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arnold-j/sent_items/226.
|
subject:
content: Dave:
Would like to sit down sometime and look at most current work on auto trader.
Any time today? I'm not trading today so I'm free anytime.
| ||
arnold-j/sent_items/227.
|
subject: RE: Weather Gas Quantos
content: talk to john griffith right now. in the future (month or so) it'll be andy zipper.
-----Original Message-----
From: Ribeiro, Claudio
Sent: Monday, June 18, 2001 5:58 PM
To: Arnold, John
Subject: Weather Gas Quantos
We, at the weather desk, are designing a product that pays with gas-price exposure (HDD products that pay in financial equivalents to MMBtus). The solution for this product requires the trading in gas and in weather.
We are in a point to establish the real dynamic of trading, which products to trade. We would like to have some input. To whom should we talk to have this guidance?
Thanks for the help,
Claudio Ribeiro
| ||
arnold-j/sent_items/228.
|
subject: RE:
content: what's you're new phone # ?
| ||
arnold-j/sent_items/229.
|
subject:
content: Kim:
Are John's tix available for the following games:
July 16 or 17 Cleveland
Sep 11,12 or 13 San Francisco
Sep 23 Chicago
Thanks,
John
| ||
arnold-j/sent_items/23.
|
subject: Re: Extra credit
content: no crap, what's your bid?
"Eva Pao" <[email protected]> on 05/13/2001 12:48:23 AM
Please respond to <[email protected]>
To: <[email protected]>
cc:
Subject: Extra credit
break even on info ass-symetry is 100%, any project above that level is
profitable to Pooks&Co.
-----Original Message-----
From: [email protected] [mailto:[email protected]]
Sent: Sunday, May 13, 2001 1:04 AM
To: [email protected]
Subject: RE: try this one...
For extra credit....
If the company is worth 150% more under management A rather than 50% more,
does your answer change?
"Eva Pao" <[email protected]> on 05/11/2001 05:13:59 PM
Please respond to <[email protected]>
To: <[email protected]>
cc:
Subject: RE: try this one...
will you do all of my homework?
-----Original Message-----
From: [email protected] [mailto:[email protected]]
Sent: Friday, May 11, 2001 8:41 AM
To: [email protected]
Subject: Re: try this one...
i'll pay a grand total of 0
"Eva Pao" <[email protected]> on 05/10/2001 05:15:59 PM
Please respond to <[email protected]>
To: <[email protected]>
cc:
Subject: try this one...
Please read the following problem very carefully, and write in a number at
the end. You should be ready to defend your answer. Only a number is
allowed, not an algebraic equation.
Acquiring a Company
In the following exercise you will represent Company A (the acquirer),
which is currently considering acquiring Company T (the target) by means of
a tender offer. You plan to tender in cash for 100% of Company T's shares
but are unsure how high a price to offer. The main complication is this:
the value of Company T depends directly on the outcome of a major oil
exploration project it is currently undertaking. Indeed, the very
viability
of Company T depends on the exploration outcome. If the project fails, the
company under current management will be worth nothing--$0/share. But if
the project succeeds, the value of the company under current management
could be as high as $100/share. All share values between $0 and $100 are
considered equally likely. By all estimates, the company will be worth
considerably more in the hands of Company A than under current management.
In fact, whatever the ultimate value under current management, the company
will be worth fifty percent more under the management of A than under
Company T. If the project fails, the company is worth $0/share under
either
management. If the exploration project generates a $50/share value under
current management, the value under Company A is $75/share. Similarly, a
$100/share value under Company T implies a $150/share value under Company
A,
and so on.
The board of directors of Company A has asked you to determine the
price
they should offer for Company T's shares. This offer must be made now,
before the outcome of the drilling project is known. From all indications,
Company T would be happy to be acquired by Company A, provided it is at a
profitable price. Moreover, Company T wishes to avoid, at all cost, the
potential of a takeover bid by any other firm. You expect Company T to
delay a decision on your bid until the results of the project are in, then
accept or reject your offer before the news of the drilling results reaches
the press.
Thus, you (Company A) will not know the results of the exploration
project
when submitting your price offer, but Company T will know the results when
deciding whether or not to accept your offer. In addition, Company T will
accept any offer by Company A that is greater than the (per share) value of
the company under current management. Thus, if you offer $50/share, for
instance, Company T will accept if the value of the company to Company T is
anything less than $50.
As the representative of Company A, you are deliberating over price
offers
in the range of $0/share (this is tantamount to making no offer at all) to
$150/share. What price offer per share would you tender for Company T's
stock?
$______ per/share
| ||
arnold-j/sent_items/230.
|
subject: RE:
content: Kim:
Can I get Mark's on the Jul 17 and John's on Sep 13 and 23?
Thanks,
John
-----Original Message-----
From: Hillis, Kimberly
Sent: Monday, July 02, 2001 10:45 AM
To: Arnold, John
Subject: RE:
I don't have July tickets until 7/19 however Mark Frevert's tickets are available on 7/17 - do you want them?
September 11, 12, 13 and 23 are all available.
Let me know what you want and send someone up.
k
-----Original Message-----
From: Arnold, John
Sent: Monday, July 02, 2001 10:37 AM
To: Hillis, Kimberly
Subject:
Kim:
Are John's tix available for the following games:
July 16 or 17 Cleveland
Sep 11,12 or 13 San Francisco
Sep 23 Chicago
Thanks,
John
| ||
arnold-j/sent_items/231.
|
subject: RE:
content: just calling to see if you have anything ingenious to say about this market. i've covered most of the shorts starting 3.40 all the way down. agree market probably not at equilibrium just dont really want to press it right now. the easy money's been made. want to have a few bullets just in case hot weather or storm takes this thing up to $3.50. selling some upside calls just in case that never happens i'll still make money. been an incredible run so far. have half a mind to pack things up and go on vacation for the rest of year. however, i'm just doing it for a week and a half starting tomorrow. will talk to you when i get back and we'll figure out what to do then.
-----Original Message-----
From: "Lafontaine, Steve" <[email protected]>@ENRON [mailto:IMCEANOTES-+22Lafontaine+2C+20Steve+22+20+3Csteve+2Elafontaine+40bankofamerica+2Ecom+3E+40ENRON@ENRON.com]
Sent: Monday, July 02, 2001 1:25 PM
To: Arnold, John
Subject: RE:
on vacation my man. but will be on cell phone and email all week. work is 212-836-5030
cell-917-374-6760(if i dont pick up lv a message). still short jsut wondering how much bouncing around i have to take until we get to 2.50 or less. certainly the r/r changing a little as we fall but upside like to be more limited as shorts cover and inventories build.
hows ogoing there? whats on your mind. feel free to call cell this week
-----Original Message-----
From: Arnold, John [mailto:[email protected]]
Sent: Monday, July 02, 2001 10:37 AM
To: LaFontaine, Steve
Subject: RE:
what's you're new phone # ?
| ||
arnold-j/sent_items/232.
|
subject: RE: whats the deal with andy zipper
content: he's going to start trading a cross commodity vol book. concentrate mainly on gas and power. maybe some weather and products. identifying any high risk/reward longer term vol trades we should be doing.
-----Original Message-----
From: Fraser, Jennifer
Sent: Monday, July 02, 2001 2:02 PM
To: Arnold, John
Subject: whats the deal with andy zipper
| ||
arnold-j/sent_items/233.
|
subject: RE: whats the deal with andy zipper
content: he'll be sitting with and reporting to me
-----Original Message-----
From: Fraser, Jennifer
Sent: Monday, July 02, 2001 2:17 PM
To: Arnold, John
Subject: RE: whats the deal with andy zipper
is he sitting beside you or on the power floor
-----Original Message-----
From: Arnold, John
Sent: Monday, July 02, 2001 2:15 PM
To: Fraser, Jennifer
Subject: RE: whats the deal with andy zipper
he's going to start trading a cross commodity vol book. concentrate mainly on gas and power. maybe some weather and products. identifying any high risk/reward longer term vol trades we should be doing.
-----Original Message-----
From: Fraser, Jennifer
Sent: Monday, July 02, 2001 2:02 PM
To: Arnold, John
Subject: whats the deal with andy zipper
| ||
arnold-j/sent_items/234.
|
subject: RE: whats the deal with andy zipper
content: director
-----Original Message-----
From: Fraser, Jennifer
Sent: Monday, July 02, 2001 2:18 PM
To: Arnold, John
Subject: RE: whats the deal with andy zipper
good is he a vp or a director?
-----Original Message-----
From: Arnold, John
Sent: Monday, July 02, 2001 2:18 PM
To: Fraser, Jennifer
Subject: RE: whats the deal with andy zipper
he'll be sitting with and reporting to me
-----Original Message-----
From: Fraser, Jennifer
Sent: Monday, July 02, 2001 2:17 PM
To: Arnold, John
Subject: RE: whats the deal with andy zipper
is he sitting beside you or on the power floor
-----Original Message-----
From: Arnold, John
Sent: Monday, July 02, 2001 2:15 PM
To: Fraser, Jennifer
Subject: RE: whats the deal with andy zipper
he's going to start trading a cross commodity vol book. concentrate mainly on gas and power. maybe some weather and products. identifying any high risk/reward longer term vol trades we should be doing.
-----Original Message-----
From: Fraser, Jennifer
Sent: Monday, July 02, 2001 2:02 PM
To: Arnold, John
Subject: whats the deal with andy zipper
| ||
arnold-j/sent_items/235.
|
subject: RE: whats the deal with andy zipper
content: it's going to take complete rejection of phys molecules to get solidly under $3. i expect some really good chop for 2 weeks. have enough people waiting for sub $3 to buy back all their shorts...don't think it's that easy from here,.
-----Original Message-----
From: Fraser, Jennifer
Sent: Monday, July 02, 2001 2:19 PM
To: Arnold, John
Subject: RE: whats the deal with andy zipper
i saw the 2.995 this am was it muc volume? when are we going back there
-----Original Message-----
From: Arnold, John
Sent: Monday, July 02, 2001 2:18 PM
To: Fraser, Jennifer
Subject: RE: whats the deal with andy zipper
he'll be sitting with and reporting to me
-----Original Message-----
From: Fraser, Jennifer
Sent: Monday, July 02, 2001 2:17 PM
To: Arnold, John
Subject: RE: whats the deal with andy zipper
is he sitting beside you or on the power floor
-----Original Message-----
From: Arnold, John
Sent: Monday, July 02, 2001 2:15 PM
To: Fraser, Jennifer
Subject: RE: whats the deal with andy zipper
he's going to start trading a cross commodity vol book. concentrate mainly on gas and power. maybe some weather and products. identifying any high risk/reward longer term vol trades we should be doing.
-----Original Message-----
From: Fraser, Jennifer
Sent: Monday, July 02, 2001 2:02 PM
To: Arnold, John
Subject: whats the deal with andy zipper
| ||
arnold-j/sent_items/236.
|
subject: RE: whats the deal with andy zipper
content: puts i assume. for what months?
-----Original Message-----
From: Fraser, Jennifer
Sent: Monday, July 02, 2001 2:33 PM
To: Arnold, John
Subject: RE: whats the deal with andy zipper
i bought the 3.50, 3.25 and 3.00 when it was at 4.44 -- i followed your advice thanks
-----Original Message-----
From: Arnold, John
Sent: Monday, July 02, 2001 2:32 PM
To: Fraser, Jennifer
Subject: RE: whats the deal with andy zipper
it's going to take complete rejection of phys molecules to get solidly under $3. i expect some really good chop for 2 weeks. have enough people waiting for sub $3 to buy back all their shorts...don't think it's that easy from here,.
-----Original Message-----
From: Fraser, Jennifer
Sent: Monday, July 02, 2001 2:19 PM
To: Arnold, John
Subject: RE: whats the deal with andy zipper
i saw the 2.995 this am was it muc volume? when are we going back there
-----Original Message-----
From: Arnold, John
Sent: Monday, July 02, 2001 2:18 PM
To: Fraser, Jennifer
Subject: RE: whats the deal with andy zipper
he'll be sitting with and reporting to me
-----Original Message-----
From: Fraser, Jennifer
Sent: Monday, July 02, 2001 2:17 PM
To: Arnold, John
Subject: RE: whats the deal with andy zipper
is he sitting beside you or on the power floor
-----Original Message-----
From: Arnold, John
Sent: Monday, July 02, 2001 2:15 PM
To: Fraser, Jennifer
Subject: RE: whats the deal with andy zipper
he's going to start trading a cross commodity vol book. concentrate mainly on gas and power. maybe some weather and products. identifying any high risk/reward longer term vol trades we should be doing.
-----Original Message-----
From: Fraser, Jennifer
Sent: Monday, July 02, 2001 2:02 PM
To: Arnold, John
Subject: whats the deal with andy zipper
| ||
arnold-j/sent_items/237.
|
subject:
content: take-out, wine, and movie?
|
houston <[email protected]>
|
|
arnold-j/sent_items/238.
|
subject: RE:
content: yes
-----Original Message-----
From: Ward, Kim S (Houston)
Sent: Monday, July 02, 2001 5:04 PM
To: Arnold, John
Subject: RE:
is this a test?
-----Original Message-----
From: Arnold, John
Sent: Monday, July 02, 2001 5:03 PM
To: Ward, Kim S (Houston)
Subject:
take-out, wine, and movie?
|
houston <[email protected]>
|
|
arnold-j/sent_items/239.
|
subject: RE:
content: how bout i bring it?
-----Original Message-----
From: Ward, Kim S (Houston)
Sent: Monday, July 02, 2001 5:12 PM
To: Arnold, John
Subject: RE:
hmmmmm, I pick wine.
-----Original Message-----
From: Arnold, John
Sent: Monday, July 02, 2001 5:08 PM
To: Ward, Kim S (Houston)
Subject: RE:
yes
-----Original Message-----
From: Ward, Kim S (Houston)
Sent: Monday, July 02, 2001 5:04 PM
To: Arnold, John
Subject: RE:
is this a test?
-----Original Message-----
From: Arnold, John
Sent: Monday, July 02, 2001 5:03 PM
To: Ward, Kim S (Houston)
Subject:
take-out, wine, and movie?
|
houston <[email protected]>
|
|
arnold-j/sent_items/24.
|
subject: Re:
content: i need significant lead time to prepare for boots day. please advise earlier next time.
From: Margaret Allen@ENRON on 05/11/2001 06:09 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re:
I'll be here until tomorrow afternoon, then off to Waco to see my mom. I just got back to my desk after being in meetings all day. Who knows how long I'll be here tonight and I have a shit load of work to do tomorrow. Why do I work here again?
What's up with you? I bought some guest to your floor today but you weren't around. And I have on boots with curly hair.
Take care, MSA
Oh, let's chat about Guggenheim next week. Are you going on the 17th too?
John Arnold@ECT 05/11/2001 11:58 AM To: Margaret Allen/Corp/Enron@ENRON cc: Subject:
you in town this weekend?
<Embedded StdOleLink>
| ||
arnold-j/sent_items/240.
|
subject: RE:
content: how about you get the food
-----Original Message-----
From: Ward, Kim S (Houston)
Sent: Monday, July 02, 2001 5:19 PM
To: Arnold, John
Subject: RE:
ok - my house is kind of a mess - had a leak in my shower and it messed up my ceiling in my den. Had to get plumber, now need a contractor, and the stock price to rise so I can pay for it.
what am I suppose to bring?
-----Original Message-----
From: Arnold, John
Sent: Monday, July 02, 2001 5:14 PM
To: Ward, Kim S (Houston)
Subject: RE:
how bout i bring it?
-----Original Message-----
From: Ward, Kim S (Houston)
Sent: Monday, July 02, 2001 5:12 PM
To: Arnold, John
Subject: RE:
hmmmmm, I pick wine.
-----Original Message-----
From: Arnold, John
Sent: Monday, July 02, 2001 5:08 PM
To: Ward, Kim S (Houston)
Subject: RE:
yes
-----Original Message-----
From: Ward, Kim S (Houston)
Sent: Monday, July 02, 2001 5:04 PM
To: Arnold, John
Subject: RE:
is this a test?
-----Original Message-----
From: Arnold, John
Sent: Monday, July 02, 2001 5:03 PM
To: Ward, Kim S (Houston)
Subject:
take-out, wine, and movie?
|
houston <[email protected]>
|
|
arnold-j/sent_items/241.
|
subject: RE:
content: i'll get the movie and wine. my suggestion is something from central market but i'm easy
-----Original Message-----
From: Ward, Kim S (Houston)
Sent: Monday, July 02, 2001 5:29 PM
To: Arnold, John
Subject: RE:
what ya want? who gets the movie?
-----Original Message-----
From: Arnold, John
Sent: Monday, July 02, 2001 5:26 PM
To: Ward, Kim S (Houston)
Subject: RE:
how about you get the food
-----Original Message-----
From: Ward, Kim S (Houston)
Sent: Monday, July 02, 2001 5:19 PM
To: Arnold, John
Subject: RE:
ok - my house is kind of a mess - had a leak in my shower and it messed up my ceiling in my den. Had to get plumber, now need a contractor, and the stock price to rise so I can pay for it.
what am I suppose to bring?
