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arnold-j/_sent_mail/705.
|
Re: Destiny's Child ,
you will have 4 tix. make your plans
Liz M Taylor
02/07/2001 09:08 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Destiny's Child
John,
Any word on the tickets? If I can get just four that would be just fine. If
not, please no worries. Many Thanks, Liz
| 3,710 |
||
arnold-j/_sent_mail/706.
|
Re: continental-delta article ,
but what's a pig?
"Jennifer White" <[email protected]> on 02/07/2001 08:43:52 AM
To: [email protected]
cc:
Subject: continental-delta article
http://cnnfn.cnn.com/2001/02/03/deals/wires/delta_wg/index.htm
___________________________________________________________________
To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax,
all in one place - sign up today at http://www.zdnetonebox.com
| 3,711 |
||
arnold-j/_sent_mail/707.
|
Re: diff topic ,
i think you're absolutely right about q/u. again just a question of when to
put it on. Seems as if I'm always on the offer of that spread. yesterday i
had a 4.5 offer all day and i think i got 50 or so. i can almost leg it
better by buying winter and selling summer and the j/q spread. i would like
to see it widen another penny before stepping in and i think with the
weakness in the winter and relative weakness of cal 2, on any rally that
could happen.
was that you on the q/u/v fly yesterday?
| 3,712 |
||
arnold-j/_sent_mail/708.
|
Re: diff topic ,
ok.
[email protected] on 02/05/2001 08:18:35 PM
To: [email protected]
cc:
Subject: Re: diff topic
thats my approach-i know youre doing well but i have no idea how well. let me
put it to you this way completely between you and me. i have every expectation
of making myself about a a myn this year(dont want to jinx myself). ive herd
suggestions that this new deal cud be better cuz of the guarantees + bonus. i
dont know yet, hasnt been offered or even discussed directly. but if it does
and
its very good they gonna need a ngas guy in houston. i think we could put
together a hell of a us team. ill let you know if/when i find out more if that
interests you. wouldnt be alot different from the job role you are currently
in..
| 3,713 |
||
arnold-j/_sent_mail/709.
|
remove from email list ,
remove from email list
| 3,714 |
||
arnold-j/_sent_mail/713.
|
Re: swaps ,
will do
Parker Drew <[email protected]> on 02/06/2001 09:58:41 AM
Please respond to [email protected]
To: [email protected], Kenneth E Girdy <[email protected]>
cc:
Subject: swaps
Deals #852287, 851654, 851191 unintentionally were traded as Gas Daily
swaps instead of last day average swaps. Could you see to it that they
are switched. Thank you. Parker
| 3,719 |
||
arnold-j/_sent_mail/715.
|
Re: diff topic ,
probably not. it would have to have a lot of upside. never hurts to listen
though
[email protected] on 02/05/2001 07:45:28 AM
To: [email protected]
cc:
Subject: Re: diff topic
i was in ny friday-had an interesting conversation with a company. would there
ver be a cirmcumstanbce in which you would consider leaving your currant
situation? dont have to say on this and this is purely preliminary but you
came
to mind . just a yes or no at this stage would do. ill let you more later on
phone.
| 3,721 |
||
arnold-j/_sent_mail/717.
|
Re: APR01-MAR02 Strip, varying monthly volumes ,
Neal:
Referencing Apr-Oct 5315/35 and Nov-Mar 534/536, on the following volumes I
am 533/536. Feel free to call to transact. 713-853-3230
"Wood, Neal" <[email protected]> on 02/05/2001 11:33:51 AM
To: "'[email protected]'" <[email protected]>
cc:
Subject: APR01-MAR02 Strip, varying monthly volumes
John,
I am interested in purchasing the following APR01-MAR02 NYMEX strip:
APR 2001 US Gas Swap NYMEX 86,650 MMBtu per month
MAY 2001 US Gas Swap NYMEX 69,018
JUN 2001 US Gas Swap NYMEX 38,820
JUL 2001 US Gas Swap NYMEX 36,927
AUG 2001 US Gas Swap NYMEX 41,019
SEP 2001 US Gas Swap NYMEX 49,938
OCT 2001 US Gas Swap NYMEX 76,252
NOV 2001 US Gas Swap NYMEX 103,140
DEC 2001 US Gas Swap NYMEX 113,696
JAN 2002 US Gas Swap NYMEX 119,015
FEB 2002 US Gas Swap NYMEX 105,902
MAR 2002 US Gas Swap NYMEX 110,769
950,146 MMBtu Total
If interested, please indicate Enron's offer as well as where you're
offering the summer and winter strips online at the time.
Thanks in advance,
Neal Wood
Conoco Inc.
281-293-1975
| 3,723 |
||
arnold-j/_sent_mail/718.
|
Re: v/x ,
no... i went with matt thurell from koch. they've got some corporate
townhouse out there. very nice. good to see the old days of waste aren't
completely gone yet.
[email protected] on 02/05/2001 06:59:36 AM
To: [email protected]
cc:
Subject: Re: v/x
did you happen too meet my friend dwight anderson down there? a good guy. im
gonna take a wild gues since he was there and you were there and hes an enron
customer there is a good chance you guys were in the same place!! i got to
stay
at one of those swanky enron beaver creek chalets a few years ago so i know
whats up.
this weather disappoints again.
[email protected] on 02/04/2001 10:13:24 PM
To: Steve LaFontaine/GlobalCo@GlobalCo
cc:
Fax to:
Subject: Re: v/x
i actually started writing this on thursday. got distracted and left late
morning to go to Vail. Apparently I missed a little craziness. My point
on v/x is that forward spreads, months 3/4 and back, don't necessarily
trade on value, they trade on drawing a forward curve that makes
equilibrium between hedging and spec demand. Look at k/m... do you think k
cash will average 3 cents above m. i don't really see that scenario. yet
that's what it is worth because the market says jv is worth $x and to get
there k/m=3. The same argument applies to v/x. i think this summer will
be exceptionally strong as we try to inject 2 bcf/d more gas than last
year. But cal 2 will lag the move. It's the main thing customers are
selling right now because every equity analyst and even Pira are telling
their customers that cal 2 will average 3.50. so either the v/x and x/z
spreads come in or f/g g/h h/j blow out. After this winter, who in there
right mind wants to buy f/g or g/h again. my thought is that the primary
juice will be h/j but v/x and x/z will be under some pressure. i'm a
seller at 9 and buyer at 5-6. Not much in it either way though.
[email protected] on 01/31/2001 04:47:22 PM
To: [email protected]
cc:
Subject: Re: v/x
you got me wrong-i wanna sell oct buy nov forward. look-two scenarios med
longer
term. we inject like mad early summer-economy stays crappy the frot of the
curve
gets slaughtered.-oct/nov goes to 3 cts sometime between now and end sep
scenario 2-they dont enject what they want-oct /nov wil stay tite
between say
3-and 10 cts like this year but man after this winter they will panic at
some
point and buy the hell out of the winter strip and blow out oct /nov to 30
cts
cuz they panic. to me if that one was to ever backwardate it was this
summer-low
low stx and injections and they still blew out cuz they panicked about
winter-as
we see this winter now for good reason..?? capeche? i thinkit a win win
you still in the damn mar/apr-i only sold a little prenumber-cant beleive
how
this got killed after-what changed?? from 1:30 to 2:05
[email protected] on 01/31/2001 05:41:45 PM
To: Steve LaFontaine/GlobalCo@GlobalCo
cc:
Fax to:
Subject: Re: v/x
quit pressuring them i want to sell some too. actually sold a few at 9
on the close
[email protected] on 01/31/2001 12:40:07 PM
To: [email protected]
cc:
Subject: Re: v/x
i hate hate that sprd-at 8 cts i think its such a good bearsprd-hope it
keeps
coming in. ill tell you why later
| 3,724 |
||
arnold-j/_sent_mail/72.
|
,
lumber
| 3,726 |
||
arnold-j/_sent_mail/721.
|
Re: v/x ,
i actually started writing this on thursday. got distracted and left late
morning to go to Vail. Apparently I missed a little craziness. My point on
v/x is that forward spreads, months 3/4 and back, don't necessarily trade on
value, they trade on drawing a forward curve that makes equilibrium between
hedging and spec demand. Look at k/m... do you think k cash will average 3
cents above m. i don't really see that scenario. yet that's what it is
worth because the market says jv is worth $x and to get there k/m=3. The
same argument applies to v/x. i think this summer will be exceptionally
strong as we try to inject 2 bcf/d more gas than last year. But cal 2 will
lag the move. It's the main thing customers are selling right now because
every equity analyst and even Pira are telling their customers that cal 2
will average 3.50. so either the v/x and x/z spreads come in or f/g g/h h/j
blow out. After this winter, who in there right mind wants to buy f/g or g/h
again. my thought is that the primary juice will be h/j but v/x and x/z will
be under some pressure. i'm a seller at 9 and buyer at 5-6. Not much in it
either way though.
[email protected] on 01/31/2001 04:47:22 PM
To: [email protected]
cc:
Subject: Re: v/x
you got me wrong-i wanna sell oct buy nov forward. look-two scenarios med
longer
term. we inject like mad early summer-economy stays crappy the frot of the
curve
gets slaughtered.-oct/nov goes to 3 cts sometime between now and end sep
scenario 2-they dont enject what they want-oct /nov wil stay tite between
say
3-and 10 cts like this year but man after this winter they will panic at some
point and buy the hell out of the winter strip and blow out oct /nov to 30 cts
cuz they panic. to me if that one was to ever backwardate it was this
summer-low
low stx and injections and they still blew out cuz they panicked about
winter-as
we see this winter now for good reason..?? capeche? i thinkit a win win
you still in the damn mar/apr-i only sold a little prenumber-cant beleive how
this got killed after-what changed?? from 1:30 to 2:05
[email protected] on 01/31/2001 05:41:45 PM
To: Steve LaFontaine/GlobalCo@GlobalCo
cc:
Fax to:
Subject: Re: v/x
quit pressuring them i want to sell some too. actually sold a few at 9
on the close
[email protected] on 01/31/2001 12:40:07 PM
To: [email protected]
cc:
Subject: Re: v/x
i hate hate that sprd-at 8 cts i think its such a good bearsprd-hope it
keeps
coming in. ill tell you why later
| 3,728 |
||
arnold-j/_sent_mail/722.
|
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| 3,729 |
||
arnold-j/_sent_mail/723.
|
Re: v/x ,
quit pressuring them i want to sell some too. actually sold a few at 9 on
the close
[email protected] on 01/31/2001 12:40:07 PM
To: [email protected]
cc:
Subject: Re: v/x
i hate hate that sprd-at 8 cts i think its such a good bearsprd-hope it keeps
coming in. ill tell you why later
| 3,730 |
||
arnold-j/_sent_mail/724.
|
Re: h/j ,
agree guys are short h/j. hard to see a big move with cash/futures trading
flat. agree that it has some squeeze potential though. Started moving today
as, simultaneously, march started running up and j aron won a big customer
deal. customer, maybe a hedge fund, bot 1000+ jv 450 puts. weather
frustrating me too. a little long but it's in the backs so I haven't been
hurt. Sure would be nice to get some more weather and have this thing start
going crazy again. Seen liquids processing come back on at these levels.
