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arnold-j/sent_items/410.
subject: RE: content: Lucky sob -----Original Message----- From: Lavorato, John Sent: Monday, September 24, 2001 4:13 PM To: Arnold, John Subject: gb -4 under 46.5 gb -4 over 34.5 wash +16 over 34.5 wasg +16 under 46.5 all 50
arnold-j/sent_items/411.
subject: RE: content: sorry,sorry,sorry Yesterday was just a little crazy. Crude had it's biggest fall in 10 years so that translated into a very busy day. Plus my best employee was just offered a job across the street for a big chunk of money. At least I made money. I should be getting my phone line at home today (of course they've been saying that for 5 days now) at which point they can install dsl. Thatll make it much easier. Went to the bb game again last night. Love them stros. How'd you're presentation go last night? Did the doc talk good about your drug? Have a good one, Jonh -----Original Message----- From: "Dana P" <[email protected]>@ENRON [mailto:IMCEANOTES-+22Dana+20P+22+20+3Cdanaggie+40hotmail+2Ecom+3E+40ENRON@ENRON.com] Sent: Monday, September 24, 2001 9:04 AM To: Arnold, John Subject: RE: Good morning my SLED. How's it going? Just woke up...I know. I know. Must be nice. Anyway, Just wanted to leave you a quick message before I get out of here. Thanks for dinner. I had a really good time and it was good to meet cha in person. Have a great day!! d >From: [email protected] >To: [email protected] >Subject: RE: >Date: Fri, 21 Sep 2001 15:21:20 -0500 > >I'm running out the door to go drinking with the boys at front porch, right >next to my apartment. > >I don't think your dad would like me so much. Will explain later. > >Sorry about your day. Maybe you can find some happiness in the book of >prayers. Maybe you can find more happiness in the money. > >Talk to you later. > > -----Original Message----- > From: "Dana P" <[email protected]>@ENRON > >[mailto:IMCEANOTES-+22Dana+20P+22+20+3Cdanaggie+40hotmail+2Ecom+3E+40ENRON@ENRON.com] > > > Sent: Friday, September 21, 2001 2:54 PM > To: Arnold, John > Subject: Re: > > Sure, just remind me. It should cut down on your "depends" expenses as > well... > > Today. Definitely in the top 10 as far as crappy days go. Started out > great. > Breakfast with Dad was nice (LePeep by my house). He was very happy I > broke > up with the energy guy. Wasn't too keen on him being Jewish. Dad's > pretty > religious in his elder years. Gave me a book of prayers and > money....That's > what I'm talkin' about!! (I'm going to he@@). Anyway, my boss calls me > as we > are finishing up and asks me if I knew anything about a meeting I was > supposed to be working for NP's (nurse practitioners) at the Westin and > I'm > like "Uh, No...never got the message". Well, never got the message > because > she never sent it. Bottom line, I had to blow off all my plans(I was > actually planning on calling on doctors today and getting ready for my > monday program) and go work this meeting which isn't that big of deal. > We > just stand around at display tables and answer questions from the > doctors/NP's. I was there for and hour and then went to lunch. I came > back > for an hour and have to do some things here. The good thing about my > boss is > she's very "hand's off". She stays out of your business unless you call > her > for something. She has a life outside of this job which is rare for > managers. The bad thing is she can be "flighty" sometimes and forgets >to > send things on or lets them pile up and we get the messages a week late > (which is probably what happened in this case) > > Anyway, sorry about all the griping but I was on a roll!! > > Hope your day has been good. You workin' out or goin' out after work? > Decisions. Decisions. Your gym sounds cool. Laughed at the physique > comment. > So something I would have said. > > Later, > > d > > > >From: "Arnold, John" <[email protected]> > >To: <[email protected]> > >Date: Fri, 21 Sep 2001 10:42:44 -0500 > > > >P.S. - Can you bring me some free samples of the bladder control > >medicine. It'll save me some money. > > > > > >********************************************************************** > >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. > >********************************************************************** > > > _________________________________________________________________ > Get your FREE download of MSN Explorer at > http://explorer.msn.com/intl.asp > > _________________________________________________________________ Get your FREE download of MSN Explorer at http://explorer.msn.com/intl.asp
arnold-j/sent_items/412.
subject: RE: WHATS UP WITH WINTER BUYING content: cold 11-15. oct expires tomorrow. -----Original Message----- From: Fraser, Jennifer Sent: Tuesday, September 25, 2001 8:44 AM To: Arnold, John Subject: WHATS UP WITH WINTER BUYING
arnold-j/sent_items/413.
subject: RE: Unbelievable Picture content: is it real? -----Original Message----- From: "Zerilli, Frank" <[email protected]>@ENRON [mailto:IMCEANOTES-+22Zerilli+2C+20Frank+22+20+3Cfzerilli+40POWERMERCHANTS+2ECOM+3E+40ENRON@ENRON.com] Sent: Tuesday, September 25, 2001 8:25 AM To: Arnold, John; '[email protected]' Subject: FW: Unbelievable Picture -----Original Message----- From: Bill Horton [mailto:[email protected]] Sent: Tuesday, September 25, 2001 7:58 AM To: [email protected] Subject: FW: Unbelievable Picture -----Original Message----- From: Fred Sherman [mailto:[email protected]] Sent: Tuesday, September 25, 2001 6:43 AM To: Steve Bruns; William Lewis; William Simpson; Bill Horton; Erik Lood; Christa Hodnett Subject: FW: Unbelievable Picture -----Original Message----- From: [email protected] [mailto:[email protected]] Sent: Monday, September 24, 2001 3:16 PM To: [email protected]; [email protected]; [email protected]; [email protected] Subject: Unbelievable Picture This picture was taken by a tourist atop the World Trade Center. His camera was found in the rubble, he has not yet been found. [IMAGE] (See attached file: ATT209678.jpg) (See attached file: ATT209678.jpg) (See attached file: ATT209678.jpg) - ATT209678.jpg << File: ATT209678.jpg >>
arnold-j/sent_items/414.
subject: RE: Unbelievable Picture content: nobody from the first tower made it down, right? -----Original Message----- From: "Zerilli, Frank" <[email protected]>@ENRON [mailto:IMCEANOTES-+22Zerilli+2C+20Frank+22+20+3Cfzerilli+40POWERMERCHANTS+2ECOM+3E+40ENRON@ENRON.com] Sent: Tuesday, September 25, 2001 8:51 AM To: Arnold, John Subject: RE: Unbelievable Picture Who knows? -----Original Message----- From: [email protected] [mailto:[email protected]] Sent: Tuesday, September 25, 2001 9:50 AM To: [email protected] Subject: RE: Unbelievable Picture is it real? -----Original Message----- From: "Zerilli, Frank" <[email protected]>@ENRON [mailto:IMCEANOTES-+22Zerilli+2C+20Frank+22+20+3Cfzerilli+40POWERMERCHAN [email protected]] Sent: Tuesday, September 25, 2001 8:25 AM To: Arnold, John; '[email protected]' Subject: FW: Unbelievable Picture -----Original Message----- From: Bill Horton [mailto:[email protected]] Sent: Tuesday, September 25, 2001 7:58 AM To: [email protected] Subject: FW: Unbelievable Picture -----Original Message----- From: Fred Sherman [mailto:[email protected]] Sent: Tuesday, September 25, 2001 6:43 AM To: Steve Bruns; William Lewis; William Simpson; Bill Horton; Erik Lood; Christa Hodnett Subject: FW: Unbelievable Picture -----Original Message----- From: [email protected] [mailto:[email protected]] Sent: Monday, September 24, 2001 3:16 PM To: [email protected]; [email protected]; [email protected]; [email protected] Subject: Unbelievable Picture This picture was taken by a tourist atop the World Trade Center. His camera was found in the rubble, he has not yet been found. [IMAGE] (See attached file: ATT209678.jpg) (See attached file: ATT209678.jpg) (See attached file: ATT209678.jpg) - ATT209678.jpg << File: ATT209678.jpg >> ********************************************************************** 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/415.
subject: content: whats the name of the "priceline" type site that gives you an hour to buy the ticket.
arnold-j/sent_items/416.
subject: content: 40 yard line 20th row in my hands
arnold-j/sent_items/417.
subject: RE: Astros tix content: just got them. thanks a lot -----Original Message----- From: "Piasio, Stephen [FI]" <[email protected]>@ENRON [mailto:IMCEANOTES-+22Piasio+2C+20Stephen+20+5BFI+5D+22+20+3Cstephen+2Epiasio+40ssmb+2Ecom+3E+40ENRON@ENRON.com] Sent: Wednesday, September 26, 2001 1:56 PM To: 'enron/john arnold' Subject: Astros tix get them?
arnold-j/sent_items/418.
subject: content: I have 4 tix sec 124 row 34 for tonight if you or anyone in your group wants them
arnold-j/sent_items/419.
subject: RE: EQUITY COMMENTS content: thx for the update. funny how the banks will deal with us and ospraie won't. oh well, nothing we can do. -----Original Message----- From: Abramo, Caroline Sent: Tuesday, September 25, 2001 10:43 PM To: Arnold, John Subject: EQUITY COMMENTS Hi- thought you'd want to know some of the recent equity comments from a few of the funds. Bad comments first.. ENE: Ospraie, one of the Tudor funds has actually been reducing all their trading exposure to us becuase of our "credit situation". At one point they probably had a 12,000 contract short gas position with us where we might have 1000 lots on now. They have studied our financials for the last 2 years and like the rest of wall street can not determine how to value us.. I think the bigger concern though is our credit line situation. Its been leaked that the availability of our borrowing is linked to stock price.. obviously the street does not know the real details but the fact these rumors are out there and lack of statements by us to the contrary are causing some to panic. I've heard the same come out of SAC which is a 5 B equity shop who also put on the favorite short-ENE. SAC has just started trading with us. I am not sure what to do about this.. luckily Ospraie is the only group commenting on our credit. I am not having any problems YET with any of the banks except CSFB- and thats not new.. I have not been able to trade with them for the last year. I am anticipating problems which is why I am trying to work out a clearing system in the interim. I am sure Ken will do a better job of putting some of these fears to rest.. and the street will be able to assign us a PE in line with other trading companies (8-10) plus some growth component (5) for developing businesses. And at $20, they reckon we get taken out anyway.. the fact remains that Enron has major franchise value. Good news- Ospraie covered their short at $30 when PGE resiolution came out Thursday and we rallied $4. Other comments from Catequil.. they generally think a lot of the energy sector (E+Ps) are close to bottom. They also commented that they are likely to buy El Paso at a 10.5 PE soon (even though ours is currently 12.5 and they believe in us) because they just have more access to El Paso Sr Mgmt and understand their biz better. (Lot of El Paso and Dynegy support out there). They were never short us. On other names: EOG- could see it down to $22 but see $35 based on NAV more realistic. Like EOG and Chesapeake- well hedged. Also like Philips/ Statoil on the Alaskan gas play as well as the fact that they have 0 mid-east exposure. Like Talisman- only has exposure in Sydan, Nexus- Yemen
arnold-j/sent_items/42.
