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arnold-j/_sent_mail/593.
|
Re: hub cash? ,
i have a very pretty back of the head
cash went out around 2-4 back yesterday.
today it is 3 back right now
bo trying to sell j/k at 4.5 on the open
[email protected] on 03/15/2001 08:31:31 AM
To: [email protected]
cc:
Subject: Re: hub cash?
hey i cant get eol on my hotel int connection. cud u tell me what delta for
hub
cash was yest am and this am??? thanks
ps also saw u in fortune magazine-back of your head. your famous dude.
[email protected] on 03/15/2001 09:27:09 AM
To: Steve LaFontaine/GlobalCo@GlobalCo
cc:
Fax to:
Subject: Re: utilites?
so argument more switching than outright lost demand? where are petro
prices on a comparable equivalence?
[email protected] on 03/15/2001 08:17:02 AM
To: [email protected]
cc:
Subject: Re: utilites?
enjoy cabo-im not really surpised at lack of dmand recovery-will be slow to
recover esp with failing econ growth. the one thing concerns me about bear
side
is implied demand for us petro products is huge. doesnt seem to suggest an
econmic impact on that side. having said that absulte px for petro much
much
lower relative to natgas
| 3,585 |
||
arnold-j/_sent_mail/594.
|
Re: utilites? ,
so argument more switching than outright lost demand? where are petro
prices on a comparable equivalence?
[email protected] on 03/15/2001 08:17:02 AM
To: [email protected]
cc:
Subject: Re: utilites?
enjoy cabo-im not really surpised at lack of dmand recovery-will be slow to
recover esp with failing econ growth. the one thing concerns me about bear
side
is implied demand for us petro products is huge. doesnt seem to suggest an
econmic impact on that side. having said that absulte px for petro much much
lower relative to natgas
| 3,586 |
||
arnold-j/_sent_mail/595.
|
Re: utilites? ,
heffner a little bullish, eh?
| 3,587 |
||
arnold-j/_sent_mail/596.
|
Re: utilites? ,
agree with contango story . cash to futures pretty bullish but a picture
where agressive inj now are bearish later. so curve should flatten. also
back of curve (cal2,3) under a lot of pressure now. customers will be buying
all the way down and will get fucked just like last year. contango has been
under considerable pressure even with the front falling...any rally should
result in those snapping in to 4. good scalp in my opinion.
definitely seeing your side on the $5 level. surprised we havent gotten more
demand back as we sit at these lower levels.
off to cabo today for a long weekend. kind of exhausted at work right now so
a much needed break.
[email protected] on 03/15/2001 07:50:59 AM
To: [email protected]
cc:
Subject: Re: utilites?
i wud think apr shud also start to find support from contangos, storage
players,
ie pretty attractive contangos given the bullsih mkt sentiment, and spec a
little short will eventually roll. i bullspd a little little at 5.5 just for a
scalp. if cash converges which it shud as we fall in px then shud see sprds
find
support at the 5-6 ct level/month? ?
other than that-im still bearish-5 bucks not sustainable longer term and
nothing yet telling me otherwise. economy and oil curve also not going to help
ngas. buying 4.00 summer puts
thanks for comments on utilites-i'll bet they buy all the way down but i
think
theyll have so much gas coming at em if we stay at these levels the mkt will
ultiamtely force em to back down.
in ny yest and today-saw the red hot chili peppers last nite , was awsome,
small place about 1000 fans,maybe for a charity. also here for some of those
covert operations we talked about a while back. wkup.
| 3,588 |
||
arnold-j/_sent_mail/599.
|
Re: how are your broker relationships? ,
houston would be easy ireland kinda tough
From: Jennifer Fraser/ENRON@enronXgate on 03/13/2001 12:51 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: how are your broker relationships?
what is the probability of you procuring some U2 tickets? We would dearly
love to attend the concert in ireland at slane castle in august....I couldn't
dial fast enough to get them
Jen Fraser
713-853-4759
| 3,591 |
||
arnold-j/_sent_mail/6.
|
Re: HARVARD ,
yep
Caroline Abramo@ENRON
12/12/2000 03:59 PM
To: John Arnold/HOU/ECT@ECT, Mike Maggi/Corp/Enron@Enron
cc:
Subject: HARVARD
J/M- I have Jason Hotra- their trader coming in tomorrow- maybe I can drag
you 2 away for a few minutes after 3.
see you tomorrow,
ca
| 3,592 |
||
arnold-j/_sent_mail/60.
|
,
Dave:
Can you do the same printout today of children for product #33076
Thanks
John
| 3,593 |
||
arnold-j/_sent_mail/600.
|
Re: BNP PARIBAS Commodity Futures Weekly AGA Survey ,
71
[email protected] on 03/14/2001 08:18:25 AM
To: [email protected]
cc:
Subject: BNP PARIBAS Commodity Futures Weekly AGA Survey
Good Morning,
Just a reminder to get your AGA estimates in by Noon EST (11:00 CST) TODAY.
Last Year -31
Last Week -73
Thank You,
George Ellis
BNP PARIBAS Commodity Futures, Inc.
______________________________________________________________________________
_______________________________________________________
Ce message et toutes les pieces jointes (ci-apres le "message") sont etablis
a l'intention exclusive de ses destinataires et sont confidentiels. Si vous
recevez ce message par erreur, merci de le detruire et d'en avertir
immediatement l'expediteur.
Toute utilisation de ce message non conforme a sa destination, toute
diffusion ou toute publication, totale ou partielle, est interdite, sauf
autorisation expresse.
L'internet ne permettant pas d'assurer l'integrite de ce message, BNP PARIBAS
(et ses filiales) decline(nt) toute responsabilite au titre de ce message,
dans l'hypothese ou il aurait ete modifie.
------------------------------------------------------------------------------
----
This message and any attachments (the "message") are intended solely for the
addressees and are confidential. If you receive this message in error, please
delete it and immediately notify the sender.
Any use not in accord with its purpose, any dissemination or disclosure,
either whole or partial, is prohibited except formal approval.
The internet can not guarantee the integrity of this message. BNP PARIBAS
(and its subsidiaries) shall (will) not therefore be liable for the message
if modified.
______________________________________________________________________________
_______________________________________________________
| 3,594 |
||
arnold-j/_sent_mail/601.
|
Re: Question ,
Sorry, have no idea.
From: Ann M Schmidt@ENRON on 03/14/2001 08:43 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Question
Hi John,
I work in Corp. PR and Eric Thode recommended that I drop you and email with
respect to a question I have about specific trade types that no one seems to
know the answer to. I wanted to know if you knew what ST and MLT trades are
and just so you know, in case it makes a difference, these are in context to
French power trading. I know you are extremely busy but if you get a chance
I would greatly appreciate your comments.
Thanks, Ann
x54694
| 3,595 |
||
arnold-j/_sent_mail/602.
|
Re: utilites? ,
very funny today...during the free fall, couldn't price jv and xh low enough
on eol, just kept getting cracked. when we stabilized, customers came in to
buy and couldnt price it high enough. winter versus apr went from +23 cents
when we were at the bottom to +27 when april rallied at the end even though
it should have tightened theoretically. however, april is being supported
just off the strip. getting word a lot of utilities are going in front of
the puc trying to get approval for hedging programs this year.
[email protected] on 03/13/2001 11:07:13 AM
To: [email protected]
cc:
Subject: utilites?
hey johnny. hope all is well. what u think hrere? utuilites buying this break
down? charts look awful but 4.86 ish is next big level.
jut back from skiing in co, fun but took 17 hrs to get home and a 1.5 days to
get there cuz of twa and weather.
| 3,596 |
||
arnold-j/_sent_mail/603.
|
Re: ooops.... ,
what are you doing tonight?
| 3,597 |
||
arnold-j/_sent_mail/604.
|
,
what are you doing tonight
| 3,598 |
||
arnold-j/_sent_mail/605.
|
Re: ooops.... ,
how about benjys?
| 3,599 |
||
arnold-j/_sent_mail/606.
|
Re: ,
just a vicious rumor... my birthday's not till next year.
Jennifer Shipos
03/08/2001 12:22 PM
To: [email protected]
cc:
Subject:
Tomorrow, eh! How old are you going to be... 20?
| 3,600 |
||
arnold-j/_sent_mail/607.
|
Re: ooops.... ,
it was almost worth buying a ticket
"Jennifer White" <[email protected]> on 03/08/2001 07:30:39 AM
To: [email protected]
cc:
Subject: ooops....
Someone did win the lottery. Perhaps I shouldn't watch the news on mute
if I want to get the story straight.
Also...another La Strada brunch this Sunday. Will it ever end???
---- "Jennifer Brugh" <[email protected]> wrote:
> Hi everyone!
>
> It's that time again, yep La Strada time! On Sunday, March 11th we
> are
> meeting at La Strada on Westheimer at 11:00 to wish farewell to Courtney.
>
> Let me know if you can make it!
>
> Jennifer
>
>
___________________________________________________________________
To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax,
all in one place - sign up today at http://www.zdnetonebox.com
| 3,601 |
||
arnold-j/_sent_mail/611.
|
Re: BNP PARIBAS Commodity Futures Weekly AGA Survey ,
67
[email protected] on 03/07/2001 09:39:04 AM
To: [email protected]
cc:
Subject: BNP PARIBAS Commodity Futures Weekly AGA Survey
Good Morning,
Just a reminder to get your AGA estimates in by Noon EST (11:00 CST) TODAY.
Last Year -37
Last Week -101
Thanks,
George Ellis
BNP PARIBAS Commodity Futures, Inc.
______________________________________________________________________________
_______________________________________________________
Ce message et toutes les pieces jointes (ci-apres le "message") sont etablis
a l'intention exclusive de ses destinataires et sont confidentiels. Si vous
recevez ce message par erreur, merci de le detruire et d'en avertir
immediatement l'expediteur.
Toute utilisation de ce message non conforme a sa destination, toute
diffusion ou toute publication, totale ou partielle, est interdite, sauf
autorisation expresse.
L'internet ne permettant pas d'assurer l'integrite de ce message, BNP PARIBAS
(et ses filiales) decline(nt) toute responsabilite au titre de ce message,
dans l'hypothese ou il aurait ete modifie.
------------------------------------------------------------------------------
----
This message and any attachments (the "message") are intended solely for the
addressees and are confidential. If you receive this message in error, please
delete it and immediately notify the sender.
Any use not in accord with its purpose, any dissemination or disclosure,
either whole or partial, is prohibited except formal approval.
The internet can not guarantee the integrity of this message. BNP PARIBAS
(and its subsidiaries) shall (will) not therefore be liable for the message
if modified.
______________________________________________________________________________
_______________________________________________________
| 3,606 |
||
arnold-j/_sent_mail/612.
|
Re: rebuttal ,
confused... what are you disagreeing with me in regards to demand destruction?