Would guess more than 50% has from peak. Industrial demand different story.
industrial economy just so weak that many petchems and others are burning
less because of their markets, not fuel costs. Chrystler is a prime
example. Any switching back to gas from industrial or switching back to
domestic production from overseas muted by weak economy.
[email protected] on 01/31/2001 10:46:50 AM
To: [email protected]
cc:
Subject: h/j
ive been short side just reversed in case weather-plus i think everyone and
his
brother short h/j agree? mite take a loss on it but seems low risk next day or
two from 45 cts. this weather pissing me off tho. you see much industrial
demand
and changeover in fuel switching t this feb -mar px level? my sources saying
yes. hope all is well. talk soon
| 3,731 |
||
arnold-j/_sent_mail/725.
|
Re: Sherry ,
we have 4 do you want them?
Errol McLaughlin@ENRON
01/31/2001 08:56 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re: Sherry
thanks
| 3,732 |
||
arnold-j/_sent_mail/726.
|
Re: Sherry ,
i got 2 for tomorrow.
| 3,733 |
||
arnold-j/_sent_mail/727.
|
Re: Sherry ,
i will try to get tomorrow. if not, is another day okay?
Errol McLaughlin@ENRON
01/31/2001 07:46 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Sherry
John,
Could you do me a big favor. Sherry has been really working hard and doing a
good job. Do you think that you could talk with one of your contacts and get
her a pair of Rockets tickets. I know they are a playing the Clippers
tommorrow night. I know that no one else wants to see the Clippers, but
she's never been to a game and would really appreciate it.
Thanks,
Errol, X5-8274
| 3,734 |
||
arnold-j/_sent_mail/728.
|
Re: smith barney AAA ,
Contact Andy Rowe at 713 966 2107.
They are a medium term fundamental energy player. They have never indicated
any interest in anything besides nymex or hub gas daily, but that may
change. They have interest in trading on EOL but have not gotten approval
yet.
Caroline Abramo@ENRON
01/28/2001 03:37 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: smith barney AAA
John- can you give me the name of your business line contact there, job
function and phone number? Also, whatever you know about their trading
style- are they macro, program, technical? Would they be interested in the
same service we give Tudor, i.e do they want a salesperson to bring them
ideas from our various trading groups?? Do they want to trade on-line or are
they already??
Based on what you come back with, I'll give a call over there and see how I
can resurrect the ISDA negotiations and get them trading...
Talk to you Monday,
CA
| 3,735 |
||
arnold-j/_sent_mail/729.
|
Re: Girlie Magazines ,
thank you four you're note. i am only twelv years old so i wont bid anymore.
i am sorry.
Angelica Paez <[email protected]> on 01/25/2001 09:35:23 PM
To: <[email protected]>
cc:
Subject: Girlie Magazines
Since you are my high bidder on the girlie magazines, it is of utmost
importance that you be of 21 years of age or older due to graphic material.
If scantily clad gals offend you or you are of a religious nature, please do
not bid further. On the other hand, if you like it, bid on! Thank you.
--
---
Angelica M. Paez
| 3,736 |
||
arnold-j/_sent_mail/730.
|
Re: Access training - please respond ,
check with mike and dutch. can they come any earlier?
Ina Rangel
01/30/2001 12:31 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Access training - please respond
John,
The guy from Nymex can not come until next week, Thursday 2/8/01 at 4:00.
It will last at a minimum of three hours and a maximum of 4 hours (which is
unlikely).
There is nothing on your calendar for that day. Will this day and time work
for you? Let me know and then I will send an email out to the desk to make
arrangements to attend the meeting that day.
-Ina
| 3,738 |
||
arnold-j/_sent_mail/731.
|
Re: ,
you're done
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re:
does this mean that you are a seller at 70% of the number you put in your
retail column?? If so....
i will take
PJ Fluer
Dom
La Grande Dame
the cristal looks a little pricey @ 200, but @ 140 i'll take that too.
John Arnold
01/22/2001 09:37 PM
To: Greg Whalley/HOU/ECT@ECT, Peter F Keavey/HOU/ECT@ECT
cc:
Subject:
Gentlemen:
The following champagne is available at 70% of approximate retail price. Also
have interest in trading for red wine. Retail prices derived from Spec's
website or Winesearcer.com. Wine has been stored at temperature controlled
private wine storage facility.
Quan Vintage Wine Retail
3 1990 Perrier Jouet Brut Fleur de Champagne 110
1 1988 Piper Heidsek Reserve 65
2 1990 Dom Perignon 125
1 1990 Veuve Cliquot Ponsardin La Grande Dame 100
1 1988 Taittenger Millesine Brut 85
1 1992 Jacquart Millesine 29
3 1990 Roederer Cristal 200
Any interest??
| 3,739 |
||
arnold-j/_sent_mail/733.
|
,
Andy:
I just briefed Lavorato on the credit issues. His comment was that Bradford
is going through defcom 3 over California right now and to give him a week
when things start to get sorted out there.
John
| 3,741 |
||
arnold-j/_sent_mail/734.
|
,
Guys:
We are going to run EOL on Sunday from 2-4 pm due to the big game. Can you
post a message on EOL to that respect.
Thx,
John
| 3,742 |
||
arnold-j/_sent_mail/735.
|
,
Greg:
Somehow I talked Lavo into it. Can you reserve your jet for this Sunday
around midnight?
Thanks,
John
| 3,743 |
||
arnold-j/_sent_mail/736.
|
Re: ,
huh?
From: Jennifer Fraser 01/24/2001 01:57 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject:
have you considered GD vs HO daily (HH vs NYHO)
| 3,744 |
||
arnold-j/_sent_mail/738.
|
,
make that 450 @ 11.75
| 3,746 |
||
arnold-j/_sent_mail/739.
|
,
you bot 475 at 11.75
| 3,747 |
||
arnold-j/_sent_mail/74.
|
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?
| 3,748 |
||
arnold-j/_sent_mail/740.
|
Re: BNP PARIBAS Commodity Futures Weekly AGA Survey ,
83
| 3,749 |
||
arnold-j/_sent_mail/742.
|
,
Hey:
Any interest in King Biscuit after work??
| 3,751 |
||
arnold-j/_sent_mail/743.
|
,
Gentlemen:
The following champagne is available at 70% of approximate retail price. Also
have interest in trading for red wine. Retail prices derived from Spec's
website or Winesearcer.com. Wine has been stored at temperature controlled
private wine storage facility.
Quan Vintage Wine Retail
3 1990 Perrier Jouet Brut Fleur de Champagne 110
1 1988 Piper Heidsek Reserve 65
2 1990 Dom Perignon 125
1 1990 Veuve Cliquot Ponsardin La Grande Dame 100
1 1988 Taittenger Millesine Brut 85
1 1992 Jacquart Millesine 29
3 1990 Roederer Cristal 200
Any interest??
| 3,752 |
||
arnold-j/_sent_mail/744.
|
,
Hey:
Sorry I've taken a few days to respond. Just the more I think about it, the
worse of an idea it seems for both of us. There is nothing good that can
come of it either professionally or personally. I still regard you as a good
friend. Nothing has changed that nor do I think we need to act weird around
each other going forward. Something I think we both wanted to try and we
did. Maybe best left there though.
John
| 3,753 |
||
arnold-j/_sent_mail/745.
|
Re: Fimat ,
fine
From: Sarah Wesner/ENRON@enronXgate on 01/22/2001 03:17 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Fimat
John - do you mind sharing your Fimat line with the crude traders? Current
usage is about $6 million. Also Warren thought that he might be able to
change the variation limit from about $10 million to $6 million. This change
would allow us to use the line for $14 million for original margin (they have
a good rate.) Warren is going to call you about it. Sarah
| 3,754 |
||
arnold-j/_sent_mail/746.
|
,
Tom:
My assistant spoke to Judy Smith about myself and my partner grabbing an
extra seat on the jet to Tampa.
My partner and I were invited to the game by a couple of gentlemen from New
York that I do business with. Unfortunately, since I run the nat gas
derivatives desk and February expiration is next Monday, the only way we
could go is if the jet were coming back Sunday night. No commercial flights
would get us back in time.
Judy indicated it was fine if we caught a ride on the way back, so my
contacts in NY booked the trip, including buying game tickets. I am now
hearing that you may be leaving early Sunday night. I was just wondering if
your plans had firmed up. Obviously, it would be tremendously helpful to me
if the plane were leaving after the game.
Please advise,
John
| 3,755 |
||
arnold-j/_sent_mail/747.
|
,
jeff:
checking to see if you're still on for dinner. wine room at aldo's at 7:00.
drinks at your place before?
john
| 3,756 |
||
arnold-j/_sent_mail/748.
|
Re: A SUPER 2001(from BRAZIL) ,
cacio,
try [email protected]
john
"Cacio P. Carvalho" <[email protected]> on 01/17/2001 12:21:11 PM
Please respond to <[email protected]>
To: <[email protected]>
cc:
Subject: A SUPER 2001(from BRAZIL)
Dear John,
First of all, congratulations. You have made headlines in Brazil.
Whenever you come to our country, let me know, so I can provide you with
assitance.
When convenient, please let me know Jeff Shenkman's(Enron Global Markets)
email, so I can get in contact.
All the best,
Cacio Carvalho
____________________________________________________
Dear Jeff,
After reading a series of reports on Enron Global Markets, I decided to get
in contact.
I live in Brazil and had a chance to meet Jim Ballantine whom was(until
recently) heading Enron's operations in Brazil.
Currently, I work as an Strategic Planning Manager at Copergas, a Natural
Gas Distributor located in Northeast Brazil (partly owned by Enron).
Jim once mentioned that EOL intends to come to Brazil. According to the
press, Enron Global Markets will be responsable for expanding the EOL
platform worldwide.