subject: Re: content: Hot like wasabi when I bust rhymes Big like Leann Rimes Because I'm all about value
arnold-j/sent_items/420.
subject: RE: can you petition nymex to keep the new hours? content: god i hope so -----Original Message----- From: Fraser, Jennifer Sent: Thursday, September 27, 2001 7:14 AM To: Arnold, John Subject: can you petition nymex to keep the new hours?
arnold-j/sent_items/421.
subject: RE: Power Indices content: stop sending me these -----Original Message----- From: [email protected]@ENRON [mailto:IMCEANOTES-feedback+40intcx+2Ecom= [email protected]] On Behalf Of IntercontinentalExchange <feedback@intcx.= com> Sent:=09Thursday, September 27, 2001 11:55 AM To:[email protected] Subject:=09Power Indices = = = = = = = = = = = Intercontinenta= lExchange = = = = = =20 = = = = = Firm P= ower Price Bulletin = = = = = =20 = = = = = For Po= wer Delivered on Friday, September 28, 2001 = = = = = = = = = = = =20 = = = = = = = = = = = (Trade Date of = Thursday, September 27, 2001) = = = = = = = = = = = = = = = = = =20 Click here to access index history << File: http://www.intcx.com/Subscriber= Servlet/subscriberservlet.class?operation=3DpowerIndexForm&hub=3DAll >> . = = = = = =20 = = = = = = = = = = = * volume repres= ents sell-side only * = = = = = = = = = = = = = = = = = =20 Hub=09High=09Low=09Wtd Avg Index=09Change ($)=09Vol (Mwh)=09 Cinergy=09 $17.85=09 $16.50=09 $17.59=09- .07=09= 64,000=09 Comed=09 $17.00=09 $15.00=09 $16.08=09- 1.68=09 = 4,800=09 Entergy=09 $17.10=09 $16.25=09 $16.55=09+ .16=09= 15,200=09 Nepool=09 $32.25=09 $31.10=09 $31.67=09- 3.69=09 = 8,000=09 PJM-West=09 $24.00=09 $23.45=09 $23.70=09- .84= =09 24,800=09 SP-15=09 $22.75=09 $22.25=09 $22.52=09- 2.51=09 = 3,600=09 TVA=09 $18.00=09 $17.25=09 $17.58=09+ .53=09 = 9,600=09 = = = = = = = = = = = Includes all tr= ades done from 6 AM to 11 AM Central Prevailing Time on the trade date spec= ified for financially firm power delivered during the on-peak hours (6 AM -= 10 PM CPT for Eastern hubs / 6 AM - 10 PM Pacific Prevailing Time for West= ern hubs) on the delivery date(s) specified. = = = = = = = = =20 = = = = = In= tercontinentalExchange is the world's most liquid trading platform for over= -the-counter energy and metals. Active markets include North American powe= r and natural gas, global crude and refined oil products, and precious meta= ls. Traded instruments include forwards, swaps, and options. = = =20 To become an Exchange Participant or inquire about the indices, please cont= act [email protected] << File: mailto:[email protected] >> . = = = = = =20 This information is sent to you free of charge and may be redistributed in = its entirety. Republishing in any other form is prohibited. = = = = = =20 If this was forwarded by a friend and you would like to receive your own da= ily bulletin, click here to subscribe << File: http://www.intcx.com/subscri= be.html >> . = = = = =20 To unsubscribe from this service, click here unsubscribe << File: http://ww= w.intcx.com/subscribe.html >> . = = = = = = = = = = =20 = = = = = = = = = = = ?Copyright Intercon= tinentalExchange, Inc. 2001, All Rights Reserved. = = = = = = = = = = =
arnold-j/sent_items/422.
subject: RE: Specialist Terms content: do you and brad have a minute to sit down today? -----Original Message----- From: Shults, Bob Sent: Thursday, September 27, 2001 2:41 PM To: Arnold, John Cc: Richter, Brad; Zipper, Andy Subject: Specialist Terms John, We finally heard from Bo. Looks like we may be getting together soon to discuss our proposal. I would like to get back together with you concerning the specialist requirements and incentives when you can. I've attached my draft for you to look at. I also received a call from Mark B. Fisher. Apparently Mark caught wind that Bo talked to us. Mark is excited about the opportunity of the locals getting access to EnronOnline numbers. Mark wants to clear the local trades on EnronOnline and enymex. Let me know how you want to proceed. Thanks Bob X30397 -----Original Message----- From: Collins, Bo [mailto:[email protected]] Sent: Wednesday, September 26, 2001 7:07 PM To: Shults, Bob Subject: RE: sorry for such a slow response...as you can imagine, things are a bit hectic. Why don't we plan on talking next monday...i may be in houston and perhaps we could have breakfast? -----Original Message----- From: Shults, Bob [mailto:[email protected]] Sent: Monday, September 24, 2001 12:32 PM To: J. Robert Collins (E-mail) Cc: David Salomon (E-mail) Subject: Bo, I hope all is well for you, your family, friends and associates. I'm sure you and your team are working 24 hours a day to keep the exchange open. We would like to share some ideas with you when you have some time. Please give me a call. Bob Shults EnronOnline LLC Houston, Texas 77002-7361 713 853-0397 713 825-6372 cell 713 646-2126 [email protected] ********************************************************************** 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/423.
subject: RE: Specialist Terms content: see you there -----Original Message----- From: Shults, Bob Sent: Thursday, September 27, 2001 3:00 PM To: Arnold, John Subject: RE: Specialist Terms can you do it around 4:15 in Brad's office 2711? -----Original Message----- From: Arnold, John Sent: Thursday, September 27, 2001 2:44 PM To: Shults, Bob Subject: RE: Specialist Terms do you and brad have a minute to sit down today? -----Original Message----- From: Shults, Bob Sent: Thursday, September 27, 2001 2:41 PM To: Arnold, John Cc: Richter, Brad; Zipper, Andy Subject: Specialist Terms John, We finally heard from Bo. Looks like we may be getting together soon to discuss our proposal. I would like to get back together with you concerning the specialist requirements and incentives when you can. I've attached my draft for you to look at. I also received a call from Mark B. Fisher. Apparently Mark caught wind that Bo talked to us. Mark is excited about the opportunity of the locals getting access to EnronOnline numbers. Mark wants to clear the local trades on EnronOnline and enymex. Let me know how you want to proceed. Thanks Bob X30397 -----Original Message----- From: Collins, Bo [mailto:[email protected]] Sent: Wednesday, September 26, 2001 7:07 PM To: Shults, Bob Subject: RE: sorry for such a slow response...as you can imagine, things are a bit hectic. Why don't we plan on talking next monday...i may be in houston and perhaps we could have breakfast? -----Original Message----- From: Shults, Bob [mailto:[email protected]] Sent: Monday, September 24, 2001 12:32 PM To: J. Robert Collins (E-mail) Cc: David Salomon (E-mail) Subject: Bo, I hope all is well for you, your family, friends and associates. I'm sure you and your team are working 24 hours a day to keep the exchange open. We would like to share some ideas with you when you have some time. Please give me a call. Bob Shults EnronOnline LLC Houston, Texas 77002-7361 713 853-0397 713 825-6372 cell 713 646-2126 [email protected] ********************************************************************** 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/424.
subject: RE: heat vs NG content: Seems a little out of whack but as we seen time and time again, fundamental relationships don't have to hold in the short term. -----Original Message----- From: Fraser, Jennifer Sent: Thursday, September 27, 2001 10:25 AM To: Arnold, John Subject: heat vs NG Hey JA Have you looked at TZ6 vs HEat or resid. (ja-feb02) ? That basis seems awfully high. What are your thoughts? thanks JF
arnold-j/sent_items/425.
subject: RE: EQUITY COMMENTS content: BBB+ credits dont go bankrupt overnight. we can get downgraded overnight, though. put a clause in the contract that if we get downgraded below inv grade there is some sort of orderly liquidation of the swaps. talk to credit about how we handle this with others. -----Original Message----- From: Abramo, Caroline Sent: Thursday, September 27, 2001 7:12 AM To: Arnold, John Subject: RE: EQUITY COMMENTS any thoughts on how to give people comfort that we are not going bankrupt? we can talk about it next week. -----Original Message----- From: Arnold, John Sent: Wednesday, September 26, 2001 4:52 PM To: Abramo, Caroline Subject: RE: EQUITY COMMENTS thx for the update. funny how the banks will deal with us and ospraie won't. oh well, nothing we can do. -----Original Message----- From: Abramo, Caroline Sent: Tuesday, September 25, 2001 10:43 PM To: Arnold, John Subject: EQUITY COMMENTS Hi- thought you'd want to know some of the recent equity comments from a few of the funds. Bad comments first.. ENE: Ospraie, one of the Tudor funds has actually been reducing all their trading exposure to us becuase of our "credit situation". At one point they probably had a 12,000 contract short gas position with us where we might have 1000 lots on now. They have studied our financials for the last 2 years and like the rest of wall street can not determine how to value us.. I think the bigger concern though is our credit line situation. Its been leaked that the availability of our borrowing is linked to stock price.. obviously the street does not know the real details but the fact these rumors are out there and lack of statements by us to the contrary are causing some to panic. I've heard the same come out of SAC which is a 5 B equity shop who also put on the favorite short-ENE. SAC has just started trading with us. I am not sure what to do about this.. luckily Ospraie is the only group commenting on our credit. I am not having any problems YET with any of the banks except CSFB- and thats not new.. I have not been able to trade with them for the last year. I am anticipating problems which is why I am trying to work out a clearing system in the interim. I am sure Ken will do a better job of putting some of these fears to rest.. and the street will be able to assign us a PE in line with other trading companies (8-10) plus some growth component (5) for developing businesses. And at $20, they reckon we get taken out anyway.. the fact remains that Enron has major franchise value. Good news- Ospraie covered their short at $30 when PGE resiolution came out Thursday and we rallied $4. Other comments from Catequil.. they generally think a lot of the energy sector (E+Ps) are close to bottom. They also commented that they are likely to buy El Paso at a 10.5 PE soon (even though ours is currently 12.5 and they believe in us) because they just have more access to El Paso Sr Mgmt and understand their biz better. (Lot of El Paso and Dynegy support out there). They were never short us. On other names: EOG- could see it down to $22 but see $35 based on NAV more realistic. Like EOG and Chesapeake- well hedged. Also like Philips/ Statoil on the Alaskan gas play as well as the fact that they have 0 mid-east exposure. Like Talisman- only has exposure in Sydan, Nexus- Yemen
arnold-j/sent_items/426.
subject: RE: Mentor/Mentee Sushi content: How about next wednesday?? -----Original Message----- From: Gros, Thomas D. Sent: Monday, September 24, 2001 3:20 PM To: Arnold, John Subject: Mentor/Mentee Sushi I think it's time for our semi-annual sushi dinner.....
arnold-j/sent_items/427.