From: Jennifer Fraser/ENRON@enronXgate on 03/07/2001 08:55 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: rebuttal
I am definitely a bigger fan of the crude complex for the next few months.
Agree the defcon 5 bubble has burst for natgas. Disagree about the demand
destruction.
? I think some demand is just permanently gone ( i.3. cheaper BTUs in ASIA-
Pacific and plants just wont run here anymore). But I think that we are
underestimating the structural changes in energy demand. Just as the economy
is less dependent on heavy industry for its health, energy demand is
changing. Since just about everyone missed the boat on the increased power
demand as a result of Silicon Valley, I think we don't have a good handle on
what the drivers of the new power generation really are.So what i'm saying
is that industrial demand will weaken, demand in service based industries
will increase. Also energy is a much smaller component of the cost structure
in service industries.
? Also I think in 2000, people had sticker shock-- they couldn't have
imagined 10$ gas, but now that volatility and higher prices are firmly
entrenched in their minds --- they will find ways of running their factories.
Also they will budget for these prices instead of $2.50
? See NG Week (3/5/01) Nevada power price hikes affecting casinos ---
increases of 20%. When asked the implication for missed earnings and their
plans for demand conservation, one casino official replied 'We're in the
bright lights business'
? I don't believe the economic doom and gloom
First of all no one wants a repeat of the 1990 recession ( which was much
worse outside of the US) Every central bank in the G7 has or will cut rates
this week. The US will follow suit or it will have a very expensive dollar
which will blow exports. With all of the monetary slack, consumer credit will
not tighten and thus buying will continue ( witness the lack of destruction
in big ticket items purchasing). Heavy manufacturing is contracting but this
is not everything. Productivity gains are strong. The economy is becoming
more service based and traditional industrial barometers are not telling the
whole story.
? Finally, I am London and it is not doom and gloom over here.
well there's my 2 cents.
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Wednesday, March 07, 2001 2:31 PM
To: Fraser, Jennifer
Subject: RE:
i think jv strip prices to where we price out enough demand to get to 2.8.
whther that price level is 425 or 725 is arguable. i think it's close to
here. but when we get to november and we have 2.8 and don;'t repeat the
weather of this past winter and we have 2.5 bcf more supply and people
realize that we have 2.3 bcf to withdraw before there are any
problems...bombs away.
From: Jennifer Fraser/ENRON@enronXgate on 03/07/2001 01:00 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE:
Why do you think nov mar is worth $3.75?
Also whats your schedule looking like next week----care to meet for a
beverage?
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Tuesday, March 06, 2001 5:03 PM
To: Fraser, Jennifer
Subject: Re:
What it's trading what I think it's really worth
apr oct 540 500
nov mar 547 375
cal 2 491 400
cal 3 460 325
Obviously most bearish the further out you go. However, the game right now
is not sell and hold...although it will be soon. The game is where will it
be tomorrow and next week and next month. The market is structurally short
term gas thanks to our friends from california. where ca is buying power,
williams and calpine and dynegy dont care of the gas costs 450 or 475 or 500
or 525. irrelevant. so term is not going down in the short term unless the
front comes into the 400's and scares some producers to start hedging or we
or el paso can find fixed price lng to the tune of 250,000 a day for 10 years.
From: Jennifer Fraser/ENRON@enronXgate on 03/06/2001 10:37 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject:
what are your thoughts on
ap-oct
nov-mar
02
03
price levels and outlooks
thanks
Jen Fraser
713-853-4759
| 3,607 |
||
arnold-j/_sent_mail/613.
|
RE: ,
i think jv strip prices to where we price out enough demand to get to 2.8.
whther that price level is 425 or 725 is arguable. i think it's close to
here. but when we get to november and we have 2.8 and don;'t repeat the
weather of this past winter and we have 2.5 bcf more supply and people
realize that we have 2.3 bcf to withdraw before there are any
problems...bombs away.
From: Jennifer Fraser/ENRON@enronXgate on 03/07/2001 01:00 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE:
Why do you think nov mar is worth $3.75?
Also whats your schedule looking like next week----care to meet for a
beverage?
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Tuesday, March 06, 2001 5:03 PM
To: Fraser, Jennifer
Subject: Re:
What it's trading what I think it's really worth
apr oct 540 500
nov mar 547 375
cal 2 491 400
cal 3 460 325
Obviously most bearish the further out you go. However, the game right now
is not sell and hold...although it will be soon. The game is where will it
be tomorrow and next week and next month. The market is structurally short
term gas thanks to our friends from california. where ca is buying power,
williams and calpine and dynegy dont care of the gas costs 450 or 475 or 500
or 525. irrelevant. so term is not going down in the short term unless the
front comes into the 400's and scares some producers to start hedging or we
or el paso can find fixed price lng to the tune of 250,000 a day for 10 years.
From: Jennifer Fraser/ENRON@enronXgate on 03/06/2001 10:37 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject:
what are your thoughts on
ap-oct
nov-mar
02
03
price levels and outlooks
thanks
Jen Fraser
713-853-4759
| 3,608 |
||
arnold-j/_sent_mail/614.
|
,
http://sokolin.com/1998's.htm
1998 monbousquet
| 3,609 |
||
arnold-j/_sent_mail/616.
|
Re: eia power demand ,
any reaction to this?
[email protected] on 03/06/2001 01:16:41 PM
To: [email protected]
cc:
Subject: eia power demand
(Recasts, adds details)
WASHINGTON, March 6 (Reuters) - U.S. electricity demand
will grow by about 2.3 percent in 2001, down from 3.6 percent
growth last year due to the nation's slowing economy, the U.S.
Energy Information Administration said on Tuesday.
Natural gas demand will also grow at about 2.3 percent this
year, the EIA said in its monthly supply and demand report.
Natural gas is the third most popular fuel used by U.S.
electricity generating plants after nuclear and coal.
U.S. electricity demand in the first quarter of 2001 was
forecast at about 896 billion kilowatt hours (kwh), the EIA
said. That is slightly higher than the 895.8 billion kwh
forecast by the agency last month.
For the entire winter heating season of October through
March, electricity demand was forecast to rise by 4.6 percent
from the previous year, the EIA said. The increase was driven
by the residential and commercial sectors, which were forecst
to be higher by 8 and 4 percent, respectively.
More electricity plants were expected to switch from
natural gas back to fuel oil as oil prices drift lower, the
government report said.
"This trend is expected to continue through the first
quarter 2001," the EIA said. "Although the favorable price
differential for oil relative to gas is expected to continue
through the forecast period, by the second half of 2001,
expected increases in gas-fired capacity are expected to keep
gas demand for power generation growing."
The monthly report also said that mild weather has eased
natural gas prices in California, but the state still faces gas
supply and deliverability bottlenecks affecting its electricity
plants.
California has been fighting all winter to maintain
| 3,611 |
||
arnold-j/_sent_mail/617.
|
Re: Greg's Bill ,
i dont know sounds good to me
Greg Whalley
02/28/2001 05:32 PM
Sent by: Liz M Taylor
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Greg's Bill
Johnny,
What does Greg owe you for the champagne? Is it $896.00?
Liz
| 3,612 |
||
arnold-j/_sent_mail/618.
|
RE: ,
i loved them in that i thought they were going to go up...i think they still
might
3 weeks ago now
short term very bullish neutral
medium term neutral neutral
longer term neutral bearish
From: Jennifer Fraser/ENRON@enronXgate on 03/06/2001 11:34 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE:
what changed your mind re 02 and 03 --2 weeks ago you told me you loved
them....why are bearish out the back?
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Tuesday, March 06, 2001 5:03 PM
To: Fraser, Jennifer
Subject: Re:
What it's trading what I think it's really worth
apr oct 540 500
nov mar 547 375
cal 2 491 400
cal 3 460 325
Obviously most bearish the further out you go. However, the game right now
is not sell and hold...although it will be soon. The game is where will it
be tomorrow and next week and next month. The market is structurally short
term gas thanks to our friends from california. where ca is buying power,
williams and calpine and dynegy dont care of the gas costs 450 or 475 or 500
or 525. irrelevant. so term is not going down in the short term unless the
front comes into the 400's and scares some producers to start hedging or we
or el paso can find fixed price lng to the tune of 250,000 a day for 10 years.
From: Jennifer Fraser/ENRON@enronXgate on 03/06/2001 10:37 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject:
what are your thoughts on
ap-oct
nov-mar
02
03
price levels and outlooks
thanks
Jen Fraser
713-853-4759
| 3,613 |
||
arnold-j/_sent_mail/619.
|
Re: ,
What it's trading what I think it's really worth
apr oct 540 500
nov mar 547 375
cal 2 491 400
cal 3 460 325
Obviously most bearish the further out you go. However, the game right now
is not sell and hold...although it will be soon. The game is where will it
be tomorrow and next week and next month. The market is structurally short
term gas thanks to our friends from california. where ca is buying power,
williams and calpine and dynegy dont care of the gas costs 450 or 475 or 500
or 525. irrelevant. so term is not going down in the short term unless the
front comes into the 400's and scares some producers to start hedging or we
or el paso can find fixed price lng to the tune of 250,000 a day for 10 years.
From: Jennifer Fraser/ENRON@enronXgate on 03/06/2001 10:37 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject:
what are your thoughts on
ap-oct
nov-mar
02
03
price levels and outlooks
thanks
Jen Fraser
713-853-4759
| 3,614 |
||
arnold-j/_sent_mail/62.
|
Re: The date ,
it just wasn't the same without you. how was el doritos?