I want you to know that my professional background includes IT, Government,
Marketing and Business Development. When Enron Global Markets decides to
expand into Brazil, let me know. I will be more than happy to join such an
outstanding team.
My best and a SUPER 2001,
Cacio Carvalho
| 3,757 |
||
arnold-j/_sent_mail/75.
|
Re: CSFB Columbia/Appalachia Hedging Deal ,
Certainly encourage CSFP to transact all volumes with us. If they shop the
deal, everyone will front-run the volumes and they won't get a good price on
the deal.
Financial deals settle 5 days after the index has been published. Physical
deals settle much later. My understanding is this is a financial deal.
From: Russell Dyk @ ENRON 10/23/2000 12:43 PM
To: Paul Radous/Corp/Enron@ENRON
cc: Per Sekse/NY/ECT@ECT, Caroline Abramo/Corp/Enron@Enron, John
Arnold/HOU/ECT@ECT, Sara Shackleton/HOU/ECT@ECT, William S
Bradford/HOU/ECT@ECT
Subject: CSFB Columbia/Appalachia Hedging Deal
The New York office has been speaking to Credit Suisse First Boston for
roughly 6 months about a producer hedging deal that is part of a strucutured
deal they're putting together. It now looks as if it will get done in the
next 3 weeks-1 month so we want to get all the necessary credit issues taken
care of.
In brief, the deal is a fixed price one, basis TCO (67% of the volumes) and
CNG (33%) with a fixed price Nymex component as well. It will settle against
the Inside FERC indices for both locations. The term of the deal is from
December, 2000 to December 2012. The volumes decline throughout the term from
roughly 22,000 mmBtu/d to 13,000 mmBtu/d. The average daily nominal volume is
17,000 mmBtu/d. As I understand it, these volumes are about 65% of the
producers' total volumes. I've attached a spreadsheet to this message with
more details.
There are a couple of contractual and credit issues that CSFB wants to
clarify.
First, there is a question of the monthly cash settlement. CSFB would like
payment to take place on the fifteenth of the month following the date both
the floating and fixed prices are known. As I understand it, for the
December settlement, which would be known in early December, cash payment
would take place on February 15, 2000.
Second, there is a question of a parent guarantee from Enron Corp.
Apparently, there is an existing credit arrangement in place between ENA and
Credit Suisse First Boston International - the same counterparty that we
would be dealing with here - that has a $15 million guarantee from Enron
Corp. CSFB would like to increase this guarantee to at least $100 million.
(CSFB already has an unlimited guarantee from Enron Corp. for a deal they've
done with us in Europe so in their opinion it should not be an issue).
There is another minor issue involving centralizing credit discussions with
the aim of securing a similar credit arrangement for CSFB's dealings with
EnronCredit.com - which may be an issue for London rather than Houston.
However, CSFB agreed that this was a secondary issue in relation to this
transaction.
CSFB would like to do the entire deal through us, rather than having to split
it among one or more counterparties. Per, Caroline Abramo, and I are meeting
with Paul tomorrow to discuss various credit issues, including this one.
Ideally, CSFB would like to have a good idea of where they stand by the end
of this week.
Please let me know if you have any questions or suggestions.
Regards,
Russ
| 3,759 |
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|
Re: Dinner this Thursday night? ,
scott:
we'll do it next time you're in town.
thanks,
john
[email protected] on 01/16/2001 04:39:46 PM
To: [email protected]
cc:
Subject: Dinner this Thursday night?
John,
Thomas Carroll and I would like to know if you would be available for
dinner this Thursday night the 18th?
Possibly 7 PM?
Let me know.
Scott
Carr Futures
150 S. Wacker Dr., Suite 1500
Chicago, IL 60606 USA
Tel: 312-368-6149
Fax: 312-368-2281
[email protected]
http://www.carrfut.com
| 3,760 |
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arnold-j/_sent_mail/751.
|
Re: Vanguard ,
no thx
i'll send them soon
Karen Arnold <[email protected]> on 01/16/2001 09:29:13 PM
To: [email protected]
cc:
Subject: Vanguard
I finished your 1999 Vanguard statements. Do you want me to return them to
you?
Now I need your 2000 year end statements. Please forward as soon as possible.
Thank you once again for George Foreman.
Love, Mom
| 3,761 |
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arnold-j/_sent_mail/752.
|
Re: Destiny's Child ,
of course. i think you have a few favors in the bank with me. do you need 4
or 8?
Liz M Taylor
01/17/2001 11:49 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Destiny's Child
Hi John,
Destiny's Child is performing at the LiveStock & Rodeo Show on Sunday, Feb.
18. I have two little nieces who are huge fans. I would love to take them
to the show.
I was wondering if you could use your broker contacts for some really great
seats( 4 to 8)(indivdual or in a suite) I'm more than willing to pay for the
tickets.
I'll take care of you down the road w/Rockets, Astros and Texan ticket!
Liz
| 3,762 |
||
arnold-j/_sent_mail/754.
|
Re: Tiger Team meeting Jeff Shankman's office ,
I'll be there
Vince J Kaminski
01/12/2001 04:41 PM
To: Fletcher J Sturm/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Louise
Kitchen/HOU/ECT@ECT
cc: Vince J Kaminski/HOU/ECT@ECT, Jeffrey A Shankman/HOU/ECT@ECT, Christie
Patrick/HOU/ECT@ECT
Subject: Tiger Team meeting Jeff Shankman's office
I would like to invite you to a meeting with Jeff Shankman on Tuesday
January 16, 3:30 p.m. at Jeff Shankman's office.
We are meeting to plan the agenda for the Tiger Team, a group of about 20
Wharton School
students visiting Enron. A Wharton tiger team works through a semester on a
special project, proposed by
a corporation. The team sponsored by Enron works on project regarding the
impact of
electronic trading on the energy markets. The semester long project will
result in a report that
will be submitted to Enron for review and evaluation. I hope that you will
find this report useful.
We have invited our tiger team to visit Enron. The students will arrive on
Thursday,
January 18, and will spend Friday at Enron. I would appreciate if you could
find 30 minutes
on Friday to talk to the students.
The meeting with Jeff on Tuesday should not last longer than 10-15 minutes.
Vince
| 3,764 |
||
arnold-j/_sent_mail/755.
|
,
ina
telerate on my computer at home is not working. can you get fixed?
john
| 3,765 |
||
arnold-j/_sent_mail/756.
|
,
speed on eol
message for monday
how to move to algorithms
dave or tom moran
| 3,766 |
||
arnold-j/_sent_mail/757.
|
Re: okey dokey ,
i don't ask...i think he think he'll jinx it if he talks about it.
Karen Arnold <[email protected]> on 01/11/2001 08:19:05 PM
To: [email protected]
cc:
Subject: okey dokey
You are having dinner with the two of them of Friday?? You must give me a
full report!!!!
Do you hear anything more about Matthew being transferred overseas?
| 3,767 |
||
arnold-j/_sent_mail/758.
|
Re: ,
i said i'm a vp and run natural gas derivatives trading and she asked if she
could eliminate derivatives because then she'd have to write two more
sentences about what that was.
"Jennifer White" <[email protected]> on 01/11/2001 01:13:11 PM
To: [email protected]
cc:
Subject:
There is no John Taylor at Ocean, and I don't remember the other name
you mentioned on the phone. Whoever you were talking to last night was
confused.
I found the article in the Baltimore Sun. Since when are you VP of natural
gas trading?
I'm meeting the girls at Saba tonight in the event you don't have plans
and want to join us.
Jen
___________________________________________________________________
To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax,
all in one place - sign up today at http://www.zdnetonebox.com
| 3,768 |
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arnold-j/_sent_mail/759.
|
Re: ngas and economy ,
a couple of observations from here:
cash/futures getting whacked. whereas last weekend cash traded $1 over G,
this weekend will probably trade $.15 over. the lack of weather giving the
market time to regroup. good thing because another week of cold and the
system was going to break. certainly still has that chance in feb. saw
utilities recently staying on a verystrict withdrawal schedule and meeting
any extra demand through spot market. in effect, they said we're not
withdrawing anymore so we'll buy marketers storage. they had to encourage
marketers to sell it to them, so cash was extremely strong in periods of even
normal demand and should continue to be if/when any weather comes again.
this week demand so low that utilities can meet demand without buying much in
mkt. g/h getting whacked in sympathy.
probably priced 25 term deals through broker market and own originators in
past two days. 24 were from the buy side. it's as if pira came in and told
everyone term was cheap. however, they've got the opposite view. customers
just seeing gas at $4 anytime as being okay now. don't see any let up in
back support for a while.
front spreads the hardest call right now. g/h h/j j/k ??? can't decide what
to do with them and from the volatility in them, appears neither can anybody
else. almost think best play is taking feb gas daily against march, hoping
for a cold spell that breaks the system and get a couple $20+ prints in
cash. probably as likely to happen in g as h and g/h has much less
downside.
doing well here. actually having the best month ever 11 days in. played
front short against term length. got out of front shorts today. probably
early but gas has a history of getting off the canvas when least expected.
will keep term length meanwhile. i've hated summer backwardation forever.
agree about u/h. a little less crazy about the trade now because i think
the easy money was made over the past two days. unbelievable spec demand for
next winter over past week kept summer winter spread constant on rally up and
crushed on move down. jv/xh went from 22 to 3.5 in 5 days while front
virtually unchanged.
don't know what to think of this summer longer term. certainly not as easy
as it was last summer when it was obvious $3 was not equilibrium for gas.
now $6 for this summer, i don't know. we're gonna have to inject the hell
out of gas and keep some demand priced out for a long time. but we will feel
production increase hit the market. just buy vol.
[email protected] on 01/11/2001 04:48:32 PM
To: [email protected]
cc: [email protected]
Subject: Re: ngas and economy
im getting really bullish mar/may-deliverabulty ayt these propective stx gonna
be hampered big time-thyre expensive but im not sure the mkt has a feeling for
what gas can do yet with normal weather and implications on the economy-as a
real estate owner getting a little scared. ngas is going to wreck morot
gasoline
now-watch it go next then maybe heating oil
you doing alrite?
| 3,769 |
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|
Re: credit facility ,
Glad to hear progress is being made.
I went to Vandy but a little later... 1992-5.
"Piasio, Stephen [FI]" <[email protected]> on 01/11/2001 01:27:20 PM
To: "'[email protected]'" <[email protected]>
cc:
Subject: credit facility
Significant progress was recently made between Enron's and Salomon Smith
Barney's counsels. We have offered Enron a $50 million facility that can be
used for both original and variation margin. With these elevated NYMEX
margins, I am sure it will help your P/L.
