Conference will be held Wednesday through Friday, November 14-16, 2001, at the Westin La Cantera Resort in San Antonio, Texas. This has been an eventful and challenging year for Enron. Now, more than ever, it is fitting to bring Enron's leaders together. After all, it is up to our management team to lead our company through these challenging times. Together, we will define Enron's character and determine Enron's destiny. We have a great program planned for this year's conference. I'm delighted that General Norman Schwarzkopf will join us as a keynote speaker on leadership. I'm equally pleased to welcome back Gary Hamel, who will help us process the past year and prepare for future success. As I've said before, we are a company that continues to look to the future, and there are many exciting things in store for us. I look forward to seeing you at this very important meeting. Regards, Ken Lay NOTE: This year, registration for the Management Conference will be conducted electronically. Below is a link to the online registration website along with instructions for navigating the site. Everyone must register by Friday, November 2. http://www.mplanners.com/enron When you access the Management Conference online registration website, enter your eMail Address and Password (password: enron) in the specified boxes. The first time you access the site, you will be prompted to enter your First Name and Last Name. Once completed, click Submit. On the next page, click Sign Up Now to register. You will be prompted to enter your basic information and make selections for your hotel room, travel and preferred activity. In the scroll box to the right, you can review and print the conference agenda, a list of activities, as well as travel arrangements and other general information. After you have entered the necessary information, you can Review Your Registration or simply Log Out. Your registration information will be automatically submitted. Once registered, you can reaccess the site at any time to review or change previous elections. When reentering the site, you only need to enter your eMail Address and Password. If you experience any problems accessing the site, please contact Marge Nadasky at 713-853-6631.	[email protected]	VP's and Above- Enron Management Conference List@ENRON <??SVP's and Above- Enron Management Conference List@ENRON>

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