From: Margaret Allen@ENRON on 10/26/2000 05:33 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: The date
Oh, I got it -- you must have had a good date. So tell me about it since I
missed it.
| 3,615 |
||
arnold-j/_sent_mail/620.
|
Re: contangos vs winter putspds ,
theres only one thing i can think of... storage field turning around gives
cash market completely different feel. instead of utilities looking to sell
gas everday, they look to buy it. huge difference in feel of mrket. not so
much actual gas but completely different economics of how marginal mmbtu gets
priced. tightening cash market causes cash players to buy futures... hence
the tendency for a spring rally every year. read heffner today...even he
talks about it
[email protected] on 03/06/2001 10:22:18 AM
To: [email protected]
cc:
Subject: Re: contangos vs winter putspds
so let me ask you-if they dont buy flat px wfrom here with mega cold east
weather, cash contangos,px only 25 cts from lows, after huge apr/oct
buying-what
would take us to much higher levels?? ie whats the risk of being short today?
clueless and confused
[email protected] on 03/06/2001 10:51:13 AM
To: Steve LaFontaine/GlobalCo@GlobalCo
cc:
Fax to:
Subject: Re: contangos vs winter putspds
no real bias today positive numbers sell negative numbers buy...
looking into other stuff
[email protected] on 03/06/2001 09:15:40 AM
To: [email protected]
cc:
Subject: Re: contangos vs winter putspds
agreewith all, im mega bear summer 2nd q but for the time being weather and
as u
said uncertainy likely to lend itself so little downside until either
weather
gets warm or injections get big. i dont see the flow as you know but i talk
to a
cupla utitlities and the bias same as you menioned. ive neutralized bear
book a
bit cuz i cant afford to fite this thing. with deep pockets tho-i scale up
sell
next 2-3 weeks take a bet on 200 ish injections in april and 400 in may-ie
records
aug/oct-yes-low risk-wasnt substantially more inverted when we were 4
bucks
higher-low risk but not a great reward. oct/nov-yea-wont make much for
another
few months on that so it range trades but ill cont to bersd it cuz if end
summer
that strong im always always more bullish the front of winter.
other thing i wonder is how wide these summer contangos cud get-as
everyone so
bullish futs for the next few weeks at least.
weather here sucks to day-tree almost fell on me driving into work-close
one,sahud be about 2 ft of white stuff when its said and done. dunno how
long i
can stay but doesnt look all that great for me getting out to steamboat
manana!!
heres a hypothetical.... we agree that demand loss y on y somwhere from 4.5
to
5.0 today, do you guys think that we can see a substantial demand recovery
if
prices dont retreat? my ffeeling is no for at least another 90 days or
more.thots?
any thots on flat px today-im slitely long vs bearsds?
| 3,616 |
||
arnold-j/_sent_mail/621.
|
Re: contangos vs winter putspds ,
no real bias today positive numbers sell negative numbers buy...
looking into other stuff
[email protected] on 03/06/2001 09:15:40 AM
To: [email protected]
cc:
Subject: Re: contangos vs winter putspds
agreewith all, im mega bear summer 2nd q but for the time being weather and
as u
said uncertainy likely to lend itself so little downside until either weather
gets warm or injections get big. i dont see the flow as you know but i talk
to a
cupla utitlities and the bias same as you menioned. ive neutralized bear book
a
bit cuz i cant afford to fite this thing. with deep pockets tho-i scale up
sell
next 2-3 weeks take a bet on 200 ish injections in april and 400 in may-ie
records
aug/oct-yes-low risk-wasnt substantially more inverted when we were 4 bucks
higher-low risk but not a great reward. oct/nov-yea-wont make much for another
few months on that so it range trades but ill cont to bersd it cuz if end
summer
that strong im always always more bullish the front of winter.
other thing i wonder is how wide these summer contangos cud get-as everyone
so
bullish futs for the next few weeks at least.
weather here sucks to day-tree almost fell on me driving into work-close
one,sahud be about 2 ft of white stuff when its said and done. dunno how long
i
can stay but doesnt look all that great for me getting out to steamboat
manana!!
heres a hypothetical.... we agree that demand loss y on y somwhere from 4.5 to
5.0 today, do you guys think that we can see a substantial demand recovery if
prices dont retreat? my ffeeling is no for at least another 90 days or
more.thots?
any thots on flat px today-im slitely long vs bearsds?
| 3,617 |
||
arnold-j/_sent_mail/623.
|
Re: ecommerce ,
Hard to believe , huh
[email protected] on 03/05/2001 11:31:02 AM
To: [email protected]
cc:
Subject: Re: ecommerce
just saw your picture ion that magazine-one would never imagione that smart
guy
was doing the " rerun" dance at the edf man pary just over a year ago!!!
| 3,619 |
||
arnold-j/_sent_mail/624.
|
RE: Pops Order Number 20267 John Arnold ,
I ordered 3 different things...I thought your "wine inventory listings are
updated DAILY" ???
[email protected] (Pops wine Sales) on 03/05/2001 02:28:38 PM
To: <[email protected]>
cc:
Subject: RE: Pops Order Number 20267 John Arnold
Thank You for your on-line order!
The item(s) you ordered are currently out-of-stock. You will be
automatically notified when they become available.
Thanks!!
Pop's Wines & Spirits
256 Long Beach Road
Island Park, New York 11558
516.431.0025
516.432.2648, fax
[email protected]
www.popswine.com
| 3,620 |
||
arnold-j/_sent_mail/626.
|
,
yes...please change griffith to trading.
thanks,
john
| 3,622 |
||
arnold-j/_sent_mail/627.
|
Re: CANCELLED - Trader's Roundtable ,
probably because jeff's out,, but let's go ahead and have it
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re: CANCELLED - Trader's Roundtable
Yes, I'm around all week and, I don't know why the Tuesday meeting was
cancelled.
Gary
| 3,623 |
||
arnold-j/_sent_mail/628.
|
,
dinner or drinks tonight?
| 3,624 |
||
arnold-j/_sent_mail/629.
|
Re: contangos vs winter putspds ,
So my point shown a little bit right now.. Weather a little cooler for this
week. Overall normal for 6-10. JV up 12 cents. Think just as customers got
totally fucked last year selling into the rally, they are going to buy all
the way down. Differnence is last year trade very happy to take in all the
length. This year trade not ready to get really short. Not until healthy
inj in April anyways. I think money from here will be made being short,
just question of what and when. Think there'll be enough hedging demand to
keep curve very strong unless phys market just totally rejects price level.
With amount of inj capacity available, hard to believe phys market is going
to dictate prices for next couple months. I think it will be spec and
hedgers dictating. Spec staying on sidelines right now and hedgers buying.
Leads to more upside potential in short term.
My point in V/X was that jv would be strong and cal2 hedging was from sell
side leading to pressure on those spreads. The california term power sales
have totally changed that. Before, the only thing customers were selling was
cal 2. Now, customer interest much more from buyside in cal 2,3 solely from
california. Now turning neutral v/x and x/z. You have very valid points.
i like q/v more though. I think you could have 10 cents of upside in that
with little downside. Thoughts?
| 3,625 |
||
arnold-j/_sent_mail/63.
|
Re: good morning ,
very interesting.... i've been looking for new activities. maybe i was born
to be a knight
"Jennifer White" <[email protected]> on 10/26/2000 12:45:17 PM
To: [email protected]
cc:
Subject: Re: good morning
http://www.kofc.org/ (I can find anything!)
It looks like they are an organization of Catholic men (with 'Vote for
life' on their web site - scarry!). I'm voting at a middle school.
Let's hope I don't get shot.
---- [email protected] wrote:
>
> my polling location is the knights of columbus hall.
>
> what exactly is a knight of columbus?
>
>
___________________________________________________________________
To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax,
all in one place - sign up today at http://www.zdnetonebox.com
| 3,626 |
||
arnold-j/_sent_mail/632.
|
Re: silverman ,
I think you need to check your AGA model. 7.2 bcf/d seems awfully high.
That's saying that had gas been at $2.5, the AGA for the week would have been
151. Look at the AGA history for last week, this week and next week.
94 95 96 97 98 99 00 01
3rd week of Feb -64 -46 -64 -63 -77 -97 -136 -81
4th week of Feb -132 -118 -62 -76 -47 -128 -74 -101
1st week of Mar -27 -132 -118 -57 -54 -69 -37 ??
Do you really think the # would have been 151 with no demand destruction? It
wasn't even really cold. That would have been the highest AGA # of the three
weeks by 15 bcf.
Our guys are thinking 4.5 bcf/d. Pira is saying that Feb as a whole averages
3.5-4 bcf/d. That's just destruction and does not include new production, if
any. Further Pira estimates that March destruction will be about half of
Feb. Assuming that gets to equilibrium: 2 bcf/d demand destruction, 2 bcf/d
more production, 2 bcf/d more gas generation demand. Start with a 400 b
deficit and 200 injection days gets you to flat against last years storage in
current price environment. I think we are fairly priced fundamentally, but
with huge customer imbalance for hedging from buy side, surprises in the
market right now are to the upside in my view. Course hard to imagine $6 for
J. Just sell vol.
[email protected] on 03/02/2001 10:54:14 AM
To: [email protected]
cc:
Subject: Re: silverman
my next aga number is 75-sllitely more than pira and assumes 7.2 bcf/d y on y
s&d swing-the higher prices now the uglier it'll be later.
contmaplating buying some 4.00 puts for lat 2nd q or early 3q for a few
pennies.
so whaen we go above last years stx in may!!
beleive it or not pero been worse chop fest than gas-all i know is going to
steamboat co skiing next wed-sunday with mans refined prod groups next week so
taking postion down to the stuff i really like, dont have to worry too much
about.
[email protected] on 03/02/2001 11:44:50 AM
To: Steve LaFontaine/GlobalCo@GlobalCo
cc:
Fax to:
Subject: Re: silverman
i think this is the biggest chopfest in nat gas history. scale up seller,
scale down buyer.
reviewing my aga model and assumptions later today. i'll see if i have any
new inspirations.
[email protected] on 03/02/2001 10:25:45 AM
To: [email protected]
cc:
Subject: Re: silverman
he will be if we cut him off for a week i bet he gets some inspiration.
have a
good weekdn. any view here? i think short term range stuff-med-longer term
you
know what i think.
sprds/front to backs range-bear em at -2 bull em at -5 till they go
prompt.
[email protected] on 03/02/2001 11:22:30 AM
To: Steve LaFontaine/GlobalCo@GlobalCo
cc:
Fax to:
Subject: Re: silverman
ok.
i would not describe him as the hardest working man in the energy business.
[email protected] on 03/02/2001 08:54:44 AM
To: [email protected]
cc:
Subject: silverman
i say we make a pact, next time silver man calls in sick on a friday after
a
typical nite out you and i cut him off for the entire next week. deal?
| 3,629 |
||
arnold-j/_sent_mail/633.
|
,
are you free at 3:00 today to go over the aga model?
| 3,630 |
||
arnold-j/_sent_mail/634.
|
Re: silverman ,
i think this is the biggest chopfest in nat gas history. scale up seller,
scale down buyer.
reviewing my aga model and assumptions later today. i'll see if i have any
new inspirations.
[email protected] on 03/02/2001 10:25:45 AM
To: [email protected]
cc:
Subject: Re: silverman
he will be if we cut him off for a week i bet he gets some inspiration. have a
good weekdn. any view here? i think short term range stuff-med-longer term you
know what i think.
sprds/front to backs range-bear em at -2 bull em at -5 till they go prompt.
[email protected] on 03/02/2001 11:22:30 AM
To: Steve LaFontaine/GlobalCo@GlobalCo
cc:
Fax to:
Subject: Re: silverman
ok.
i would not describe him as the hardest working man in the energy business.
[email protected] on 03/02/2001 08:54:44 AM
To: [email protected]
cc:
Subject: silverman
i say we make a pact, next time silver man calls in sick on a friday after
a
typical nite out you and i cut him off for the entire next week. deal?
| 3,631 |
||
arnold-j/_sent_mail/635.
|
Re: silverman ,
ok.
i would not describe him as the hardest working man in the energy business.