Our counsel, Bob Klein is meeting with Citibank's attorneys to discuss some
of the small issues where we both share some exposure.
Citibank is one of your lead commercial banks while SSB is one of your lead
investment banks. The relationship is so sound, we will work out the
wrinkles. I'll be in touch.
P.S. Someone told me you went to Vanderbilt..any chance 1988-1992ish?
| 3,771 |
||
arnold-j/_sent_mail/761.
|
Re: ,
http://www.baltimoresun.com/content/cover/story?section=cover&pagename=story&s
toryid=1150540202173
Karen Arnold <[email protected]> on 01/08/2001 09:14:44 PM
To: [email protected], [email protected]
cc:
Subject:
Remember, this is the year for family vacation. So, any ideas?????
| 3,772 |
||
arnold-j/_sent_mail/762.
|
,
http://www.baltimoresun.com/content/cover/story?section=cover&pagename=story&s
toryid=1150540202173
| 3,773 |
||
arnold-j/_sent_mail/763.
|
,
Can you put a notice on EOL that due to MLK day, we will be closed Sunday and
be offering Nymex products only from 4-7 on Monday.
Thanks,
John
| 3,774 |
||
arnold-j/_sent_mail/764.
|
Re: ,
next Thursday at 7:00 pm
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re:
Yes, yes, yes. When would be helpful, bubbie.
John Arnold
01/09/2001 04:10 PM
To: Jeffrey A Shankman/HOU/ECT@ECT
cc:
Subject:
Bubbie:
You are hereby invited to the tenth annual Spectron/Enron Celebrity Tony's
dinner featuring Brian Tracy, John Arnold, and Mike Maggi.
Regrets only,
John
| 3,775 |
||
arnold-j/_sent_mail/766.
|
Re: Yeah Monkey!!!!!!!!!!!!!!!!!!!!!!!!!!! ,
sorry i've taken so long...just been trying to fend off the chicks. life is
sooooo hard sometimes.
MONKEY !!!!!!!!!!!!!!!!!
From: Brian O'Rourke@ENRON COMMUNICATIONS on 01/04/2001 10:04 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Yeah Monkey!!!!!!!!!!!!!!!!!!!!!!!!!!!
Monkey;
Hey you little bastard, what the fuck are you doing in a picture in
E-Company??? What, do you think that should help you score women. How do
you say BALANCE SHEET!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
Yeah Monkey,
B
|
brian.o'[email protected]
| 3,777 |
|
arnold-j/_sent_mail/767.
|
,
Bubbie:
You are hereby invited to the tenth annual Spectron/Enron Celebrity Tony's
dinner featuring Brian Tracy, John Arnold, and Mike Maggi.
Regrets only,
John
| 3,778 |
||
arnold-j/_sent_mail/768.
|
,
please schedule a round of interviews with john griffith with scott, hunter,
phillip, and tom asap (today if possible).
thx
| 3,779 |
||
arnold-j/_sent_mail/77.
|
,
don't forget you owe me dinner...
| 3,781 |
||
arnold-j/_sent_mail/770.
|
,
John:
I would like for you to come talk to a couple more people on the gas floor
about a possible position down the road. My assistant Ina Rangle is going to
schedule a couple interviews. Please coordinate with her.
John
| 3,782 |
||
arnold-j/_sent_mail/771.
|
Re: ,
I want John to interview with the various desk heads (Scott, Hunter, Phillip,
Tom). I think I'm going to tell John not to mention the past. It's an
issue that doesn't need to be made public and as long as Lavo and myself are
okay with it, I don't see the need to get individual approval from everyone.
Thanks for your help,
John
Ed McMichael
01/03/2001 08:37 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re:
Thanks for the inquiry. I sincerely appreciate you giving me the heads up.
As much as it pains me to say yes, I think John has proved himself worthy and
I am willing to let him interview for the job. As we talked about before, my
only condition is that you guys make sure you are willing to take him if he
comes out on top. If there is any chance that his past will negatively
influence your decision, I am not willing to let him interview. He handled
the last experience with real maturity, but I do not want him to have any
more reasons to doubt his ability to overcome his past by working hard and
proving himself here. He is very valuable to me and ENA. Please let me
know.
Ed
John Arnold
01/02/2001 09:04 PM
To: Ed McMichael/HOU/ECT@ECT
cc:
Subject:
Ed:
I am starting options on EOL in about two weeks. As we discussed earlier, I
don't have the appropriate manpower to run this in certain circumstances,
such as when I'm out of the office. As such, I'd like to bring in John
Griffith for anohter round of interviews for an options trading role with
your permission.
John
| 3,783 |
||
arnold-j/_sent_mail/772.
|
,
greg:
what is the (correct) formula you devised for profitability on last trade is
mid?
| 3,784 |
||
arnold-j/_sent_mail/773.
|
Re: ,
glad you enjoyed yourself even though you didnt get to go to ny. maybe next
year. Had a great time in new orleans but it was freezing. nice to get
away. going to vegas this weekend to watch the football games.
love you,
john
Karen Arnold <[email protected]> on 01/01/2001 08:59:53 PM
To: [email protected], [email protected]
cc:
Subject:
Well, never got to NY to enjoy New Years and the blizzard.? However, by
staying in Dallas, did experience a white New Year's eve.? Never made it to
Addison Cafe for New Year's eve dinner (back up plans), roads were just too
bad.? But I cooked fresh salmon at home and we had a very lovely dinner.
Hope you had a wonderful celebration (not quite the same as last year in
Sidney, now was it) and brought in the new year with a bang!
Have a happy, healthy and much more prosperous 2001!? I wish only the best
for you.? Love you much, your Mom
| 3,785 |
||
arnold-j/_sent_mail/774.
|
,
are you free for a drink/dinner Wednesday night?
| 3,786 |
||
arnold-j/_sent_mail/775.
|
,
Ed:
I am starting options on EOL in about two weeks. As we discussed earlier, I
don't have the appropriate manpower to run this in certain circumstances,
such as when I'm out of the office. As such, I'd like to bring in John
Griffith for anohter round of interviews for an options trading role with
your permission.
John
| 3,787 |
||
arnold-j/_sent_mail/776.
|
Re: Financial Group - Gas Team ,
He joined the group 2 weeks ago. Put him in my cost center.
From: Edie Leschber 01/02/2001 05:48 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Financial Group - Gas Team
John,
Is there a man by the name of Henry (Dutch) Quigley who will be working in
your group? His name was not on the list I sent to you previously,
but he showed up on another list from HR as being assigned to your group.
Please let me know and I will make any necessary adjustments
to your cost center for him.
Thank you,
Edie Leschber
X30669
| 3,788 |
||
arnold-j/_sent_mail/777.
|
Re: 24x7 Emergency Services ,
take me off your mailing list
"Piping Technology & Products, Inc." <[email protected]> on
01/02/2001 04:59:48 PM
To: <[email protected]>
cc:
Subject: 24x7 Emergency Services
U.S. Bellows/PT&P: Manufacturer of Expansion Joints, Compensators and more.
December 2000
[IMAGE]
www.pipingtech.com? |? www.usbellows.com? | www.swecofab.com?
U.S. Bellows Responds to Emergency Order from Alaska Nitrogen Products, LLC
for a 48" Dia. Expansion Joint
U.S. Bellows, Inc., the expansion joint division of Piping Technology &
Products, Inc., has once again shown its dedication and devotion to its
customers by rushing to the emergency call of Alaska Nitrogen Products,
LLC.? Alaska Nitrogen Products called upon U.S. Bellows 24 x 7
quick-turn/emergency service to aid them in the immediate replacement of a
deformed, 48" diameter expansion joint when their G417 Pump failed suddenly
during the plant startup.? The timeline of events demonstrates the quick
engineering and manufacturing response from U.S.Bellows:
[IMAGE]
[IMAGE]
07/21/00 (Friday) 5:30 p.m., U.S. Bellows receives an emergency call from
Alaska Nitrogen Products, LLC.
[IMAGE]
07/22/00 (Saturday) U.S. Bellows/PT&P builds the 48" diameter expansion
joint and ships it to Alaska Nitrogen Products, LLC on the same day.
[IMAGE]
07/22/00 (Saturday) U.S. Bellows/PT&P builds the 48" diameter expansion
joint and ships it to Alaska Nitrogen Products, LLC on the same day.
[IMAGE]
Deformed expansion joint at Alaska Nitrogen Products
[IMAGE]
The 48" Dia. expansion joint ready for shipment to customer's location
[IMAGE]
[IMAGE]
?24 x 7 Quick-turn/Emergency Services
?On-site Field Services
[IMAGE]U.S. Bellows/PT&P is available on a 24x7 basis to fulfill any
emergency requirements that might arise in the course of plant shut-downs or
start-ups.? Using the unique web and internet-based technology, the U.S.
Bellows "on-call" engineering team guarantees a response time of 30
minutes.? For details about this new service, please refer to
http://www.usbellows.com/emergency.html or the U.S. Bellows' recent press
release (http://www.usbellows.com/news/pr03.htm)
U.S. Bellows/PT&P has extensive experience providing on-site services in
quick-turn or emergency response situations.? U.S. Bellows/PT&P can provide
on-site services for expansion joints (as well as for pipe supports) which
include the following:?
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Problem resolution
Quick-turn replacement during shutdowns and turnarounds
[IMAGE]
? Discussion Forum
? Customer Desktop
[IMAGE]Post your product inquiries, request for technical support,
comments/questions about PT&P and its products here at PT&P Discussion
Forum.
To use this service, please register at
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[IMAGE]Using PT&P Customer Desktop, you can check the shipping status of
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Would you like for U.S. Bellows to come out to your office to make a
technical presentation on a specific topic (e.g. expansion joints) or to
make a general presentation?? Contact U.S. Bellows Outside Sales at
+1-713-731-0030 or on e-mail at [email protected] to setup a time
and date.
** U.S. Bellows, Inc./Piping Technology & Products, Inc.?does not send
unsolicited email.
If you do not wish to receive future emails from U.S. Bellows/Piping
Technology & Products, Inc. or relevant third parties, please fill out the
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you do not have internet connections.
Feel free to send this message to a friend or business associate or have
them fill our the subscribe form at
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[email protected] to be included in future E-Newsletters from U.S.