-----Original Message-----
From: Arnold, John
Sent: Monday, July 02, 2001 5:14 PM
To: Ward, Kim S (Houston)
Subject: RE:
how bout i bring it?
-----Original Message-----
From: Ward, Kim S (Houston)
Sent: Monday, July 02, 2001 5:12 PM
To: Arnold, John
Subject: RE:
hmmmmm, I pick wine.
-----Original Message-----
From: Arnold, John
Sent: Monday, July 02, 2001 5:08 PM
To: Ward, Kim S (Houston)
Subject: RE:
yes
-----Original Message-----
From: Ward, Kim S (Houston)
Sent: Monday, July 02, 2001 5:04 PM
To: Arnold, John
Subject: RE:
is this a test?
-----Original Message-----
From: Arnold, John
Sent: Monday, July 02, 2001 5:03 PM
To: Ward, Kim S (Houston)
Subject:
take-out, wine, and movie?
|
houston <[email protected]>
|
|
arnold-j/sent_items/242.
|
subject: RE:
content: John:
Here is my analysis of my guys:
Mike Maggi (2) : P@L for first half a bit misleading. Up till today, he ha=
s run and taken the P&L for 7 days. 3 days were in the first half of the y=
ear and 4 in July so far. Running EOL is a law of averages...some days you=
get killed some you do well. The second day he got massacred: T boone sol=
d 3000 contracts as well as the floor selling on an illiquid day followed b=
y gap down the next day. P&L for that day was -$7. the four days in july =
have been really good, probably +$6-7. So I look at his P&L for the first =
half of the year as Jan 1-Jul 6. That P&L of $15 is around my expectations=
. runs low var. pretty good at running EOL when I'm not there. A little =
too reactionary but hopefully more experience will help. makes most money =
in market making, probably slighlty negative in greeks and negative in curv=
e shift. Would like for him to turn both of those positive. A bit hadicap=
ped because present format doesnt allow him to fully get physical info. Re=
quired to spend all time in front of computer. needs to develop John Griff=
ith to allow him to get off the desk more. good contrarian trader. often =
has opposite position of floor. willing to stop out and is nimble. needs =
to take more of a macro view of vol rather than ending up with everybody' e=
lses positions. Vital for me to have him as a bbackup right now. Cannot f=
unction without one of us on the desk. =20
Computer causing problems. will email with other guys later.
| ||
arnold-j/sent_items/243.
|
subject:
content: any chance you can go to the game tonight? i've got the good ones..
| ||
arnold-j/sent_items/244.
|
subject:
content: interest in diamonds tonight?
| ||
arnold-j/sent_items/245.
|
subject:
content: anybody want four good tix to tonight's baseball game
| ||
arnold-j/sent_items/246.
|
subject:
content: [Arnold, John] [email protected]
Panel height: 65"
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| ||
arnold-j/sent_items/247.
|
subject:
content: 1. Did API's indicate that there may have been switching from resid back to gas?
2. Did the 2 crude traders that left quit or get fired?
| ||
arnold-j/sent_items/248.
|
subject:
content: Under new rules instituted this year by Commissioner Bud Selig, an umpire can automatically eject a pitcher if he believes he's throwing at a batter. He does not have to issue a warning before an ejection.
Fletcher did not warn Mann for hitting Gonzalez or Cordova.
"The umpire said Bartolo threw the ball at his head and that's an automatic ejection," said Manuel. "But the ball missed his head by three feet. It tipped off his bat."
Colon said he wasn't trying to hit Servais.
"I will protect my teammates," said Colon, speaking through bullpen coach/interpreter Luis Isaac. "I can hit anyone I want at any time. That's why I feel bad. I wasn't trying to hit him. The ball slipped."
Fryman defended his pitcher.
"At no point, do I approve of throwing at someone's head," said Fryman. "But that pitch did not surprise anyone in the ballpark. Bartolo should not have been ejected. There should have been an immediate warning to each bench.
| ||
arnold-j/sent_items/249.
|
subject: RE:
content: i took a week and a half off during the same time that Bo Collins of EL Paso left so naturally I am going to El paso. I'm not going anywhere unfortunately. I'm in for July 31 if you've got them
-----Original Message-----
From: Racicot, Paul
Sent: Tuesday, July 17, 2001 10:50 AM
To: Arnold, John
Subject: Re:
It would mean divorce court. I went last night. But I have got them for 31 July, if we you would like to schedule in advance. Thanks for the invite but I will have to pass on this one. By the way, there are all sorts of rumors about you and where you will be working.
regards,
Paul
John Arnold/ENRON@enronXgate 07/17/01 10:19 AM To: Paul Racicot/Enron Communications@Enron Communications cc: Subject:
any chance you can go to the game tonight? i've got the good ones..
| ||
arnold-j/sent_items/25.
|
subject: Re:
content: David:
Do you have a simulation set up that will allow me to simulate trades by pushing a buy or sell button and will move the two way so i can try simulating actual market cicumstances?
From: David Forster/ENRON@enronXgate on 05/08/2001 09:55 AM
To: John Arnold/HOU/ECT@ECT
cc: Savita Puthigai/ENRON@enronXgate
Subject:
John,
You might recall we spoke a few weeks ago about a system with more intelligence for out-of-hours trading than just leaving the products on Last Trade is Mid.
Attached is a suggestion for how such a system might work. It builds on Offset to Last Trade functionality.
The simplified description is: It tracks two variables: Intensity(Speed) and Bias (Buy or Sell emphasis). As Intensity increases, the Spread increases. As Bias increases, the Offset increases.
I'll call later to see what you think of the idea.
Dave
Program Criteria
The formula which defines the trading decision-making program will need to work with several criteria/inputs/definitions. These might be:
Intensity (Speed) - The average time between transaction attempts, regardless of whether they are buys or sells. Measured as a moving average over the last [Intensity Factor] transactions by comparing the timestamp of the transaction Tibco messages for the Product.
Obviously, the lower the Intensity calculation, the higher the transaction flow. Therefore a high Intensity number indicates low transaction flow.
Intensity Factor - The number of transactions to be included in the moving average Intensity calculation. A possible value for this might be [4].
#Buys - The number of Buys which have occurred.
#Sells - The number of Sells which have occured.
Transaction Count - Could be either #Buys or #Sells (whichever last occured).}
Buy Offset - The Offset value which will be applied if a Buy occurs.
Sell Offset - The Offset value which will be applied if a Sell occurs.
Offset Reversion Ratio (ORR)- The amount by which the Buy Offset should be reduced if a Sell occurs (or amount Sell Offset should be reduced if a Buy occurs). A possible value for this might be [0.3]. If the application of the ORR results in a reduction of less than 1, then the reduction shall be 1.
Transaction Reversion Ratio (TRR)- The amount by which #Buys should be reduced if a Sell occurs (or amount #Sells should be reduced if a Buy occurs). A possible value for this might be [0.3]. If the application of the TRR results in a reduction of less than 1, then the reduction shall be equal to 1.
Spread Minimum - The minimum Spread value allowed. A possible value for this might be [0.04]
Spread Maximum - The maximum Spread value allowed. A possible value for this might be [0.50]
Offset Minimum - The minimum Offset allowed for both Buys and Sells. A possible value for this might be [0].
Offset Maximum -The maximum offset allowed for both Buys and Sells. A possible value for this might be [0.50]
Initial Offset - The Buy and Sell Offset used when the program is started
Initial Spread - The Spread used when the program is started
Spread-Offset Minimum - The minimum amount by which Spread must exceed Offset. Prevents a possible arbitrage opportunity for the customer. A possible value for this might be [0.01]
Dead Interval - The period of time which must pass before the program will recalculate the above Criteria, if no transactions have taken place during the Dead Interval. A possible value for this might be [240] seconds.
Program Outputs
The program should output the following variables as a result of combining the above Criteria in a user-defined Formula:
Spread (integer) - as per current Stack Manager
Offset (integer) - as per current Stack Manager
Suspension (boolean) - Whether or not the Product should be suspended. Normally "False"
Program Interface and Operation Principles
The user should be provided with a GUI which will allow them to define a relationship among the above Criteria, which will produce and apply the Outputs to a particular Product. This relationship would be defined with Intensity Formulas and Transaction Formulas.
Every time a Transaction occurs, or a Dead Interval passes, the Criteria will be recalculated and the user-defined formulas will be reviewed by the program. If a Dead Interval passes without any transactions taking place, then Intensity = Intensity +240 and #Buys=#Buys-TRR and #Sells=#Sells-TRR and Buy Offset = Buy Offset- ORR and Sell Offset = Sell Offset - ORR.
If the user-defined Formulas (see following) indicate that a change in spread should occur, then if the Offset is zero (in the case of a trade occurring) or if no trade has occured (during the passing of a Dead Interval), the system shall perform a Last Trade is Mid calculation around the last transaction, adjusting the buy and sell prices according to the new Spread value.
Any adjustment to the Spread shall respect the Spread-Offset Minimum. If a reduction in the Spread should violate the Spread-Offset Minimum, then the Buy Offset (or Sell Offset, or both as appropriate) shall be reduced accordingly. Similarly, if the Offset is increased by a Transaction Formula to a level greater than the Spread, the Spread shall be increased to maintain the Spread-Offset Minimum.
GUI/Formulas Example:
Constants
Intensity Factor: [4]
Dead Interval: [240]
Offset Reversion Ratio (ORR): [0.3]
Transaction Reversion Ratio (TRR): [0.3]
Spread Minimum [0.04]
Spread Maximum [0.50]
Offset Minimum [0]
Offset Maximum [0.49]
Spread-Offset Minimum [0.01]
INPUTS OUTPUTS
Intensity Formula
Formula # Intensity Spread Offset Suspension
S1 >220 -0.01 n/a F
S2 <30 +0.01 n/a F
S3 <10 +0.02 n/a F
Transaction Formula
Formula # # Transactions Spread Offset Suspension
V1 <4 n/a -0.01 F
V2 >3 n/a +0.01 F
V3 >5 +0.01 +0.02 F
V4 >10 +0.02 +0.04 F
V5 >15 +0.04 +0.15 F
V6 >20 n/a n/a T
Note that #Transactions would be #Buys or #Sells, as appropriate. Note also that #Buys and #Sells are not intended to be an absolute count, but rather are a moving measure of the number of buys or sells which have recently occured.
In this example, all Constants and Formulae are editable by the user through the GUI.
Simulation
Obviously, if we want to proceed, we will want to conduct several simulations to prove concepts and evaluate responsiveness. However, to give some idea of how the above might work when a market starts to run in a particular direction, please see the attached:
Additional Features
System Notifications
There should be two kinds of notifications for the Robotrader, which will be similar to Stack Manager Garbage Checks: Warning and Failure levels for both Offset and Price. The warning levels will trigger a pager message. The Failure levels will trigger a pager message and the product will be automatically suspended. The Price checks will be against prices input by the trader (not relative price movements, but actual price). There should be both maximum and minimum price checks (e.g. gas is trading at $5.50. The notification levels could be $8 at the top end and $2 at the bottom end). Offset checks will only be against a maximum value.
Dave
| ||
arnold-j/sent_items/250.
|
subject: RE: todays aga
content: I have no good thoughts about the market. everybody wants it to go down to 2.80 so I covered my short at 310-5. cash very strong at these lower levels with some gen load. should act to flatten curve as good producer selling in back. playing range and selling vol. think aga may surprise lower than expectations.
-----Original Message-----
From: Fraser, Jennifer
Sent: Wednesday, July 18, 2001 9:13 AM
To: Arnold, John
Subject: todays aga
1-willtakeacloserlookandlet you know
2- helped out-resigned but were led in that direction.
3-what do you think today and through next wednesday?
-----Original Message-----
From: Arnold, John
Sent: Wednesday, July 18, 2001 7:32 AM
To: Fraser, Jennifer
Subject:
1. Did API's indicate that there may have been switching from resid back to gas?
2. Did the 2 crude traders that left quit or get fired?
| ||
arnold-j/sent_items/251.
|
subject: RE: fin
content: had phone problems ...lost my charger. It was good. I may be the most influential in the world of finance in the past 50 years
-----Original Message-----
From: "Eva Pao" <[email protected]>@ENRON [mailto:IMCEANOTES-+22Eva+20Pao+22+20+3Cepao+40mba2002+2Ehbs+2Eedu+3E+40ENRON@ENRON.com]
Sent: Tuesday, July 17, 2001 10:02 PM
To: John Arnold
Subject: fin
tried to call you a couple times to see how your whirlwind tour of WACC, M&M
and capital structure went.
wc
| ||
arnold-j/sent_items/252.
|
subject: RE:
content: those certainly were the good ole days.
-----Original Message-----
From: Shankman, Jeffrey A.
Sent: Wednesday, July 18, 2001 12:32 PM
To: Arnold, John
Subject:
Do you remember the time when Bo sold us 500 F's before the open? I was just reminiscing about the good old days.......
| ||
arnold-j/sent_items/253.
|
subject: RE: wheres does aug go off
content: i really have no idea. probably lower just becasue of the trend and overwhelming bearish view of the market.
-----Original Message-----
From: Fraser, Jennifer
Sent: Friday, July 20, 2001 11:14 AM
To: Arnold, John
Subject: wheres does aug go off
| ||
arnold-j/sent_items/254.
|
subject: FW: vacation
content: -----Original Message-----
From: Arnold, Matthew
Sent: Monday, July 16, 2001 8:46 AM
To: Arnold, John
Subject: FW: vacation
-----Original Message-----
From: Karen Arnold [mailto:[email protected]]
Sent: Sunday, July 15, 2001 3:19 PM
To: Arnold, John; Arnold, Matthew
Subject: vacation
If we are going on a family vacation this year, we need to start planning.
Now it may be that we all have over expended this year, me on the kitchen,
MBA on the house, JDA on the furniture is has bought, is buying or will
but, and we may only be able to go to the Woodlands, Fredericksburg, or
someplace. Anyway, we need to do some planning or we will be out of luck.
August is looking bad for me. September? Love, Your Mom
| ||
arnold-j/sent_items/255.
|
subject:
content: what happened to you last night? couldnt get ahold of you on your cell.
| ||
arnold-j/sent_items/256.
|
subject: RE:
content: flat. i had my lowest var in over a year this morning
-----Original Message-----
From: Fraser, Jennifer
Sent: Friday, July 20, 2001 2:50 PM
To: Arnold, John
Subject:
are u short again opr still flat to long?
| ||
arnold-j/sent_items/257.
|
subject: RE: vacation
content: -----Original Message-----
From: Arnold, Matthew
Sent: Friday, July 20, 2001 2:00 PM
To: Arnold, John
Subject: FW: vacation
-----Original Message-----
From: Arnold, John
Sent: Friday, July 20, 2001 12:08 PM
To: Arnold, Matthew
Subject: FW: vacation
-----Original Message-----
From: Arnold, Matthew
Sent: Monday, July 16, 2001 8:46 AM
To: Arnold, John
Subject: FW: vacation
-----Original Message-----
From: Karen Arnold [mailto:[email protected]]
Sent: Sunday, July 15, 2001 3:19 PM
To: Arnold, John; Arnold, Matthew
Subject: vacation
If we are going on a family vacation this year, we need to start planning.
Now it may be that we all have over expended this year, me on the kitchen,
MBA on the house, JDA on the furniture is has bought, is buying or will
but, and we may only be able to go to the Woodlands, Fredericksburg, or
someplace. Anyway, we need to do some planning or we will be out of luck.
August is looking bad for me. September? Love, Your Mom
| ||
arnold-j/sent_items/258.
|
subject: FW: Read This!
content: -----Original Message-----
From: Rory McAuley <[email protected]>@ENRON [mailto:IMCEANOTES-Rory+20McAuley+20+3CRory+2EMcauley+40GFInet+2Ecom+3E+40ENRON@ENRON.com]
Sent: Monday, July 23, 2001 1:15 PM
To: '[email protected]'
Subject: Read This!
http://www.phillymag.com/Archives/2001June/prodigy.html
***************************************************************
Confidentiality note: This e-mail contains information from the
GFI Group Inc. and/or its affiliates, including GFInet inc.,
that is confidential and/or legally privileged. This
information is intended only for the use of the individual or
entity named on this e-mail. This e-mail and its content may
not be reproduced or retransmitted without the express written
permission of The GFI Group.
***************************************************************
| ||
arnold-j/sent_items/26.
|
subject:
content: Kim:
I will not be at the may 18 management mtg as I will be in NY on business.
| ||
arnold-j/sent_items/261.
|
subject: RE: Corp. Marketing Initiative
content: that's fine. the later the better but definitely after 2:30
-----Original Message-----
From: Wilson, Angela
Sent: Friday, July 20, 2001 2:06 PM
To: Arnold, John
Subject: Corp. Marketing Initiative
Margaret Allen would like to set up a meeting with you to discuss the Corp. Marketing Initiative on Wednesday, July 25. We have an outside agency coming in to do an audit and your opinions are extremely important in the success of this project. The meeting will last approximately 30 minutes. If you see where you can be in attendance, please forward me the time of your choice between 9am and 3pm. We will also be sending you a brief via email that is going to cover topics of the discussion. Your participation is greatly appreciated. Thank you
| ||
arnold-j/sent_items/264.
|
subject: RE: okay here's what i got on the euro...
content: I'm big seller of interventions. they tend not to work. if the gas market wants to go lower, enron coming out and buying 10,000 contracts is not going to stop the market from going down. maybe in the short term, but that's it. same with currencies. ECB can come out and transfer some of its foreign reserves from dollars to Euros, but they are limited by their currency reserves unless they want to act in the futures market at which point they have to exit that position at some point. i think it is more psychological than anything. i think overall market interventions have been extremely ineffective.