[email protected] on 03/02/2001 08:54:44 AM
To: [email protected]
cc:
Subject: silverman
i say we make a pact, next time silver man calls in sick on a friday after a
typical nite out you and i cut him off for the entire next week. deal?
| 3,632 |
||
arnold-j/_sent_mail/636.
|
Re: thanks/ follow up ,
maybe cal 2.
Caroline Abramo@ENRON
03/02/2001 08:00 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: thanks/ follow up
Thanks for talking to Catequil...
any chance we get 02 and 03 on-line soon?
| 3,633 |
||
arnold-j/_sent_mail/637.
|
Re: mkts ,
freak show. cash started -7 then to -15 then -7 ended -15.
| 3,634 |
||
arnold-j/_sent_mail/638.
|
Re: cash mkts ,
freak show. started at -7. went to -15 then -7 then finishing out -15
[email protected] on 02/28/2001 08:32:27 AM
To: [email protected]
cc:
Subject: Re: cash mkts
john wud you mind terrbly telling me how hen hub and east etc cash mkts are
this
am as a delta to the screen? im working from home and my connection too slow
to
get eol??? appreciate it alot-i bot some apr/jul (bulls sprd) for a short
term
play.
| 3,635 |
||
arnold-j/_sent_mail/639.
|
Re: mkts ,
industrial demand the scary thing. no question there are some steel mills
and auto factories and plastics plants that were on last november that arent
coming up now and its not due to gas prices. the economy sucks and it will
affect ind demand.
[email protected] on 02/28/2001 08:03:43 AM
To: [email protected]
cc:
Subject: Re: mkts
at least a myn dollars-need to talk to pira on that. excellant point. need to
do
some margin analyses . having said all that look at corporate earnings from
last
year to this year regardless of natgas costs as a feed industrials will be
running slower and consumers just now feeling the pinch as rate increases have
only just recently gotten approved and passed to the likes of us and people
less
fortunate than us.
[email protected] on 02/27/2001 11:05:40 PM
To: Steve LaFontaine/GlobalCo@GlobalCo
cc:
Fax to:
Subject: Re: mkts
but that's my point. the demand destruction roared its ugly head beginning
of Jan. The price level was $9. Of course there is a lag. Let's make up
a lag time...say one month. On Dec 1 cash was trading $6.70. Probably a
similar lag on the way down. Cash is $5.20 today. How much lost demand
will there be in a month if we're still $5.2? million dollar question if
you can answer that.
[email protected] on 02/27/2001 08:12:32 PM
To: [email protected]
cc:
Subject: Re: mkts
off the cuff i wud say tho same goes for 5.00 gas-currently 6-7 bcf/day
swing y
on y too much, to buy this level you need to take the view that industrial
america and residential and end users will be able to get back on their
feet and
recocover a lion share of the 4-4.5 bcf/d demand destruction(this assumes
as
current. very little if any dist fuel switching. i think the answer is
no-not
unless the economy was jump starter quickly-2nd q is gone,so maybe th 4q.
remember the demand destruction and industrial shit really just started
only 6
weeks ago-me thinks it will take longer than that to get back into full
swing.
we all trade the y on y gap...all things remaining equal(ie term px for the
summer), starting april we'll have a surplus the other way by july barring
a
greenhouse in the ohio valley
good to hear your view pt as always-even if it is wrong!!! ha
[email protected] on 02/27/2001 08:23:22 PM
To: Steve LaFontaine/GlobalCo@GlobalCo
cc:
Fax to:
Subject: Re: mkts
Good to hear from you.
After a great F, had an okay G. Held a lot of term length on the
risk/reward play. Figured if we got no weather, all the customer and
generator buying would be my stop. It was. Amazing that for the drop in
price in H, the strips have really gone nowhere. just a big chop fest.
i here your arguments, but think they are way exagerated. Agree with 1.5-2
bcf/d more supply. Call it 2 with LNG. Imports from Canada should be
negligible. Now let's assume price for the summer is $4. No switching,
full liquids extraction, methanol and fertilizer running. Electric
generation demand, considering problems in west and very low hydro, around
1.5 bcf/d greater this year with normal weather. Means you have to price 2
bcf/d out of market. Don't think $4 does that. What level did we start
really losing demand last year? It was higher than 4. concerned about
recession in industrial sector thats occuring right now.
Think gas is fairly valued here. Dont think we're going to 7. But I think
fear of market considering what happened this past year will keep forward
curve very well supported through spring. we're already into storage
economics so the front goes where the forward curve wants to go.
[email protected] on 02/26/2001 04:48:06 PM
To: [email protected]
cc:
Subject: mkts
its been a while-hope all is well. not a great few weeks for me in ngas-not
awful just nothing really working for me and as you know got in front of
march/apr a cupla times, no disasters.
well im bearish-i hate to be so after a 4 buck drop but as i said a
month ago
to you-and now pira coming around. 5.00 gas is a disaster for the natgas
demand.
now production up strongly y on y...you guys agree on the production side?
i know youve been bullish the summer-think im stll in the minority-but
here
you go, we have y on y supplly up 2/bcf+ demnad loss 3.5bcf/d, 5.5 bcf/day
y on
y swing . then i submit as we started to see due huge rate increases R/C
demandd
energy conservation will be even more dramatic this summer which will
effect
utilty demand/power demand ulitmately. if pira rite we lost 1.56 in jan
for
this factor i say it cud be bigger this summer as ute loads increase, power
pxes
rise and consumers become poorer. there will be more demand flexibilty in
the
summer part in the midcon and north as AC is more of a luxury item than
heat. i
say 5-6% lower use in residentail/utilty power consumption due rationing is
another .7/1bcf/d loss.
put all this together we wud build an addional 1284 apr thru oct on top
of
last years 1715 build basis last year temps and todays prices. takes us to
3.6
tcf or so. what am i missing my man-summer has to go to 4 bucks or lower to
restore demand??? thots.
as far as that other thing, the p&c its still alive, shud know more soon
and ill
keep you posted.
| 3,636 |
||
arnold-j/_sent_mail/64.
|
Re: good morning ,
my polling location is the knights of columbus hall.
what exactly is a knight of columbus?
| 3,637 |
||
arnold-j/_sent_mail/640.
|
Re: BNP PARIBAS Commodity Futures Weekly AGA Survey ,
94
[email protected] on 02/28/2001 07:13:22 AM
To: [email protected]
cc:
Subject: BNP PARIBAS Commodity Futures Weekly AGA Survey
Good Morning,
Just a reminder to get your AGA estimates in by Noon EST (11:00 CST) TODAY.
Last Year -74
Last Week -81
Thanks,
Michael Byrne
BNP PARIBAS Commodity Futures
______________________________________________________________________________
_______________________________________________________
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(and its subsidiaries) shall (will) not therefore be liable for the message
if modified.
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| 3,638 |
||
arnold-j/_sent_mail/642.
|
Re: mkts ,
but that's my point. the demand destruction roared its ugly head beginning
of Jan. The price level was $9. Of course there is a lag. Let's make up a
lag time...say one month. On Dec 1 cash was trading $6.70. Probably a
similar lag on the way down. Cash is $5.20 today. How much lost demand will
there be in a month if we're still $5.2? million dollar question if you can
answer that.
[email protected] on 02/27/2001 08:12:32 PM
To: [email protected]
cc:
Subject: Re: mkts
off the cuff i wud say tho same goes for 5.00 gas-currently 6-7 bcf/day swing
y
on y too much, to buy this level you need to take the view that industrial
america and residential and end users will be able to get back on their feet
and
recocover a lion share of the 4-4.5 bcf/d demand destruction(this assumes as
current. very little if any dist fuel switching. i think the answer is no-not
unless the economy was jump starter quickly-2nd q is gone,so maybe th 4q.
remember the demand destruction and industrial shit really just started only
6
weeks ago-me thinks it will take longer than that to get back into full swing.
we all trade the y on y gap...all things remaining equal(ie term px for the
summer), starting april we'll have a surplus the other way by july barring a
greenhouse in the ohio valley
good to hear your view pt as always-even if it is wrong!!! ha
[email protected] on 02/27/2001 08:23:22 PM
To: Steve LaFontaine/GlobalCo@GlobalCo
cc:
Fax to:
Subject: Re: mkts
Good to hear from you.
After a great F, had an okay G. Held a lot of term length on the
risk/reward play. Figured if we got no weather, all the customer and
generator buying would be my stop. It was. Amazing that for the drop in
price in H, the strips have really gone nowhere. just a big chop fest.
i here your arguments, but think they are way exagerated. Agree with 1.5-2
bcf/d more supply. Call it 2 with LNG. Imports from Canada should be
negligible. Now let's assume price for the summer is $4. No switching,
full liquids extraction, methanol and fertilizer running. Electric
generation demand, considering problems in west and very low hydro, around
1.5 bcf/d greater this year with normal weather. Means you have to price 2
bcf/d out of market. Don't think $4 does that. What level did we start
really losing demand last year? It was higher than 4. concerned about
recession in industrial sector thats occuring right now.
Think gas is fairly valued here. Dont think we're going to 7. But I think
fear of market considering what happened this past year will keep forward
curve very well supported through spring. we're already into storage
economics so the front goes where the forward curve wants to go.
[email protected] on 02/26/2001 04:48:06 PM
To: [email protected]
cc:
Subject: mkts
its been a while-hope all is well. not a great few weeks for me in ngas-not
awful just nothing really working for me and as you know got in front of
march/apr a cupla times, no disasters.
well im bearish-i hate to be so after a 4 buck drop but as i said a
month ago
to you-and now pira coming around. 5.00 gas is a disaster for the natgas
demand.
now production up strongly y on y...you guys agree on the production side?
i know youve been bullish the summer-think im stll in the minority-but
here
you go, we have y on y supplly up 2/bcf+ demnad loss 3.5bcf/d, 5.5 bcf/day
y on
y swing . then i submit as we started to see due huge rate increases R/C
demandd
energy conservation will be even more dramatic this summer which will
effect
utilty demand/power demand ulitmately. if pira rite we lost 1.56 in jan
for
this factor i say it cud be bigger this summer as ute loads increase, power
pxes
rise and consumers become poorer. there will be more demand flexibilty in
the
summer part in the midcon and north as AC is more of a luxury item than
heat. i
say 5-6% lower use in residentail/utilty power consumption due rationing is
another .7/1bcf/d loss.
put all this together we wud build an addional 1284 apr thru oct on top
of
last years 1715 build basis last year temps and todays prices. takes us to
3.6
tcf or so. what am i missing my man-summer has to go to 4 bucks or lower to
restore demand??? thots.
as far as that other thing, the p&c its still alive, shud know more soon
and ill
keep you posted.
| 3,640 |
||
arnold-j/_sent_mail/643.
|
,
Forgot, I'm leaving town tomorrow afternoon. Will be back Thursday morn.