Bellows/Piping Technology & Products, Inc.
| 3,789 |
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arnold-j/_sent_mail/778.
|
,
i'm paying you in stock options
| 3,790 |
||
arnold-j/_sent_mail/779.
|
Re: Site Location Advisory Service ,
take me off your mailing list
"Taylor, Monique" <[email protected]> on 01/02/2001 01:41:40 PM
To: "ACTIVE Howard Low (E-mail)" <[email protected]>, "ACTIVE Howard Uffer
(E-mail)" <[email protected]>, "ACTIVE I. Brad King (E-mail)"
<[email protected]>, "ACTIVE Ian David Housby (E-mail)"
<[email protected]>, "ACTIVE Ian T. Crowe (E-mail)"
<[email protected]>, "ACTIVE Ichiro Kadono (E-mail)" <[email protected]>,
"ACTIVE Ira Riahi (E-mail)" <[email protected]>, "ACTIVE Irene C. Masterton
(E-mail)" <[email protected]>, "ACTIVE Izumi Yamamoto (E-mail)"
<[email protected]>, "ACTIVE J. Babik Pestritto (E-mail)"
<[email protected]>, "ACTIVE J. Gordon Prunty (E-mail)"
<[email protected]>, "ACTIVE J. Gregory Ellis (E-mail)" <[email protected]>,
"ACTIVE J. M. O. Grey (E-mail)" <[email protected]>, "ACTIVE J. Mark Schleyer
(E-mail)" <[email protected]>, "ACTIVE J. R. Orton (E-mail)"
<[email protected]>, "ACTIVE J. Roy Cloudsdale (E-mail)"
<[email protected]>, "ACTIVE J. Thomas Recotta (E-mail)"
<[email protected]>, "ACTIVE J. Walter Berger (E-mail)"
<[email protected]>, "ACTIVE Jaan Meri (E-mail)"
<[email protected]>, "ACTIVE Jack Gaylord (E-mail)" <[email protected]>,
"ACTIVE Jack Hyland (E-mail)" <[email protected]>, "ACTIVE Jack L.
Brophy (E-mail)" <[email protected]>, "ACTIVE Jacqueline Salerno
(E-mail)" <[email protected]>, "ACTIVE Jacqueline Wilson (E-mail)"
<[email protected]>, "ACTIVE James A. Ableson (E-mail)"
<[email protected]>, "ACTIVE James A. Iacobazzi (E-mail)"
<[email protected]>, "ACTIVE James A. Martin (E-mail)"
<[email protected]>, "ACTIVE James A. Sladack (E-mail)"
<[email protected]>, "ACTIVE James C. Goodman (E-mail)"
<[email protected]>, "ACTIVE James D. Frey (E-mail)"
<[email protected]>, "ACTIVE James F. Caldwell (E-mail)"
<[email protected]>, "ACTIVE James F. Doran (E-mail)"
<[email protected]>, "ACTIVE James H. Dommel (E-mail)"
<[email protected]>, "ACTIVE James J. O'Hara (E-mail)"
<[email protected]>, "ACTIVE James J. O'Neil (E-mail)"
<[email protected]>, "ACTIVE James K. Harbaugh (E-mail)"
<[email protected]>, "ACTIVE James M. Winter (E-mail)"
<[email protected]>, "ACTIVE James Maloney (E-mail)"
<[email protected]>, "ACTIVE James P. Desmond (E-mail)"
<[email protected]>, "ACTIVE James P. Gade (E-mail)"
<[email protected]>, "ACTIVE James R. Duport (E-mail)"
<[email protected]>, "ACTIVE James R. Shaw (E-mail)"
<[email protected]>, "ACTIVE James R. Taylor (E-mail)"
<[email protected]>, "ACTIVE James Scannell (E-mail)"
<[email protected]>, "ACTIVE James Sharkey (E-mail)"
<[email protected]>, "ACTIVE James W. Brooks (E-mail)"
<[email protected]>, "ACTIVE James W. Lawler (E-mail)" <[email protected]>,
"ACTIVE James W. Moses (E-mail)" <[email protected]>, "ACTIVE James W.
Nixon (E-mail)" <[email protected]>, "ACTIVE James Yao
(E-mail)" <[email protected]>, "ACTIVE Jane Spencer Wesby (E-mail)"
<[email protected]>, "ACTIVE Janet Richardson (E-mail)"
<[email protected]>, "ACTIVE Janet South (E-mail)"
<[email protected]>, "ACTIVE Jay Bechtel (E-mail)"
<[email protected]>, "ACTIVE Jay Driller (E-mail)" <[email protected]>,
"ACTIVE Jay Poswolsky (E-mail)" <[email protected]>, "ACTIVE Jean
Baudrand (E-mail)" <[email protected]>, "ACTIVE Jeff Hayhurst (E-mail)"
<[email protected]>, "ACTIVE Jeff Kudlac (E-mail)"
<[email protected]>, "ACTIVE Jeff S. Chenen (E-mail)"
<[email protected]>, "ACTIVE Jeffery B. Forrest (E-mail)"
<[email protected]>, "ACTIVE Jeffrey A. Rock (E-mail)"
<[email protected]>, "ACTIVE Jeffrey Chaitman (E-mail)"
<[email protected]>, "ACTIVE Jeffrey Cramer (E-mail)"
<[email protected]>, "ACTIVE Jeffrey J. Georger (E-mail)"
<[email protected]>, "ACTIVE Jeffrey L. Elie (E-mail)"
<[email protected]>, "ACTIVE Jeffrey Sweeney (E-mail)"
<[email protected]>, "ACTIVE Jeffrey T. Austin (E-mail)"
<[email protected]>, "ACTIVE Jennifer Sherry (E-mail)"
<[email protected]>, "ACTIVE Jennifer Sigan (E-mail)" <[email protected]>,
"ACTIVE Jennifer Stewart Arnold (E-mail)" <[email protected]>, "ACTIVE
Jeoffrey K. Moore (E-mail)" <[email protected]>, "ACTIVE Jeremiah D. Hover
(E-mail)" <[email protected]>, "ACTIVE Jeri Bogan (E-mail)"
<[email protected]>, "ACTIVE Jerome R. Crylen (E-mail)" <[email protected]>,
"ACTIVE Jerry W. Murphy (E-mail)" <[email protected]>, "ACTIVE
Jim Pond (E-mail)" <[email protected]>, "ACTIVE Jim Tousignant (E-mail)"
<[email protected]>, "ACTIVE Joanne M. Kiley (E-mail)"
<[email protected]>, "ACTIVE Joanne M. Prosser (E-mail)"
<[email protected]>, "ACTIVE Joel Blockowicz (E-mail)"
<[email protected]>, "ACTIVE Joel Bloom (E-mail)" <[email protected]>,
"ACTIVE Johanna Hellenborg (E-mail)" <[email protected]>, "ACTIVE John A.
Feltovic (E-mail)" <[email protected]>, "ACTIVE John A. Hilliard
(E-mail)" <[email protected]>, "ACTIVE John Allan (E-mail)"
<[email protected]>, "ACTIVE John Anthony Linden (E-mail)"
<[email protected]>, "ACTIVE John Balkwill (E-mail)"
<[email protected]>, "ACTIVE John Bisanti (E-mail)"
<[email protected]>, "ACTIVE John C. Clyne (E-mail)"
<[email protected]>, "ACTIVE John C. Martz (E-mail)"
<[email protected]>, "ACTIVE John C. Mulhern (E-mail)"
<[email protected]>, "ACTIVE John D. Byrnes (E-mail)"
<[email protected]>, "ACTIVE John E. Betsill (E-mail)"
<[email protected]>, "ACTIVE John E. Zimmerman (E-mail)"
<[email protected]>, "ACTIVE John F. Buckley (E-mail)"
<[email protected]>, "ACTIVE John F. Harbord (E-mail)"
<[email protected]>, "ACTIVE John F. Matthews (E-mail)"
<[email protected]>, "ACTIVE John F. Simcoe (E-mail)"
<[email protected]>, "ACTIVE John F. Stier (E-mail)" <[email protected]>,
"ACTIVE John G. Malino (E-mail)" <[email protected]>, "ACTIVE John H. Degnan
(E-mail)" <[email protected]>, "ACTIVE John Hay (E-mail)"
<[email protected]>, "ACTIVE John Igoe (E-mail)" <[email protected]>,
"ACTIVE John J. Chapman (E-mail)" <[email protected]>, "ACTIVE John J.