subject: RE: NYMEX content: I actually went to go talk to him yesterday but he was already gone and he's on vacation today. I'll talk to him next week. Probably better for him to hear the benfits from my mouth. We do need to talk to him before we get too far. EOL working very well as of late. -----Original Message----- From: Piper, Greg Sent: Friday, September 28, 2001 8:43 AM To: Arnold, John Subject: NYMEX I have not spoken to Lavo about the potential eNYMEX deal where you are a specialist, etc. I know you and Richter are back working on it but let me know if you want me to speak to him about it or if you want to do it or if you think we should wait awhile. Everything else OK with EOL, etc.? Thanks. Greg Piper Chief Executive Officer Enron Net Works, LLC _____
arnold-j/sent_items/428.
subject: RE: heat vs NG content: there are few scenarios whereby that spread comes in except if you take it to settlement. if dec is strong, jan is strong too. if dec is weak, jan retains some risk premium. -----Original Message----- From: Fraser, Jennifer Sent: Friday, September 28, 2001 1:58 AM To: Arnold, John Subject: RE: heat vs NG well TZ6 has been very very very high in those two months for some time. In particular, I can't understand the dec-jan spread for TX6. Fundamentally is there something i'm missing? -----Original Message----- From: Arnold, John Sent: Thursday, September 27, 2001 11:40 PM To: Fraser, Jennifer Subject: RE: heat vs NG Seems a little out of whack but as we seen time and time again, fundamental relationships don't have to hold in the short term. -----Original Message----- From: Fraser, Jennifer Sent: Thursday, September 27, 2001 10:25 AM To: Arnold, John Subject: heat vs NG Hey JA Have you looked at TZ6 vs HEat or resid. (ja-feb02) ? That basis seems awfully high. What are your thoughts? thanks JF
arnold-j/sent_items/429.
subject: FW: Swaps for EFPS content: -----Original Message----- From: "Lengkeek Jr, Steve C" <[email protected]>@ENRON [mailto:IMCEANOTES-+22Lengkeek+20Jr+2C+20Steve+20C+22+20+3CSteve+2EC+2ELengkeekJr+40conectiv+2Ecom+3E+40ENRON@ENRON.com] Sent: Friday, September 28, 2001 10:27 AM To: Arnold, John Subject: RE: Swaps for EFPS John, I was wondering if you could do me a small favor. Carr futres (understanding there circumstance) was stuck long 4 lots. We dicided to help them out and take them today. So I had my Henry Hub trader sell out Oct 1st. Car said they found there problem. I tried calling the trader over there and it was a penny bid over were we sold it. Could you say something to your trader over there to see if you could let us out. Steve 302-764-6407 -----Original Message----- From: [email protected] [mailto:[email protected]] Sent: Thursday, February 15, 2001 1:42 PM To: Lengkeek Jr, Steve C Subject: Re: Swaps for EFPS I would do that. I tried calling but got your voicemail. Try me at 713 853 3230 "Lengkeek Jr, Steve C" <[email protected]> on 02/15/2001 08:26:54 AM To: "'[email protected]'" <[email protected]> cc: Subject: Swaps for EFPS I am long 800 futures short swaps any interest. Steven Lengkeek Conectiv 302-452-6930
arnold-j/sent_items/43.
subject: Re: content: it's an aquired taste From: Kim Ward/ENRON@enronXgate on 05/09/2001 02:25 PM To: John Arnold/HOU/ECT@ECT cc: Subject: those things are TERRIBLE!!!!
arnold-j/sent_items/431.
subject: RE: content: me thinks so -----Original Message----- From: Ward, Kim S (Houston) Sent: Friday, September 28, 2001 12:23 PM To: Arnold, John Subject: RE: you goin? -----Original Message----- From: Arnold, John Sent: Friday, September 28, 2001 11:49 AM To: Ward, Kim S (Houston) Subject: you working out today?
arnold-j/sent_items/432.
subject: RE: content: yep, what are you doing later? -----Original Message----- From: Ward, Kim S (Houston) Sent: Friday, September 28, 2001 3:36 PM To: Arnold, John Subject: RE: still goin? -----Original Message----- From: Arnold, John Sent: Friday, September 28, 2001 12:31 PM To: Ward, Kim S (Houston) Subject: RE: me thinks so -----Original Message----- From: Ward, Kim S (Houston) Sent: Friday, September 28, 2001 12:23 PM To: Arnold, John Subject: RE: you goin? -----Original Message----- From: Arnold, John Sent: Friday, September 28, 2001 11:49 AM To: Ward, Kim S (Houston) Subject: you working out today?
arnold-j/sent_items/433.
subject: FW: Robotrader/Autotrader content: -----Original Message----- From: Forster, David Sent: Monday, July 16, 2001 4:12 PM To: Arnold, John Subject: FW: Robotrader/Autotrader John, Attached is an email which I have sent to Savita (who will not be able to attend today). It addresses the Robotrader concept. I will bring some hardcopy to hit the high points this afternoon. Dave -----Original Message----- From: Forster, David Sent: Monday, July 16, 2001 4:06 PM To: Puthigai, Savita Subject: Robotrader/Autotrader Savita, Attached is the latest Robotrader spreadsheet. As you may recall, we tried several different approaches to minimizing the cost of the market running up and then down again. The solution which gave the best solution was also the simplest one. Principles as follows: - Basically an advanced Offset to Last Trade - Definitions - Intensity: Measures the length of time between transactions as a rolling average over the last x number of transactions (the Intensity Factor) - Intensity Factor: The number of transactions used in calculating the rolling average Intensity - Dead Interval: The period of time in which (if nothing occurs), an event or transaction is deemed to take place. - Offset Reversion Ratio: The percentage by which the Offset will be reduced if a Dead Interval passes - Spread Minimum: The minimum spread which can be used. - Offset Minimum: The minimum offset which may be used. - Spread-Offset Minimum: The minimum amount by which the spread must exceed the offset - Spread Reversion Rate: The amount in dollars by which the spread will decrease if a Dead Interval passes - Position Sensitivity: The position which, if exceeded, will cause the V Factor Adjustment to increase - V-Factor adjust: The amount by which the Momentum will be increased if the Position Sensitivity is exceeded. - Momentum: The measure of the degree to which the market is either just buying or just selling - Adjusted Momentum: A Momentum number which may be boosted, causing a larger price reaction when the Position Sensitivity is exceeded. - Offset: The amount by which a bid or offer will be increased/decreased when a transaction occurs. - Spread: The difference between the bid and the offer - General Principles and Mechanics - As each Sell (Buy) occurs, the Momentum decreases (increases). - The Adjusted Momentum is the same as the Momentum, unless the Position Sensitivity is exceeded. - If the Position Sensitivity is exceeded, then the Adjusted Momentum is boosted by the V-Factor Adjustment - The Offset is calculated by looking up the Offset value on a table for the specified Adjusted Momentum - The Spread is calculated by looking up the value to boost (decrease) the Spread on a table for the Specified Intensity - As the Intensity value drops, the Spread widens. As it increases, the Spread decreases. - In a running market, the offset will increase quickly. If it establishes a new level, the Offset will slowly decrease - If the market runs up and whipsaws back, the offset will stay large - If a market range trades, the offset will trend to zero. - If there are a large number of transaction in succession, the spread will widen - If there are a small number of transactions in succession, the spread will tighten. Dave
arnold-j/sent_items/434.
subject: RE: Houston Aeros Tickets content: no thx -----Original Message----- From: Rangel, Ina Sent: Friday, September 28, 2001 4:09 PM To: Arnold, John Subject: FW: Houston Aeros Tickets Interested? -Ina -----Original Message----- From: Daw, Nicki Sent: Friday, September 28, 2001 3:28 PM To: Schoppe, Tammie; Brooks, Loretta; Hillis, Kimberly; Phillips, Cathy; Burns, Jennifer; Ford, Sue; Schiller, Marsha; Blackwood, Connie; Burns, Jennifer; Chapman, Kay; Dauterive, Inez; Daw, Nicki; Elbertson, Janette; Ferrari, Kerry; Fleming, Rosalee; Ford, Sue; Harris, Stephanie J; Heathman, Karen K.; Maronge, Bridget; Marshall, Lucy; McVicker, Maureen; Phillips, Cathy; Rapacioli, Marisa; Schiller, Marsha; Stark, Cindy; Taylor, Liz M.; Valencia, Laura; Westbrook, Sharron; Vuittonet, Laura; Zoch, Judy; Venable, Rachael; Harvey, Claudette; Armstrong, Julie; Tijerina, Shirley; Fallon, Susan; Rode, Tina; Clyatt, Julie; Angelos, Megan; Westbrook, Cherylene R.; Black, Tamara Jae; Elbertson, Janette; Watson, Denys; Rangel, Ina; Palmer, Rhonna Cc: Taylor, Liz M.; Tagliarino, David; Williamson, Joannie; Grissom, Greg Subject: Houston Aeros Tickets Mark Frevert has purchased 4 tickets for the Houston Aeros 2001-02 season, for use by all business units, the same way as the Astros tickets. This is the Aeros first year in the American Hockey League. Their first game is on October 12th, go to http://www.aeros.com/schedule/ to see the full schedule. Our seats are located in Section 108, Row R, Seats 1-4. If your group in interested in using these tickets, please give me a call (x33497). In addition, I have 3 invitations (each admit 2 people) to the "Meet the Team Party" on Tuesday, 2nd October. If you would like to attend, please let me know. The party will be held at the Compaq Center from 6pm to 8pm. Regards, Nicki Nicki Daw Enron Corp Tel: 713 853 3497 Fax: 713 646 3330
arnold-j/sent_items/435.
subject: RE: Swaps for EFPS content: i think they worked this out. John -----Original Message----- From: "Lengkeek Jr, Steve C" <[email protected]>@ENRON [mailto:IMCEANOTES-+22Lengkeek+20Jr+2C+20Steve+20C+22+20+3CSteve+2EC+2ELengkeekJr+40conectiv+2Ecom+3E+40ENRON@ENRON.com] Sent: Friday, September 28, 2001 10:27 AM To: Arnold, John Subject: RE: Swaps for EFPS John, I was wondering if you could do me a small favor. Carr futres (understanding there circumstance) was stuck long 4 lots. We dicided to help them out and take them today. So I had my Henry Hub trader sell out Oct 1st. Car said they found there problem. I tried calling the trader over there and it was a penny bid over were we sold it. Could you say something to your trader over there to see if you could let us out. Steve 302-764-6407 -----Original Message----- From: [email protected] [mailto:[email protected]] Sent: Thursday, February 15, 2001 1:42 PM To: Lengkeek Jr, Steve C Subject: Re: Swaps for EFPS I would do that. I tried calling but got your voicemail. Try me at 713 853 3230 "Lengkeek Jr, Steve C" <[email protected]> on 02/15/2001 08:26:54 AM To: "'[email protected]'" <[email protected]> cc: Subject: Swaps for EFPS I am long 800 futures short swaps any interest. Steven Lengkeek Conectiv 302-452-6930
arnold-j/sent_items/436.
subject: content: why is george down?
arnold-j/sent_items/437.