We'll do it some other time.
| 3,641 |
||
arnold-j/_sent_mail/644.
|
Re: mkts ,
Good to hear from you.
After a great F, had an okay G. Held a lot of term length on the risk/reward
play. Figured if we got no weather, all the customer and generator buying
would be my stop. It was. Amazing that for the drop in price in H, the
strips have really gone nowhere. just a big chop fest.
i here your arguments, but think they are way exagerated. Agree with 1.5-2
bcf/d more supply. Call it 2 with LNG. Imports from Canada should be
negligible. Now let's assume price for the summer is $4. No switching, full
liquids extraction, methanol and fertilizer running. Electric generation
demand, considering problems in west and very low hydro, around 1.5 bcf/d
greater this year with normal weather. Means you have to price 2 bcf/d out
of market. Don't think $4 does that. What level did we start really losing
demand last year? It was higher than 4. concerned about recession in
industrial sector thats occuring right now.
Think gas is fairly valued here. Dont think we're going to 7. But I think
fear of market considering what happened this past year will keep forward
curve very well supported through spring. we're already into storage
economics so the front goes where the forward curve wants to go.
[email protected] on 02/26/2001 04:48:06 PM
To: [email protected]
cc:
Subject: mkts
its been a while-hope all is well. not a great few weeks for me in ngas-not
awful just nothing really working for me and as you know got in front of
march/apr a cupla times, no disasters.
well im bearish-i hate to be so after a 4 buck drop but as i said a month
ago
to you-and now pira coming around. 5.00 gas is a disaster for the natgas
demand.
now production up strongly y on y...you guys agree on the production side?
i know youve been bullish the summer-think im stll in the minority-but here
you go, we have y on y supplly up 2/bcf+ demnad loss 3.5bcf/d, 5.5 bcf/day y
on
y swing . then i submit as we started to see due huge rate increases R/C
demandd
energy conservation will be even more dramatic this summer which will effect
utilty demand/power demand ulitmately. if pira rite we lost 1.56 in jan for
this factor i say it cud be bigger this summer as ute loads increase, power
pxes
rise and consumers become poorer. there will be more demand flexibilty in the
summer part in the midcon and north as AC is more of a luxury item than heat.
i
say 5-6% lower use in residentail/utilty power consumption due rationing is
another .7/1bcf/d loss.
put all this together we wud build an addional 1284 apr thru oct on top of
last years 1715 build basis last year temps and todays prices. takes us to
3.6
tcf or so. what am i missing my man-summer has to go to 4 bucks or lower to
restore demand??? thots.
as far as that other thing, the p&c its still alive, shud know more soon and
ill
keep you posted.
| 3,642 |
||
arnold-j/_sent_mail/645.
|
Re: Suspend switch ,
Would prefer a stand alone button as sometimes the problem is I can't operate
stack manager. I need the ability to force everybody out of the website so
people don't try to click numbers that are old.
On a similar topic, what's the status of the out of credit message? Still a
very frustrating problem for both counterparties and me.
Do I need to follow up with Bradford about lowering sigma?
Grab me Thursday afternoon to talk.
From: Andy Zipper/ENRON@enronXgate on 02/27/2001 06:03 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Suspend switch
I asked them to permission on your stack manager this function. You might
want to have it as a stand alone icon on your desktop in case you can't
operate stack manager.
When you have a second I'd like to talk about the broker EOL product and ED F
Man.
Congrats on a big day. Total EOL gas volume was 425BcF (!!).
| 3,643 |
||
arnold-j/_sent_mail/647.
|
Re: john griffith ,
true
Jeanie Slone
02/27/2001 10:06 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: john griffith
true or false-John Griffith should be moved into your cost center with the
same salary, same title effective Feb. 01.
| 3,645 |
||
arnold-j/_sent_mail/648.
|
Re: when are you free for scuba next week? ,
i'm free all week right now. prefer early in the week
"White, J. (Jennifer)" <[email protected]> on 02/26/2001
02:57:45 PM
To: "'[email protected]'" <[email protected]>
cc:
Subject: when are you free for scuba next week?
I just talked to Henry about another pool session. What evenings are you
available next week so that we can coordinate with Jeff (instructor)?
The information contained in this communication is confidential and
proprietary information intended only for the individual or entity to whom
it is addressed. Any unauthorized use, distribution, copying, or disclosure
of this communication is strictly prohibited. If you have received this
communication in error, please contact the sender immediately. If you
believe this communication is inappropriate or offensive, please contact
Ocean Energy`s Human Resources Department.
| 3,646 |
||
arnold-j/_sent_mail/65.
|
Re: good morning ,
where's the site that i can sell my vote?
"Jennifer White" <[email protected]> on 10/26/2000 08:36:29 AM
To: [email protected]
cc:
Subject: good morning
Here is the site that tells you where to vote:
http://www.co.harris.tx.us/cclerk/elect.htm
Go Yankees! :)
___________________________________________________________________
To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax,
all in one place - sign up today at http://www.zdnetonebox.com
| 3,648 |
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arnold-j/_sent_mail/651.
|
RE: Buying back calls ,
How about drinks at 5:30 on Thursday. I try not to interrupt work with
personal business.
"Gapinski, Michael" <[email protected]> on 02/25/2001 03:13:29
PM
To: "'[email protected]'" <[email protected]>
cc:
Subject: RE: Buying back calls
John -
I completely understand your point of view. PaineWebber knows affluent
investors such as yourself want access to alternative investments such as
private equity and hedge funds. Our group has also found that high net
worth individuals prefer a consultative relationship where we help you
structure a complete asset allocation based on your objectives. We then
provide you with access to, and help you select, third-party institutional
money managers to make the day-to-day investment decisions. We also provide
the ongoing performance monitoring of those managers, including correlations
to the appropriate indices.
I believe you will find our approach to be appreciably different from your
previous contacts with financial advisors, where you have felt the advisor
was 'pushing' a house fund or stock du jour. If your schedule permits, I
would like to meet with you on Thursday afternoon to discuss this in more
detail. How does 4 PM sound?
- Mike
-----Original Message-----
From: [email protected] [mailto:[email protected]]
Sent: Saturday, February 24, 2001 10:41 AM
To: [email protected]
Subject: RE: Buying back calls
Michael:
Thanks for putting the paperwork together.
I would have interest in meeting if you can present unique investment
opportunities that I don't have access to now. Most of my contact with
financial advisors in the past has consisted of them suggesting a mutual
fund, telling me to invest in Home Depot, Sun, and Coke, or trying to pass
off their banks' biased research reports as something valuable. The above
services provide no value to me personally. If you can present
opportunities such as access to private equity or hedge funds, or other
ideas with strong growth potential and low correlation to the S@P, I'd
listen.
John
"Michael Gapinski" <[email protected]> on 02/21/2001
08:23:04 AM
To: "'[email protected]'" <[email protected]>
cc: "'Rafael Herrera'" <[email protected]>
Subject: RE: Buying back calls
John -
We'll get the paperwork together and sent to you for naked options. At
some point, I'd like to talk about the diversification strategy in more
detail -- perhaps over dinner or a quick meeting after the markets close?
Michael Gapinski
Account Vice President
Emery Financial Group
PaineWebber, Inc.
713-654-0365
800-553-3119 x365
Fax: 713-654-1281
Cell: 281-435-0295
-----Original Message-----
From: [email protected] [SMTP:[email protected]]
Sent: Tuesday, February 20, 2001 10:14 PM
To: [email protected]
Subject: Re: Buying back calls
Michael:
Appreciate the idea. However, with my natural long, I'm not looking to
really trade around the position. I believe ENE will continue to be range
bound, but in case it is not, I don't want to forgo 50% of my option
premium.
I have price targets of where I would like to lighten up exposure to ENE
and will use calls to implement the stategy. To that regards, I noticed I
was not approved to sell naked calls. I would like that ability in order
to hedge some exposure I have of unexercised vested options. Please look
into that for me.
John.
"Michael Gapinski" <[email protected]> on 02/20/2001
06:28:27 PM
To: "'Arnold, John'" <[email protected]>
cc:
Subject: Buying back calls
John -
I was looking at the recent pullback in ENE and thinking it might be an
opportunity to buy back the calls you sold. Of course, you would then be
in a position to sell calls again if the stock makes a bounce. I'm not
sure that ENE @ 75 is the place, but maybe @ 73. Call me if you're
interested.
Michael Gapinski
Account Vice President
Emery Financial Group
PaineWebber, Inc.
713-654-0365
800-553-3119 x365
Fax: 713-654-1281
Cell: 281-435-0295
Notice Regarding Entry of Orders and Instructions: Please
do not transmit orders and/or instructions regarding your
PaineWebber account(s) by e-mail. Orders and/or instructions
transmitted by e-mail will not be accepted by PaineWebber and
PaineWebber will not be responsible for carrying out such orders
and/or instructions. Notice Regarding Privacy and Confidentiality:
PaineWebber reserves the right to monitor and review the content of
all e-mail communications sent and/or received by its employees.
Notice Regarding Entry of Orders and Instructions: Please
do not transmit orders and/or instructions regarding your
PaineWebber account(s) by e-mail. Orders and/or instructions
transmitted by e-mail will not be accepted by PaineWebber and
PaineWebber will not be responsible for carrying out such orders
and/or instructions. Notice Regarding Privacy and Confidentiality:
PaineWebber reserves the right to monitor and review the content of
all e-mail communications sent and/or received by its employees.
Notice Regarding Entry of Orders and Instructions: Please
do not transmit orders and/or instructions regarding your
PaineWebber account(s) by e-mail. Orders and/or instructions
transmitted by e-mail will not be accepted by PaineWebber and
PaineWebber will not be responsible for carrying out such orders
and/or instructions. Notice Regarding Privacy and Confidentiality:
PaineWebber reserves the right to monitor and review the content of
all e-mail communications sent and/or received by its employees.
| 3,650 |
||
arnold-j/_sent_mail/652.
|
Re: New email address ,
Who cares??????
"Cooper, Sean" <[email protected]> on 02/26/2001 08:51:13 AM
To: "Cooper, Sean" <[email protected]>
cc:
Subject: New email address
Please note that effective immediately my email address has changed to
[email protected]
| 3,651 |
||
arnold-j/_sent_mail/653.
|
RE: ,
He just rescheduled to Wednesday. How about dinner on Wednesday after that ?
From: John J Lavorato/ENRON@enronXgate on 02/26/2001 07:31 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE:
Your buddy Beau invited me. How about prior to that or after that on Tuesday.
-----Original Message-----
From: Arnold, John
Sent: Sunday, February 25, 2001 7:10 PM
To: Lavorato, John
Subject: RE:
not really...
already have plans on thursday .
are you going to the NYMEX candidate cocktail hour Tuesday?