Crisel (E-mail)" <[email protected]>, "ACTIVE John J. Crowe (E-mail)"
<[email protected]>, "ACTIVE John J. DeMarsh (E-mail)" <[email protected]>,
"ACTIVE John J. Guba (E-mail)" <[email protected]>, "ACTIVE John J. Keogh
(E-mail)" <[email protected]>, "ACTIVE John Jacobs (E-mail)"
<[email protected]>, "ACTIVE John K. Austin (E-mail)"
<[email protected]>, "ACTIVE John L. Sneddon (E-mail)"
<[email protected]>, "ACTIVE John L. Stein (E-mail)"
<[email protected]>, "ACTIVE John M. Hogan (E-mail)"
<[email protected]>, "ACTIVE John P. Meyer (E-mail)"
<[email protected]>, "ACTIVE John P. Thomas (E-mail)"
<[email protected]>, "ACTIVE John Parro (E-mail)"
<[email protected]>, "ACTIVE John Payne (E-mail)"
<[email protected]>, "ACTIVE John Popolillo (E-mail)"
<[email protected]>, "ACTIVE John R. Ferrari (E-mail)"
<[email protected]>, "ACTIVE John R. Peters (E-mail)"
<[email protected]>, "ACTIVE John Randall Evans (E-mail)"
<[email protected]>, "ACTIVE John Robinson (E-mail)"
<[email protected]>, "ACTIVE John Sweat (E-mail)"
<[email protected]>, "ACTIVE John Terela (E-mail)" <[email protected]>,
"ACTIVE John Trendler (E-mail)" <[email protected]>, "ACTIVE John Voorhorst
(E-mail)" <[email protected]>, "ACTIVE John W. Brannock (E-mail)"
<[email protected]>, "ACTIVE John W. Coons (E-mail)"
<[email protected]>, "ACTIVE John W. Corbett (E-mail)"
<[email protected]>, "ACTIVE John W. Green (E-mail)"
<[email protected]>, "ACTIVE John W. Hildebrand (E-mail)"
<[email protected]>, "ACTIVE John Zalewski (E-mail)"
<[email protected]>, "ACTIVE Jo-Lynne Price (E-mail)"
<[email protected]>, "ACTIVE Jon J. Crockett (E-mail)"
<[email protected]>, "ACTIVE Jonathan C. Keefe (E-mail)"
<[email protected]>, "ACTIVE Jonathan R. Coun (E-mail)"
<[email protected]>, "ACTIVE Jonathan T. Tucker (E-mail)"
<[email protected]>, "ACTIVE Jordan O. Hemphill (E-mail)"
<[email protected]>, "ACTIVE Jose Oncina (E-mail)"
<[email protected]>, "ACTIVE Joseph C. Ellsworth (E-mail)"
<[email protected]>, "ACTIVE Joseph D. Buckman (E-mail)"
<[email protected]>, "ACTIVE Joseph D. Winarski (E-mail)"
<[email protected]>, "ACTIVE Joseph F. Patterson (E-mail)"
<[email protected]>, "ACTIVE Joseph J. Procopio (E-mail)"
<[email protected]>, "ACTIVE Joseph L. Maccani (E-mail)"
<[email protected]>, "ACTIVE Joseph M. Cowan (E-mail)"
<[email protected]>, "ACTIVE Joseph M. Milano (E-mail)"
<[email protected]>, "ACTIVE Joseph M. Murphy (E-mail)"
<[email protected]>, "ACTIVE Joseph M. Patti (E-mail)" <[email protected]>,
"ACTIVE Joseph T. Turner (E-mail)" <[email protected]>, "ACTIVE Joshua
Figueroa (E-mail)" <[email protected]>, "ACTIVE Juan L. Cano (E-mail)"
<[email protected]>, "ACTIVE Judith A. Taylor (E-mail)"
<[email protected]>, "ACTIVE Judy M. Schultz (E-mail)"
<[email protected]>, "ACTIVE Julian Atkins (E-mail)"
<[email protected]>, "ACTIVE Jurg Grossenbacher (E-mail)"
<[email protected]>, "ACTIVE K. Nicole Escue (E-mail)"
<[email protected]>, "ACTIVE Karen Amos (E-mail)"
<[email protected]>, "ACTIVE Karen Couto (E-mail)"
<[email protected]>, "ACTIVE Karen L. Balko (E-mail)"
<[email protected]>, "ACTIVE Karen Randal (E-mail)"
<[email protected]>, "ACTIVE Karl W. Myers (E-mail)"
<[email protected]>, "ACTIVE Kathleen A. Carrington (E-mail)"
<[email protected]>
cc:
Subject: Site Location Advisory Service
I am pleased to inform you that one of Canada's leading business service
providers, Grant Thornton LLP, is now offering US firms a full Site Location
Advisory Service.
With over forty offices across Canada, Grant Thornton LLP knows Canada. We
are finding that more and more US corporations are looking north as they are
faced with fewer satisfactory location alternatives in which to expand.
Canada, with its relatively large and well trained work force, not to
mention lower operating costs, is increasingly being considered by companies
such as yours.
Grant Thornton LLP would be pleased to discuss this service with you. It is
a full service that includes, on your behalf, real estate sourcing, labor
force analysis and verification, tax analysis and comparison, and incentive
negotiations.
Should you be considering expanding your operations and interested in
discussing our service, please give us a call. More and more United States
firms, from call centers to manufacturers are locating in Canada to serve
both their US and Canadian customers.
Based in Moncton, New Brunswick Canada, I can be reached at:
Telephone (506) 857-0100
Cell Phone (506) 381-1450
E-Mail [email protected]
Michael S. MacBride, CMA
Senior Consultant
Grant Thornton LLP
Chartered Accountants
PO Box 1005
633 Main Street Suite 500
Moncton New Brunswick Canada E1C 8P2
This e-mail is intended solely for the person or entity to which it is
addressed and may contain confidential and/or privileged information. Any
review, dissemination, copying, printing or other use of this e-mail by
persons or entities other than the addressee is prohibited. If you have
received this e-mail in error, please contact the sender immediately and
delete the material from any computer.
| 3,791 |
||
arnold-j/_sent_mail/78.
|
Re: Login ID's needed ,
duke8duke
Ina Rangel
10/24/2000 03:16 PM
To: John Arnold/HOU/ECT@ECT, Mike Maggi/Corp/Enron@Enron, Larry
May/Corp/Enron@Enron, Jay Reitmeyer/HOU/ECT@ECT, Kenneth
Shulklapper/HOU/ECT@ECT, Matthew Lenhart/HOU/ECT@ECT, Paul T
Lucci/NA/Enron@Enron, Tori Kuykendall/HOU/ECT@ECT, Randall L Gay/HOU/ECT@ECT,
Frank Ermis/HOU/ECT@ECT, Steven P South/HOU/ECT@ECT, Jane M
Tholt/HOU/ECT@ECT, Monique Sanchez/HOU/ECT@ECT, Keith Holst/HOU/ECT@ect,
Phillip K Allen/HOU/ECT@ECT, Mike Grigsby/HOU/ECT@ECT
cc:
Subject: Login ID's needed
The Enron Messaging System is going to be implemented soon and I have been
asked to collect everyone's login ID. Please forward me your login ID and I
will send to the correct people.
Thanks
-Ina
| 3,792 |
||
arnold-j/_sent_mail/780.
|
Re: ,
you must bet sugar and orange bowls
John J Lavorato@ENRON
01/02/2001 07:25 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject:
current including tb -500 equals 4170
| 3,793 |
||
arnold-j/_sent_mail/781.
|
Re: ,
i was thinking about 25. i'll sell everything on access down 15
Mike Maggi@ENRON
01/01/2001 05:28 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re:
15-25 lower
| 3,794 |
||
arnold-j/_sent_mail/782.
|
,
if we were open today, where would you open it?
| 3,795 |
||
arnold-j/_sent_mail/783.
|
Re: Gas Team - Reorg ,
that info is correct.
From: Edie Leschber 12/29/2000 12:30 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Gas Team - Reorg
John,
My name is Edie Leschber and I will be your Business Analysis and Reporting
Contact effective immediately. I am currently in the process of
verifying team members under your section of the Gas Team. Attached is a
file with the current list. Please confirm that your list is complete and/or
send me changes to it at your earliest convenience. New cost centers have
been set up due to the reorganization and we would like to begin using these
as soon as possible. I look forward to meeting you and working with you very
soon. Thank you for your assistance.
Edie Leschber
X30669
| 3,796 |
||
arnold-j/_sent_mail/784.
|
Re: ,
i would have paid you in full Tueday morning and resigned my bookie
services...
John J Lavorato@ENRON
12/31/2000 10:43 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject:
Almost pulled off the 4 tease yesterday.
I was robbed
Denver +3 350
Phili +3 350
| 3,797 |
||
arnold-j/_sent_mail/785.
|
,
Torrey:
Can you also approve Mike Maggi to trade crude as well. Thanks for your help.
John
| 3,798 |
||
arnold-j/_sent_mail/786.
|
,
torrey:
please set me up to trade crude.
John
| 3,799 |
||
arnold-j/_sent_mail/787.
|
Re: NG YEAR ENd Quiz ,
fill me in. how can i eavesdrop??
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re: NG YEAR ENd Quiz
I belong to a natgas discussion group on the internet. This is from one of
the guys. Basically they are a bunch of gastraders from various firms ( a lot
of producers, some industrials, some small shops and few i--banker types) I
found the test to be mildly amusing. And since I had no idea what 'club no
minors' was-- i was hoping for some insight from you guys. Fortunately, the
lovely Ms. Shipos was able to fill me in.
Anyway, while occasionally garbage, the discussions do provide insight on
what others are thinking of production, storage and other such matters. And
when I was a marketer, I found a few leads. Finally, since a lot of the
information revolves around gossip about a particular 'super trader' at the
big ENE , i find it amusing that one of the most reserved and modest
individuals I know is so talked about on the internet.
JF
| 3,800 |
||
arnold-j/_sent_mail/788.
|
Re: fund views ,
very useful...thx. keep me posted
Caroline Abramo@ENRON
12/22/2000 11:41 AM
To: John Arnold/HOU/ECT@ECT, Mike Maggi/Corp/Enron@Enron, Jennifer
Fraser/HOU/ECT@ECT
cc: Per Sekse/NY/ECT@ECT
Subject: fund views
Hi- all the funds are trying to figure out what the play is for next year-
major divergence of opinions. Most everyone we talk to takes a macro view.
+ Dwight Anderson from Tudor thinks anything above $6 is a sale from the
perspective of shut in industrial demand- he believes that between $6-7 no
industrial (basic industry type) can operate. He tracks all the plant
closures similar to what Elena does in Mike Robert's group but it seems on a
more comprehensive level (Jen- it would be good for fundamentals to track
this number- do some scenario analysis on it under various economic
conditions- like recession!!). I will try to find out what his total number
for turned back gas is- just ammonia is a little more than 1/2 Bcf which does
not seem all that meaningful but the total may bring us back into balance for
the summer.
While he's a seller above $6, he'd also be a buyer of summer at lower levels
He firmly believes in increased production in 02 (still has 1.1 day short)
based on his relationship with the producing community although I personally
think that 1Q02 sees little. I know that the fundamentals group is tracking
these numbers from the producing community and has seen no increase in 3q
over 2q and is doubtful for any in 4q over 3q.
He really believes theories on products being out of whack- heat/gas,
crude/propane....
+ Jim Pulaski is a bull period- he really likes april and may on the 0
storage scenario- I agree that we try to build storage in April but with the
backwardation out there what is the incentive??? as well, with lower
baseloads for the summer- deliverability should not be an issue. I am torn
on this one.
+ Catequil- new fund- Paul Touradji - used to be with Tiger- they do the same
analysis as Dwight- just starting up and one of their mandates is to be long
nat gas!! through vol or outright.
+ Harvard- not really sure of the view yet- they have not been active in gas
just crude/products- they like buying cheap vol- because they do not have MTM
issues- they like to look out in the calendar years.
+ The other people we are starting relationships with in the new year are:
Moore Capital, Global Advisors, Caxton, Paloma Partners, Kingdon, Renaissance
(program trader) - just so you know the names- as I get to know them better,
I'll try to fwd on thoughts regularly.
Have a great holiday! I'll be here next week.
Caroline
| 3,801 |
||
arnold-j/_sent_mail/789.
|
Re: End of the YEar ,
thx and have fun on vaca
To: John Arnold/HOU/ECT@ECT
cc:
Subject: End of the YEar
Hey:
Sorry I didn't get to come by before I left. I have been in London since
12/15.I hope the expiry goes smoothly for you. Also I hope your holliday
season is going well ( however abridged it is by the NYMEX and Enron)
Many of the guys over here asked about nat gas and EOL in the US. I
suggested they visit with you when they are over in the US. In particular,
Chris Mahoney (gasoil trader) will be in Houston the 27 t0 30. I told him he
should come and watch you deal with the AGA number and NX1 at the same time.