-----Original Message-----
From: "Eva Pao" <[email protected]>@ENRON [mailto:IMCEANOTES-+22Eva+20Pao+22+20+3Cepao+40mba2002+2Ehbs+2Eedu+3E+40ENRON@ENRON.com]
Sent: Wednesday, July 25, 2001 10:51 PM
To: John Arnold
Subject: okay here's what i got on the euro...
Here is a bio on my Business, Gov't & Int'l Economy prof. He gave a
presentation on the stuff he did for the European Central Bank the other
day. He reviewed why historically everyone looks to germany (i.e. Bubba) as
a proxy for determining monetary policy in Europe. Moreover, he explained
why exchange rates were the focal point in determining monetary policy in
Germany. With the new ECB, the bank heads are explicitly trying to remove
public focus on exchange rates. However, this effort may have led to the
belief by the financial community that the ECB does not care about/ will not
defend the euro. He then stated that this is not true. So, I'm thinking
that downside is limited. The performance of the euro has not gone
unnoticed, especially given the critical EU goal of 2% inflation p.a.
ep
Bio:
Huw Pill is an Assistant Professor of Business Administration at the
Graduate School of Business Administration, Harvard University, where he
teaches the first year required MBA course Business, Government and the
International Economy.
Having attended University College, he received an undergraduate degree in
Politics, Philosophy and Economics from the University of Oxford in 1989. He
received his doctorate from the Department of Economics at Stanford
University in June 1995.
From July 1998 until January 2001, Professor Pill was on leave from Harvard
working at the European Central Bank in Frankfurt, where he was Head of the
Strategic Policy Issues in the Bank's Directorate Monetary Policy. Prior to
his appointment to the Harvard faculty in July 1995, Professor Pill worked
in London as an economist in the Monetary and Exchange Rate Policy Group of
the Bank of England's Economics Division (1990-92). He has also worked at
the International Monetary Fund in Washington, DC (1994, 1995).
Professor Pill's current research has two dimensions. On the one hand, he is
investigating the formulation and conduct of monetary policy in advanced
economies, with a focus on the implementation of the single monetary policy
in the euro area. On the other hand, he is studying the role of financial
liberalization and innovation on macroeconomic fluctuations. The latter
project focuses on the interaction between international capital flows,
exchange rate management, structural economic reforms (especially in the
financial sector) and macroeconomic performance in a variety of countries,
including the United Kingdom, Indonesia and Mexico. The results of this
research have been published in various professional journals and edited
volumes.
| ||
arnold-j/sent_items/265.
|
subject: RE:
content: remind me of that bet again
-----Original Message-----
From: Ward, Kim S (Houston)
Sent: Thursday, July 26, 2001 2:40 PM
To: Arnold, John
Subject:
what do you think the chance is that you come up with the us open tickets you owe me for my bet?
|
houston <[email protected]>
|
|
arnold-j/sent_items/266.
|
subject: RE: thanks, but
content: me thinks the currency market has seen enough failed interventions that it shrugs off any intervention and may view it as a sign of weakness. me also thinks that until foreigners quit plowing all their money into the US the dollar should remain fairly strong. however, if all the hedge funds are short which i assume they would be, the turnaround will be very quick.
-----Original Message-----
From: "Eva Pao" <[email protected]>@ENRON [mailto:IMCEANOTES-+22Eva+20Pao+22+20+3Cepao+40mba2002+2Ehbs+2Eedu+3E+40ENRON@ENRON.com]
Sent: Thursday, July 26, 2001 11:49 AM
To: Arnold, John
Subject: thanks, but
i took macroecon also. i'm not a proponent of open market interventions. i
am merely saying that its on the ecb radar screen and that measures will be
taken to remedy a weak euro. further, everything is psychological, a
signalling effect to move the market up is fine by me. i think overall YOU
have been extremely ineffective (just kidding, pooks).
-----Original Message-----
From: Arnold, John [mailto:[email protected]]
Sent: Thursday, July 26, 2001 9:23 AM
To: [email protected]
Subject: RE: okay here's what i got on the euro...
I'm big seller of interventions. they tend not to work. if the gas
market wants to go lower, enron coming out and buying 10,000 contracts
is not going to stop the market from going down. maybe in the short
term, but that's it. same with currencies. ECB can come out and
transfer some of its foreign reserves from dollars to Euros, but they
are limited by their currency reserves unless they want to act in the
futures market at which point they have to exit that position at some
point. i think it is more psychological than anything. i think overall
market interventions have been extremely ineffective.
> -----Original Message-----
> From: "Eva Pao" <[email protected]>@ENRON
> [mailto:IMCEANOTES-+22Eva+20Pao+22+20+3Cepao+40mba2002+2Ehbs+2Eedu+3E+
> [email protected]]
> Sent: Wednesday, July 25, 2001 10:51 PM
> To: John Arnold
> Subject: okay here's what i got on the euro...
>
> Here is a bio on my Business, Gov't & Int'l Economy prof. He gave a
> presentation on the stuff he did for the European Central Bank the
> other
> day. He reviewed why historically everyone looks to germany (i.e.
> Bubba) as
> a proxy for determining monetary policy in Europe. Moreover, he
> explained
> why exchange rates were the focal point in determining monetary policy
> in
> Germany. With the new ECB, the bank heads are explicitly trying to
> remove
> public focus on exchange rates. However, this effort may have led to
> the
> belief by the financial community that the ECB does not care about/
> will not
> defend the euro. He then stated that this is not true. So, I'm
> thinking
> that downside is limited. The performance of the euro has not gone
> unnoticed, especially given the critical EU goal of 2% inflation p.a.
>
> ep
>
> Bio:
> Huw Pill is an Assistant Professor of Business Administration at the
> Graduate School of Business Administration, Harvard University, where
> he
> teaches the first year required MBA course Business, Government and
> the
> International Economy.
> Having attended University College, he received an undergraduate
> degree in
> Politics, Philosophy and Economics from the University of Oxford in
> 1989. He
> received his doctorate from the Department of Economics at Stanford
> University in June 1995.
> From July 1998 until January 2001, Professor Pill was on leave from
> Harvard
> working at the European Central Bank in Frankfurt, where he was Head
> of the
> Strategic Policy Issues in the Bank's Directorate Monetary Policy.
> Prior to
> his appointment to the Harvard faculty in July 1995, Professor Pill
> worked
> in London as an economist in the Monetary and Exchange Rate Policy
> Group of
> the Bank of England's Economics Division (1990-92). He has also worked
> at
> the International Monetary Fund in Washington, DC (1994, 1995).
>
> Professor Pill's current research has two dimensions. On the one hand,
> he is
> investigating the formulation and conduct of monetary policy in
> advanced
> economies, with a focus on the implementation of the single monetary
> policy
> in the euro area. On the other hand, he is studying the role of
> financial
> liberalization and innovation on macroeconomic fluctuations. The
> latter
> project focuses on the interaction between international capital
> flows,
> exchange rate management, structural economic reforms (especially in
> the
> financial sector) and macroeconomic performance in a variety of
> countries,
> including the United Kingdom, Indonesia and Mexico. The results of
> this
> research have been published in various professional journals and
> edited
> volumes.
>
**********************************************************************
This e-mail is the property of Enron Corp. and/or its relevant affiliate and
may contain confidential and privileged material for the sole use of the
intended recipient (s). Any review, use, distribution or disclosure by
others is strictly prohibited. If you are not the intended recipient (or
authorized to receive for the recipient), please contact the sender or reply
to Enron Corp. at [email protected] and delete all
copies of the message. This e-mail (and any attachments hereto) are not
intended to be an offer (or an acceptance) and do not create or evidence a
binding and enforceable contract between Enron Corp. (or any of its
affiliates) and the intended recipient or any other party, and may not be
relied on by anyone as the basis of a contract by estoppel or otherwise.
Thank you.
**********************************************************************
| ||
arnold-j/sent_items/267.
|
subject: RE: euro
content: how about your local bank??
-----Original Message-----
From: "Eva Pao" <[email protected]>@ENRON [mailto:IMCEANOTES-+22Eva+20Pao+22+20+3Cepao+40mba2002+2Ehbs+2Eedu+3E+40ENRON@ENRON.com]
Sent: Thursday, July 26, 2001 7:57 AM
To: Arnold, John
Subject: RE: euro
exactly. i want to change my cash dollars to euro.
-----Original Message-----
From: Arnold, John [mailto:[email protected]]
Sent: Wednesday, July 25, 2001 10:07 PM
To: [email protected]
Subject: RE: euro
pooks, unless you want to turn your bank account from dollars to euros, you want to trades futs.
-----Original Message-----
From: "Eva Pao" <[email protected]>@ENRON
Sent: Wed 7/25/2001 8:49 AM
To: John Arnold
Cc:
Subject: euro
pooks.
jackcarl is just for futs. i want to buy the euro. any thoughts?
- winmail.dat << File: winmail.dat >>
| ||
arnold-j/sent_items/268.
|
subject: RE:
content: selective memory maybe
-----Original Message-----
From: Ward, Kim S (Houston)
Sent: Thursday, July 26, 2001 2:48 PM
To: Arnold, John
Subject: RE:
How easily we forget -
-----Original Message-----
From: Arnold, John
Sent: Thursday, July 26, 2001 2:45 PM
To: Ward, Kim S (Houston)
Subject: RE:
remind me of that bet again
-----Original Message-----
From: Ward, Kim S (Houston)
Sent: Thursday, July 26, 2001 2:40 PM
To: Arnold, John
Subject:
what do you think the chance is that you come up with the us open tickets you owe me for my bet?
|
houston <[email protected]>
|
|
arnold-j/sent_items/269.
|
subject: RE:
content: if you're around stop by around 500-515 today to talk about all this stuff
-----Original Message-----
From: Hayden, Frank
Sent: Friday, July 27, 2001 9:43 AM
To: McLaughlin Jr., Errol
Cc: Arnold, John
Subject:
Errol,
Is it possible for me to get a report of option positions broken out by greeks and strike concentration? Also, I would like to know if it is possible for you to give me the financial desk's average gamma exposure over the last 6 months. Trying to get "handle" on typical exposures?
Thanks,
Frank
| ||
arnold-j/sent_items/27.
|
subject: Re: myrtle beach
content: Appreciate the offer but I won't be able to get out of work,
"Piasio, Stephen [FI]" <[email protected]> on 05/10/2001 11:23:18 AM
To: "'[email protected]'" <[email protected]>
cc:
Subject: myrtle beach
do you or any one of your colleagues at the mighty Enron want to join us at
our annual golf outing in Myrtle Beach. You pay the air, we've got the
rest.
Only 4 rules:
no cologne
no top button buttoned on the golf shirt
not permitted to break 100
no cameras
reminder:
Friday June 1 2 rounds
Saturday, June 2 1 round/poolside
Sunday, June 3 1 round
Enron has an open invite. Please let me know.
| ||
arnold-j/sent_items/270.
|
subject:
content: big plans tonight?
|
houston <[email protected]>
|
|
arnold-j/sent_items/271.
|
subject: FW: fox-sports-nba-knicks[1].mov
content: -----Original Message-----
From: "Zerilli, Frank" <[email protected]>@ENRON [mailto:IMCEANOTES-+22Zerilli+2C+20Frank+22+20+3Cfzerilli+40POWERMERCHANTS+2ECOM+3E+40ENRON@ENRON.com]
Sent: Friday, July 27, 2001 8:54 AM
To: '[email protected]'; '[email protected]'; '[email protected]'; Dennis, Robert
Cc: 'Robert and Jeannine Votruba'; 'Stacey A. Hoey'; '[email protected]'
Subject: fox-sports-nba-knicks[1].mov
fox-sports-nba-knicks[1].mov
- fox-sports-nba-knicks[1].mov
| ||
arnold-j/sent_items/272.
|
subject: RE:
content: with?
-----Original Message-----
From: Ward, Kim S (Houston)
Sent: Friday, July 27, 2001 4:08 PM
To: Arnold, John
Subject: RE:
leaving right now for beers @ lil woodrows
-----Original Message-----
From: Arnold, John
Sent: Friday, July 27, 2001 4:07 PM
To: Ward, Kim S (Houston)
Subject:
big plans tonight?
|
houston <[email protected]>
|
|
arnold-j/sent_items/273.
|
subject: RE:
content: yea...talk to john griffith about getting this info. if you want to get a sense of my position, stop by monday afternoon.
-----Original Message-----
From: Hayden, Frank
Sent: Friday, July 27, 2001 3:54 PM
To: Arnold, John
Subject: RE:
Can't today have to head out to permitting office, flood and all.
Trying to get "geared" up in light of Gregg's comments, maybe beers would be best, you open?
Frank
-----Original Message-----
From: Arnold, John
Sent: Friday, July 27, 2001 3:46 PM
To: Hayden, Frank
Subject: RE:
if you're around stop by around 500-515 today to talk about all this stuff
-----Original Message-----
From: Hayden, Frank
Sent: Friday, July 27, 2001 9:43 AM
To: McLaughlin Jr., Errol
Cc: Arnold, John
Subject:
Errol,
Is it possible for me to get a report of option positions broken out by greeks and strike concentration? Also, I would like to know if it is possible for you to give me the financial desk's average gamma exposure over the last 6 months. Trying to get "handle" on typical exposures?
Thanks,
Frank
| ||
arnold-j/sent_items/274.
|
subject: RE: first of all...
content: i didnt mean to get so run over
-----Original Message-----
From: [email protected]@ENRON [mailto:[email protected]]
Sent: Friday, July 27, 2001 5:36 AM
To: Arnold, John
Subject: RE: first of all...
> okay, seriously. you make good points on the intervention front. however, i
do believe that the euro has suffered from public neglect from the ecb. that
said, i'm unsure what form an intervention would take.
money flow. i agree that there has been good money flow into us from Japan,
Japan (through Europe), and Europe. usd is a good safe haven, because if we
have troubles US should outperform, and the EU is untested. this is why i am
uninterested in shorting the dollar.
the euro has also suffered from a japanese overhang. when the euro was first
released, japanese bot up the euro with the expectation that other countries
would convert some of their reserves into the euro. this has not been the case
and japan has been puking out their position. however, there is a belief that
the selling is over. (though, i'm not sure when this played out, or how to
check this story. haven't found measure for money flow. oh, bloomberg, how i
miss thee.)
so, i guess i still like it. but who knows, i'm probably the mullet retail
investor that gets run over. the currency market is very efficient.
pookums
me thinks the currency market has seen enough failed interventions that
> it shrugs off any intervention and may view it as a sign of weakness.
> me also thinks that until foreigners quit plowing all their money into
> the US the dollar should remain fairly strong. however, if all the
> hedge funds are short which i assume they would be, the turnaround will
> be very quick.
>
> > -----Original Message-----
> > From: "Eva Pao" <[email protected]>@ENRON
> > [mailto:IMCEANOTES-+22Eva+20Pao+22+20+3Cepao+40mba2002+2Ehbs+2Eedu+3E+
> > [email protected]]
> > Sent: Thursday, July 26, 2001 11:49 AM
> > To: Arnold, John
> > Subject: thanks, but
> >
> > i took macroecon also. i'm not a proponent of open market
> > interventions. i
> > am merely saying that its on the ecb radar screen and that measures
> > will be
> > taken to remedy a weak euro. further, everything is psychological, a
> > signalling effect to move the market up is fine by me. i think
> > overall YOU
> > have been extremely ineffective (just kidding, pooks).
> >
> >
> > -----Original Message-----
> > From: Arnold, John [mailto:[email protected]]
> > Sent: Thursday, July 26, 2001 9:23 AM
> > To: [email protected]
> > Subject: RE: okay here's what i got on the euro...
> >
> >
> > I'm big seller of interventions. they tend not to work. if the gas
> > market wants to go lower, enron coming out and buying 10,000 contracts
> > is not going to stop the market from going down. maybe in the short
> > term, but that's it. same with currencies. ECB can come out and
> > transfer some of its foreign reserves from dollars to Euros, but they
> > are limited by their currency reserves unless they want to act in the
> > futures market at which point they have to exit that position at some
> > point. i think it is more psychological than anything. i think
> > overall
> > market interventions have been extremely ineffective.
> >
> > > -----Original Message-----
> > > From: "Eva Pao" <[email protected]>@ENRON
> > >
> > [mailto:IMCEANOTES-+22Eva+20Pao+22+20+3Cepao+40mba2002+2Ehbs+2Eedu+3E+
> > > [email protected]]
> > > Sent: Wednesday, July 25, 2001 10:51 PM
> > > To: John Arnold
> > > Subject: okay here's what i got on the euro...