subject: RE: content: thank god i got out on friday. had a much better month trading crude than gas. -----Original Message----- From: Fraser, Jennifer Sent: Monday, October 01, 2001 8:37 AM To: Arnold, John Subject: RE: no i idea i have been waiting for 5 hours to sell wti since gasoioil and brent are puking---i guess we'll both have to call bill 37037 sadly we'll both have to engage in verbal communication...personally i think you should see as much crude as you can ..this should be a good week for puke #2 -----Original Message----- From: Arnold, John Sent: Monday, October 01, 2001 2:33 PM To: Fraser, Jennifer Subject: why is george down?
arnold-j/sent_items/438.
subject: RE: EOL Bridge content: yea -----Original Message----- From: McLaughlin Jr., Errol Sent: Monday, October 01, 2001 10:59 AM To: Arnold, John Subject: EOL Bridge John, Can we keep closing the Bridge at 3pm for this week?
arnold-j/sent_items/439.
subject: RE: Lessons From Enron's Meltdown.htm content: you coulda sent me this 8 months ago.... -----Original Message----- From: Black, Don Sent: Monday, October 01, 2001 12:34 PM To: Arnold, John Subject: FW: Lessons From Enron's Meltdown.htm I thought of our conversation at Beaver Creek as I read this one. It was all out there. Oh well, we're young.
arnold-j/sent_items/44.
subject: content: i couldnt do it. it took 13 minutes for my alarm to wake me up.
arnold-j/sent_items/440.
subject: RE: Neural Networks content: not necessarily looking for predictive power. that's a 3 year project. just for market making skillset. The work that Dave Forster did was just for front month. That creates month 1. Then, similar logic has to create a month 1/month 2 spread to create a month 2 outright market. Same for month 2/ month 3 to create month 3. There might be 24-36 individual markets to create a forward curve. Sometimes month 1 has correlation to the month 1/ month 2 spread. Sometimes it does not. Must create a system that is mechanical but very easy for a human to add bias. -----Original Message----- From: Thuraisingham, Ravi Sent: Monday, October 01, 2001 10:20 AM To: Arnold, John Subject: Neural Networks John, I just wanted to give you heads up that I did look into the subject system to learn from what your trading activities and then figure ways to automate some aspects of you daily activities. I will try to send you a few power point slides showing my initial thoughts on the system. It appears that neutral network (AI is a subset of this class of learning systems) type of model that takes input from all available sources (including actual market feedback, weather and other fundamentals) and uses curve building functions and other existing tools as transfer functions, along with your own thinking (your processing functions that your neurons are wired up to do), could help the neural network to learn and eventually provide the necessary predictive power. Ravi Thuraisingham, CFA Director, Storage Trading Enron Broadband Services p 713.853.3057 c 713.516.5440 pg 877.680.4806 [email protected]
arnold-j/sent_items/441.
subject: RE: Bernstein On ENE content: Funny that they say mixed response to new ceo's -----Original Message----- From: Abramo, Caroline Sent: Monday, October 01, 2001 9:14 AM To: Arnold, John Subject: FW: Bernstein On ENE its a good one... << File: BernsteinOnENE.pdf >>
arnold-j/sent_items/442.
subject: RE: REFCO Meeting Thursday content: Someone in my group or myself will attend. -----Original Message----- From: Cummings, John Sent: Monday, October 01, 2001 11:53 AM To: Arnold, John Subject: REFCO Meeting Thursday John Joe Murphy, CEO of Refco Global Futures and Gary Weiss, SVP Refco Group Ltd. LLC will be here Thursday afternoon through dinner to further our discussions for providing a hosted marketplace where Enron would stream products with wider bid/offer and smaller volume to their "retail" customer base. The purpose of their visit is to firm up our discussion so that we can start drafting a term sheet for the deal I have carved out 1 hour this Thursday Oct 4 from 4:30 to 5:30pm in EB 27C2 to discuss the products that we currently make markets in and the volumes Refco currently handles for their customers. Would you or someone in your group be interested in attending? Several of the guys from the Oil & Refined products group will be there and I would like to have at least a representative for gas that could speak for you. I have sent a note to Kevin Presto as well. Regards John Cummings
arnold-j/sent_items/443.
subject: content: got your running shoes on?
arnold-j/sent_items/444.
subject: content: mike maggi resigned this morning to take a job at a competitor. He is under contract. Lavo has been advised. What do I need to do?
arnold-j/sent_items/445.
subject: RE: eol and you and limit orders content: not really and no -----Original Message----- From: Fraser, Jennifer Sent: Tuesday, October 02, 2001 5:00 AM To: Arnold, John Subject: eol and you and limit orders do you get many limit orders during the agas? does it help?
arnold-j/sent_items/446.
subject: RE: content: ended up getting in late last night. monday night football turned into tuesday morning football. -----Original Message----- From: Ward, Kim S (Houston) Sent: Tuesday, October 02, 2001 8:18 AM To: Arnold, John Subject: RE: went this morning - did you go? -----Original Message----- From: Arnold, John Sent: Monday, October 01, 2001 4:38 PM To: Ward, Kim S (Houston) Subject: got your running shoes on?
arnold-j/sent_items/447.
subject: RE: content: sucks to be mediocre, huh? -----Original Message----- From: Lavorato, John Sent: Monday, October 01, 2001 5:32 PM To: Arnold, John Subject: sf/nyj over 45.5 - 200 sf +3 - 200
arnold-j/sent_items/448.
subject: RE: content: elpaso, same thing Want to trade options? -----Original Message----- From: Slone, Jeanie Sent: Tuesday, October 02, 2001 9:14 AM To: Arnold, John Subject: RE: which competitor? and to do what? -----Original Message----- From: Arnold, John Sent: Tuesday, October 02, 2001 7:55 AM To: Slone, Jeanie Subject: mike maggi resigned this morning to take a job at a competitor. He is under contract. Lavo has been advised. What do I need to do?
arnold-j/sent_items/449.
subject: RE: when do you plan on getting long content: outright long....a long time from now. looks like with cold weather curve is going to reshape. front up, back nothing -----Original Message----- From: Fraser, Jennifer Sent: Tuesday, October 02, 2001 10:15 AM To: Arnold, John Subject: when do you plan on getting long
arnold-j/sent_items/45.
subject: gas message board access content: is there a password or just knowing the address ---------------------- Forwarded by John Arnold/HOU/ECT on 05/08/2001 05:08 PM --------------------------- From: Alex Mcleish/ENRON@enronXgate on 05/08/2001 10:40 AM To: John Arnold/HOU/ECT@ECT cc: Subject: gas message board access John, is access to the board on a password basis now? If so, when you get a chance could you authorise access for myself and Andew Hill (a colleague in crude fundamentals) please? A similar board for crude and products should be ready within a couple of weeks. Thanks Alex
arnold-j/sent_items/450.
subject: content: hey buddy: heard you're in town. any interest in going to the bb game tonight? have some right field homerun catching seats
arnold-j/sent_items/451.
subject: astros tix content: Hello: Wondering if we can meet to pick up the tix. I work and live in downtown. Please advise or call me at 713-557-3330.
arnold-j/sent_items/452.
subject: content: just got some tix in right field for tonight's game. any interest?
arnold-j/sent_items/453.
subject: RE: content: why is anybody giving you scoop? -----Original Message----- From: Slone, Jeanie Sent: Tuesday, October 02, 2001 11:21 AM To: Arnold, John Subject: RE: i got the scoop from lavo. i agreed to become the premier Enron options trader (only if i didn't have to sit next to you). i told lavo to give me two weeks w/you and i could fake my way through any interview. VAR, gamma, vega, blah, blah,blah . . . i'm hired! Who do you think w/d pay me more El Paso or Duke? -----Original Message----- From: Arnold, John Sent: Tuesday, October 02, 2001 11:01 AM To: Slone, Jeanie Subject: RE: elpaso, same thing Want to trade options? -----Original Message----- From: Slone, Jeanie Sent: Tuesday, October 02, 2001 9:14 AM To: Arnold, John Subject: RE: which competitor? and to do what? -----Original Message----- From: Arnold, John Sent: Tuesday, October 02, 2001 7:55 AM To: Slone, Jeanie Subject: mike maggi resigned this morning to take a job at a competitor. He is under contract. Lavo has been advised. What do I need to do?
arnold-j/sent_items/454.
subject: RE: changes to curve? content: i think cash gets much stronger over the coming weeks relative to nov. first inclination when cash comes up is that futures go up. however, there is an 80 cent spread between cash and december. cash can easily go up without dec moving. -----Original Message----- From: Fraser, Jennifer Sent: Tuesday, October 02, 2001 11:21 AM To: Arnold, John Subject: changes to curve? are u saying cash comes up to meet futs..so where do see nov01 dec 01 jan 02 rolling off -----Original Message----- From: Arnold, John Sent: Tuesday, October 02, 2001 5:09 PM To: Fraser, Jennifer Subject: RE: when do you plan on getting long outright long....a long time from now. looks like with cold weather curve is going to reshape. front up, back nothing -----Original Message----- From: Fraser, Jennifer Sent: Tuesday, October 02, 2001 10:15 AM To: Arnold, John Subject: when do you plan on getting long
arnold-j/sent_items/455.
subject: RE: content: just bot them. I'll save one for you. just let me know asap. -----Original Message----- From: Thomas, John Buckner Sent: Tuesday, October 02, 2001 11:46 AM To: Arnold, John Subject: RE: yes and yes. supposed to go to a dinner, but I might be able to flake. do you really have an extra ticket? I should know in the next hour about dinner- -----Original Message----- From: Arnold, John Sent: 02 October 2001 11:42 To: Thomas, John Buckner Subject: hey buddy: heard you're in town. any interest in going to the bb game tonight? have some right field homerun catching seats
arnold-j/sent_items/456.
subject: content: any interest in going to bb game tonight. crude reunion. jt, racecar, and me. tix in HR #70 catching territory.
arnold-j/sent_items/457.
subject: RE: astros tix content: Sounds good. I have cash. I work at the old Enron building. Just give me a call when you're close and I'll meet you on the street right in front of the building. -----Original Message----- From: "Stephen Yarger" <[email protected]>@ENRON [mailto:IMCEANOTES-+22Stephen+20Yarger+22+20+3Cstyarger+40hotmail+2Ecom+3E+40ENRON@ENRON.com] Sent: Tuesday, October 02, 2001 1:07 PM To: Arnold, John Subject: Re: astros tix I get off work at 3:00 so I could bring them by your office at say 3:30 if you could meet me at the ground floor (I'm assuming you work at one of the Enron buildings). I'm new to this whole Ebay thing so I'm not sure what all the payment options are, but I'm thinking the easiest would be cash, but if you want to put it on credit card through Billpoint on Ebay that is fine also. Good luck on catching the million dollar ball. ----- Original Message ----- From: "Arnold, John" <[email protected]> To: <[email protected]> Sent: Tuesday, October 02, 2001 11:43 AM Subject: astros tix Hello: Wondering if we can meet to pick up the tix. I work and live in downtown. Please advise or call me at 713-557-3330. ********************************************************************** 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/458.