Chris is a really good guy. His team loves him and will definitely play a
large role in turning the crude and products group around.
Anyway you were a great pal over the last 12 months and gave me a lot of
good advice. I do miss listening to the banter on the gas floor (and the
gambling!), but there are a lot of good people in crude and products
(especially in London) and I think we will be able to deliver on the goods. I
think you are wonderful and I'm very happy we had the chance to work together.
Happy New Year!
Jen
PS I am coming back on the 6th. Once I finish up the week, I am off to Berlin
for New Year's Eve and then a little trip over to Prague.
PPS If there is any other info you need let me know. By Jan 15, I should have
about 15 analysts and be able to devote some to special projects.
PPS A London HOuston Comparison
London HOUSTON
Employee Referral BMW Z3 Maybe 2K, usually a slap on the back
Parking Avail 10 spots 100's
Parking Fee Monthly auction, with 10 top ten bids Set annual, space yours
for your ENE life
winning, lowest of the ten setting
monthly price
Building Across from Buckingham Palace Demilitarized zone
Holiday 5 weeks ????
Trading Day 8 am - 8:30 pm 6-6:30
Closest Bar British Pub, one Block Ninfa's Allen Ctr
John Arnold
26/12/2000 19:03
To: Jennifer Fraser/HOU/ECT@ECT
cc:
Subject: Re: NG Expiry
sorry didnt respond to your message. don't know how to do that instant
messenger thing anymore. volume very, very light. most of stated volume in
spreads and TAS. No one seems to want to be in the office this week.
Everyone wants to get this year over with.
Keep pumping in the fundamental info. very good stuff and i'm not getting
it anywhere else.
From: Jennifer Fraser 12/26/2000 12:16 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: NG Expiry
Hey
| 3,802 |
||
arnold-j/_sent_mail/791.
|
Re: Vegas ,
wish you guys were going a week earlier. i'm going next weekend. too much
vegas is bad for the soul....and the wallet.
Jennifer Shipos
12/27/2000 04:28 PM
To: [email protected]
cc:
Subject: Vegas
Come to Vegas with us. (Jan 12-14) If you are going to spend a fortune on
your painting, you should at least see it one more time before you buy it.
What do you think?
| 3,805 |
||
arnold-j/_sent_mail/792.
|
Re: 12/26 and 12/27 Maturity Gap Risk Limit Violation ,
The positions went over limits due to the sale of HPL and subsequent unwind
of hedges associated with the transaction. Attempts are being made to
unwind those positions currently
Kenneth Thibodeaux@ENRON
12/28/2000 09:43 AM
To: John J Lavorato/Corp/Enron@Enron, John Arnold/HOU/ECT@ECT, Frank
Hayden/Corp/Enron@Enron
cc:
Subject: 12/26 and 12/27 Maturity Gap Risk Limit Violation
The PRELIMINARY DPR indicates a Maturity Gap Risk violation for Gas Trading
as follows:
12/26 Maturity/Gap Risk: 202 Bcf
12/27 Maturity/Gap Risk: 205 Bcf
Maturity Gap Risk Limit: 200 Bcf
Please provide an explanation for the memos. If you have any questions,
please call me at 5-4541.
Thank you,
Johnny Thibodeaux
| 3,806 |
||
arnold-j/_sent_mail/795.
|
,
Here is the name of an available options trader:
Jeremy Sorkin
VP, Deutsche Bank
713 757 9200
Would fit Enron culture, but have had little contact with him professionally.
Might be worth bringing him in. Tell me if you want me to call him.
| 3,809 |
||
arnold-j/_sent_mail/796.
|
Re: NG Expiry ,
sorry didnt respond to your message. don't know how to do that instant
messenger thing anymore. volume very, very light. most of stated volume in
spreads and TAS. No one seems to want to be in the office this week.
Everyone wants to get this year over with.
Keep pumping in the fundamental info. very good stuff and i'm not getting
it anywhere else.
From: Jennifer Fraser 12/26/2000 12:16 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: NG Expiry
Hey
| 3,810 |
||
arnold-j/_sent_mail/797.
|
Re: ,
asshole
John J Lavorato@ENRON
12/23/2000 10:51 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject:
john
I cant' seem to make my gambling problem go away.
bills +3 250
denver -7 250
jack +3 1/2 250
| 3,811 |
||
arnold-j/_sent_mail/798.
|
Re: ,
asshole
John J Lavorato@ENRON
12/24/2000 08:45 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject:
rams -3.5
wash -7
raiders -9 1/2
balt -5
bears lions over 37
eagles bengals under 35 1/2
pats +4
vikings +5.5
| 3,812 |
||
arnold-j/_sent_mail/799.
|
Re: Plants Shut Down and Sell the Energy ,
the market had to get to a price whereby these guys shut down. there is just
not enough gas to allow everybody who wants to to burn it. the elasticity of
demand is in the industrial sector. million dollar question is have we
gotten to a high enough price whereby we end the year with gas in the ground
and deliverability to meet a late cold snap. shutdown of processing,
distillate and resid switching, loss of industrial load...maybe we have.
good holidays,
john
[email protected] on 12/22/2000 07:11:26 AM
To: [email protected]
cc:
Subject: Plants Shut Down and Sell the Energy
Subject: Plants Shut Down and Sell the Energy
Plants Shut Down and Sell the Energy
By Peter Behr
Washington Post Staff Writer
Thursday, December 21, 2000; Page E01
Kaiser Aluminum Corp. had planned to spend December making aluminum at its
giant smelters in the Pacific Northwest, run by electricity from the
Bonneville Power Administration's Columbia River dams. Then it saw a better
deal. With California desperate for power and electricity prices hitting
unheard-of peaks, Kaiser shut down its two U.S. smelters last week. It is
selling the electricity it no longer needs -- for about 20 times what it
pays Bonneville under long-standing contracts.
It is a measure of this winter's fuel crunch: Some big industrial firms in
energy-intensive sectors such as paper, fertilizers, metals and even
oil-field operations can make more money by selling their electricity or
natural gas than manufacturing their products. The shifts by such large
industrial consumers of energy -- described as unprecedented by analysts --
will free up more fuel for households and businesses this winter. But they
also are sowing seeds of potential problems next year. Shortages of aluminum
and fertilizer, for example, are likely to give another upward jolt to
consumer prices and further weaken the economy, analysts said.
"The fertilizer picture is particularly worrying us because we don't know
what they're going to use to grow crops with," said David Wyss, chief
economist at Standard & Poor's. Some economists have recently increased
their warnings about the damaging impact of this winter's heating bills on
an already weakening economy. Goldman Sachs analysts last week estimated
that gas heating bills will double this winter to more than $1,000 for a
typical U.S. household.
That and higher electricity prices will cost consumers $20 billion in higher
energy costs compared with a year ago, they estimated, cutting the expected
growth in the nation's economic output by one percentage point on an annual
rate in the first three months of next year. "Overall, the recent energy
price developments have thus added to the risk of a sharp economic
slowdown," the Goldman Sachs report concluded. Terra Industries Inc., in
Sioux City, Iowa, has closed three of its six U.S. ammonia plants, which use
natural gas as a main ingredient for fertilizer production. Like Kaiser, the
company realized it would be much more profitable to stop production in
December and sell the natural gas back to the market at current prices,
which are much higher than the price Terra was obligated to pay under its
existing December supply contract, said Mark Rosenbury, chief administrative
officer.
"We looked at these [current] prices and said, 'This is crazy,' " he said.
Terra hasn't disclosed the profit it will make selling its gas, but
Rosenbury said it would be "substantial." In coming months, Terra's good
fortune could be reversed. It usually buys gas a month at a time, and the
prices for January delivery most likely will be well above its break-even
point. That would keep Terra's plants closed, Rosenbury said, but eliminate
the opportunity to sell the natural gas at a profit. "If this persists,"
Rosenbury said, "it's going to be a real problem."
He estimates that out of a total annual U.S. production capacity of 18
million tons of ammonia, about 4 million tons of production isn't operating
now. "Could we be short of fertilizer next spring? It's possible that
farmers will not have as much as they want," Rosenbury said. Royster-Clark
Inc., a Norfolk and New York City-based fertilizer manufacturer and
distributor, has shut down its one plant in East Dubuque, Ill.,
indefinitely, and 72 production workers will be laid off, beginning next
month. The story is the same -- natural gas prices are too high to justify
continued production. "We believe it's likely this is a speculative bubble
[in natural gas prices] that will burst and in a few weeks we'll be able to
buy gas at a more reasonable price, but that remains to be seen," said Paul
M. Murphy, the company's managing director for financial planning. A
continuation of high natural gas prices would likely shrink production and
raise fertilizer prices to a point that could affect farmers' decisions to
plant feed corn, he said. "It's sticker shock."
According to Wyss, if this winter remains unusually cold and natural gas
remains above $7 per million cubic feet -- double the level a year ago --
farm products could rise significantly a year from now and into 2002. In the
aluminum industry, several smaller producers have joined Kaiser, the
industry's No. 2 manufacturer, in closing down, noted Lloyd O'Carroll, an
analyst with BB&T Capital Markets in Richmond.
Aluminum production in November was 8.3 percent below that of November 1999,
and December's production will be lower still, he said. "We'll get more
production cut announcements, I think," he said. A slowing in the U.S. and
world economies next year could ease the impact of reduced aluminum
supplies. "But if the world economy doesn't fall completely apart, then
[aluminum] prices are going to rise, and they could rise significantly more
than the current forecast," he said. In Kaiser's case, it's an open question
how much of its electric windfall it will keep. Kaiser is contractually
entitled to buy electricity from Bonneville at $22.50 a megawatt per hour,
says spokesman Scott Lamb. That is the power it has sold back to Bonneville
for $550 a megawatt hour for December.
But the Bonneville Authority is pressuring Kaiser to use these and future
profits from power resales to compensate employees at the shut-down plants,
to invest in new electric generating capacity, or even to refund to
Bonneville's other customers, said Bonneville spokesman Ed Mosey. Kaiser and
Bonneville have negotiated a new power purchase deal to take effect after
next October, but the power authority says it intends to reduce deliveries
to Kaiser if the company tries to pocket the electricity sale profits. "Out
here, a deal is a deal, but it has to be a moral deal. There has to be an
ethical dimension to this and we're not shy in trying to make sure they live
up their advantage in having access to this publicly-owned power," Mosey
said.