> > >
> > > Here is a bio on my Business, Gov't & Int'l Economy prof. He gave a
> > > presentation on the stuff he did for the European Central Bank the
> > > other
> > > day. He reviewed why historically everyone looks to germany (i.e.
> > > Bubba) as
> > > a proxy for determining monetary policy in Europe. Moreover, he
> > > explained
> > > why exchange rates were the focal point in determining monetary
> > policy
> > > in
> > > Germany. With the new ECB, the bank heads are explicitly trying to
> > > remove
> > > public focus on exchange rates. However, this effort may have led
> > to
> > > the
> > > belief by the financial community that the ECB does not care about/
> > > will not
> > > defend the euro. He then stated that this is not true. So, I'm
> > > thinking
> > > that downside is limited. The performance of the euro has not gone
> > > unnoticed, especially given the critical EU goal of 2% inflation
> > p.a.
> > >
> > > ep
> > >
> > > Bio:
> > > Huw Pill is an Assistant Professor of Business Administration at the
> > > Graduate School of Business Administration, Harvard University,
> > where
> > > he
> > > teaches the first year required MBA course Business, Government and
> > > the
> > > International Economy.
> > > Having attended University College, he received an undergraduate
> > > degree in
> > > Politics, Philosophy and Economics from the University of Oxford in
> > > 1989. He
> > > received his doctorate from the Department of Economics at Stanford
> > > University in June 1995.
> > > From July 1998 until January 2001, Professor Pill was on leave from
> > > Harvard
> > > working at the European Central Bank in Frankfurt, where he was Head
> > > of the
> > > Strategic Policy Issues in the Bank's Directorate Monetary Policy.
> > > Prior to
> > > his appointment to the Harvard faculty in July 1995, Professor Pill
> > > worked
> > > in London as an economist in the Monetary and Exchange Rate Policy
> > > Group of
> > > the Bank of England's Economics Division (1990-92). He has also
> > worked
> > > at
> > > the International Monetary Fund in Washington, DC (1994, 1995).
> > >
> > > Professor Pill's current research has two dimensions. On the one
> > hand,
> > > he is
> > > investigating the formulation and conduct of monetary policy in
> > > advanced
> > > economies, with a focus on the implementation of the single monetary
> > > policy
> > > in the euro area. On the other hand, he is studying the role of
> > > financial
> > > liberalization and innovation on macroeconomic fluctuations. The
> > > latter
> > > project focuses on the interaction between international capital
> > > flows,
> > > exchange rate management, structural economic reforms (especially in
> > > the
> > > financial sector) and macroeconomic performance in a variety of
> > > countries,
> > > including the United Kingdom, Indonesia and Mexico. The results of
> > > this
> > > research have been published in various professional journals and
> > > edited
> > > volumes.
> > >
> >
> >
> > **********************************************************************
> > This e-mail is the property of Enron Corp. and/or its relevant
> > affiliate and
> > may contain confidential and privileged material for the sole use of
> > the
> > intended recipient (s). Any review, use, distribution or disclosure by
> > others is strictly prohibited. If you are not the intended recipient
> > (or
> > authorized to receive for the recipient), please contact the sender or
> > reply
> > to Enron Corp. at [email protected] and delete
> > all
> > copies of the message. This e-mail (and any attachments hereto) are
> > not
> > intended to be an offer (or an acceptance) and do not create or
> > evidence a
> > binding and enforceable contract between Enron Corp. (or any of its
> > affiliates) and the intended recipient or any other party, and may not
> > be
> > relied on by anyone as the basis of a contract by estoppel or
> > otherwise.
> > Thank you.
> > **********************************************************************
> >
>
---------------------------------------------
This message was sent using Endymion MailMan.
http://www.endymion.com/products/mailman/
| ||
arnold-j/sent_items/275.
|
subject: RE: did i tell you about my pira visit last week--shuttlesworth
content: yet his price forecast from last week is 2.60ish for next summer...is that the struggle between bullish next summer but coming out of the winter with a lot of gas in the ground?
-----Original Message-----
From: Fraser, Jennifer
Sent: Sunday, July 29, 2001 11:42 PM
To: Arnold, John
Subject: RE: did i tell you about my pira visit last week--shuttlesworth intends to give a bullish presentation at oct seminar
wrong assumption--he intends to come out as a big bull at this year's october conference --sees production treadmill scenario again--expects tightness to rear its head in h2-02. they have reduced their dwgom numbers in 03-05. he is still bearish this year thats it--he thinks time to get long is at 2.00$-----
-----Original Message-----
From: Arnold, John
Sent: Sun 7/29/2001 6:39 PM
To: Fraser, Jennifer
Cc:
Subject: RE: did i tell you about my pira visit last week--shuttlesworth intends to give a bullish presentation at oct seminar
| ||
arnold-j/sent_items/276.
|
subject:
content: what's your longer term 3-12 month view of heat? thinking about buying against short natty for next summer.
| ||
arnold-j/sent_items/277.
|
subject: RE:
content: think trade reluctant to sell here until they see aga on wednesday and knowing that tropical activity will develop at some point. however, think the failure from 335 last thursday will weigh on people. think that nobody wants to own above 325, only as very short term trade to sell to someone else 5-10 cents higher unless aga is very bullish.
-----Original Message-----
From: Fraser, Jennifer
Sent: Monday, July 30, 2001 8:01 AM
To: Arnold, John
Subject: RE:
I like it. But I am the minority. relative to nat gas I think HO has greter propensity to spike. right now I am working on just such analysis -will have details late rthis week. I will probably spread TZ6 or NYMEX vs HO (going long the ho portion). Remember that unlike NG, about 90-92% of HO is made on demand -so stocks are not as important. also I think relative to NG HO sotcks are lower in that we are not headed to all time highs lin ho like we are in ng.also EUrope had ver vey warm winter last year. Reversion to norm especially in early (nov-mar) could keep things tighter if arb opens to EC.
We are beginning to see run cuts. I think OPEC is serious.
what si your view on ng t this week and next?
-----Original Message-----
From: Arnold, John
Sent: Mon 7/30/2001 7:39 AM
To: Fraser, Jennifer
Cc:
Subject:
what's your longer term 3-12 month view of heat? thinking about buying against short natty for next summer.
| ||
arnold-j/sent_items/278.
|
subject: RE: AGA below 70
content: if the number last week was right, then that looks possible. however, 2 weeks ago the # came out higher than everybody thought so all the models were jacked up. aga is certainly much better than the api but still cant put too much into one number
-----Original Message-----
From: Fraser, Jennifer
Sent: Monday, July 30, 2001 8:15 AM
To: Arnold, John
Subject: AGA below 70
what do you think of a 63 aga?
-----Original Message-----
From: Arnold, John
Sent: Mon 7/30/2001 8:11 AM
To: Fraser, Jennifer
Cc:
Subject: RE:
think trade reluctant to sell here until they see aga on wednesday and knowing that tropical activity will develop at some point. however, think the failure from 335 last thursday will weigh on people. think that nobody wants to own above 325, only as very short term trade to sell to someone else 5-10 cents higher unless aga is very bullish.
-----Original Message-----
From: Fraser, Jennifer
Sent: Monday, July 30, 2001 8:01 AM
To: Arnold, John
Subject: RE:
I like it. But I am the minority. relative to nat gas I think HO has greter propensity to spike. right now I am working on just such analysis -will have details late rthis week. I will probably spread TZ6 or NYMEX vs HO (going long the ho portion). Remember that unlike NG, about 90-92% of HO is made on demand -so stocks are not as important. also I think relative to NG HO sotcks are lower in that we are not headed to all time highs lin ho like we are in ng.also EUrope had ver vey warm winter last year. Reversion to norm especially in early (nov-mar) could keep things tighter if arb opens to EC.
We are beginning to see run cuts. I think OPEC is serious.
what si your view on ng t this week and next?
-----Original Message-----
From: Arnold, John
Sent: Mon 7/30/2001 7:39 AM
To: Fraser, Jennifer
Cc:
Subject:
what's your longer term 3-12 month view of heat? thinking about buying against short natty for next summer.
| ||
arnold-j/sent_items/279.
|
subject:
content: not really. i actually don't think the market's going to move too much even though the range of expectations is huge. there are enough people on the sidelines to mute a move either way
| ||
arnold-j/sent_items/28.
|
subject: RE: try this one...
content: For extra credit....
If the company is worth 150% more under management A rather than 50% more, does your answer change?
"Eva Pao" <[email protected]> on 05/11/2001 05:13:59 PM
Please respond to <[email protected]>
To: <[email protected]>
cc:
Subject: RE: try this one...
will you do all of my homework?
-----Original Message-----
From: [email protected] [mailto:[email protected]]
Sent: Friday, May 11, 2001 8:41 AM
To: [email protected]
Subject: Re: try this one...
i'll pay a grand total of 0
"Eva Pao" <[email protected]> on 05/10/2001 05:15:59 PM
Please respond to <[email protected]>
To: <[email protected]>
cc:
Subject: try this one...
Please read the following problem very carefully, and write in a number at
the end. You should be ready to defend your answer. Only a number is
allowed, not an algebraic equation.
Acquiring a Company
In the following exercise you will represent Company A (the acquirer),
which is currently considering acquiring Company T (the target) by means of
a tender offer. You plan to tender in cash for 100% of Company T's shares
but are unsure how high a price to offer. The main complication is this:
the value of Company T depends directly on the outcome of a major oil
exploration project it is currently undertaking. Indeed, the very
viability
of Company T depends on the exploration outcome. If the project fails, the
company under current management will be worth nothing--$0/share. But if
the project succeeds, the value of the company under current management
could be as high as $100/share. All share values between $0 and $100 are
considered equally likely. By all estimates, the company will be worth
considerably more in the hands of Company A than under current management.
In fact, whatever the ultimate value under current management, the company
will be worth fifty percent more under the management of A than under
Company T. If the project fails, the company is worth $0/share under
either
management. If the exploration project generates a $50/share value under
current management, the value under Company A is $75/share. Similarly, a
$100/share value under Company T implies a $150/share value under Company
A,
and so on.
The board of directors of Company A has asked you to determine the
price
they should offer for Company T's shares. This offer must be made now,
before the outcome of the drilling project is known. From all indications,
Company T would be happy to be acquired by Company A, provided it is at a
profitable price. Moreover, Company T wishes to avoid, at all cost, the
potential of a takeover bid by any other firm. You expect Company T to
delay a decision on your bid until the results of the project are in, then
accept or reject your offer before the news of the drilling results reaches
the press.
Thus, you (Company A) will not know the results of the exploration
project
when submitting your price offer, but Company T will know the results when
deciding whether or not to accept your offer. In addition, Company T will
accept any offer by Company A that is greater than the (per share) value of
the company under current management. Thus, if you offer $50/share, for
instance, Company T will accept if the value of the company to Company T is
anything less than $50.
As the representative of Company A, you are deliberating over price
offers
in the range of $0/share (this is tantamount to making no offer at all) to
$150/share. What price offer per share would you tender for Company T's
stock?
$______ per/share
| ||
arnold-j/sent_items/280.
|
subject: RE:
content: me thinks below but won't really move until closer to expiry
-----Original Message-----
From: Fraser, Jennifer
Sent: Wednesday, August 01, 2001 8:17 AM
To: Arnold, John
Subject: RE:
thanks.trust life is good to you. am in tokyo this week. has weather (HDD, storms) arrived too late to save nat gas? what about sep expiry above or below 3$-
-----Original Message-----
From: Arnold, John
Sent: Wednesday, August 01, 2001 10:15 PM
To: Fraser, Jennifer
Subject:
not really. i actually don't think the market's going to move too much even though the range of expectations is huge. there are enough people on the sidelines to mute a move either way
| ||
arnold-j/sent_items/281.
|
subject: RE: market on JA
content: i'm just here to do my job and not worry about prestige, or something
-----Original Message-----
From: Fraser, Jennifer
Sent: Wednesday, August 01, 2001 8:34 AM
To: Arnold, John
Subject: market on JA
both inside and outside ene ( i heard from kayvan this morning)
JA- youngest MD at Christmas
odds?
-----Original Message-----
From: Arnold, John
Sent: Wednesday, August 01, 2001 10:21 PM
To: Fraser, Jennifer
Subject: RE:
me thinks below but won't really move until closer to expiry
-----Original Message-----
From: Fraser, Jennifer
Sent: Wednesday, August 01, 2001 8:17 AM
To: Arnold, John
Subject: RE:
thanks.trust life is good to you. am in tokyo this week. has weather (HDD, storms) arrived too late to save nat gas? what about sep expiry above or below 3$-
-----Original Message-----
From: Arnold, John
Sent: Wednesday, August 01, 2001 10:15 PM
To: Fraser, Jennifer
Subject:
not really. i actually don't think the market's going to move too much even though the range of expectations is huge. there are enough people on the sidelines to mute a move either way
| ||
arnold-j/sent_items/282.
|
subject: RE: justin rostant
content: i probably would have told you within the first 2 months
-----Original Message-----
From: Slone, Jeanie
Sent: Wednesday, August 01, 2001 7:31 PM
To: Arnold, John
Subject: RE: justin rostant
rock and roll. when were you planning on telling me-after he had been on the desk for three months. you are never going to make the good vp list.
-----Original Message-----
From: Arnold, John
Sent: Wednesday, August 01, 2001 7:29 PM
To: Slone, Jeanie
Subject: RE: justin rostant
asap. how about we just make him sign it and then the two of us split the 10k??
-----Original Message-----
From: Slone, Jeanie
Sent: Wed 8/1/2001 7:26 PM
To: Arnold, John
Cc:
Subject: RE: justin rostant
I'm still at work and very hungry-that is what is up with me. what is up with you?
We have been doing 10k (i think) for them to sign the retention agreement. We sh/d be consistent. I will verify number w/Karen Buckley and have legal produce the doc. When are you thinking of having him move over?
-----Original Message-----
From: Arnold, John
Sent: Wednesday, August 01, 2001 7:21 PM
To: Slone, Jeanie
Subject: RE: justin rostant
what is up with you?
just kidding. we're bringing him onto the desk in an analytical role assuming his reviews are a-okay. can you get me a 3 month evergreen doc with his name on it for if we do hire him. the question was whether to bring him into the trading track. we're gonna bring him on and if he does well, just merge him into it.
-----Original Message-----
From: Slone, Jeanie
Sent: Wed 8/1/2001 6:25 PM
To: Arnold, John
Cc:
Subject: justin rostant
what is up with him? i left his reviews in your bottom desk drawer-shred them please.
| ||
arnold-j/sent_items/283.
|
subject: RE: Hello!
content: Hey,
Surprised to hear from you. jeff is in charge of nat gas operations and reports to sally beck who is in charge of all back office ops. as of this morn, he is still here. i've heard some wacky enron rumors before but this one is pretty good. where'd you hear this?
-----Original Message-----
From: "Robertson, Heather" <[email protected]>@ENRON [mailto:IMCEANOTES-+22Robertson+2C+20Heather+22+20+3CHRobertson+40cloughcapital+2Ecom+3E+40ENRON@ENRON.com]
Sent: Wednesday, August 01, 2001 1:57 PM
To: Arnold, John
Subject: Hello!
> How are ya?!
>
> Question: ever hear of a guy named Jeff Gossett (sp?) at Enron? Supposed
> to be high up, but quit two weeks ago? Maybe even reported to Skilling?
> Lemme know what you know...
>
> We should catch up, eh? =)
>
>
> Heather Lockhart Robertson
> Clough Capital Partners, LP
> 260 Franklin Street
> Boston, MA 02110
> P: 617-204-3409
> F: 617-204-3434
>
| ||
arnold-j/sent_items/284.
|
subject: RE: enronline
content: 1. i would guess notional value $2-3 bil per day including financial derivatives.
2. probably doubled market share in gas since eol
3. probably 25% of our trades are intl
-----Original Message-----
From: [email protected]@ENRON [mailto:[email protected]]
Sent: Thursday, August 02, 2001 7:46 PM
To: [email protected]
Subject: enronline
we have the eol case today in Entrepreneurial Manager.
question:
what is the daily value of transactions done on eol?
how has eol increased market share in gas?
how has eol done internationally?
thanks,
ep
---------------------------------------------
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| ||
arnold-j/sent_items/285.
|
subject:
content: Can I assume we are ready to test the limit orders?
| ||
arnold-j/sent_items/286.
|
subject: RE:
content: i would still like to conduct the test. we may have 10-20 internal orders at a short interval after aga
-----Original Message-----
From: Puthigai, Savita
Sent: Monday, August 06, 2001 10:43 AM
To: Arnold, John
Cc: Webb, Jay
Subject: RE:
Hi John,
I assumed you knew the details but just realized from talking to Jay that you probably were not aware that Greg Whalley wanted us to put this on hold for North America until some FERC and CFTC issues were resolved. John Lavorato however wanted to go ahead and have an internal only version and we needed an extra week to program the internal only restricted version. Given that we have an intenal only version we don't need to conduct the test we had spoken about before. Let me know if you need further information. Thanks.