subject: RE: changes to curve? content: maybe we just hold all the gas until next winter. we'll worry about that problem next september. novy expiry can go anywhere. Too early to say. Probably around $2 though as I cant imagine who is a baseload buyer of gas in november when the US is a net injector the first 1-2 weeks barring cold spell and the pipelines are trying to start withdrawing. -----Original Message----- From: Fraser, Jennifer Sent: Tuesday, October 02, 2001 12:05 PM To: Arnold, John Subject: RE: changes to curve? so where does this leave you with rearg to nov expiry----higher than where we are today? dec, jan too? sub 2 or above 2 also if you dont take down the curve and demand stays anemic....where does all the gas go? -----Original Message----- From: Arnold, John Sent: Tuesday, October 02, 2001 5:48 PM To: Fraser, Jennifer Subject: RE: changes to curve? i think cash gets much stronger over the coming weeks relative to nov. first inclination when cash comes up is that futures go up. however, there is an 80 cent spread between cash and december. cash can easily go up without dec moving. -----Original Message----- From: Fraser, Jennifer Sent: Tuesday, October 02, 2001 11:21 AM To: Arnold, John Subject: changes to curve? are u saying cash comes up to meet futs..so where do see nov01 dec 01 jan 02 rolling off -----Original Message----- From: Arnold, John Sent: Tuesday, October 02, 2001 5:09 PM To: Fraser, Jennifer Subject: RE: when do you plan on getting long outright long....a long time from now. looks like with cold weather curve is going to reshape. front up, back nothing -----Original Message----- From: Fraser, Jennifer Sent: Tuesday, October 02, 2001 10:15 AM To: Arnold, John Subject: when do you plan on getting long
arnold-j/sent_items/459.
subject: FW: astros tix content: Can you meet this guy if I'm off the desk? -----Original Message----- From: "Stephen Yarger" <[email protected]>@ENRON [mailto:IMCEANOTES-+22Stephen+20Yarger+22+20+3Cstyarger+40hotmail+2Ecom+3E+40ENRON@ENRON.com] Sent: Tuesday, October 02, 2001 1:24 PM To: Arnold, John Subject: Re: astros tix OK, I'll give you a call around 3:15 or so, I'll be driving a dark green Land Cruiser. ----- Original Message ----- From: <[email protected]> To: <[email protected]> Sent: Tuesday, October 02, 2001 12:07 PM Subject: RE: astros tix > Sounds good. I have cash. I work at the old Enron building. Just give me > a call when you're close and I'll meet you on the street right in front of > the building. > > -----Original Message----- > From: "Stephen Yarger" <[email protected]>@ENRON > [mailto:IMCEANOTES-+22Stephen+20Yarger+22+20+3Cstyarger+40hotmail+2Ecom+3E+4 [email protected]] > > > Sent: Tuesday, October 02, 2001 1:07 PM > To: Arnold, John > Subject: Re: astros tix > > I get off work at 3:00 so I could bring them by your office at say 3:30 > if > you could meet me at the ground floor (I'm assuming you work at one of > the > Enron buildings). I'm new to this whole Ebay thing so I'm not sure what > all > the payment options are, but I'm thinking the easiest would be cash, but > if > you want to put it on credit card through Billpoint on Ebay that is fine > also. > > Good luck on catching the million dollar ball. > > > > > ----- Original Message ----- > From: "Arnold, John" <[email protected]> > To: <[email protected]> > Sent: Tuesday, October 02, 2001 11:43 AM > Subject: astros tix > > > Hello: > Wondering if we can meet to pick up the tix. I work and live in > downtown. Please advise or call me at 713-557-3330. > > > ********************************************************************** > 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/46.
subject: RE: content: i'm just kidding. i'm getting a haircut from 530-600. i'll call you when i get out. From: Kim Ward/ENRON@enronXgate on 05/08/2001 04:49 PM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: I guess that's fair - considering the deal you worked out with Dean. -----Original Message----- From: Arnold, John Sent: Tuesday, May 08, 2001 4:48 PM To: Ward, Kim S. Subject: RE: you i guess. From: Kim Ward/ENRON@enronXgate on 05/08/2001 04:23 PM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: so who are the drinks on until I do ? . . . . . -----Original Message----- From: Arnold, John Sent: Tuesday, May 08, 2001 2:25 PM To: Ward, Kim S. Subject: RE: drinks on tickleknees if you do From: Kim Ward/ENRON@enronXgate on 05/08/2001 02:03 PM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: you're killing me!!! I WILL close two of the three!!! and I predict that I will make $500,000 - on two tiny little gas deals. -----Original Message----- From: Arnold, John Sent: Tuesday, May 08, 2001 2:04 PM To: Ward, Kim S. Subject: RE: maybe we need a closer in that seat From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:56 PM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: he's a cheapskate - I am just sitting here on the edge of my seat with three customers that won't pull the trigger! -----Original Message----- From: Arnold, John Sent: Tuesday, May 08, 2001 1:53 PM To: Ward, Kim S. Subject: RE: how about we celebrate the near completion of your deal and have tickleless pay for it. From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:26 PM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: push the summer down about $.03-.04 so I can get one of my deals done and we could celebrate! -----Original Message----- From: Arnold, John Sent: Tuesday, May 08, 2001 1:07 PM To: Ward, Kim S. Subject: wanna get sauced after work?
arnold-j/sent_items/460.
subject: content: For anybody that doesnt know, Maggi resigned today to go to El Paso. I will be sending out an email with a broader distribution this afternoon. Please keep this quiet until then. Plan to meet at 4:30 today to discuss the ongoing structure of the desk.
arnold-j/sent_items/461.
subject: content: I'm going to put out an email this afternoon
arnold-j/sent_items/462.
subject: RE: content: you suck. how pissed will you be if the guy next to me catches 71. call me before you leave tomorrow. -----Original Message----- From: Thomas, John Buckner Sent: Tuesday, October 02, 2001 1:53 PM To: Arnold, John Subject: RE: sorry for the delay. just found out-- can't bail on dinner. thanks mucho for the offer- u are the man- can't believe I'm not gonna be there. would guess you can find a replacement ok? have time for a quick beer tomorrow happy hour time? -----Original Message----- From: Arnold, John Sent: 02 October 2001 11:49 To: Thomas, John Buckner Subject: RE: just bot them. I'll save one for you. just let me know asap. -----Original Message----- From: Thomas, John Buckner Sent: Tuesday, October 02, 2001 11:46 AM To: Arnold, John Subject: RE: yes and yes. supposed to go to a dinner, but I might be able to flake. do you really have an extra ticket? I should know in the next hour about dinner- -----Original Message----- From: Arnold, John Sent: 02 October 2001 11:42 To: Thomas, John Buckner Subject: hey buddy: heard you're in town. any interest in going to the bb game tonight? have some right field homerun catching seats
arnold-j/sent_items/463.
subject: RE: content: can you find out the scoop on ravi thuraisingham as far as reviews, rankings, etc. thinking about hiring him. -----Original Message----- From: Slone, Jeanie Sent: Tuesday, October 02, 2001 12:37 PM To: Arnold, John Subject: btw, thanks for sending me the email this morning rather than waiting until next week to tell me about Maggi. small steps. soon you'll be writing reviews and actually attending PRC-i won't know what to do w/myself. our legal is talking w/el paso legal and lavo is trying to talk to maggi. i'll let you know if i get any more info.
arnold-j/sent_items/464.
subject: RE: rocking the free world content: me thinks people are trading the headline and not the story -----Original Message----- From: Fraser, Jennifer Sent: Wednesday, October 03, 2001 8:47 AM To: Arnold, John Subject: rocking the free world ene and ng...wow
arnold-j/sent_items/465.
subject: RE: rocking the free world content: ene: the india story. I lok at it and say we sold india. then realize we the gas, not the assets. -----Original Message----- From: Fraser, Jennifer Sent: Wednesday, October 03, 2001 10:36 AM To: Arnold, John Subject: RE: rocking the free world no kidding ja....do u have the goldman recommendation..it has excepts from their interviews with whalley and frevert. by the way headlines ----are u referring to ene or ng? -----Original Message----- From: Arnold, John Sent: Wednesday, October 03, 2001 4:31 PM To: Fraser, Jennifer Subject: RE: rocking the free world me thinks people are trading the headline and not the story -----Original Message----- From: Fraser, Jennifer Sent: Wednesday, October 03, 2001 8:47 AM To: Arnold, John Subject: rocking the free world ene and ng...wow
arnold-j/sent_items/466.
subject: RE: do you have a wti position? content: no. waiting for a rally to sell. if dont get one will stay out. -----Original Message----- From: Fraser, Jennifer Sent: Wednesday, October 03, 2001 10:37 AM To: Arnold, John Subject: do you have a wti position? -----Original Message----- From: Arnold, John Sent: Wednesday, October 03, 2001 4:31 PM To: Fraser, Jennifer Subject: RE: rocking the free world me thinks people are trading the headline and not the story -----Original Message----- From: Fraser, Jennifer Sent: Wednesday, October 03, 2001 8:47 AM To: Arnold, John Subject: rocking the free world ene and ng...wow
arnold-j/sent_items/467.
subject: RE: content: no. Have had 2 late nights in a row and it doesnt get much better rest of the week. had to get an extra hour of beauty sleep. can you tell? -----Original Message----- From: Ward, Kim S (Houston) Sent: Wednesday, October 03, 2001 8:48 AM To: Arnold, John Subject: RE: Did you go this morning? I need drugs to sleep at night. -----Original Message----- From: Arnold, John Sent: Tuesday, October 02, 2001 8:25 AM To: Ward, Kim S (Houston) Subject: RE: ended up getting in late last night. monday night football turned into tuesday morning football. -----Original Message----- From: Ward, Kim S (Houston) Sent: Tuesday, October 02, 2001 8:18 AM To: Arnold, John Subject: RE: went this morning - did you go? -----Original Message----- From: Arnold, John Sent: Monday, October 01, 2001 4:38 PM To: Ward, Kim S (Houston) Subject: got your running shoes on?
arnold-j/sent_items/468.
subject: RE: content: I went to the Front Porch after the crappy game and then went back to my front porch with billy white. he wouldnt leave. stayed until 1:15. get the feeling he doesnt get out much. -----Original Message----- From: Ward, Kim S (Houston) Sent: Wednesday, October 03, 2001 11:04 AM To: Arnold, John Subject: RE: I thought there was something different about you - I don't think the extra hour helped me much. And I don't see how you stay out late and get so much work done. I am having trouble making it through this day! Unless I start taking sleep aids, I will be a big mess by Friday! -----Original Message----- From: Arnold, John Sent: Wednesday, October 03, 2001 11:01 AM To: Ward, Kim S (Houston) Subject: RE: no. Have had 2 late nights in a row and it doesnt get much better rest of the week. had to get an extra hour of beauty sleep. can you tell? -----Original Message----- From: Ward, Kim S (Houston) Sent: Wednesday, October 03, 2001 8:48 AM To: Arnold, John Subject: RE: Did you go this morning? I need drugs to sleep at night. -----Original Message----- From: Arnold, John Sent: Tuesday, October 02, 2001 8:25 AM To: Ward, Kim S (Houston) Subject: RE: ended up getting in late last night. monday night football turned into tuesday morning football. -----Original Message----- From: Ward, Kim S (Houston) Sent: Tuesday, October 02, 2001 8:18 AM To: Arnold, John Subject: RE: went this morning - did you go? -----Original Message----- From: Arnold, John Sent: Monday, October 01, 2001 4:38 PM To: Ward, Kim S (Houston) Subject: got your running shoes on?