From: John J Lavorato/ENRON@enronXgate on 02/25/2001 07:02 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE:
oh god is there an agenda.
Would dinner Thursday work instead.
-----Original Message-----
From: Arnold, John
Sent: Sun 2/25/2001 6:42 PM
To: Lavorato, John
Cc:
Subject:
| 3,652 |
||
arnold-j/_sent_mail/654.
|
RE: ,
not really...
already have plans on thursday .
are you going to the NYMEX candidate cocktail hour Tuesday?
From: John J Lavorato/ENRON@enronXgate on 02/25/2001 07:02 PM
To: John Arnold/HOU/ECT@ECT
cc: =20
Subject: RE:
oh god is there an agenda.
=01;
Would dinner Thursday work instead.
=01;
=01;
-----Original Message-----=20
From: Arnold, John=20
Sent: Sun 2/25/2001 6:42 PM=20
To: Lavorato, John=20
Cc:=20
Subject:=20
=01;
| 3,653 |
||
arnold-j/_sent_mail/655.
|
,
Just a reminder about drinks Monday night..
| 3,654 |
||
arnold-j/_sent_mail/657.
|
Re: WINE SPECTATOR ,
yes i did
Karen Arnold <[email protected]> on 02/24/2001 02:55:05 PM
To: [email protected]
cc:
Subject: WINE SPECTATOR
Did you ever receive the wine spectator magazine? I had some
correspondence from them and I will toss if you are receiving it. If not,
I need to contact them.
| 3,656 |
||
arnold-j/_sent_mail/658.
|
Re: FW: 2001 Natural Gas Production and Price Outlook Conference ,
Appreciate the opportunity to listen in. I was unable to view the slide show
though. Can you either email or mail it to me.
Thanks,
John
"Piasio, Stephen [FI]" <[email protected]> on 02/23/2001 08:09:13 AM
To:
cc:
Subject: FW: 2001 Natural Gas Production and Price Outlook Conference Call
> <<...OLE_Obj...>>
>
> 2001 Natural Gas Production and Price Outlook Conference Call
>
>
> <<...OLE_Obj...>> Salomon Smith Barney <<2001 Natural Gas Conference
> Call.doc>>
> Energy Research Group
> Analyst Access Conference Call
>
> 2001 Natural Gas Production and Price Outlook
> Hosted by:
> Bob Morris and Michael Schmitz
> Oil and Gas Exploration & Production Analysts
>
> Date & Time:
> FRIDAY (February 23rd)
> 11:00 a.m. EST
>
> Dial-in #:
> US: 800-229-0281 International: 706-645-9237
>
> Replay #: (Reservation: x 819361)
> US: 800-642-1687 International: 706-645-9291
>
> Accessing Presentation:
> * Go to https://intercallssl.contigo.com
> * Click on Conference Participant
> * Enter Event Number: x716835
> * Enter the participant's Name, Company Name & E-mail address
> * Click Continue to view the first slide of the presentation
>
> Key Points:
> 1. Natural gas storage levels appear to be on track to exit March at
> roughly 700-800 Bcf, compared with just over 1,000 Bcf last year at the
> end of the traditional withdrawal season.
> 2. Meanwhile, domestic natural gas production should rise 3.0-5.0% this
> year, largely dependent upon the extent of the drop in rig efficiency, or
> production added per rig.
> 3. Nonetheless, under most scenarios, incorporating numerous other
> variables such as the pace of economic expansion, fuel switching and
> industrial plant closures, it appears that storage levels at the beginning
> of winter will be near or below last year's 2,800 Bcf level.
> 4. Thus, it appears likely that the "heat" will remain on natural gas
> prices throughout 2001.
> 5. Consequently, we believe that many E&P shares will post solid gains
> again this year, spurred largely by mounting confidence in the
> sustainability of strong natural gas prices.
>
>
- 2001 Natural Gas Conference Call.doc
| 3,657 |
||
arnold-j/_sent_mail/659.
|
RE: Buying back calls ,
Michael:
Thanks for putting the paperwork together.
I would have interest in meeting if you can present unique investment
opportunities that I don't have access to now. Most of my contact with
financial advisors in the past has consisted of them suggesting a mutual
fund, telling me to invest in Home Depot, Sun, and Coke, or trying to pass
off their banks' biased research reports as something valuable. The above
services provide no value to me personally. If you can present opportunities
such as access to private equity or hedge funds, or other ideas with strong
growth potential and low correlation to the S@P, I'd listen.
John
"Michael Gapinski" <[email protected]> on 02/21/2001 08:23:04
AM
To: "'[email protected]'" <[email protected]>
cc: "'Rafael Herrera'" <[email protected]>
Subject: RE: Buying back calls
John -
We'll get the paperwork together and sent to you for naked options. At some
point, I'd like to talk about the diversification strategy in more detail --
perhaps over dinner or a quick meeting after the markets close?
Michael Gapinski
Account Vice President
Emery Financial Group
PaineWebber, Inc.
713-654-0365
800-553-3119 x365
Fax: 713-654-1281
Cell: 281-435-0295
-----Original Message-----
From: [email protected] [SMTP:[email protected]]
Sent: Tuesday, February 20, 2001 10:14 PM
To: [email protected]
Subject: Re: Buying back calls
Michael:
Appreciate the idea. However, with my natural long, I'm not looking to
really trade around the position. I believe ENE will continue to be range
bound, but in case it is not, I don't want to forgo 50% of my option
premium.
I have price targets of where I would like to lighten up exposure to ENE
and will use calls to implement the stategy. To that regards, I noticed I
was not approved to sell naked calls. I would like that ability in order
to hedge some exposure I have of unexercised vested options. Please look
into that for me.
John.
"Michael Gapinski" <[email protected]> on 02/20/2001
06:28:27 PM
To: "'Arnold, John'" <[email protected]>
cc:
Subject: Buying back calls
John -
I was looking at the recent pullback in ENE and thinking it might be an
opportunity to buy back the calls you sold. Of course, you would then be
in a position to sell calls again if the stock makes a bounce. I'm not
sure that ENE @ 75 is the place, but maybe @ 73. Call me if you're
interested.
Michael Gapinski
Account Vice President
Emery Financial Group
PaineWebber, Inc.
713-654-0365
800-553-3119 x365
Fax: 713-654-1281
Cell: 281-435-0295
Notice Regarding Entry of Orders and Instructions: Please
do not transmit orders and/or instructions regarding your
PaineWebber account(s) by e-mail. Orders and/or instructions
transmitted by e-mail will not be accepted by PaineWebber and
PaineWebber will not be responsible for carrying out such orders
and/or instructions. Notice Regarding Privacy and Confidentiality:
PaineWebber reserves the right to monitor and review the content of
all e-mail communications sent and/or received by its employees.
Notice Regarding Entry of Orders and Instructions: Please
do not transmit orders and/or instructions regarding your
PaineWebber account(s) by e-mail. Orders and/or instructions
transmitted by e-mail will not be accepted by PaineWebber and
PaineWebber will not be responsible for carrying out such orders
and/or instructions. Notice Regarding Privacy and Confidentiality:
PaineWebber reserves the right to monitor and review the content of
all e-mail communications sent and/or received by its employees.
| 3,658 |
||
arnold-j/_sent_mail/66.
|
Re: ,
i didn't say you couldnt come down. just not to expect much
From: Margaret Allen@ENRON on 10/25/2000 04:11 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re:
Okay, you get reprieve on this today. But I do have curly hair and high
boots on.
Have a GREAT (said like Tony Tiger) date, and don't attack her like you did
the last one. MSA
| 3,659 |
||
arnold-j/_sent_mail/660.
|
,
Kim:
2 tix for Rent this Sat night will be waiting for you at will call at the
theatre. Bring ID.
If you have any problems call the ticket agency at 212 302 1643 or me at 713
557 3330.
Have fun,
John
| 3,660 |
||
arnold-j/_sent_mail/661.
|
Re: Smith Barney ,
i'll call
Karen Arnold <[email protected]> on 02/22/2001 07:57:57 PM
To: [email protected]
cc:
Subject: Smith Barney
You must be on the net because you don't answer the phone. Andy Rowe never
invested that $8000 into the commodity account. Do you talk with him on a
regular basis? Should I call? Please advise..
| 3,661 |
||
arnold-j/_sent_mail/662.
|
RE: ,
Monday it is
From: John J Lavorato/ENRON@enronXgate on 02/21/2001 06:27 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE:
Yes
-----Original Message-----
From: Arnold, John
Sent: Wednesday, February 21, 2001 5:41 PM
To: Lavorato, John
Subject:
Are you free for drinks either Monday or Wednesday?
| 3,662 |
||
arnold-j/_sent_mail/663.
|
,
Are you free for drinks either Monday or Wednesday?
| 3,663 |
||
arnold-j/_sent_mail/664.
|
Re: question ,
that's not nice
[email protected] on 02/21/2001 11:13:20 AM
To: [email protected]
cc:
Subject: question
does larry chaffe people at your shop as much as he does ours?
| 3,664 |
||
arnold-j/_sent_mail/665.
|
Re: ,
I think so in a month or so. Problem now is that there is so much customer
buying on any pullbacks and selling on rallies that the market, with such a
flat curve, is going nowhere. That will change, but it's going to take a
while. I like it eventually.
Bill White@ENRON
02/21/2001 05:39 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re:
Don't know about the front 2 months, but gut feel is that april thru oct at
approximately 50% seems like something to own (although I hate flat vol
curves). What do you think (long, flat, or short)?
John Arnold@ECT
14/02/2001 21:59
To: Bill White/NA/Enron@Enron
cc:
Subject:
| 3,665 |
||
arnold-j/_sent_mail/666.
|
Re: Trip to Houston ,
Andy:
Enjoyed meeting with you.
One more thing I did not address. My ultimate goal is to move all volume to
EOL. However, in addition to the NYMEX, we have about 6 other viable
electronic trading systems. We make it a point to never support these if
possible. We will only trade if the other system's offer is at or greater
than our bid. For instance, if we are 6/8 but have a strong inclination to
buy and another system is at 7, I will simultaneously lift their 7's and move
my market to 7/9. The lesson the counterparty gets is he will only get the
trade if I'm bidding 7 and he will only get executed when it is a bad trade
to him. People have learned fairly quickly not to leave numbers on the other
systems because they will just get picked off. If they don't post numbers on
the other systems, the systems get no liquidity and die.
I mention this because I have heard that Enron is a fairly large trader on
Spectron's system. I don't know whether it is in regards to gas, power, or
metals. Just something to think about and maybe talk about with the other
traders.
John
Andrew Fairley
02/20/2001 11:15 AM
To: Phillip K Allen/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Scott
Neal/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT, Barry Tycholiz/NA/Enron@ENRON,
Keith Holst/HOU/ECT@ect
cc: David Gallagher/LON/ECT@ECT
Subject: Trip to Houston
Thank you so much for your time last week.