Savita
-----Original Message-----
From: Arnold, John
Sent: Monday, August 06, 2001 10:23 AM
To: Puthigai, Savita
Subject:
Can I assume we are ready to test the limit orders?
| ||
arnold-j/sent_items/287.
|
subject: RE: Hello!
content: thanks.
-----Original Message-----
From: Gossett, Jeffrey C.
Sent: Monday, August 06, 2001 7:48 AM
To: Arnold, John
Subject: RE: Hello!
Hey John:
Sorry for the delay in getting back to you, I was out of the office last week. This is someone that I used to work for, who was trying to get me to work for her again. I am still here, and intend on staying here. Your friend has a good reading of the situation, exageration has always been this woman's strong suit.
-----Original Message-----
From: Arnold, John
Sent: Thursday, August 02, 2001 10:26 PM
To: Gossett, Jeffrey C.
Subject: FW: Hello!
Jeff:
Received this email from a girl who used to work here. any idea what she is talking about? is she referring to you?
-----Original Message-----
From: "Robertson, Heather" <[email protected]>@ENRON
Sent: Thu 8/2/2001 1:31 PM
To: Arnold, John
Cc:
Subject: RE: Hello!
Aren't you used to me popping in every few years by now?? And are you
calling me wacky?? =)
Basically, I just started working for a new-ish hedge fund in Boston with
Chuck Clough, the former Chief Investment Strategist for Merrill. I got a
random phone call yesterday from a woman who is just starting a hedge fund
here in Boston. She had heard I was in town and has been trying to get a
hold of me to help her start her hedge fund. She finally got my number from
someone, who told her I had already started working with Chuck. I'm not
sure why she called me anyway, but she basically tried to convince me what a
great opportunity it would be to work with her and her "team."
The only person on her "team" that she described was Jeff Gossett. She said
that she and her husband had hired him out of Southwest Texas undergrad and
he had stayed with her first fund for four years (which she subsequently
sold) until Enron recruited him away. The stories of the recruitment seemed
a bit wild, like using private jets to fly him to Europe. Anyway, she said
that he had quit Enron two weeks ago to join her in this new hedge fund.
Having never heard of him and thinking she seemed to be a bit of a crackpot,
I was wondering if it was true. I would never leave this opportunity, even
if she offered me the world, but I have friends who really want to break
into hedge funds, so I was doing some due diligence on their behalf.
Does it sound like the same guy?
-----Original Message-----
From: [email protected] [ <mailto:[email protected]>]
Sent: Thursday, August 02, 2001 12:58 PM
To: [email protected]
Subject: RE: Hello!
Hey,
Surprised to hear from you. jeff is in charge of nat gas operations and
reports to sally beck who is in charge of all back office ops. as of this
morn, he is still here. i've heard some wacky enron rumors before but
this one is pretty good. where'd you hear this?
-----Original Message-----
From: "Robertson, Heather" <[email protected]>@ENRON
[ <mailto:IMCEANOTES-+22Robertson+2C+20Heather+22+20+3CHRobertson+40cloughcapi>
[email protected]]
Sent: Wednesday, August 01, 2001 1:57 PM
To: Arnold, John
Subject: Hello!
> How are ya?!
>
> Question: ever hear of a guy named Jeff Gossett (sp?) at Enron?
Supposed
> to be high up, but quit two weeks ago? Maybe even reported to
Skilling?
> Lemme know what you know...
>
> We should catch up, eh? =)
>
>
> Heather Lockhart Robertson
> Clough Capital Partners, LP
> 260 Franklin Street
> Boston, MA 02110
> P: 617-204-3409
> F: 617-204-3434
>
**********************************************************************
This e-mail is the property of Enron Corp. and/or its relevant affiliate and
may contain confidential and privileged material for the sole use of the
intended recipient (s). Any review, use, distribution or disclosure by
others is strictly prohibited. If you are not the intended recipient (or
authorized to receive for the recipient), please contact the sender or reply
to Enron Corp. at [email protected] and delete all
copies of the message. This e-mail (and any attachments hereto) are not
intended to be an offer (or an acceptance) and do not create or evidence a
binding and enforceable contract between Enron Corp. (or any of its
affiliates) and the intended recipient or any other party, and may not be
relied on by anyone as the basis of a contract by estoppel or otherwise.
Thank you.
**********************************************************************
| ||
arnold-j/sent_items/288.
|
subject: FW: [Cortlandtwines.com] 25% OFF Premium American Wine
content: -----Original Message-----
From: [email protected]@ENRON [mailto:[email protected]] On Behalf Of [email protected]
Sent: Monday, August 06, 2001 11:20 AM
To: Multiple recipients of CortlandtWines.com-list - Sent by
Subject: [Cortlandtwines.com] 25% OFF Premium American Wine
Our wine buyers (Doug & Joe) have gone mad!
They have hundreds of new wines arriving from September on.
We need space for all these new products.
Therefore we have to SELLOUT many of our current stocks of inventory!
At a Whopping 25% Off our regular price.
Our loss is your gain.
Watch out for your favorite category over the next few days.
This is the first group-Premium American Wine.
4770 Beringer Private Reserve Cabernet Sauvignon 1996 100. 75.00
3985 Del Dotto Cabernet Sauvignon 1997 65.99 49.49
1578 Far Niente Cabernet Sauvignon 1997 100. 75.00
3087 Hartwell Grace Family Cabernet Sauvignon 1996 175. 131.25
4074 Hartwell Sunshine Vineyard Cabernet Sauvignon 1996 125.
93.75
5072 Beringer Stanly Ranch Pinot Noir 1995 29.99 22.49
6175 Burgess Enveiere 25th Anniversary Proprietary Red 1997 90. 67.50
2424 Dominus Proprietary Red 1984 250. 187.50
2720 Dominus Proprietary Red 1985 250. 187.50
3746 Niebaum Coppola Rubicon Proprietary Red 1996 85. 63.75
1510 Signorello Padrone Proprietary Red 1997 150. 112.50
5868 Artesa Napa Valley Cabernet Sauvignon 1997 34.99 26.24
6122 Barnett Vineyard Spring Mountain Cabernet Sauvignon 1998 50.
37.50
4536 Corison 10th Anniversary Cabernet Sauvignon 1996 49.99 37.49
5929 Corison Napa Valley Cabernet Sauvignon 1997 50. 37.50
5158 Cosentino Winery Reserve Cabernet Sauvignon 1995 45.99 34.49
5593 Fife Cabernet Sauvignon 1998 35. 26.25
4983 Girard Reserve Cabernet Sauvignon 1995 50. 37.50
5077 Heitz Napa Cabernet Sauvignon 1997 40. 30.00
3559 Heitz Trailside Cabernet Sauvignon 1994 49.99 37.49
4804 Kenwood Artist Series Cabernet Sauvignon 1995 75. 56.25
4873 Martin Ray Santa Cruz Cabernet Sauvignon 1995 46.99 35.24
4874 Martin Ray Saratoga Cuvee Cabernet Sauvignon 1998 32. 24.00
5079 Miner Oakville Cabernet Sauvignon 1998 70. 52.50
5622 Newton Unfiltered Cabernet Sauvignon 1998 50. 37.50
4774 Oakford Vineyards Oakville Cabernet Sauvignon 1995 59.99
44.99
3107 Oakford Vineyards Oakville Cabernet Sauvignon 1997 95. 71.25
5753 Oakville Ranch Cabernet Sauvignon 1997 55. 41.25
5036 Plumpjack Estate Cabernet Sauvignon 1998 55. 41.25
2872 R&B Cellars Reserve Cabernet Sauvignon 1997 70. 52.50
4563 Raymond Reserve Cabernet Sauvignon 1998 29. 21.75
4985 Schweiger Spring Mountain District Cabernet Sauvignon 1997
60. 45.00
5577 Signorello Estate Cabernet Sauvignon 1997 49.99 37.49
5693 Signorello Founders Reserve Cabernet Sauvignon 1996 80. 60.00
5937 Silverado Limited Reserve Cabernet Sauvignon 1997 120. 90.00
2975 Silverado Hill Cellars Napa Cabernet Sauvignon 1997 22.99
17.24
5673 Thunder Mountain Miller Vineyard-Doc's Cabernet Sauvignon 1998
55. 41.25
4737 Truchard Carneros Cabernet Sauvignon 1997 40. 30.00
5416 Volker Eisele Family Estate Napa Cabernet Sauvignon 1996 35.
26.25
5668 von Strasser Diamond Mountain Cabernet Sauvignon 1998 49.99
37.49
4842 Whitehall Lane Napa Cabernet Sauvignon 1998 32.99 24.74
2682 ZD Cabernet Sauvignon 1997 50. 37.50
4503 Arrowood Sonoma Chardonnay 1998 27. 20.25
5871 Artesa Carneros Chardonnay 1998 21.99 16.49
5872 Artesa Napa Valley Chardonnay 1998 21.99 16.49
3631 Artesa Reserve Chardonnay 1998 29.99 22.49
6202 Au Bon Climat Chardonnay 1999 22. 16.50
6031 Au Bon Climat Sanford & Benedict Vineyard Chardonnay 1998 45.
33.75
4531 Burgess Chardonnay 1998 16.99 12.74
4388 Canepa Gauer Chardonnay 1996 29.99 22.49
5708 Chateau Potelle V. G. S. Chardonnay 1997 45. 33.75
3839 Longoria Santa Rita Cuvee Chardonnay 1996 24.99 18.74
5936 Martin Ray Mariage Chardonnay 1999 18.99 14.24
5032 Miner Chardonnay 1999 34. 25.50
5940 Miner Wild Yeast Chardonnay 1998 50. 37.50
2320 Mueller Russian River LB Chardonnay 1997 24.99 18.74
4517 Newton Red Label Chardonnay 1999 26. 19.50
6049 Newton Unfiltered Chardonnay 1998 48. 36.00
4048 Neyers Napa Valley Chardonnay 1999 33. 24.75
5145 Oakville Ranch Vineyards Vista Chardonnay 1997 27.99 20.99
6074 Oakville Ranch Vineyards Vista Chardonnay 1999 38. 28.50
5244 Pine Ridge Dijon Clones Chardonnay 1998 22.99 17.24
4562 Raymond Reserve Chardonnay 1999 14.99 11.24
5919 Rombauer Carneros Chardonnay 1999 30. 22.50
5991 Schweiger Chardonnay 1997 28. 21.00
4644 Shafer Red Shoulder Ranch Chardonnay 1998 34.99 26.24
3463 Signorello Estate Chardonnay 1997 29.99 22.49
5203 Silverado Reserve Chardonnay 1997 45. 33.75
3835 Sonoma Cutrer Les Pierres Chardonnay 1997 29.99 22.49
3836 Sonoma-Cutrer Cutrer Vineyard Chardonnay 1997 25.99 19.49
5205 Swanson Carneros Chardonnay 1997 23.99 17.99
4545 Talbott Diamond T Estate Chardonnay 1997 69.99 52.49
5970 Vine Cliff Cellars Chardonnay 1998 32. 24.00
3752 Von Strasser Diamond Mountain Chardonnay 1995 27.99 20.99
6161 Arrowood Merlot 1997 42. 31.50
5869 Artesa Napa Valley Merlot 1997 24.99 18.74
5870 Artesa Sonoma Valley Merlot 1997 24.99 18.74
3554 Azalea Springs Merlot 1996 29.99 22.49
4215 Barnett Vineyard Merlot 1995 24.99 18.74
1566 Cafaro Merlot 1997 40. 30.00
4854 Chalk Hill Chalk Hill Merlot 1995 39.99 29.99
5611 Chalk Hill Chalk Hill Merlot 1996 39.99 29.99
5963 Chalk Hill Chalk Hill Merlot 1997 48. 36.00
4836 Fisher RCF Merlot 1996 31.99 23.99
4092 Forman Merlot 1996 44.99 33.74
4521 Liparita Howell Mountain Merlot 1995 35.99 26.99
0593 Marilyn Merlot 1996 25. 18.75
6155 Marilyn Merlot 1999 25. 18.75
5353 Matanzas Creek Merlot 1996 59.99 44.99
4683 Mietz Merlot 1997 27. 20.25
5941 Miner Oakville Merlot 1997 65. 48.75
5458 Newton Epic Merlot 1997 59.99 44.99
5487 Newton Unfiltered Merlot 1997 44.99 33.74
6118 Newton Unfiltered Merlot 1998 50. 37.50
3575 Neyers Merlot 1998 32. 24.00
5276 Rombauer Napa Valley Merlot 1996 24.99 18.74
4493 Swanson Merlot 1998 30. 22.50
5705 Truchard Merlot 1997 32. 24.00
4645 Whitehall Lane Knights Valley Merlot 1998 25.99 19.49
4550 Lava Cap Granite Hill-El Dorado Petite Sirah 1998 30. 22.50
4831 Rockland Petite Sirah 1998 33. 24.75
5332 Arrowood Saralee's Vineyard Pinot Blanc 1996 32.99 24.74
5874 Artesa Carneros Pinot Noir 1997 22.99 17.24
5875 Artesa Russian River Pinot Noir 1997 22.99 17.24
5873 Artesa Santa Barbara Pinot Noir 1997 22.99 17.24
5895 August Briggs Carneros Pinot Noir 1998 35. 26.25
0859 August Briggs Dijon Clones Pinot Noir 1998 35. 26.25
6123 Barnett Vineyard Santa Lucia Pinot Noir 1998 30. 22.50
2385 Calera Mills Vineyard Pinot Noir 1996 49.99 37.49
5847 Hanzell Pinot Noir 1996 44. 33.00
1209 J Nicole's Vineyard Pinot Noir 1996 28.99 21.74
2781 Lafond Pinot Noir 1996 35. 26.25
5053 Miner Gary's Pinot Noir 1999 55. 41.25
4535 Mueller Emily's Cuvee Pinot Noir 1997 32.99 24.74
5247 Murphy Goode Russian River Pinot Noir 1997 26.99 20.24
4176 Newton Unfiltered Pinot Noir 1998 34. 25.50
5752 Patz & Hall Pinot Noir 1998 35.99 26.99
5020 Patz & Hall Russian River Pinot Noir 1997 29.99 22.49
5565 Saintsbury Brown Ranch Pinot Noir 1998 90. 67.50
3625 Siduri Pinot Noir 1997 50. 37.50
5389 Truchard Pinot Noir 1997 29.99 22.49
6203 Au Bon Climat Pinot Noir / Mondeuse 1999 20. 15.00
5992 Luna Canto Proprietary Red 1998 70. 52.50
5971 Napanook Proprietary Red 1997 37. 27.75
4885 Oakville Ranch Roberts Blend Proprietary Red 1995 39.99 29.99
5743 Pine Ridge Andrus Reserve Proprietary Red 1997 125. 93.75
4200 Ravenswood Icon Proprietary Red 1998 27. 20.25
1957 Sean Thackery Pleiades IX Old Vines Proprietary Red NV 25.99
19.49
5486 Seghesio Omaggio Four Generations Proprietary Red 1997 44.99
33.74
2144 Spring Mountain Vineyards Proprietary Red 1997 58. 43.50
6024 Swanson Alexis Proprietary Red 1998 50. 37.50
5345 Thunder Mountain Star Ruby Proprietary Red 1998 55. 41.25
1224 Tablas Hills Cuvee Blanc Proprietary White 1996 20.99 15.74
1890 Altamura Sangiovese 1997 30. 22.50
4787 Flora Springs Sangiovese 1999 16.99 12.74
1612 Showket Vineyards Sangiovese 1998 50. 37.50
5876 Artesa Napa Valley Sauvignon Blanc 1997 19.99 14.99
4811 Cain Vineyards Musque Sauvignon Blanc 1999 20. 15.00
3493 Edmunds St John Durell Syrah 1995 27.99 20.99
5377 Lava Cap El Dorado Reserve Syrah 1997 25.99 19.49
4221 Jaffurs Matilija Cuvee Syrah / Mouvedre 1996 18.99 14.24
0878 Archer Zinfandel 1996 25.99 19.49
5979 Blockheadia Ringnosii California Zinfandel 1999 19.99 14.99
4639 Blockheadia Ringnosii Napa Valley Zinfandel 1999 32. 24.00
4499 Cline Jacuzzi Zinfandel 1995 39.99 29.99
2710 Eric Ross Dry Creek Valley Zinfandel 1997 24.99 18.74
5969 Franciscan Zinfandel 1998 19.99 14.99
5242 Green & Red Chiles Mill Vineyard Zinfandel 1999 30. 22.50
3773 Green & Red Chiles Valley Zinfandel 1999 26. 19.50
5074 Howell Mountain Vineyards Old Vine Zinfandel 1998 30. 22.50
3626 One Zinfandel 1997 19.99 14.99
4579 Pezzi King Dry Creek Valley Zinfandel 1996 25.99 19.49
5429 Pezzi King Dry Creek Valley Zinfandel 1997 25.99 19.49
3750 Rabbit Ridge Rabbit Ridge Ranch Zinfandel 1995 27.99 20.99
5861 Ravenswood Barricia Zinfandel 1998 36. 27.00
5879 Ravenswood Belloni Zinfandel 1998 36. 27.00
5862 Ravenswood Big River Zinfandel 1998 36. 27.00
4557 Ravenswood Dickerson Vineyard Zinfandel 1998 36. 27.00
5858 Ravenswood Monte Rosso Zinfandel 1998 36. 27.00
5859 Ravenswood Old Hill Zinfandel 1998 40. 30.00
5860 Ravenswood Teldeschi Zinfandel 1998 36. 27.00
5400 Robert Biale Monte Rosso Zinfandel 1997 45. 33.75
2870 Stephen Ross Monte Rosso Vineyard Zinfandel 1997 29.99
22.49
3753 Woodward Canyon Columbia Valley Cabernet Sauvignon 1996 41.99
31.49
2479 Woodward Canyon Celilo Vineyard Chardonnay 1995 29.99 22.49
4534 Woodward Canyon Washington Chardonnay 1996 24.99 18.74
3771 Woodward Canyon Columbia Valley Merlot 1997 31.99 23.99
4903 Delille Chaleur Estate Proprietary Red 1996 41.99 31.49
4907 Matthews Cellars Yakima Valley Proprietary Red 1996 34.99
26.24
2823 Sineann Baby Poux Vineyard Cabernet Sauvignon 1999 45. 33.75
4617 Adelsheim Oregon Pinot Noir 1998 25.99 19.49
4728 Archery Summit Arcus Estate Pinot Noir 1996 59.99 44.99
5037 Chehalem Ridgecrest Vineyard Rion Reserve Pinot Noir 1996
39.99 29.99
5896 Cristom Mt. Jefferson Cuvee Pinot Noir 1998 27. 20.25
2894 Ici / La Bas La Detente Pinot Noir NV 29.99 22.49
5044 Ken Wright Cellars Pinot Noir 1997 24.99 18.74
4938 Ponzi Reserve Pinot Noir 1996 49.99 37.49
1797 Sineann Old Vine Zinfandel 1999 35. 26.25
Best Regards,
Patrick Cipollone, President
Cortlandt Wines.Spirits
447 Albany Post Rd
Croton on Hudson, NY 10520
www.cortlandtwines.com
[email protected]
phone-914.271.6614
fax-914.271.4414
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arnold-j/sent_items/289.
|
subject: FW: Edward Bartimmo
content: thanks for doing that interview for me. can you reply to this?