arnold-j/sent_items/469.
subject: RE: content: actually a terrible game. bonds didnt get a ball out of the infield in the air. granted we werent exactly pitching strikes to him. -----Original Message----- From: Thomas, John Buckner Sent: Wednesday, October 03, 2001 10:59 AM To: Arnold, John Subject: RE: how was it? -----Original Message----- From: Arnold, John Sent: 02 October 2001 11:49 To: Thomas, John Buckner Subject: RE: just bot them. I'll save one for you. just let me know asap. -----Original Message----- From: Thomas, John Buckner Sent: Tuesday, October 02, 2001 11:46 AM To: Arnold, John Subject: RE: yes and yes. supposed to go to a dinner, but I might be able to flake. do you really have an extra ticket? I should know in the next hour about dinner- -----Original Message----- From: Arnold, John Sent: 02 October 2001 11:42 To: Thomas, John Buckner Subject: hey buddy: heard you're in town. any interest in going to the bb game tonight? have some right field homerun catching seats
arnold-j/sent_items/47.
subject: RE: content: you i guess. From: Kim Ward/ENRON@enronXgate on 05/08/2001 04:23 PM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: so who are the drinks on until I do ? . . . . . -----Original Message----- From: Arnold, John Sent: Tuesday, May 08, 2001 2:25 PM To: Ward, Kim S. Subject: RE: drinks on tickleknees if you do From: Kim Ward/ENRON@enronXgate on 05/08/2001 02:03 PM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: you're killing me!!! I WILL close two of the three!!! and I predict that I will make $500,000 - on two tiny little gas deals. -----Original Message----- From: Arnold, John Sent: Tuesday, May 08, 2001 2:04 PM To: Ward, Kim S. Subject: RE: maybe we need a closer in that seat From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:56 PM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: he's a cheapskate - I am just sitting here on the edge of my seat with three customers that won't pull the trigger! -----Original Message----- From: Arnold, John Sent: Tuesday, May 08, 2001 1:53 PM To: Ward, Kim S. Subject: RE: how about we celebrate the near completion of your deal and have tickleless pay for it. From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:26 PM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: push the summer down about $.03-.04 so I can get one of my deals done and we could celebrate! -----Original Message----- From: Arnold, John Sent: Tuesday, May 08, 2001 1:07 PM To: Ward, Kim S. Subject: wanna get sauced after work?
arnold-j/sent_items/470.
subject: RE: content: not enough -----Original Message----- From: Thomas, John Buckner Sent: Wednesday, October 03, 2001 11:14 AM To: Arnold, John Subject: RE: did u at least drink heavily? -----Original Message----- From: Arnold, John Sent: 03 October 2001 11:11 To: Thomas, John Buckner Subject: RE: actually a terrible game. bonds didnt get a ball out of the infield in the air. granted we werent exactly pitching strikes to him. -----Original Message----- From: Thomas, John Buckner Sent: Wednesday, October 03, 2001 10:59 AM To: Arnold, John Subject: RE: how was it? -----Original Message----- From: Arnold, John Sent: 02 October 2001 11:49 To: Thomas, John Buckner Subject: RE: just bot them. I'll save one for you. just let me know asap. -----Original Message----- From: Thomas, John Buckner Sent: Tuesday, October 02, 2001 11:46 AM To: Arnold, John Subject: RE: yes and yes. supposed to go to a dinner, but I might be able to flake. do you really have an extra ticket? I should know in the next hour about dinner- -----Original Message----- From: Arnold, John Sent: 02 October 2001 11:42 To: Thomas, John Buckner Subject: hey buddy: heard you're in town. any interest in going to the bb game tonight? have some right field homerun catching seats
arnold-j/sent_items/471.
subject: RE: morning gas views content: come on up tomorrow afternoon. -----Original Message----- From: Andrews, Jeff Sent: Tuesday, October 02, 2001 8:35 AM To: Arnold, John Cc: Fraser, Jennifer Subject: morning gas views John, We have developed a "morning briefing" for Gary Hickerson that includes primarily views on the crude and products markets. Recently, Gary has asked that we include a brief overview on Nat Gas in this packet. We have worked with Chris Gaskill to get the morning briefing that he puts together for you and your traders and find it very helpful. However, I am interested in going a step further and would like to talk with you or one of your traders on a regular basis in order to get a more trading-centric view on this morning packet. Specifically, I want to ask the question, "What do you view as most important in this information" so we can develop our own "value added" information for Gary's group. Is there one of your traders who I might be able to meet with (after market close, of course) to discuss? Thanks, John. Jeff
arnold-j/sent_items/472.
subject: RE: morning gas views content: yea -----Original Message----- From: Andrews, Jeff Sent: Thursday, October 04, 2001 7:35 AM To: Arnold, John Subject: RE: morning gas views John, Thanks very much. Would 4:45ish be alright with you? -----Original Message----- From: Arnold, John Sent: Wednesday, October 03, 2001 5:46 PM To: Andrews, Jeff Subject: RE: morning gas views come on up tomorrow afternoon. -----Original Message----- From: Andrews, Jeff Sent: Tuesday, October 02, 2001 8:35 AM To: Arnold, John Cc: Fraser, Jennifer Subject: morning gas views John, We have developed a "morning briefing" for Gary Hickerson that includes primarily views on the crude and products markets. Recently, Gary has asked that we include a brief overview on Nat Gas in this packet. We have worked with Chris Gaskill to get the morning briefing that he puts together for you and your traders and find it very helpful. However, I am interested in going a step further and would like to talk with you or one of your traders on a regular basis in order to get a more trading-centric view on this morning packet. Specifically, I want to ask the question, "What do you view as most important in this information" so we can develop our own "value added" information for Gary's group. Is there one of your traders who I might be able to meet with (after market close, of course) to discuss? Thanks, John. Jeff
arnold-j/sent_items/473.
subject: RE: astros tix content: I would pay $300 for the tix tonight. I feel ripped off for the crappy game I had to sit through tuesday. -----Original Message----- From: "Stephen Yarger" <[email protected]>@ENRON [mailto:IMCEANOTES-+22Stephen+20Yarger+22+20+3Cstyarger+40hotmail+2Ecom+3E+40ENRON@ENRON.com] Sent: Tuesday, October 02, 2001 1:24 PM To: Arnold, John Subject: Re: astros tix OK, I'll give you a call around 3:15 or so, I'll be driving a dark green Land Cruiser. ----- Original Message ----- From: <[email protected]> To: <[email protected]> Sent: Tuesday, October 02, 2001 12:07 PM Subject: RE: astros tix > Sounds good. I have cash. I work at the old Enron building. Just give me > a call when you're close and I'll meet you on the street right in front of > the building. > > -----Original Message----- > From: "Stephen Yarger" <[email protected]>@ENRON > [mailto:IMCEANOTES-+22Stephen+20Yarger+22+20+3Cstyarger+40hotmail+2Ecom+3E+4 [email protected]] > > > Sent: Tuesday, October 02, 2001 1:07 PM > To: Arnold, John > Subject: Re: astros tix > > I get off work at 3:00 so I could bring them by your office at say 3:30 > if > you could meet me at the ground floor (I'm assuming you work at one of > the > Enron buildings). I'm new to this whole Ebay thing so I'm not sure what > all > the payment options are, but I'm thinking the easiest would be cash, but > if > you want to put it on credit card through Billpoint on Ebay that is fine > also. > > Good luck on catching the million dollar ball. > > > > > ----- Original Message ----- > From: "Arnold, John" <[email protected]> > To: <[email protected]> > Sent: Tuesday, October 02, 2001 11:43 AM > Subject: astros tix > > > Hello: > Wondering if we can meet to pick up the tix. I work and live in > downtown. Please advise or call me at 713-557-3330. > > > ********************************************************************** > 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/474.
subject: RE: astros tix content: yea, can you meet me at enron again? -----Original Message----- From: "Stephen Yarger" <[email protected]>@ENRON [mailto:IMCEANOTES-+22Stephen+20Yarger+22+20+3Cstyarger+40hotmail+2Ecom+3E+40ENRON@ENRON.com] Sent: Thursday, October 04, 2001 1:03 PM To: Arnold, John Subject: Re: astros tix They are yours for $300 if you want them. ----- Original Message ----- From: <[email protected]> To: <[email protected]> Sent: Thursday, October 04, 2001 10:18 AM Subject: RE: astros tix > I would pay $300 for the tix tonight. I feel ripped off for the crappy > game I had to sit through tuesday. > > -----Original Message----- > From: "Stephen Yarger" <[email protected]>@ENRON > [mailto:IMCEANOTES-+22Stephen+20Yarger+22+20+3Cstyarger+40hotmail+2Ecom+3E+4 [email protected]] > > > Sent: Tuesday, October 02, 2001 1:24 PM > To: Arnold, John > Subject: Re: astros tix > > OK, I'll give you a call around 3:15 or so, I'll be driving a dark green > Land Cruiser. > > > ----- Original Message ----- > From: <[email protected]> > To: <[email protected]> > Sent: Tuesday, October 02, 2001 12:07 PM > Subject: RE: astros tix > > > > Sounds good. I have cash. I work at the old Enron building. Just > give > me > > a call when you're close and I'll meet you on the street right in > front of > > the building. > > > > -----Original Message----- > > From: "Stephen Yarger" <[email protected]>@ENRON > > > [mailto:IMCEANOTES-+22Stephen+20Yarger+22+20+3Cstyarger+40hotmail+2Ecom+3E+4 > [email protected]] > > > > > > Sent: Tuesday, October 02, 2001 1:07 PM > > To: Arnold, John > > Subject: Re: astros tix > > > > I get off work at 3:00 so I could bring them by your office at say > 3:30 > > if > > you could meet me at the ground floor (I'm assuming you work at one > of > > the > > Enron buildings). I'm new to this whole Ebay thing so I'm not sure > what > > all > > the payment options are, but I'm thinking the easiest would be > cash, > but > > if > > you want to put it on credit card through Billpoint on Ebay that is > fine > > also. > > > > Good luck on catching the million dollar ball. > > > > > > > > > > ----- Original Message ----- > > From: "Arnold, John" <[email protected]> > > To: <[email protected]> > > Sent: Tuesday, October 02, 2001 11:43 AM > > Subject: astros tix > > > > > > Hello: > > Wondering if we can meet to pick up the tix. I work and live in > > downtown. Please advise or call me at 713-557-3330. > > > > > > > ********************************************************************** > > 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/475.
subject: content: Pull this up and click on hit chart http://sports.espn.go.com/mlb/players/profile?statsId=3918# Your tix are sec 154, row 12, seats 1-4, on the aisle of sec 155 http://astros.mlb.com/NASApp/mlb/hou/ballpark/hou_ballpark_seating.jsp
arnold-j/sent_items/476.