David and I found the time especially valuable. We have spotted several
issues helpful for our own market.
This should certainly help in the growth of our markets here in Europe. We
trust it won't be too long before we see similarly impressive results from
our side of the pond.
Best regards
Andy
| 3,666 |
||
arnold-j/_sent_mail/668.
|
Re: Buying back calls ,
Michael:
Appreciate the idea. However, with my natural long, I'm not looking to
really trade around the position. I believe ENE will continue to be range
bound, but in case it is not, I don't want to forgo 50% of my option premium.
I have price targets of where I would like to lighten up exposure to ENE and
will use calls to implement the stategy. To that regards, I noticed I was
not approved to sell naked calls. I would like that ability in order to
hedge some exposure I have of unexercised vested options. Please look into
that for me.
John.
"Michael Gapinski" <[email protected]> on 02/20/2001 06:28:27
PM
To: "'Arnold, John'" <[email protected]>
cc:
Subject: Buying back calls
John -
I was looking at the recent pullback in ENE and thinking it might be an
opportunity to buy back the calls you sold. Of course, you would then be in
a position to sell calls again if the stock makes a bounce. I'm not sure
that ENE @ 75 is the place, but maybe @ 73. Call me if you're interested.
Michael Gapinski
Account Vice President
Emery Financial Group
PaineWebber, Inc.
713-654-0365
800-553-3119 x365
Fax: 713-654-1281
Cell: 281-435-0295
Notice Regarding Entry of Orders and Instructions: Please
do not transmit orders and/or instructions regarding your
PaineWebber account(s) by e-mail. Orders and/or instructions
transmitted by e-mail will not be accepted by PaineWebber and
PaineWebber will not be responsible for carrying out such orders
and/or instructions. Notice Regarding Privacy and Confidentiality:
PaineWebber reserves the right to monitor and review the content of
all e-mail communications sent and/or received by its employees.
| 3,668 |
||
arnold-j/_sent_mail/669.
|
Re: US Spread Product ,
Looks good except for settlement period. Industry standard and for ease to
Enron, a spread trade is treated as two separate trades. Therefore, there
will be two settlement periods for the respective legs of the transaction.
The file below states settlement period is 5 days after both legs have been
set. Please change to 2 settlement periods, 5 days after each respective leg
has been set.
John
Enron North America Corp.
From: Kevin Meredith @ ENRON 02/16/2001 10:24 AM
To: John Arnold/HOU/ECT@ECT, Dutch Quigley/HOU/ECT@ECT, Peter F
Keavey/HOU/ECT@ECT, Fletcher J Sturm/HOU/ECT@ECT, Sean Crandall/PDX/ECT@ECT
cc: Robert B Cass/HOU/ECT@ECT, Savita Puthigai/NA/Enron@Enron
Subject: US Spread Product
The attached spread product description has been created using a Nymex
financial gas spread as the example. Possible permutations to this product
have been listed below the description. Please review the product
description and provide any suggestions, improvements, and/or additional
permutations that have not been considered.
Thank you.
Kevin
| 3,669 |
||
arnold-j/_sent_mail/67.
|
Re: ,
careful...i'm having another bad day
From: Margaret Allen@ENRON on 10/25/2000 02:42 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re:
Well, well, well... just for that sassy response, I might have to come flirt
with you today!
John Arnold@ECT
10/25/2000 02:34 PM
To: Margaret Allen/Corp/Enron@ENRON
cc:
Subject: Re:
Don't even think you're getting out of this with the "for a while" crap.
Just for that you can add a star to the place we're going.
From: Margaret Allen@ENRON on 10/25/2000 01:34 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re:
Hum, while it would be very interesting to see how you act on a date I think
I'll have to pass. My time could be spent in better ways (believe it or
not!). The El Orbits did play at Satellite Lounge alot so I'm sure that's
where you've heard them or of them.
Since I wouldn't want to play second fiddle, we'll have to postpone it for a
while. Have a good one, Margaret
John Arnold@ECT
10/25/2000 12:24 PM
To: Margaret Allen/Corp/Enron@ENRON
cc:
Subject: Re:
The el orbits, eh? i've heard of them but don't remember who they are.
there is a chance i've seen them at satellite i guess.
my, you are nosey. i have a little date tonight. wanna come along?
From: Margaret Allen@ENRON on 10/25/2000 09:06 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re:
Hum, as much as I would love to be insulted by you for several hours straight
tomorrow night, I have plans...actually, it's an Enron thing. A bunch of
people are going to the Continental Club to hear the El Orbits, which happens
to be my favorite band. You should come.
What are your plans tonight, since I'm being nosey?!
Trade them up Johnny, Margarita
John Arnold@ECT
10/25/2000 07:34 AM
To: Margaret Allen/Corp/Enron@ENRON
cc:
Subject: Re:
Deathly afraid doesn't even come close to describing it. Busy tonight. How
bout tomorrow?
From: Margaret Allen@ENRON on 10/24/2000 06:25 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re:
Okay, since you are deathly afraid of being nice to me, now about we go to
grab a beer or dinner tomorrow night? Does that work for you?
| 3,670 |
||
arnold-j/_sent_mail/670.
|
Re: ,
We've started breaking out separate P&L's. It's been a very difficult
process so far for a number of reasons. The last processes will be
separating out the P&L on the executive reports and on VAR. That will happen
this week. Meanwhile, the P&L will be retroactive to the start of the year
and we are going through all the positions such that the total skew is zero
or an adjustment will be made to get it there. At the end of the year there
will be a number next to Maggi's name that he will not dispute. His
contribution to the fixed side when I'm on vacations or in meetings will
continue to be a subjective process.
From: John J Lavorato/ENRON@enronXgate on 02/19/2001 10:19 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject:
John
I don't see Maggie's line on the P/L
Lavo
| 3,671 |
||
arnold-j/_sent_mail/672.
|
,
We will open EOL 4-7 on Monday for everyone's trading pleasure.
| 3,673 |
||
arnold-j/_sent_mail/673.
|
RE: ,
both. i have it on dutch's machine just in case something ever pops up but
it rarely does
From: Andy Zipper/ENRON@enronXgate on 02/15/2001 01:25 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE:
I will send you the list. Are you having it removed because there is nothing
on it, or because you don't want ot support them ?
-----Original Message-----
From: Arnold, John
Sent: Thursday, February 15, 2001 12:43 PM
To: Zipper, Andy
Subject:
Andy:
Can you remove ICE from mine and Mike Maggi's computer.
Also, do we have a list of who has it installed. I hate supporting our
competition.
John
| 3,674 |
||
arnold-j/_sent_mail/674.
|
,
Andy:
Can you remove ICE from mine and Mike Maggi's computer.
Also, do we have a list of who has it installed. I hate supporting our
competition.
John
| 3,675 |
||
arnold-j/_sent_mail/675.
|
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
| 3,676 |
||
arnold-j/_sent_mail/676.
|
,
Ina:
Can you get a small drink refrigerator for the office stocked with:
Water (lots)
Diet Coke
Coke
Dr. Pepper
Diet Pepsi
Various Fruit Drinks
Thanks,
John
| 3,677 |
||
arnold-j/_sent_mail/678.
|
Re: Deal# 863626 from 2001-02-07 ,
Will change
"Gencheva, Daniela" <[email protected]> on 02/13/2001 11:06:52 AM
To: "'[email protected]'" <[email protected]>
cc: "Liszewski, Pete" <[email protected]>
Subject: Deal# 863626 from 2001-02-07
John,
During a telephone conversation with Pete Liszewski, at 2.12 pm on February
7th, you agreed that the price for deal#863626 - NYMEX nat gas swap for
15,000 Apr 01 should have been $5.815 NOT $5.83 as you system wrongfully
indicated.
Would you correct the price in your system or inform your contract
administrator of the correction.
If you have any questions please feel free to contact Pete Liszweski at
405-553-6430.
Daniela Gencheva
Energy Trading Analyst II
OGE Energy Resources
TEL: 405-553-6486
FAX: 405-553-6498
| 3,679 |
||
arnold-j/_sent_mail/679.
|
Re: credit card ,
i'll check
"Jennifer White" <[email protected]> on 02/13/2001 08:24:35 AM
To: [email protected]
cc:
Subject: credit card
Any chance you might have found my credit card at your place? I last
had it in my jeans pocket on Sunday night, but it isn't there anymore.
I'll get to your internet research requests this afternoon.
___________________________________________________________________
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all in one place - sign up today at http://www.zdnetonebox.com
| 3,680 |
||
arnold-j/_sent_mail/68.
|
Re: ,
Don't even think you're getting out of this with the "for a while" crap.
Just for that you can add a star to the place we're going.
From: Margaret Allen@ENRON on 10/25/2000 01:34 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re:
Hum, while it would be very interesting to see how you act on a date I think
I'll have to pass. My time could be spent in better ways (believe it or
not!). The El Orbits did play at Satellite Lounge alot so I'm sure that's
where you've heard them or of them.
Since I wouldn't want to play second fiddle, we'll have to postpone it for a
while. Have a good one, Margaret
John Arnold@ECT
10/25/2000 12:24 PM
To: Margaret Allen/Corp/Enron@ENRON
cc:
Subject: Re:
The el orbits, eh? i've heard of them but don't remember who they are.
there is a chance i've seen them at satellite i guess.
my, you are nosey. i have a little date tonight. wanna come along?
From: Margaret Allen@ENRON on 10/25/2000 09:06 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re:
Hum, as much as I would love to be insulted by you for several hours straight
tomorrow night, I have plans...actually, it's an Enron thing. A bunch of
people are going to the Continental Club to hear the El Orbits, which happens
to be my favorite band. You should come.
What are your plans tonight, since I'm being nosey?!
Trade them up Johnny, Margarita
John Arnold@ECT
10/25/2000 07:34 AM
To: Margaret Allen/Corp/Enron@ENRON
cc:
Subject: Re:
Deathly afraid doesn't even come close to describing it. Busy tonight. How
bout tomorrow?
From: Margaret Allen@ENRON on 10/24/2000 06:25 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re:
Okay, since you are deathly afraid of being nice to me, now about we go to
grab a beer or dinner tomorrow night? Does that work for you?
| 3,681 |
||
arnold-j/_sent_mail/681.
|
,
Yesterday, Aquilla sold March at 5.77 and 5.76 for HeHub. Please change it
to Nymex
| 3,683 |
||
arnold-j/_sent_mail/683.
|
Re: h/j/k ,
it's one of those theoretically great trades, but those don't always work.
Still, I'll put it on and win 7 times out of 10. just so hard for the market
to rally the backwardation is so weak. can easily see h going under if no
weather appears.