-----Original Message-----
From: "Lira, Cathy" <[email protected]>@ENRON [mailto:IMCEANOTES-+22Lira+2C+20Cathy+22+20+3CCathy+2ELira+40ENRON+2Ecom+3E+40ENRON@ENRON.com]
Sent: Monday, August 06, 2001 10:35 AM
To: [email protected]
Subject: Edward Bartimmo
Good morning John,
Just a friendly reminder on the completion of Edward Bartimmo's
evaluation form. Please feel free to inter-office the information, or
fax the form to (713) 646-3441.
Thank you so much for taking time out of your busy schedule to help
interview our candidates.
Have a great day!
Cathy Lira
(713) 345-4049
**********************************************************************
This e-mail is the property of Enron Corp. and/or its relevant affiliate and may contain confidential and privileged material for the sole use of the intended recipient (s). Any review, use, distribution or disclosure by others is strictly prohibited. If you are not the intended recipient (or authorized to receive for the recipient), please contact the sender or reply to Enron Corp. at [email protected] and delete all copies of the message. This e-mail (and any attachments hereto) are not intended to be an offer (or an acceptance) and do not create or evidence a binding and enforceable contract between Enron Corp. (or any of its affiliates) and the intended recipient or any other party, and may not be relied on by anyone as the basis of a contract by estoppel or otherwise. Thank you.
**********************************************************************
| ||
arnold-j/sent_items/29.
|
subject: RE: in
content: you dont like my ideas
"Eva Pao" <[email protected]> on 05/09/2001 05:06:50 PM
Please respond to <[email protected]>
To: <[email protected]>
cc:
Subject: RE: in
i'll call
-----Original Message-----
From: [email protected] [mailto:[email protected]]
Sent: Sunday, April 29, 2001 8:15 PM
To: [email protected]
Subject:
pookie:
check this out:
www.sailmainecoast.com/index.html
| ||
arnold-j/sent_items/290.
|
subject: FW: ENERGY: Nuclear Mystery Close To Being Solved
content: -----Original Message-----
From: Presto, Kevin M.
Sent: Monday, August 06, 2001 6:25 PM
To: Arnold, John
Subject: FW: ENERGY: Nuclear Mystery Close To Being Solved
FYI.
-----Original Message-----
From: Miller, Don
Sent: Monday, August 06, 2001 11:03 AM
To: Presto, Kevin M.; Robinson, Mitch; Duran, W. David
Subject: FW: ENERGY: Nuclear Mystery Close To Being Solved
FYI
-----Original Message-----
From: Jon Cartwright [mailto:[email protected]]
Sent: Monday, August 06, 2001 9:52 AM
To: RJF Energy-Gram (E-mail)
Subject: ENERGY: Nuclear Mystery Close To Being Solved
> <<IENER080601BSOW.PDF>>
>
> Raymond James Energy Stat of the Week, published 08/06/01.
>
> Nuclear power production is about to reach a peak and then drop off
> dramatically through the course of 2002. Record levels of nuclear power
> production have offset the need for gas-fired electric production to the
> tune of an estimated 1.5 to 2.5 bcf/d over the past six months and should
> peak at about 3.5 bcf/d late this fall. However, nuclear power fleet
> utilization is expected to drop to under 91% heading into summer 2002,
> down from a historic high of nearly 97% this past summer. What does this
> mean to gas demand for the balance of 2002? Based on our work, we see the
> Y-O-Y return of between 1.0 to 1.5 bcf/day of natural gas demand when
> nuclear production hits the production cliff next spring. While we have
> generally been cautious short term on gas prices the past few months, we
> have begun to identify or fill in some portion of the gas demand quotient
> for next summer. Unlike this summer, next year is shaping up to be a far
> more bullish year for gas, based on the need for gas-fired electric
> production to pick up the slack.
>
>
> The attached file is in the Adobe Acrobat *.PDF format. If you do not have
> the latest version of the Adobe Acrobat Reader, you can download it free
> from
> http://www.adobe.com/prodindex/acrobat/readstep.html#reader. If you
> should experience problems with this email, please contact Datra Roter,
> [email protected].
>
> If you have further questions, please contact any of the following members
> of the Raymond James Energy Team at 800-945-6275 (Houston).
>
> Research Team
> Oilfield Service E&P Utilities/Energy Calgary
> Energy
> Marshall Adkins Wayne Andrews Fred Schultz Ken Faircloth
> John Tasdemir John Gerdes Greg Haas Gordon Gee
> Jim Rollyson John Tysseland Alexandra Fasoli Peter
> Tertzakian
> Matthew Burrus James Mullins Porfirio Hernandez Roger Serin
> John Freeman Jeff Stultz Andrew
> Bradford
>
> Kara Bayton
>
> Grant Daunheimer
>
> Angela Guo
> Fixed Income
> Jon Kyle Cartwright
> (Florida Office)
> 727-573-8366
>
> Investment Banking Team
> Oilfield Service E&P Utilities/Energy
> Calgary Energy
> Steve Grant C.W. Macleod Allen Lassiter Naveen
> Dargan
> Ron Montalbano Scott Mciell Mark Huhndorff Jason Holtby
> John Sterling Wes Martin Barry Hill Igor
> Falaleyev
> Chad McEver
> Caroline Troy
> Gib Hordes David Gorman
>
> Kevin Smith
>
> Office Locations
> Houston Dallas
> 5847 San Felipe, Suite 720 2001 Ross Avenue, Suite 1100
> Houston, TX 77057 Dallas, TX 75201
> (800) 945-6275 FAX (713) 789-3581 (800) 393-1314 FAX (214) 720-1315
> (713) 789-3551 FAX (713) 266-4117
>
> Calgary St. Petersburg
> Suite 2500, 707 8th Ave. SW 880 Carillon Parkway, Tower III
> Calgary AB T2P 1H5 St. Petersburg, FL 33716
| ||
arnold-j/sent_items/291.
|
subject: RE: john arnold bid for 20,000?
content: exaggerations...word travels everywhere doesnt it? how'd you hear?
me thinks everybody short and everybody wants the market to go down. I'm relatively flat and would love to squeeze all the fuckers out so I can sell them 20 cents higher.
-----Original Message-----
From: Fraser, Jennifer
Sent: Wednesday, August 08, 2001 2:44 PM
To: Arnold, John
Subject: john arnold bid for 20,000?
true?
and when do you plan on selling them
| ||
arnold-j/sent_items/292.
|
subject: RE: john arnold bid for 20,000?
content: i think there are so many shorts that some of the weak guys are squeezable here. not all and not massive short covering. just think the boys will be buying in front of next week's number. best trade is to be long now and sell right before number
-----Original Message-----
From: Fraser, Jennifer
Sent: Wednesday, August 08, 2001 6:00 PM
To: Arnold, John
Subject: RE: john arnold bid for 20,000?
johnny johhny johnny-- there is no secrecy when one is the king of ng .. your brokers have the biggest moves in the world. clealry you scare the hell outof them next week is we get a real low ga--perhaps surprise attack bid itup after a 110 aga--now tha would be amusing.
anyway--our friends the funds--seem a tad weird of late- a$3.00 move up in WTI and next to no short covering.
do really think it would only 20cts in ng to squeeze em? what is the pain threshold
-----Original Message-----
From: Arnold, John
Sent: Wednesday, August 08, 2001 5:54 PM
To: Fraser, Jennifer
Subject: RE: john arnold bid for 20,000?
exaggerations...word travels everywhere doesnt it? how'd you hear?
me thinks everybody short and everybody wants the market to go down. I'm relatively flat and would love to squeeze all the fuckers out so I can sell them 20 cents higher.
-----Original Message-----
From: Fraser, Jennifer
Sent: Wednesday, August 08, 2001 2:44 PM
To: Arnold, John
Subject: john arnold bid for 20,000?
true?
and when do you plan on selling them
| ||
arnold-j/sent_items/293.
|
subject: RE: Meeting Wednesday 8/8
content: you're right about the email address. thanks.
as i said, if your product allows enron to reach more customers, we would have interest in participating in the structure.
John
-----Original Message-----
From: "Kevin Collins" <[email protected]>@ENRON [mailto:IMCEANOTES-+22Kevin+20Collins+22+20+3Ckevin+2Ecollins+40db+2Ecom+3E+40ENRON@ENRON.com]
Sent: Friday, August 10, 2001 7:59 AM
To: [email protected]
Subject: Meeting Wednesday 8/8
John , if this gets to you ,I believe the email address on your business cards is incorrect .
----- Forwarded by Kevin Collins/NewYork/DBNA/DeuBa on 08/10/2001 07:55 AM -----
Kevin Collins
To: [email protected]
08/10/2001 cc:
07:47 AM Subject: Meeting Wednesday 8/8
John,
Thank you very much for your time Wednesday afternoon ,we appreciate it. Your feedback is very important to us as we continue to define the end product. As discussed we too only see the value in the product if we have mutiple "customers" participating and as I told you we have had many hedge funds and CTA's request a similar service. Over the next 2/3 weeks we will be presenting to a number of these interested parties and would be happy to keep you updated on progress. I anticipate more aggressive "marketing" of the product from September onwards as we are still stuck in the summer vacation schedule and it is making serious "roadshowing" difficult.
Again thank you for your time and please dont hesitate to contact me with any questions you may have or any further feedback you may want to provide (either to Deutsche or Campbell ).
Regards,
Kevin
--
This e-mail may contain confidential and/or privileged information. If you are not the intended recipient (or have received this e-mail in error) please notify the sender immediately and destroy this e-mail. Any unauthorized copying, disclosure or distribution of the material in this e-mail is strictly forbidden.
| ||
arnold-j/sent_items/294.
|
subject: RE: I want my MTV ?
content: someone's got too much time
-----Original Message-----
From: Ward, Kim S (Houston)
Sent: Friday, August 10, 2001 9:35 AM
To: '[email protected]'; Tycholiz, Barry; Ermis, Frank; Reitmeyer, Jay; Arnold, John; Vann, Suzanne; Polsky, Phil
Subject: FW: I want my MTV ?
-----Original Message-----
From: "Melissa Reese" <[email protected]>@ENRON [mailto:IMCEANOTES-+22Melissa+20Reese+22+20+3Cmreese+40cmsenergy+2Ecom+3E+40ENRON@ENRON.com]
Sent: Friday, August 10, 2001 8:57 AM
To: Ward, Kim S (Houston)
Subject: FW: I want my MTV ?
funny
---------------------- Forwarded by Melissa Reese/MST/CMS on 08/10/2001
09:00 AM ---------------------------
Corey Ayers
08/10/2001 08:39 AM
To: Sean E Sasko/MST/CMS@CMS, Eric S Crabtree/MST/CMS@CMS, Tim L
Spurlin/MST/CMS@CMS, Patrick J Grimes/MST/CMS@CMS, Curt J
Lizzi/MST/CMS@CMS, Chadd Moore/MST/CMS@CMS, Ken Skaer/MST/CMS@CMS,
Scott Biscoe/MST/CMS@CMS, Melisa D Richardson/MST/CMS@CMS, Melissa
Reese/MST/CMS@CMS
cc:
Subject: FW: I want my MTV ?
this fits our conversation this morning
---------------------- Forwarded by Corey Ayers/MST/CMS on 08/10/2001 08:41
AM ---------------------------
"Johnson, Todd" <[email protected]> on 08/10/2001 08:33:39 AM
To: "'[email protected]'" <[email protected]>
cc: "'[email protected]'" <[email protected]>
Subject: FW: I want my MTV ?
I want my, I want my EOL
I want my, I want my EOL
I want my, I want my EOL
I want my, I want my EOL
Now look at them market makers's, that's the way you do it
You buy the nat gas on that EOL
That ain't tradin', that's the way you do it
Buying for nothin' and your commissions for free
Now that ain't tradin', that's the way you do it
Lemme tell ya, them guys ain't dumb
Maybe get a blister on your index finger
Maybe get carpal tunnel
We got keep the spreads real tight
Nationwide delivieries.
We got to move these molecules
We got to move these electricities
The Enron trader with the fifteen flat screens
Yeah, buying sellin', he don't care
That Enron trader got his own jet airplane
That Enron trader he's a millionaire
We got keep the spreads real tight
Nationwide delivieries.
We got to move these molecules
We got to move these electricities.
I shoulda learned to get out on the web
I shoulda learned, they have it hyped in the press
Look at that volume, they are the market share leader
I can't understand why the stock's under distress
And he's 50000 up there, what's that, no nymex noises
Every one wants one, even Dynegy.
Oh, that ain't workin' that's the way you do it
Buyin' for nothin' get your commissions forf ree
I want my, I want my EOL
I want my, I want my EOL
I want my, I want my EOL
******************************************************************
This email and any files transmitted with it from the ElPaso
Corporation are confidential and intended solely for the
use of the individual or entity to whom they are addressed.
If you have received this email in error please notify the
sender.
******************************************************************
|
houston <[email protected]>
|
|
arnold-j/sent_items/295.
|
subject: RE: HEY JOHNNY
content: i just cant get too enthused about the short side. why did cash go out trading +5 for a weekend when there was zero power gen demand. the easy answer is that pipes were short and everybody playing catchup from this week. fine. what's it going to trade next week. the gas daily swap implies flat, but it's lagged the actual spread all month. i think cash surprises by trading positive next week with no power gen. this market is not trading like we run out of injection space. so either the market is wrong (maybe but a dangerous assumption to make) or I don't see why sep is so overvalued relative to the rest of the curve. you can certainly argue that the winter and cal 2 are too high, but those certainly don't seem to be going down very fast. march is off 8 cents since jun 29. so if the market wants to say that march is worth 354, then why is sep too high at 298?
-----Original Message-----
From: "Lafontaine, Steve" <[email protected]>@ENRON [mailto:IMCEANOTES-+22Lafontaine+2C+20Steve+22+20+3Csteve+2Elafontaine+40bankofamerica+2Ecom+3E+40ENRON@ENRON.com]
Sent: Friday, August 10, 2001 6:54 AM
To: Arnold, John
Subject: RE: HEY JOHNNY
timing-i think if we come in monday and normal weather actually shows up
they wack this thing
-----Original Message-----
From: [email protected] [mailto:[email protected]]
Sent: Thursday, August 09, 2001 7:48 PM
To: LaFontaine, Steve
Subject: RE: HEY JOHNNY
sorry sorry sorry:
things back to normal around here, which unfortunately is boring. tired of
my apartment, tired of my girlfriends, a few more weeks like this and I'll
be tired of my job. need something to juice up my life. vacation was
good. took a few days in belize to get certified for scuba. very cool.
then a weeklong finance class at wharton. good to learn something new for
a change.
very few views of the market here. not sure that all the bearishness is
not already built into the market. problem is the bearish sentiment is
still tremendously pervasive. everybody, everybody, everybody, is short
but wants a rally to 315 to sell more. just not sure what the downside
target is. cash isnt behaving like we're gonna run out of injection space
in october. if i owned a proprietary storage field and thought we'd
approach shut-ins in late oct and be at a much lower level, i either would
not inject now or better yet, i'd withdraw now to have room for all that $2
gas later. but hell, the cash market is trading over prompt. not just
because it's hot, it's been doing so for about 3 weeks now. thus i could,
in fact the storage economics tell me i should, withdraw gas or definitely
not inject so i could have flexibility later. something doesnt add up.
the spec market is convinced we're going to shut in but the phys market is
not telling the same story. so let's assume we're not at shut-ins or have
trouble placing gas in october. is the market overpriced? don't think it
necessarily is considering the winter will have a risk premium associated
with it regardless of the fundamentals after last winter until we get the
first weather forecast of the winter. i think we could stay at this price
level for a while and then have the next move down late oct early nov when
people try to withdraw gas and nobody wants it. i think it was in 99 when
the first 3 weeks of nov were injection. can you imagine going into dec
with 3.15? but if there is injection capabililty through oct 31, and the
winter is going to stay relatively high due to risk premium, how far are
the storage spreads going to widen?
biggest position right now is short jv and short a ton of u vol.
producers are waiting for any move up in cal 2 to give it a spanking.
falling back in love with longer term gas though. think 2/3 and 2/4
spreads are golden.
thoughts?