subject: RE: content: at least I made $100 for my services -----Original Message----- From: Lavorato, John Sent: Thursday, October 04, 2001 12:27 PM To: Arnold, John Subject: RE: THE GREAT THING IS THAT I CAN DEDUCT THIS FROM MY ARNOLD ACCOUNT. -----Original Message----- From: Arnold, John Sent: Thursday, October 04, 2001 12:25 PM To: Lavorato, John Subject: Pull this up and click on hit chart http://sports.espn.go.com/mlb/players/profile?statsId=3918# Your tix are sec 154, row 12, seats 1-4, on the aisle of sec 155 http://astros.mlb.com/NASApp/mlb/hou/ballpark/hou_ballpark_seating.jsp
arnold-j/sent_items/477.
subject: content: can you email lavorato maggi's address
arnold-j/sent_items/478.
subject: RE: Roadrunner content: nope -----Original Message----- From: Rangel, Ina Sent: Thursday, October 04, 2001 1:34 PM To: Arnold, John Subject: Roadrunner Has anyone contacted you yet regarding installing your roadrunner service? Let me know so I can get a definite schedule time today. -Ina
arnold-j/sent_items/479.
subject: RE: content: going to the game. I'll be at the front porch tomorrow... -----Original Message----- From: Hayden, Frank Sent: Thursday, October 04, 2001 3:09 PM To: Arnold, John Subject: Beers tonight?
arnold-j/sent_items/48.
subject: RE: content: drinks on tickleknees if you do From: Kim Ward/ENRON@enronXgate on 05/08/2001 02:03 PM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: you're killing me!!! I WILL close two of the three!!! and I predict that I will make $500,000 - on two tiny little gas deals. -----Original Message----- From: Arnold, John Sent: Tuesday, May 08, 2001 2:04 PM To: Ward, Kim S. Subject: RE: maybe we need a closer in that seat From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:56 PM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: he's a cheapskate - I am just sitting here on the edge of my seat with three customers that won't pull the trigger! -----Original Message----- From: Arnold, John Sent: Tuesday, May 08, 2001 1:53 PM To: Ward, Kim S. Subject: RE: how about we celebrate the near completion of your deal and have tickleless pay for it. From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:26 PM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: push the summer down about $.03-.04 so I can get one of my deals done and we could celebrate! -----Original Message----- From: Arnold, John Sent: Tuesday, May 08, 2001 1:07 PM To: Ward, Kim S. Subject: wanna get sauced after work?
arnold-j/sent_items/480.
subject: RE: ENE is a Buy content: depends on the legal outcome. thhere is still a possibility we get all of our money back, although a roe of 0% for 10 years. Still, a better roe than broadband investments -----Original Message----- From: Fraser, Jennifer Sent: Thursday, October 04, 2001 8:33 AM To: Arnold, John Subject: ENE is a Buy dabhol will be written down before it is sold. <<00021579.PDF.pdf>>
arnold-j/sent_items/481.
subject: RE: morning gas views content: can we meet at 4:00 instead? -----Original Message----- From: Andrews, Jeff Sent: Thursday, October 04, 2001 7:35 AM To: Arnold, John Subject: RE: morning gas views John, Thanks very much. Would 4:45ish be alright with you? -----Original Message----- From: Arnold, John Sent: Wednesday, October 03, 2001 5:46 PM To: Andrews, Jeff Subject: RE: morning gas views come on up tomorrow afternoon. -----Original Message----- From: Andrews, Jeff Sent: Tuesday, October 02, 2001 8:35 AM To: Arnold, John Cc: Fraser, Jennifer Subject: morning gas views John, We have developed a "morning briefing" for Gary Hickerson that includes primarily views on the crude and products markets. Recently, Gary has asked that we include a brief overview on Nat Gas in this packet. We have worked with Chris Gaskill to get the morning briefing that he puts together for you and your traders and find it very helpful. However, I am interested in going a step further and would like to talk with you or one of your traders on a regular basis in order to get a more trading-centric view on this morning packet. Specifically, I want to ask the question, "What do you view as most important in this information" so we can develop our own "value added" information for Gary's group. Is there one of your traders who I might be able to meet with (after market close, of course) to discuss? Thanks, John. Jeff
arnold-j/sent_items/482.
subject: RE: right about now dont u think u otta sell some calls against yr content: because we're $10 off the lows or because you think we're overvalued? -----Original Message----- From: Fraser, Jennifer Sent: Thursday, October 04, 2001 11:23 AM To: Arnold, John Subject: right about now dont u think u otta sell some calls against yr 36.88s
arnold-j/sent_items/483.
subject: RE: Natural content: what do you think now?
arnold-j/sent_items/484.
subject: FW: Enron Europe Organization Announcement- VOLUNTARY LAYOFFS content: -----Original Message----- From: Fraser, Jennifer Sent: Friday, October 05, 2001 4:18 AM To: Arnold, John Subject: FW: Enron Europe Organization Announcement- VOLUNTARY LAYOFFS Enron has had a very good year to date and we at Enron Europe have played our part in this. However, if we are to maintain growth levels, we need to focus very closely on our cost base and create more efficiencies in the current round of Enron Corp. budget reviews. We are analysing much more closely exactly which businesses we derive our earnings from and concentrating our resources on those areas. We will be taking decisions to put some projects on the "back burner"and reduce the scope of others. This will inevitably mean that we need to reduce our headcount both in commercial and commercial support groups as we seek to identify the best mix of skills to keep us on our earnings growth track. To this end we will be seeking to cut our headcount in Europe by between five and ten percent, but we will aim as far as possible to achieve this through a program of voluntary severance. Details of this program will be made available by Monday 8th October. We hope to complete this exercise and communicate the outcome as quickly as possible in October so that everyone knows where they stand. Please feel free to contact either of us, but also talk to your supervisor about any specific concerns you may have and remember that you can also make use of the LifeWorks confidential counselling service that is available on 0800 169 1920. We firmly believe that if we work hard together now to achieve these short term goals, we will create a stronger, more flexible team at Enron which will be better placed than ever to grow our business in Europe. John Sherriff and Michael Brown
arnold-j/sent_items/485.
subject: content: you doing anything tonight?
arnold-j/sent_items/486.
subject: RE: Refrigerator in office content: no need. the drinks will be warm by the time I get back up to the 6th floor. -----Original Message----- From: Rangel, Ina Sent: Friday, October 05, 2001 8:24 PM To: Arnold, John Subject: Refrigerator in office John, Do you want to take your refrigerator to the new building for your office? Ina
arnold-j/sent_items/487.
subject: RE: content: yes, he'll be at work on monday. can you have docs ready sometime during the day? by the way, these are crappy pics. The prediction company says you go 4-7. -----Original Message----- From: Lavorato, John Sent: Sunday, October 07, 2001 11:26 AM To: Arnold, John Subject: john did you talk to mike. is he okay with my condition. current 1085 all 150 balt -3.5 sd -3 phili -14 atl -3 cinci +5 minn +3.5 ne +9 ne/mia over 35 gb +3 oak -18 car +7
arnold-j/sent_items/488.
subject: content: 2-9 YOU'RE A HACK
arnold-j/sent_items/489.
subject: content: Eddie Gaetchens (?), Marty, and Kevin from Man are coming down Wednesday if anybody is up for dinner or drinks
arnold-j/sent_items/49.
subject: RE: content: maybe we need a closer in that seat From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:56 PM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: he's a cheapskate - I am just sitting here on the edge of my seat with three customers that won't pull the trigger! -----Original Message----- From: Arnold, John Sent: Tuesday, May 08, 2001 1:53 PM To: Ward, Kim S. Subject: RE: how about we celebrate the near completion of your deal and have tickleless pay for it. From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:26 PM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: push the summer down about $.03-.04 so I can get one of my deals done and we could celebrate! -----Original Message----- From: Arnold, John Sent: Tuesday, May 08, 2001 1:07 PM To: Ward, Kim S. Subject: wanna get sauced after work?
arnold-j/sent_items/490.
subject: content: want to play hookie and go to the bb game tomorrow at noon?
arnold-j/sent_items/491.
subject: RE: 25% ACROSS THE BOARD REDUCTION IN ENE HEADCOUNT content: no way. we're still paying $5000 for new employee referrals -----Original Message----- From: Fraser, Jennifer Sent: Monday, October 08, 2001 10:18 AM To: Arnold, John Subject: 25% ACROSS THE BOARD REDUCTION IN ENE HEADCOUNT YA HEARING ANYTHING ON THIS GEORGE DOWN--CRUDE FLOOR EVACUATED AND BROUGHT BACK
arnold-j/sent_items/492.
subject: RE: 25% ACROSS THE BOARD REDUCTION IN ENE HEADCOUNT content: they're giving away a porsche boxster or a cardboard boxcutter? -----Original Message----- From: Fraser, Jennifer Sent: Monday, October 08, 2001 10:50 AM To: Arnold, John Subject: RE: 25% ACROSS THE BOARD REDUCTION IN ENE HEADCOUNT that means nothing..uk is giving away boxter for new employees ans slicing 10% at same time -----Original Message----- From: Arnold, John Sent: Monday, October 08, 2001 11:48 AM To: Fraser, Jennifer Subject: RE: 25% ACROSS THE BOARD REDUCTION IN ENE HEADCOUNT no way. we're still paying $5000 for new employee referrals -----Original Message----- From: Fraser, Jennifer Sent: Monday, October 08, 2001 10:18 AM To: Arnold, John Subject: 25% ACROSS THE BOARD REDUCTION IN ENE HEADCOUNT YA HEARING ANYTHING ON THIS GEORGE DOWN--CRUDE FLOOR EVACUATED AND BROUGHT BACK
arnold-j/sent_items/493.
subject: RE: content: my little junior league girl. so sweet. let's leave around 1130ish -----Original Message----- From: Allen, Margaret Sent: Monday, October 08, 2001 12:54 PM To: Arnold, John Subject: RE: Yippee! I'm in! What time do you want to go? I have volunteer work tomorrow night starting at 6pm...so I'll have to run off around 5:30. I'm sooo excited! Who all is coming? Yippee! MSA -----Original Message----- From: Arnold, John Sent: Monday, October 08, 2001 10:35 AM To: Allen, Margaret Subject: want to play hookie and go to the bb game tomorrow at noon?
arnold-j/sent_items/494.
subject: RE: content: she starts at 12:12 -----Original Message----- From: Allen, Margaret Sent: Monday, October 08, 2001 1:10 PM To: Arnold, John Subject: RE: What time does the game start? -----Original Message----- From: Arnold, John Sent: Monday, October 08, 2001 1:02 PM To: Allen, Margaret Subject: RE: my little junior league girl. so sweet. let's leave around 1130ish -----Original Message----- From: Allen, Margaret Sent: Monday, October 08, 2001 12:54 PM To: Arnold, John Subject: RE: Yippee! I'm in! What time do you want to go? I have volunteer work tomorrow night starting at 6pm...so I'll have to run off around 5:30. I'm sooo excited! Who all is coming? Yippee! MSA -----Original Message----- From: Arnold, John Sent: Monday, October 08, 2001 10:35 AM To: Allen, Margaret Subject: want to play hookie and go to the bb game tomorrow at noon?
arnold-j/sent_items/495.