[email protected] on 02/12/2001 09:41:04 AM
To: [email protected]
cc:
Subject: h/j/k
wish i had let you buy all of them-cash supriingly weak to me. so i bailed on
the postion lost about 7 cts-not a disaster but a disappointment.
flat px looks like a pig here depite my not being overly bearish the
fundamentals. we hold or they take it down more??
| 3,685 |
||
arnold-j/_sent_mail/684.
|
Re: dinner ,
i am free for drinks after work but have dinner plans
Caroline Abramo@ENRON
02/12/2001 01:28 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: dinner
ok- no wednesday night- ha ha
could you do thursday??
| 3,686 |
||
arnold-j/_sent_mail/685.
|
Re: ,
the end of the season is typically the best month to hold. Even if the first
part of the summer is weak, people will be hesistant to sell the back half.
Same with the winter. That's why I'm long H2. It has good correlation with
the front on up moves and tends to hold value on the down move.
From: Vladimir Gorny 02/12/2001 02:44 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject:
Why Oct-01 and not any other Winter month? Vlady.
| 3,687 |
||
arnold-j/_sent_mail/686.
|
,
Liz:
I have 4 tickets for Destiny's child for you. They're pretty good seats.
I'll put these on hold while I still try to get a box...
John
| 3,688 |
||
arnold-j/_sent_mail/687.
|
Re: I know it's a week away ,
Cast
John Arnold
Bill Perkins
Dean Theriot (trainer)
Dean: What's your favorite restaurant?
John: Why, are you trying to make Valentine's Day plans?
Dean : No. I'm ready. I've already bought a Valentine's card.
Bill : John's ready too. He already has his Valentine's hickey.
| 3,689 |
||
arnold-j/_sent_mail/689.
|
,
Ina:
Can you change my meeting with Sheriff's boys to Tueday after 3:00 from
Monday.
Also, stick me on thedistribution for the Enron press pack that has all the
articles in which Enron is mentioned.
Thanks
| 3,691 |
||
arnold-j/_sent_mail/690.
|
Re: Super Bowl ,
can you send it through lavo. he's suppose to pay for it.
thanks,
john
Liz M Taylor
02/09/2001 09:16 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Super Bowl
Hi Johnnie,
I think you may have encrypted your reply about the reimbursement of the air
fare from the Super Bowl. I was unable to read your response. Please send
again.
Liz
| 3,693 |
||
arnold-j/_sent_mail/691.
|
Re: ....what happens at La Strada STAYS at La Strada!!! ,
imagine you have a gas well in the middle of west texas and you only have one
pipeline running to your well. the guy who owns the pipeline can fuck you
because you have no choice but to flow your gas that way. split connect
means you have at least 2 options to flow your gas so the price the producer
receives is more competitive and if anything happens to one pipeline you
don't have to shut your gas in because you move it to another pipe.
i'm going out with my brother and sime guys from work tonight. are you free
saturday day and night?
"Jennifer White" <[email protected]> on 02/09/2001 11:42:51 AM
To: [email protected]
cc:
Subject: Re: ....what happens at La Strada STAYS at La Strada!!!
'Split connect' isn't in my petroleum industry dictionary. I'm counting
on you for a definition.
Do you have plans tonight?
---- "Jennifer Brugh" <[email protected]> wrote:
> Hey gang,
>
> We are set for brunch on Sunday at La Strada on Westheimer at 1:00.
> Please,
> please, please be there by 1:00 or we lose the table, remember what
> happened last time!
>
> Looking forward to it!
>
> Jennifer
>
>
___________________________________________________________________
To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax,
all in one place - sign up today at http://www.zdnetonebox.com
| 3,694 |
||
arnold-j/_sent_mail/693.
|
,
can you change #23 and #375 to Nymex
| 3,696 |
||
arnold-j/_sent_mail/694.
|
,
can you change deal 27 (paribas) today to NYMEX from gas daily
| 3,697 |
||
arnold-j/_sent_mail/695.
|
,
hey hon:
had a great time last night. you're one ok chick.
john
| 3,698 |
||
arnold-j/_sent_mail/696.
|
Re: ,
i think taking a cab is more convenient assuming we can find one on the way
back.
From: Margaret Allen@ENRON on 02/08/2001 01:27 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re:
Kim and I are going from here. We were debating sharing a cab, or taking the
bus from Enron Field. Any preference?
John Arnold@ECT
02/08/2001 10:25 AM
To: Margaret Allen/Corp/Enron@ENRON
cc:
Subject: Re:
cute girlfriends.... I'm in
From: Margaret Allen@ENRON on 02/08/2001 09:38 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re:
Oh, I was going to tell you that your invitation gives you the ability to
invite a guest so if you wanted to bring Jennifer, you can. But, I do have
cute girlfriends going with me, so if you just want to go with us -- that
will be fun! I'm planning on leaving here around 6 -- you want to go with
me??
John Arnold@ECT
02/08/2001 09:29 AM
To: Margaret Allen/Corp/Enron@ENRON
cc:
Subject:
cute girlfriends.... I'm in
| 3,699 |
||
arnold-j/_sent_mail/697.
|
Re: spreads ,
i think we would rally if march were the only thing traded. Problem is
summer and on out so weak. trade scale up seller of jv as it gets close to
600. some customer selling in cal 2. so h/j and j/k need to blow out
because no other spread is moving. i'm a seller of j/k so h/j needs to
blow. all other trade is scale up seller of that so it can move but slowly.
it's a struggle each penny at this point. at least one spread needs to break
if we're going to run and i don't see that happening.
[email protected] on 02/08/2001 11:20:40 AM
To: [email protected]
cc:
Subject: Re: spreads
i think we rally a little from here this pm-that said i dont think mar/may
gonna
movre up much unless we see cash start to improve.. any thots on east cash?
its
a pig-of course no loads. whats gonna be the driver for march/apr from here
you
think?
| 3,700 |
||
arnold-j/_sent_mail/698.
|
Re: ,
cute girlfriends.... I'm in
From: Margaret Allen@ENRON on 02/08/2001 09:38 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re:
Oh, I was going to tell you that your invitation gives you the ability to
invite a guest so if you wanted to bring Jennifer, you can. But, I do have
cute girlfriends going with me, so if you just want to go with us -- that
will be fun! I'm planning on leaving here around 6 -- you want to go with
me??
John Arnold@ECT
02/08/2001 09:29 AM
To: Margaret Allen/Corp/Enron@ENRON
cc:
Subject:
cute girlfriends.... I'm in
| 3,701 |
||
arnold-j/_sent_mail/699.
|
,
cute girlfriends.... I'm in
| 3,702 |
||
arnold-j/_sent_mail/7.
|
re:f/g ,
absolutely agree. the thought is always, even if cash is piece of shit
today...wait until the future. here's my question: what is the environment
whereby f/g is worth $.50. is there a market scenario where this happens?
[email protected] on 12/12/2000 03:22:07 PM
To: [email protected]
cc: [email protected]
Subject: re:f/g
if you havent read this yet youl think im brilliant-too bad i didnt short
jan/feb or apr/may!
Steve LaFontaine
12/12/2000 07:49 AM
To: [email protected]
cc:
Fax to:
Subject: re:f/g
other question and reason i dont do anything with jan/feb is whats gona make
the
mkt bearish the feb? perception is stx get titire so inverses grow.. only
thing
i can think of is will they get concerned over this industrial slowdown going
forward and weather going above-i struggle generally tho is weather was still
so
warm last year hard to get overly bearish rest of the winter from a y on y
standpoint
Steve LaFontaine
12/11/2000 09:18 PM
To: [email protected]
cc:
Fax to:
Subject: re:summer inverses (Document link not converted)
wish i had a stronger view-my view combined with year end give me just strong
enuf bias not to do anything. its nuts-but you pted out something a while back
is this indistries abilty to keep a contango-we dont have that but they
certainly doing their best. for cash to be at huge premiums and cold weather
up
front like we have nt had in years, 15 dollar ny, 50 socal, 10 buck hub-shit
whats it take, not like theres huge spec lenght left.
i guess to the extent mkt is sooo concerned about running out in
march-they
gonna keep a huge premium in whats left of the winter strip vs summer, and
they
shud. cash loan deals have to keep hedged lenght in mar there fore makes em
strong so long as they stay way below ratchets. other thing worries me about
jan
is cash tite but will steadily get some relief from switching, proocessing
margins negtive , dist, resid, nukes coming up, then on day we come in and
they
say weather going above normal 1 st 10 days of jan... BAM guess they wack it.
and yes apr/may i think is nuts, mar/apr i dont in part cuz apr whud be a
dog. i
cant figure out how and when best way to short it/hedge my bet
dont know-im leaving it alone, the cash makes it a jan/feb a compelling but
too many ifs, yes and dec/jan expirey, wud have thot cash wud recverse the
psychology. but not. im pretty lost john and the risks are bigger than i care
to
take till january-spending next cuplpa weeks formulating some long term
strategies in both natgas and oil. and try not to gain anymore weight before
the
new year.
| 3,703 |
||
arnold-j/_sent_mail/70.
|
Re: ,
The el orbits, eh? i've heard of them but don't remember who they are.
there is a chance i've seen them at satellite i guess.
my, you are nosey. i have a little date tonight. wanna come along?
From: Margaret Allen@ENRON on 10/25/2000 09:06 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re:
Hum, as much as I would love to be insulted by you for several hours straight
tomorrow night, I have plans...actually, it's an Enron thing. A bunch of
people are going to the Continental Club to hear the El Orbits, which happens
to be my favorite band. You should come.
What are your plans tonight, since I'm being nosey?!
Trade them up Johnny, Margarita
John Arnold@ECT
10/25/2000 07:34 AM
To: Margaret Allen/Corp/Enron@ENRON
cc:
Subject: Re:
Deathly afraid doesn't even come close to describing it. Busy tonight. How
bout tomorrow?
From: Margaret Allen@ENRON on 10/24/2000 06:25 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re:
Okay, since you are deathly afraid of being nice to me, now about we go to
grab a beer or dinner tomorrow night? Does that work for you?
| 3,704 |
||
arnold-j/_sent_mail/701.
|
Re: continental-delta article ,
split connect
| 3,706 |
||
arnold-j/_sent_mail/702.
|
Re: weather pop ,
you fucker that's my trade. i was trying to buy nines the last 20 minutes.
all i got was scraps. 50-100. i think it's a great trade.
[email protected] on 02/07/2001 01:41:44 PM
To: [email protected]
cc:
Subject: Re: weather pop
that is nuts-good sale-im gonna sell jun or july otm calls at some point
| 3,707 |
||
arnold-j/_sent_mail/703.
|
Re: weather pop ,
this is the move i was talking about. v/x implicitly trading 5.5 right now
because cal 2 is weak. some sell side deal got done there but jv is strong
| 3,708 |
||
arnold-j/_sent_mail/704.
|
Re: weather pop ,
just sold 500 q/u at .05 that was the pop i'm looking for
| 3,709 |
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