-----Original Message-----
From: "Lafontaine, Steve" <[email protected]>@ENRON
Sent: Fri 8/3/2001 2:42 PM
To: [email protected]
Cc:
Subject: HEY JOHNNY
how it goes my man. its all good here. finally getting settled into my
personal life-got the family moved ,in the new house etc. john paul was
up
this past weekend and he came over to my place to sy hi. good guy-has a
cool
chic.ive been meaning to email you but as always busy as hell. i had
dinner
with bo collins last nite and a few cocktails-funny to see him changing
roles. i enjoy talking to him but hes being quite the diplomat now.
seems
the new role fits him actually and he seems to be enjoying it.still hard
for
me to believe hes not gonna miss trading.
hows business/life and the vaca? what are your thos ont he mkt?
demand has come back a great deal but im not sure its gonna
help-maybe
too little too late. ive been trading this a little mroe actively now
that
the mkts been leaning mosrtly one say but fortuntely sold early in the
week
on the rally before the aga-and after.biggest problem for muchlower
prices
in the short term is it seems now the whole mkt has the same supply and
demand view. but if we can believe that production is up 3% which seems
to
be the implication we'll have no problm moving about 3.1 tcf(3.2 basis
doe).economic growth will be at best flat to last year thru 2001 and i'd
say
that means the winter will struggle to get much bullishness--ie our
biggest
concievable draw would be in the order of 2.2 tcf-leaves us around 1 tcf
end
march, hard to get too excited about that. sprds? not much of clue-i
tend to
think inverses cont to errode like feb/apr-but maybe not until mkt gives
up
on winter. prepensity for us to stay contango maybe accelerates.that
this
year.
you think we get to shut in levels? since so much prod growth appears
to
be from independents does that raise the avg shut in value from say 1.60
to
$2.00 or higher??
anyway-be cool,hope all is well. enjoy the weekend. are you going to
be
in NYC anytime soon?
**********************************************************************
This e-mail is the property of Enron Corp. and/or its relevant affiliate and
may contain confidential and privileged material for the sole use of the
intended recipient (s). Any review, use, distribution or disclosure by
others is strictly prohibited. If you are not the intended recipient (or
authorized to receive for the recipient), please contact the sender or reply
to Enron Corp. at [email protected] and delete all
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**********************************************************************
| ||
arnold-j/sent_items/296.
|
subject: RE: The Syndicate Game
content: yea, i'd be willing to take a look at any of these ideas.
-----Original Message-----
From: "Gapinski, Michael" <[email protected]>@ENRON [mailto:IMCEANOTES-+22Gapinski+2C+20Michael+22+20+3Cmichael+2Egapinski+40ubspainewebber+2Ecom+3E+40ENRON@ENRON.com]
Sent: Thursday, August 09, 2001 2:32 PM
To: Arnold, John
Subject: The Syndicate Game
John -
I want to float an idea past you to see if you have any interest. In the
past, I have not made a habit of participating in PaineWebber syndicate
offerings because, frankly, investment banking was not our strong suit.
Now, with the UBS merger, our deal flow is starting to look much better (see
press release below). 5.79% isn't a mind-blowing number, but it is
impressive in light of market conditions and the fact that "UBS Warburg was
the only bank to have a positive return among the 17 banks listed including
Merrill Lynch, Morgan Stanley, Goldman Sachs and Salomon Smith Barney."
As the market rebounds, I think you may benefit from participation in IPOs
and other syndicate deals. If you have an interest in this, let me know and
we'll discuss it further. Thanks.
January 12, 2001
UBS Warburg has been ranked first in IPO performance for US offerings in
2000, according to Commscan's Equidesk. Achieving a 5.79% return, the result
is particularly significant considering the Bank was not involved in any of
the top 10 largest IPOs of the year.
Lead managing 12 IPOs, UBS Warburg was the only bank to have a positive
return among the 17 banks listed including Merrill Lynch, Morgan Stanley,
Goldman Sachs and Salomon Smith Barney. UBS Warburg also tied first place
for IPO "batting average" (the % of IPOs that trade above issue price),
achieving the highest "batting average" overall. Three deals in 2000 which
helped achieve these impressive statistics include Intermune
Pharmaceuticals, Luminex, and Bruker Daltonics.
> Michael Gapinski
> Account Vice President
> UBS PaineWebber, Inc.
> 713-654-0365
> 800-553-3119 x365
> Fax: 713-654-1281
> Cell: 281-435-0295
[email protected]
Notice Regarding Entry of Orders and Instructions: Please
do not transmit orders and/or instructions regarding your
UBS PaineWebber account(s) by e-mail. Orders and/or instructions
transmitted by e-mail will not be accepted by UBS PaineWebber and
UBS PaineWebber will not be responsible for carrying out such orders
and/or instructions. Notice Regarding Privacy and Confidentiality:
UBS PaineWebber reserves the right to monitor and review the content of
all e-mail communications sent and/or received by its employees.
| ||
arnold-j/sent_items/297.
|
subject: RE: idea
content: hey:
thanks, we already have the front 2 spreads out (u/v,v/x). do you think there would be interest in the strip spreads?
-----Original Message-----
From: "Robert Shiring" <[email protected]>@ENRON [mailto:IMCEANOTES-+22Robert+20Shiring+22+20+3Crshiring+40pcenergy+2Ecom+3E+40ENRON@ENRON.com]
Sent: Friday, August 10, 2001 1:14 PM
To: Arnold, John
Subject: idea
Hi John,
How have you been? Had an idea (which I'm sure you guys have already
discussed) but why not put nymex spreads on eol (ex. U/V,
X-H/J-V,01/02)?
| ||
arnold-j/sent_items/298.
|
subject: RE: I want my MTV ?
content: yea
-----Original Message-----
From: Ward, Kim S (Houston)
Sent: Friday, August 10, 2001 12:49 PM
To: Arnold, John
Subject: RE: I want my MTV ?
Still interested in sailing lessons?
-----Original Message-----
From: Arnold, John
Sent: Friday, August 10, 2001 10:12 AM
To: Ward, Kim S (Houston)
Subject: RE: I want my MTV ?
someone's got too much time
-----Original Message-----
From: Ward, Kim S (Houston)
Sent: Friday, August 10, 2001 9:35 AM
To: '[email protected]'; Tycholiz, Barry; Ermis, Frank; Reitmeyer, Jay; Arnold, John; Vann, Suzanne; Polsky, Phil
Subject: FW: I want my MTV ?
-----Original Message-----
From: "Melissa Reese" <[email protected]>@ENRON [mailto:IMCEANOTES-+22Melissa+20Reese+22+20+3Cmreese+40cmsenergy+2Ecom+3E+40ENRON@ENRON.com]
Sent: Friday, August 10, 2001 8:57 AM
To: Ward, Kim S (Houston)
Subject: FW: I want my MTV ?
funny
---------------------- Forwarded by Melissa Reese/MST/CMS on 08/10/2001
09:00 AM ---------------------------
Corey Ayers
08/10/2001 08:39 AM
To: Sean E Sasko/MST/CMS@CMS, Eric S Crabtree/MST/CMS@CMS, Tim L
Spurlin/MST/CMS@CMS, Patrick J Grimes/MST/CMS@CMS, Curt J
Lizzi/MST/CMS@CMS, Chadd Moore/MST/CMS@CMS, Ken Skaer/MST/CMS@CMS,
Scott Biscoe/MST/CMS@CMS, Melisa D Richardson/MST/CMS@CMS, Melissa
Reese/MST/CMS@CMS
cc:
Subject: FW: I want my MTV ?
this fits our conversation this morning
---------------------- Forwarded by Corey Ayers/MST/CMS on 08/10/2001 08:41
AM ---------------------------
"Johnson, Todd" <[email protected]> on 08/10/2001 08:33:39 AM
To: "'[email protected]'" <[email protected]>
cc: "'[email protected]'" <[email protected]>
Subject: FW: I want my MTV ?
I want my, I want my EOL
I want my, I want my EOL
I want my, I want my EOL
I want my, I want my EOL
Now look at them market makers's, that's the way you do it
You buy the nat gas on that EOL
That ain't tradin', that's the way you do it
Buying for nothin' and your commissions for free
Now that ain't tradin', that's the way you do it
Lemme tell ya, them guys ain't dumb
Maybe get a blister on your index finger
Maybe get carpal tunnel
We got keep the spreads real tight
Nationwide delivieries.
We got to move these molecules
We got to move these electricities
The Enron trader with the fifteen flat screens
Yeah, buying sellin', he don't care
That Enron trader got his own jet airplane
That Enron trader he's a millionaire
We got keep the spreads real tight
Nationwide delivieries.
We got to move these molecules
We got to move these electricities.
I shoulda learned to get out on the web
I shoulda learned, they have it hyped in the press
Look at that volume, they are the market share leader
I can't understand why the stock's under distress
And he's 50000 up there, what's that, no nymex noises
Every one wants one, even Dynegy.
Oh, that ain't workin' that's the way you do it
Buyin' for nothin' get your commissions forf ree
I want my, I want my EOL
I want my, I want my EOL
I want my, I want my EOL
******************************************************************
This email and any files transmitted with it from the ElPaso
Corporation are confidential and intended solely for the
use of the individual or entity to whom they are addressed.
If you have received this email in error please notify the
sender.
******************************************************************
|
houston <[email protected]>
|
|
arnold-j/sent_items/299.
|
subject: RE: Limit Orders
content: will every programmer involved on this project be in this building working this weekend?
-----Original Message-----
From: Puthigai, Savita
Sent: Friday, August 10, 2001 1:03 PM
To: Arnold, John
Subject: Limit Orders
Hi John,
We are not going to be able to release the limit order functionalit to production this Friday. It will probably happen next week.
Savita
| ||
arnold-j/sent_items/3.
|
subject: Re: Natural gas update
content: mark:
what are your thoughts on crude and gasoline?
"Mark Sagel" <[email protected]> on 05/13/2001 09:23:02 PM
To: "John Arnold" <[email protected]>
cc:
Subject: Natural gas update
Latest natural report
- ng051301.doc
| ||
arnold-j/sent_items/30.
|
subject:
content: you in town this weekend?
| ||
arnold-j/sent_items/300.
|
subject:
content: i found this searching for gas stuff if you care..
| ||
arnold-j/sent_items/301.
|
subject: RE:
content: wanna chew on my toenails?
-----Original Message-----
From: Arnold, Matthew
Sent: Monday, August 13, 2001 1:27 PM
To: Arnold, John
Subject: RE:
wanna join the truck fundy's group under jen fraser?
-----Original Message-----
From: Arnold, John
Sent: Monday, August 13, 2001 12:27 PM
To: Arnold, Matthew
Subject:
i found this searching for gas stuff if you care.. << File: trucking.pdf >>
| ||
arnold-j/sent_items/302.
|
subject: RE: I want my MTV ?
content: yes
-----Original Message-----
From: Ward, Kim S (Houston)
Sent: Friday, August 10, 2001 8:53 PM
To: Arnold, John
Subject: RE: I want my MTV ?
Can you do basic keelboat on Sept 16-17? or whatever that weekend is? Let me know and I will sign us up. $225.00 (or there abouts)
K.
-----Original Message-----
From: Arnold, John
Sent: Fri 8/10/2001 2:24 PM
To: Ward, Kim S (Houston)
Cc:
Subject: RE: I want my MTV ?
yea
-----Original Message-----
From: Ward, Kim S (Houston)
Sent: Friday, August 10, 2001 12:49 PM
To: Arnold, John
Subject: RE: I want my MTV ?
Still interested in sailing lessons?
-----Original Message-----
From: Arnold, John
Sent: Friday, August 10, 2001 10:12 AM
To: Ward, Kim S (Houston)
Subject: RE: I want my MTV ?
someone's got too much time
-----Original Message-----
From: Ward, Kim S (Houston)
Sent: Friday, August 10, 2001 9:35 AM
To: '[email protected]'; Tycholiz, Barry; Ermis, Frank; Reitmeyer, Jay; Arnold, John; Vann, Suzanne; Polsky, Phil
Subject: FW: I want my MTV ?
-----Original Message-----
From: "Melissa Reese" <[email protected]>@ENRON [ <mailto:IMCEANOTES-+22Melissa+20Reese+22+20+3Cmreese+40cmsenergy+2Ecom+3E+40ENRON@ENRON.com>]
Sent: Friday, August 10, 2001 8:57 AM
To: Ward, Kim S (Houston)
Subject: FW: I want my MTV ?
funny
---------------------- Forwarded by Melissa Reese/MST/CMS on 08/10/2001
09:00 AM ---------------------------
Corey Ayers
08/10/2001 08:39 AM
To: Sean E Sasko/MST/CMS@CMS, Eric S Crabtree/MST/CMS@CMS, Tim L
Spurlin/MST/CMS@CMS, Patrick J Grimes/MST/CMS@CMS, Curt J
Lizzi/MST/CMS@CMS, Chadd Moore/MST/CMS@CMS, Ken Skaer/MST/CMS@CMS,
Scott Biscoe/MST/CMS@CMS, Melisa D Richardson/MST/CMS@CMS, Melissa
Reese/MST/CMS@CMS
cc:
Subject: FW: I want my MTV ?
this fits our conversation this morning
---------------------- Forwarded by Corey Ayers/MST/CMS on 08/10/2001 08:41
AM ---------------------------
"Johnson, Todd" <[email protected]> on 08/10/2001 08:33:39 AM
To: "'[email protected]'" <[email protected]>
cc: "'[email protected]'" <[email protected]>
Subject: FW: I want my MTV ?
I want my, I want my EOL
I want my, I want my EOL
I want my, I want my EOL
I want my, I want my EOL
Now look at them market makers's, that's the way you do it
You buy the nat gas on that EOL
That ain't tradin', that's the way you do it
Buying for nothin' and your commissions for free
Now that ain't tradin', that's the way you do it
Lemme tell ya, them guys ain't dumb
Maybe get a blister on your index finger
Maybe get carpal tunnel
We got keep the spreads real tight
Nationwide delivieries.
We got to move these molecules
We got to move these electricities
The Enron trader with the fifteen flat screens
Yeah, buying sellin', he don't care
That Enron trader got his own jet airplane
That Enron trader he's a millionaire
We got keep the spreads real tight
Nationwide delivieries.
We got to move these molecules
We got to move these electricities.
I shoulda learned to get out on the web
I shoulda learned, they have it hyped in the press
Look at that volume, they are the market share leader
I can't understand why the stock's under distress
And he's 50000 up there, what's that, no nymex noises
Every one wants one, even Dynegy.
Oh, that ain't workin' that's the way you do it
Buyin' for nothin' get your commissions forf ree
I want my, I want my EOL
I want my, I want my EOL
I want my, I want my EOL
******************************************************************
This email and any files transmitted with it from the ElPaso
Corporation are confidential and intended solely for the
use of the individual or entity to whom they are addressed.
If you have received this email in error please notify the
sender.
******************************************************************
|
houston <[email protected]>
|
|
arnold-j/sent_items/303.
|
subject:
content: how can i help for the video?
| ||
arnold-j/sent_items/304.
|
subject: RE: Xmas Skiing
content: wrong email address
-----Original Message-----
From: Arnold, Nick
Sent: Tuesday, August 14, 2001 7:37 AM
To: Arnold, Martina; Arnold, John; James Arnold (E-mail);
[email protected]
Subject: Xmas Skiing
Think we're settled on Xmas week to go skiing. If this not good, reply via email (Dad, you can phone).
Therefore we're looking at 22nd to 29th (possibly 30th??) Dec.
Location; Mart and I not got strong view other than not daft money, and would like nice scenery and maybe a few shops for Mart. i don't know enough about where we are likely to get good snow or not, Jim/Jenny might better advise.
In view of our restriction re. dates we might have limited choice anyway. I will have a look on internet, Jim/Jenny would you do same. Mum and Dad, might be better if you go to travel agents.
Suggest we touch base over weekend to review options.