subject: RE: content: sure. just call me when you get out -----Original Message----- From: Allen, Margaret Sent: Monday, October 08, 2001 2:11 PM To: Arnold, John Subject: RE: I have an 11 meeting, so can we meet in the lobby at 11:45? -----Original Message----- From: Arnold, John Sent: Monday, October 08, 2001 1:44 PM To: Allen, Margaret Subject: RE: she starts at 12:12 -----Original Message----- From: Allen, Margaret Sent: Monday, October 08, 2001 1:10 PM To: Arnold, John Subject: RE: What time does the game start? -----Original Message----- From: Arnold, John Sent: Monday, October 08, 2001 1:02 PM To: Allen, Margaret Subject: RE: my little junior league girl. so sweet. let's leave around 1130ish -----Original Message----- From: Allen, Margaret Sent: Monday, October 08, 2001 12:54 PM To: Arnold, John Subject: RE: Yippee! I'm in! What time do you want to go? I have volunteer work tomorrow night starting at 6pm...so I'll have to run off around 5:30. I'm sooo excited! Who all is coming? Yippee! MSA -----Original Message----- From: Arnold, John Sent: Monday, October 08, 2001 10:35 AM To: Allen, Margaret Subject: want to play hookie and go to the bb game tomorrow at noon?
arnold-j/sent_items/496.
subject: RE: content: jeans -----Original Message----- From: Allen, Margaret Sent: Monday, October 08, 2001 2:13 PM To: Arnold, John Subject: RE: okay - plan on 11:45. what are you wearing - shorts or jeans? -----Original Message----- From: Arnold, John Sent: Monday, October 08, 2001 2:12 PM To: Allen, Margaret Subject: RE: sure. just call me when you get out -----Original Message----- From: Allen, Margaret Sent: Monday, October 08, 2001 2:11 PM To: Arnold, John Subject: RE: I have an 11 meeting, so can we meet in the lobby at 11:45? -----Original Message----- From: Arnold, John Sent: Monday, October 08, 2001 1:44 PM To: Allen, Margaret Subject: RE: she starts at 12:12 -----Original Message----- From: Allen, Margaret Sent: Monday, October 08, 2001 1:10 PM To: Arnold, John Subject: RE: What time does the game start? -----Original Message----- From: Arnold, John Sent: Monday, October 08, 2001 1:02 PM To: Allen, Margaret Subject: RE: my little junior league girl. so sweet. let's leave around 1130ish -----Original Message----- From: Allen, Margaret Sent: Monday, October 08, 2001 12:54 PM To: Arnold, John Subject: RE: Yippee! I'm in! What time do you want to go? I have volunteer work tomorrow night starting at 6pm...so I'll have to run off around 5:30. I'm sooo excited! Who all is coming? Yippee! MSA -----Original Message----- From: Arnold, John Sent: Monday, October 08, 2001 10:35 AM To: Allen, Margaret Subject: want to play hookie and go to the bb game tomorrow at noon?
arnold-j/sent_items/497.
subject: RE: content: -----Original Message----- From: Maggi, Mike Sent: Monday, October 08, 2001 2:21 PM To: Arnold, John Subject: FW: -----Original Message----- From: "Matt Cuocci" <[email protected]>@ENRON [mailto:IMCEANOTES-+22Matt+20Cuocci+22+20+3Cmattc+40elitebrokers+2Enet+3E+40ENRON@ENRON.com] Sent: Thursday, September 20, 2001 2:47 PM To: maggi Subject: - NFL'2001.xls << File: NFL'2001.xls >>
arnold-j/sent_items/498.
subject: RE: content: I'm wearing a shirt too -----Original Message----- From: Allen, Margaret Sent: Monday, October 08, 2001 2:45 PM To: Arnold, John Subject: RE: skirt -----Original Message----- From: Arnold, John Sent: Monday, October 08, 2001 2:13 PM To: Allen, Margaret Subject: RE: jeans -----Original Message----- From: Allen, Margaret Sent: Monday, October 08, 2001 2:13 PM To: Arnold, John Subject: RE: okay - plan on 11:45. what are you wearing - shorts or jeans? -----Original Message----- From: Arnold, John Sent: Monday, October 08, 2001 2:12 PM To: Allen, Margaret Subject: RE: sure. just call me when you get out -----Original Message----- From: Allen, Margaret Sent: Monday, October 08, 2001 2:11 PM To: Arnold, John Subject: RE: I have an 11 meeting, so can we meet in the lobby at 11:45? -----Original Message----- From: Arnold, John Sent: Monday, October 08, 2001 1:44 PM To: Allen, Margaret Subject: RE: she starts at 12:12 -----Original Message----- From: Allen, Margaret Sent: Monday, October 08, 2001 1:10 PM To: Arnold, John Subject: RE: What time does the game start? -----Original Message----- From: Arnold, John Sent: Monday, October 08, 2001 1:02 PM To: Allen, Margaret Subject: RE: my little junior league girl. so sweet. let's leave around 1130ish -----Original Message----- From: Allen, Margaret Sent: Monday, October 08, 2001 12:54 PM To: Arnold, John Subject: RE: Yippee! I'm in! What time do you want to go? I have volunteer work tomorrow night starting at 6pm...so I'll have to run off around 5:30. I'm sooo excited! Who all is coming? Yippee! MSA -----Original Message----- From: Arnold, John Sent: Monday, October 08, 2001 10:35 AM To: Allen, Margaret Subject: want to play hookie and go to the bb game tomorrow at noon?
arnold-j/sent_items/499.
subject: RE: content: maybe after the game. -----Original Message----- From: Allen, Margaret Sent: Monday, October 08, 2001 5:20 PM To: Arnold, John Subject: RE: no, you are wearing a skirt, like me! -----Original Message----- From: Arnold, John Sent: Monday, October 08, 2001 3:30 PM To: Allen, Margaret Subject: RE: I'm wearing a shirt too -----Original Message----- From: Allen, Margaret Sent: Monday, October 08, 2001 2:45 PM To: Arnold, John Subject: RE: skirt -----Original Message----- From: Arnold, John Sent: Monday, October 08, 2001 2:13 PM To: Allen, Margaret Subject: RE: jeans -----Original Message----- From: Allen, Margaret Sent: Monday, October 08, 2001 2:13 PM To: Arnold, John Subject: RE: okay - plan on 11:45. what are you wearing - shorts or jeans? -----Original Message----- From: Arnold, John Sent: Monday, October 08, 2001 2:12 PM To: Allen, Margaret Subject: RE: sure. just call me when you get out -----Original Message----- From: Allen, Margaret Sent: Monday, October 08, 2001 2:11 PM To: Arnold, John Subject: RE: I have an 11 meeting, so can we meet in the lobby at 11:45? -----Original Message----- From: Arnold, John Sent: Monday, October 08, 2001 1:44 PM To: Allen, Margaret Subject: RE: she starts at 12:12 -----Original Message----- From: Allen, Margaret Sent: Monday, October 08, 2001 1:10 PM To: Arnold, John Subject: RE: What time does the game start? -----Original Message----- From: Arnold, John Sent: Monday, October 08, 2001 1:02 PM To: Allen, Margaret Subject: RE: my little junior league girl. so sweet. let's leave around 1130ish -----Original Message----- From: Allen, Margaret Sent: Monday, October 08, 2001 12:54 PM To: Arnold, John Subject: RE: Yippee! I'm in! What time do you want to go? I have volunteer work tomorrow night starting at 6pm...so I'll have to run off around 5:30. I'm sooo excited! Who all is coming? Yippee! MSA -----Original Message----- From: Arnold, John Sent: Monday, October 08, 2001 10:35 AM To: Allen, Margaret Subject: want to play hookie and go to the bb game tomorrow at noon?
arnold-j/sent_items/5.
subject: content: most bullish thing at this point is moving closer to everyone's psychological $4 price target and that everybody and their dog is still short. next sellers need to be from producer community. saw a little this week with williams hedging the barrett transaction but wouldnt say thats indicative of the rest of the e&p community. short covering rallies will get more common here. velocity of move down has slowed significantly for good (except maybe in bid week). my concern is if we go to $4 and people want to cover some shorts, who's selling it to them? might feel a lot like it did when we were trying to break $5.
arnold-j/sent_items/50.
subject: RE: content: how about we celebrate the near completion of your deal and have tickleless pay for it. From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:26 PM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: push the summer down about $.03-.04 so I can get one of my deals done and we could celebrate! -----Original Message----- From: Arnold, John Sent: Tuesday, May 08, 2001 1:07 PM To: Ward, Kim S. Subject: wanna get sauced after work?
arnold-j/sent_items/500.
subject: RE: content: I never knew your fantasies... -----Original Message----- From: Allen, Margaret Sent: Monday, October 08, 2001 5:41 PM To: Arnold, John Subject: RE: oh, oh and the makeup and wig too! -----Original Message----- From: Arnold, John Sent: Monday, October 08, 2001 5:36 PM To: Allen, Margaret Subject: RE: maybe after the game. -----Original Message----- From: Allen, Margaret Sent: Monday, October 08, 2001 5:20 PM To: Arnold, John Subject: RE: no, you are wearing a skirt, like me! -----Original Message----- From: Arnold, John Sent: Monday, October 08, 2001 3:30 PM To: Allen, Margaret Subject: RE: I'm wearing a shirt too -----Original Message----- From: Allen, Margaret Sent: Monday, October 08, 2001 2:45 PM To: Arnold, John Subject: RE: skirt -----Original Message----- From: Arnold, John Sent: Monday, October 08, 2001 2:13 PM To: Allen, Margaret Subject: RE: jeans -----Original Message----- From: Allen, Margaret Sent: Monday, October 08, 2001 2:13 PM To: Arnold, John Subject: RE: okay - plan on 11:45. what are you wearing - shorts or jeans? -----Original Message----- From: Arnold, John Sent: Monday, October 08, 2001 2:12 PM To: Allen, Margaret Subject: RE: sure. just call me when you get out -----Original Message----- From: Allen, Margaret Sent: Monday, October 08, 2001 2:11 PM To: Arnold, John Subject: RE: I have an 11 meeting, so can we meet in the lobby at 11:45? -----Original Message----- From: Arnold, John Sent: Monday, October 08, 2001 1:44 PM To: Allen, Margaret Subject: RE: she starts at 12:12 -----Original Message----- From: Allen, Margaret Sent: Monday, October 08, 2001 1:10 PM To: Arnold, John Subject: RE: What time does the game start? -----Original Message----- From: Arnold, John Sent: Monday, October 08, 2001 1:02 PM To: Allen, Margaret Subject: RE: my little junior league girl. so sweet. let's leave around 1130ish -----Original Message----- From: Allen, Margaret Sent: Monday, October 08, 2001 12:54 PM To: Arnold, John Subject: RE: Yippee! I'm in! What time do you want to go? I have volunteer work tomorrow night starting at 6pm...so I'll have to run off around 5:30. I'm sooo excited! Who all is coming? Yippee! MSA -----Original Message----- From: Arnold, John Sent: Monday, October 08, 2001 10:35 AM To: Allen, Margaret Subject: want to play hookie and go to the bb game tomorrow at noon?