, 2000 The Washington Post Company
| 3,813 |
||
arnold-j/_sent_mail/8.
|
Re: EIM Due Diligence: Nymex, Enron Gas Data ,
Catherine:
Sorry it's been so long since I could respond. With the craziness here I am
way behind on everything.
#1. 3 years
#2. volume way down on exchange recently with recent volatility. volume
probably averaging 25000 these days. EOL volume averaging around 14000.
Very high percent of market. Current market conditions shows why our
transactional model of being one side of every trade is superior.
#3. good liquidity first 3 years. okay liquidity years 4-6.
#4. calendar 2004-2008 maybe 1 trade a day. 70% chance Enron is one side.
calendar 2009-2013 very rare that it trades.
Catherine Pernot@ENRON
12/01/2000 02:31 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: EIM Due Diligence: Nymex, Enron Gas Data
Per my voicemail, I've included a list of the Investors' questions and
preliminary answers. The answers are attempts by our group, Bob Crane and
Bryon Hoskins but need confirmation by you. Would you mind giving us some
feedback for #4 as well? I could not find these numbers. These are again
going to be forwarded to Bain Capital, the potential equity investor in the
pulp, paper and steel net works fund. They are in their final stages of due
diligence and are comparing pulp and paper facts with gas. (They are under a
confidentiality agreement).
Please call with any questions
Thank you,
Catherine Rentz Pernot
X57654
1. # of years of NYMEX visibility on the typical gas curve.
3 years
2. # of daily trades on NYMEX, in total and for Enron specifically.
102,492 daily trades on NYMEX (11/28/00)and ours amounts to 8,061 per day
(usually around 10% daily NYMEX trades)
3. length and nature of "price discovery" windows past the NYMEX portion of
the gas curve (e.g., 7 years of visibility provided by proprietary market
making past NYMEX, then 10 years of macro / industry average assumptions).
NYMEX price discovery equates to about 3 years. Liquidity of the market and
proprietary market information equates to about 2 years after that with the
remaining portion coming from more macro industry information.
4. trade volume data (# of daily trades as well) for each 5 year increment of
the gas curve beyond the NYMEX portion, in total and for Enron specifically.
??
| 3,814 |
||
arnold-j/_sent_mail/801.
|
Re: ,
i know
Jennifer Shipos
12/21/2000 12:45 PM
To: [email protected]
cc:
Subject:
Thanks. You're the best!
| 3,817 |
||
arnold-j/_sent_mail/804.
|
,
can you program my steno in the offices like the ones on my desk?
| 3,820 |
||
arnold-j/_sent_mail/806.
|
,
Andy:
I just spoke to a guy named Neil Hanover. He is a fund trader for a company
in London. He asked the head EOL marketer to give him a call about setting
him up on the system. Can you help?
his number is 011 44 207 397 0840
john
| 3,822 |
||
arnold-j/_sent_mail/807.
|
Re: FLU Vaccinations ,
please remind me
Ina Rangel
12/18/2000 10:25 AM
To: Matthew Lenhart/HOU/ECT@ECT, Kenneth Shulklapper/HOU/ECT@ECT, Jay
Reitmeyer/HOU/ECT@ECT, Tori Kuykendall/HOU/ECT@ECT, Paul T
Lucci/NA/Enron@Enron, Barry Tycholiz/NA/Enron@ENRON, Randall L
Gay/HOU/ECT@ECT, Patti Sullivan/HOU/ECT@ECT, Jane M Tholt/HOU/ECT@ECT,
Monique Sanchez/HOU/ECT@ECT, Keith Holst/HOU/ECT@ect, Mike
Grigsby/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT,
Mike Maggi/Corp/Enron@Enron, Larry May/Corp/Enron@Enron, Dutch
Quigley/HOU/ECT@ECT
cc:
Subject: FLU Vaccinations
The nurse from the health center will be here on Tuesday, December 19, 2000
to give flu vaccinations to anyone interested.
EB3269
3:00 PM - 4:00 PM
Tuesday, 12/19/2000
Cost: - free for Enron employees and $10 for contract employess.
| 3,823 |
||
arnold-j/_sent_mail/808.
|
Re: O COME ALL YE FABULOUS! ,
just called they're on vacation for two weeks.......that sucks
"Jennifer White" <[email protected]> on 12/15/2000 12:46:59 PM
To: [email protected]
cc:
Subject: Re: O COME ALL YE FABULOUS!
OK, you don't have to twist my arm.
5 more hours... I can't wait!
Jen
---- [email protected] wrote:
>
> hey:
> any interest in seeing cirque du soleil saturday?
>
>
___________________________________________________________________
To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax,
all in one place - sign up today at http://www.zdnetonebox.com
| 3,824 |
||
arnold-j/_sent_mail/809.
|
Re: O COME ALL YE FABULOUS! ,
hey:
any interest in seeing cirque du soleil saturday?
| 3,825 |
||
arnold-j/_sent_mail/81.
|
Re: ,
Do you know my hr rep's name?
Jennifer Burns
10/23/2000 04:09 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject:
You are such a Shit Head!!!!!
| 3,826 |
||
arnold-j/_sent_mail/82.
|
Re: Create a new NT group ,
pretty much all traders
Brian Hoskins@ENRON COMMUNICATIONS
10/23/2000 10:51 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re: Create a new NT group
John,
Here is the current list of traders we have for the chat program. Do you
want to include all traders or just desk heads and selected others?
Brian
| 3,827 |
||
arnold-j/_sent_mail/83.
|
Re: ,
you just might never get it back
"Jennifer White" <[email protected]> on 10/23/2000 08:57:44 AM
To: [email protected]
cc:
Subject: Re:
Maxwell. I left it at your apartment, so you still have it.
---- [email protected] wrote:
>
> hey:
> what was the first cd we listened to on Wednesday at my place?
> john
>
>
___________________________________________________________________
To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax,
all in one place - sign up today at http://www.zdnetonebox.com
| 3,828 |
||
arnold-j/_sent_mail/85.
|
Re: ,
No, i thought you would have known. don't tell shank i told you.
Jennifer Burns
10/22/2000 07:24 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re:
WHAT????????? You are shitting me!!!!!!
John Arnold
10/22/2000 06:26 PM
To: Jennifer Burns/HOU/ECT@ECT
cc:
Subject: Re:
i heard he's interviewing to be Shankman's right hand man
Jennifer Burns
10/20/2000 02:12 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject:
I saw Bill Perkins today, he was on 33. I heard someone call my name and I
was like hey Bill. Weird huh?
| 3,830 |
||
arnold-j/_sent_mail/86.
|
,
hey:
what was the first cd we listened to on Wednesday at my place?
john
| 3,831 |
||
arnold-j/_sent_mail/87.
|
Re: (no subject) ,
still have not received credit for funds wired 11/16. Please advise.
World Sports Exchange <[email protected]> on 10/19/2000 06:15:50 AM
Please respond to [email protected]
To: [email protected]
cc:
Subject: Re: (no subject)
Hi,
If you sent a bank wire on Monday then it should take about 2-3 days to
be credited to your account, but sometimes it takes one or two days
longer. So, if you don't see it today, please give us a call at 888 304
2206 and ask for either Maria or Juliette in the accounts department and
they will assist you.
Thanks,
WSEX
[email protected] wrote:
> Hello:
> I have not yet received credit for a $1500 wired on Monday for account
> "Lavorato"
| 3,832 |
||
arnold-j/_sent_mail/88.
|
Re: ,
i heard he's interviewing to be Shankman's right hand man
Jennifer Burns
10/20/2000 02:12 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject:
I saw Bill Perkins today, he was on 33. I heard someone call my name and I
was like hey Bill. Weird huh?
| 3,833 |
||
arnold-j/_sent_mail/89.
|
,
Andy:
I tried to open EOL at 4 on Sunday, but we had systems problems that delayed
the opening until 6:05. This is the third time in four or five sessions when
EOL had problems on Sunday. Anything you can do to improve reliability would
be appreciated.
John
| 3,834 |
||
arnold-j/_sent_mail/9.
|
re:summer inverses ,
a couple more thoughts. certainly losing lots of indutrial demand both to
switching and slowdown in economy. Big 3 automakers all temporarily closing
plants for instance. switching is significant and has led to cash in the
gulf expiring weak everyday. gas daily spread to prompt trading at
$1....need some very cold weather to justify that. this seems to be the test
of the next 3-5 days. Will the switching/loss of demand/storage management
keep cash futures spread at reasonable levels or will it blow to $5+. Not too
many years ago we had a $50 print on the Hub. unless we get some crazy
prints, you have to question the steep backwardation in the market.
funny watching the flies in the front. Bot large chunk of g/h/j at $.50
friday morning. probably worth 1.30 now. crazy. people have seen each
front spread be weak since forever and are already starting to eye up g/h.
what's the thoughts on distillates... is it tight enough such that gas
switching is the marginal mmbtu of demand and pulls it up or is the market
too oversupplied to care?
| 3,835 |
||
arnold-j/_sent_mail/90.
|
Re: How are you today ,
Adam:
Hope your interview goes well. Things are going crazy in the gas market so,
unfotunately, I'm stuck at my desk and can't go up for interviews.
As far as the interview goes, my advise would be the same as any interview.
Be confident. Answer the question asked. Don't be afraid to say you don't
know but don't make excuses. Express interest in why you find Enron
appealing compared to the other 100 companies interviewing.
The trading training program is still in the works. Few people outside the
trading area are even aware of its existence at this point so I wouldn't ask
any questions about it in the interviews. If you receive an offer, it would
probably be for a normal analyst position with the opportunity to enter the
training program when you arrive. Not sure about that last statement
though. The training program is geared towards our two most mature and pure
trading business areas: gas and power. There are still a large number of
other trading spots in our developing commodities side that would not fall
under the program. That's a function of the program being developed by the
head of these two businesses. Not ready to take it corporate-wide yet.
Write me about how your interviews went.
Good luck:
John
"Adam Bayer" <[email protected]> on 10/19/2000 03:28:57 PM
To: <[email protected]>
cc:
Subject: How are you today
Hi John,
How are you today? You must be pleased with Enron's most recent numbers.
Could you tell me a little more about the trading training program? You
mentioned you wanted to expand it to two years, but what does the extra year
entail? I have been selected for an interview next Monday, and I look
forward to seeing you again. Do you have any tips on approaching the
interview process? I have poured over the company website, and if you have
any tips I would love to hear them.
Thanks for your time, and I hope to see you Monday.
Cordially,
Adam Bayer
| 3,836 |
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