Nick
| ||
arnold-j/sent_items/305.
|
subject:
content: i have a meeting with Heath Schiesser (VP of Xcelerator) today. can I join the trucking fundies group instead?
| ||
arnold-j/sent_items/306.
|
subject: RE: I want my MTV ?
content: if you want...
-----Original Message-----
From: Ward, Kim S (Houston)
Sent: Tuesday, August 14, 2001 9:54 AM
To: Arnold, John
Subject: RE: I want my MTV ?
are you going to throw up on me?
-----Original Message-----
From: Arnold, John
Sent: Monday, August 13, 2001 3:58 PM
To: Ward, Kim S (Houston)
Subject: RE: I want my MTV ?
yes
-----Original Message-----
From: Ward, Kim S (Houston)
Sent: Friday, August 10, 2001 8:53 PM
To: Arnold, John
Subject: RE: I want my MTV ?
Can you do basic keelboat on Sept 16-17? or whatever that weekend is? Let me know and I will sign us up. $225.00 (or there abouts)
K.
-----Original Message-----
From: Arnold, John
Sent: Fri 8/10/2001 2:24 PM
To: Ward, Kim S (Houston)
Cc:
Subject: RE: I want my MTV ?
yea
-----Original Message-----
From: Ward, Kim S (Houston)
Sent: Friday, August 10, 2001 12:49 PM
To: Arnold, John
Subject: RE: I want my MTV ?
Still interested in sailing lessons?
-----Original Message-----
From: Arnold, John
Sent: Friday, August 10, 2001 10:12 AM
To: Ward, Kim S (Houston)
Subject: RE: I want my MTV ?
someone's got too much time
-----Original Message-----
From: Ward, Kim S (Houston)
Sent: Friday, August 10, 2001 9:35 AM
To: '[email protected]'; Tycholiz, Barry; Ermis, Frank; Reitmeyer, Jay; Arnold, John; Vann, Suzanne; Polsky, Phil
Subject: FW: I want my MTV ?
-----Original Message-----
From: "Melissa Reese" <[email protected]>@ENRON [ <mailto:IMCEANOTES-+22Melissa+20Reese+22+20+3Cmreese+40cmsenergy+2Ecom+3E+40ENRON@ENRON.com>]
Sent: Friday, August 10, 2001 8:57 AM
To: Ward, Kim S (Houston)
Subject: FW: I want my MTV ?
funny
---------------------- Forwarded by Melissa Reese/MST/CMS on 08/10/2001
09:00 AM ---------------------------
Corey Ayers
08/10/2001 08:39 AM
To: Sean E Sasko/MST/CMS@CMS, Eric S Crabtree/MST/CMS@CMS, Tim L
Spurlin/MST/CMS@CMS, Patrick J Grimes/MST/CMS@CMS, Curt J
Lizzi/MST/CMS@CMS, Chadd Moore/MST/CMS@CMS, Ken Skaer/MST/CMS@CMS,
Scott Biscoe/MST/CMS@CMS, Melisa D Richardson/MST/CMS@CMS, Melissa
Reese/MST/CMS@CMS
cc:
Subject: FW: I want my MTV ?
this fits our conversation this morning
---------------------- Forwarded by Corey Ayers/MST/CMS on 08/10/2001 08:41
AM ---------------------------
"Johnson, Todd" <[email protected]> on 08/10/2001 08:33:39 AM
To: "'[email protected]'" <[email protected]>
cc: "'[email protected]'" <[email protected]>
Subject: FW: I want my MTV ?
I want my, I want my EOL
I want my, I want my EOL
I want my, I want my EOL
I want my, I want my EOL
Now look at them market makers's, that's the way you do it
You buy the nat gas on that EOL
That ain't tradin', that's the way you do it
Buying for nothin' and your commissions for free
Now that ain't tradin', that's the way you do it
Lemme tell ya, them guys ain't dumb
Maybe get a blister on your index finger
Maybe get carpal tunnel
We got keep the spreads real tight
Nationwide delivieries.
We got to move these molecules
We got to move these electricities
The Enron trader with the fifteen flat screens
Yeah, buying sellin', he don't care
That Enron trader got his own jet airplane
That Enron trader he's a millionaire
We got keep the spreads real tight
Nationwide delivieries.
We got to move these molecules
We got to move these electricities.
I shoulda learned to get out on the web
I shoulda learned, they have it hyped in the press
Look at that volume, they are the market share leader
I can't understand why the stock's under distress
And he's 50000 up there, what's that, no nymex noises
Every one wants one, even Dynegy.
Oh, that ain't workin' that's the way you do it
Buyin' for nothin' get your commissions forf ree
I want my, I want my EOL
I want my, I want my EOL
I want my, I want my EOL
******************************************************************
This email and any files transmitted with it from the ElPaso
Corporation are confidential and intended solely for the
use of the individual or entity to whom they are addressed.
If you have received this email in error please notify the
sender.
******************************************************************
|
houston <[email protected]>
|
|
arnold-j/sent_items/307.
|
subject: RE: BNP PARIBAS Commodity Futures Weekly AGA Survey
content: 61
-----Original Message-----
From: [email protected]@ENRON [mailto:IMCEANOTES-daryl+2Edworkin+40americas+2Ebnpparibas+2Ecom+40ENRON@ENRON.com]
Sent: Tuesday, August 14, 2001 10:15 AM
To: [email protected]
Subject: BNP PARIBAS Commodity Futures Weekly AGA Survey
Good Morning,
Please provide your estimate for this week's AGA storage survey.
Here are this week's stats:
AGA Last Year +52
5 yr AVG +68
Lifetime High +93 1996
Lifetime Low +37 1995
Gas in STGE 2283
5yr AVG 2152
+/- to 2000 +298
+/- to 5yr AVG +198
Please have your estimates in by Noon (11:00 CST) Wednesday. Thank you.
(Embedded image moved to file: pic16721.pcx)
_____________________________________________________________________________________________________________________________________
Ce message et toutes les pieces jointes (ci-apres le "message") sont etablis a l'intention exclusive de ses destinataires et sont confidentiels. Si vous recevez ce message par erreur, merci de le detruire et d'en avertir immediatement l'expediteur.
Toute utilisation de ce message non conforme a sa destination, toute diffusion ou toute publication, totale ou partielle, est interdite, sauf autorisation expresse.
L'internet ne permettant pas d'assurer l'integrite de ce message, BNP PARIBAS (et ses filiales) decline(nt) toute responsabilite au titre de ce message, dans l'hypothese ou il aurait ete modifie.
----------------------------------------------------------------------------------
This message and any attachments (the "message") are intended solely for the addressees and are confidential. If you receive this message in error, please delete it and immediately notify the sender.
Any use not in accord with its purpose, any dissemination or disclosure, either whole or partial, is prohibited except formal approval.
The internet can not guarantee the integrity of this message. BNP PARIBAS (and its subsidiaries) shall (will) not therefore be liable for the message if modified.
_____________________________________________________________________________________________________________________________________
- pic16721.pcx << File: pic16721.pcx >>
| ||
arnold-j/sent_items/308.
|
subject:
content: do you know if i have astros tix from upstairs anytime soon?
| ||
arnold-j/sent_items/309.
|
subject: RE: today
content: no real opinion except short vol
-----Original Message-----
From: Fraser, Jennifer
Sent: Wednesday, August 15, 2001 12:04 PM
To: Arnold, John
Subject: today
what do you think and are u still playing games with the shorts?
| ||
arnold-j/sent_items/31.
|
subject: PG&E Energy Trading
content: ---------------------- Forwarded by John Arnold/HOU/ECT on 05/11/2001 11:53 AM ---------------------------
From: Jason R Williams/ENRON@enronXgate on 05/11/2001 10:50 AM
To: Phillip K Allen/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT, Hunter S Shively/ENRON@enronXgate, Thomas A Martin/ENRON@enronXgate, John Arnold/HOU/ECT@ECT
cc: William S Bradford/ENRON@enronXgate, Tanya Rohauer/ENRON@enronXgate, Russell Diamond/ENRON@enronXgate
Subject: PG&E Energy Trading
Phillip, Scott, Hunter, Tom and John -
Just to reiterate the new trading guidelines on PG&E Energy Trading:
1. Both financial and physical trading are approved, with a maximum tenor of 18 months
2. Approved entities are: PG&E Energy Trading - Gas Corporation
PG&E Energy Trading - Canada Corporation
NO OTHER PG&E ENTITIES ARE APPROVED FOR TRADING
3. Both EOL and OTC transactions are OK
4. Please call Credit (ext. 31803) with details on every OTC transaction. We need to track all new positions with PG&E Energy Trading on an ongoing basis. Please ask the traders and originators on your desks to notify us with the details on any new transactions immediately upon execution. For large transactions (greater than 2 contracts/day or 5 BCF total), please call for approval before transacting.
Thanks for your assistance; please call me (ext. 53923) or Russell Diamond (ext. 57095) if you have any questions.
Jay
| ||
arnold-j/sent_items/310.
|
subject:
content: hungry?
|
houston <[email protected]>
|
|
arnold-j/sent_items/312.
|
subject: RE:
content: at my desk
-----Original Message-----
From: Ward, Kim S (Houston)
Sent: Wednesday, August 15, 2001 6:34 PM
To: Arnold, John
Subject: RE:
where are you?
-----Original Message-----
From: Arnold, John
Sent: Wednesday, August 15, 2001 6:33 PM
To: Ward, Kim S (Houston)
Subject:
hungry?
|
houston <[email protected]>
|
|
arnold-j/sent_items/313.
|
subject: RE:
content: what's pdx?
-----Original Message-----
From: Ward, Kim S (Houston)
Sent: Wednesday, August 15, 2001 6:37 PM
To: Arnold, John
Subject: RE:
oh. already going to dinner with Elliot Mainzer (pdx office) and Garrett Tripp (Toronto office). going for mexican. Would you like to join us?
-----Original Message-----
From: Arnold, John
Sent: Wednesday, August 15, 2001 6:36 PM
To: Ward, Kim S (Houston)
Subject: RE:
at my desk
-----Original Message-----
From: Ward, Kim S (Houston)
Sent: Wednesday, August 15, 2001 6:34 PM
To: Arnold, John
Subject: RE:
where are you?
-----Original Message-----
From: Arnold, John
Sent: Wednesday, August 15, 2001 6:33 PM
To: Ward, Kim S (Houston)
Subject:
hungry?
|
houston <[email protected]>
|
|
arnold-j/sent_items/314.
|
subject: RE:
content: what's toronto
-----Original Message-----
From: Ward, Kim S (Houston)
Sent: Wednesday, August 15, 2001 6:39 PM
To: Arnold, John
Subject: RE:
portland
-----Original Message-----
From: Arnold, John
Sent: Wednesday, August 15, 2001 6:39 PM
To: Ward, Kim S (Houston)
Subject: RE:
what's pdx?
-----Original Message-----
From: Ward, Kim S (Houston)
Sent: Wednesday, August 15, 2001 6:37 PM
To: Arnold, John
Subject: RE:
oh. already going to dinner with Elliot Mainzer (pdx office) and Garrett Tripp (Toronto office). going for mexican. Would you like to join us?
-----Original Message-----
From: Arnold, John
Sent: Wednesday, August 15, 2001 6:36 PM
To: Ward, Kim S (Houston)
Subject: RE:
at my desk
-----Original Message-----
From: Ward, Kim S (Houston)
Sent: Wednesday, August 15, 2001 6:34 PM
To: Arnold, John
Subject: RE:
where are you?
-----Original Message-----
From: Arnold, John
Sent: Wednesday, August 15, 2001 6:33 PM
To: Ward, Kim S (Houston)
Subject:
hungry?
|
houston <[email protected]>
|
|
arnold-j/sent_items/315.
|
subject: RE:
content: are they fun or boring work folk?
-----Original Message-----
From: Ward, Kim S (Houston)
Sent: Wednesday, August 15, 2001 6:45 PM
To: Arnold, John
Subject: RE:
goin'?
-----Original Message-----
From: Arnold, John
Sent: Wednesday, August 15, 2001 6:40 PM
To: Ward, Kim S (Houston)
Subject: RE:
what's toronto
-----Original Message-----
From: Ward, Kim S (Houston)
Sent: Wednesday, August 15, 2001 6:39 PM
To: Arnold, John
Subject: RE:
portland
-----Original Message-----
From: Arnold, John
Sent: Wednesday, August 15, 2001 6:39 PM
To: Ward, Kim S (Houston)
Subject: RE:
what's pdx?
-----Original Message-----
From: Ward, Kim S (Houston)
Sent: Wednesday, August 15, 2001 6:37 PM
To: Arnold, John
Subject: RE:
oh. already going to dinner with Elliot Mainzer (pdx office) and Garrett Tripp (Toronto office). going for mexican. Would you like to join us?
-----Original Message-----
From: Arnold, John
Sent: Wednesday, August 15, 2001 6:36 PM
To: Ward, Kim S (Houston)
Subject: RE:
at my desk
-----Original Message-----
From: Ward, Kim S (Houston)
Sent: Wednesday, August 15, 2001 6:34 PM
To: Arnold, John
Subject: RE:
where are you?
-----Original Message-----
From: Arnold, John
Sent: Wednesday, August 15, 2001 6:33 PM
To: Ward, Kim S (Houston)
Subject:
hungry?
|
houston <[email protected]>
|
|
arnold-j/sent_items/316.
|
subject: RE:
content: we'll do it another time...i dont really want to talk about work all night. thanks though
-----Original Message-----
From: Ward, Kim S (Houston)
Sent: Wednesday, August 15, 2001 6:46 PM
To: Arnold, John
Subject: RE:
they're fun to me. May talk about things that are boring to you. Elliott and I haven't seen Garrett in a real long time. He use to work in Portland, too.
-----Original Message-----
From: Arnold, John
Sent: Wednesday, August 15, 2001 6:45 PM
To: Ward, Kim S (Houston)
Subject: RE:
are they fun or boring work folk?
-----Original Message-----
From: Ward, Kim S (Houston)
Sent: Wednesday, August 15, 2001 6:45 PM
To: Arnold, John
Subject: RE:
goin'?
-----Original Message-----
From: Arnold, John
Sent: Wednesday, August 15, 2001 6:40 PM
To: Ward, Kim S (Houston)
Subject: RE:
what's toronto
-----Original Message-----
From: Ward, Kim S (Houston)
Sent: Wednesday, August 15, 2001 6:39 PM
To: Arnold, John
Subject: RE:
portland
-----Original Message-----
From: Arnold, John
Sent: Wednesday, August 15, 2001 6:39 PM
To: Ward, Kim S (Houston)
Subject: RE:
what's pdx?
-----Original Message-----
From: Ward, Kim S (Houston)
Sent: Wednesday, August 15, 2001 6:37 PM
To: Arnold, John
Subject: RE:
oh. already going to dinner with Elliot Mainzer (pdx office) and Garrett Tripp (Toronto office). going for mexican. Would you like to join us?
-----Original Message-----
From: Arnold, John
Sent: Wednesday, August 15, 2001 6:36 PM
To: Ward, Kim S (Houston)
Subject: RE:
at my desk
-----Original Message-----
From: Ward, Kim S (Houston)
Sent: Wednesday, August 15, 2001 6:34 PM
To: Arnold, John
Subject: RE:
where are you?
-----Original Message-----
From: Arnold, John
Sent: Wednesday, August 15, 2001 6:33 PM
To: Ward, Kim S (Houston)
Subject:
hungry?
|
houston <[email protected]>
|
|
arnold-j/sent_items/317.
|
subject: RE:
content: your welcome and thanks
-----Original Message-----
From: McCaffrey, Deirdre
Sent: Thursday, August 16, 2001 1:21 PM
To: Arnold, John
Subject:
John -
Forgot to say thanks for dinner/margaritas last night - so thanks! I'll get you next time.
Have fun in Colorado!
Deirdre
| ||
arnold-j/sent_items/318.
|
subject: RE: hi there
content: sure
-----Original Message-----
From: Fraser, Jennifer
Sent: Monday, August 20, 2001 8:55 AM
To: Arnold, John
Subject: hi there
can we have a chat this week for a couple of minutes..tuesday after close?
| ||
arnold-j/sent_items/319.
|
subject: FW:
content: -----Original Message-----
From: "Jeff Pesot" <[email protected]>@ENRON [mailto:IMCEANOTES-+22Jeff+20Pesot+22+20+3Cjpesot+40gaoptions+2Ecom+3E+40ENRON@ENRON.com]
Sent: Monday, August 20, 2001 11:01 AM
To: Arnold, John
Subject:
Jeff Pesot
GA Options,LLC
212 947 3337
212 947 3339 fax
646 522 2528 cell
[email protected]
www.gaoptions.com
- INVITE.doc
| ||
arnold-j/sent_items/32.
|
subject: Re: Question?
content: yes
Ina Rangel
05/10/2001 05:47 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Question?
John,
Do you think we need to see about sending an IT Tech for you and Maggi on Friday to make sure everything is working okay? If we do, we would have to pay for their travel expenses.
It would be beneficial to you instead of having to be on the phone with IT for any problems.
Let me know.
-Ina
|
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